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📦 Order management & fulfilment

Software to manage your customer orders

Take the order, promise only what you really have, deliver it, and bill it — with one record from the order to the money, instead of a book, a chat and a spreadsheet. From $17 per user per month.

  • No credit card required
  • Set up in under 10 minutes
  • Cancel anytime, keep your data
Orders · Today
SO-1204 · Acme RetailPicking
SO-1201 · BrightsideDelivered ✓
SO-1198 · backorder 2 itemsPartial
Invoiced today$18,400
Quote → order → delivery → cash, one thread
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What is order management software?

An order is a promise: your customer wants these goods, at this price, by this date. Order management software is where that promise lives — so that the person who takes it, the person who packs it and the person who bills it are all looking at the same thing.

Without it, orders live in a notebook, a WhatsApp message and someone's memory. Then you promise stock you don't have, or deliver and forget to bill. PeppyBooks keeps the order from the moment it is taken to the moment the money arrives, and the stock and accounts follow it automatically.

How it helps you

How it helps your kind of business

One order, different worries.

Traders & wholesalers

Today: Orders are promised from stock that has already been sold to someone else.

With PeppyBooks: Stock is held against the order the moment it is confirmed.

Distributors

Today: Reps take orders in the market and the office hears about them later.

With PeppyBooks: The order reaches the office as it is taken, on a phone, even offline.

Manufacturers

Today: You accept an order without knowing whether you have the material.

With PeppyBooks: The order tells you what material is short before you promise a date.

Online sellers

Today: The website sells what the shop has already sold.

With PeppyBooks: One stock figure for the counter, the vans and the website.

Anyone doing part deliveries

Today: Half went yesterday, half goes Friday — and the billing gets confused.

With PeppyBooks: Part deliveries are normal here: the order knows what is still owed.

Owners

Today: You cannot see what is promised, what is packed and what is late.

With PeppyBooks: One screen: ordered, ready, delivered, billed, paid.

Who it's for

Built for teams like yours

Wholesalers & distributors

High order volumes with reservations, backorders and partial fulfilment.

B2B sellers

Quote-heavy sales with approvals and customer-specific pricing.

E-commerce operations

Web orders flowing into the same fulfilment queue as offline sales.

The problems this solves

Before PeppyBooks → after PeppyBooks

Quotes promising stock you don't have
Availability checked live at quoting time, reserved at ordering
Orders re-typed into invoices, with errors
One document thread from quote to cash — zero re-entry
No one knows what's shipped vs pending
Fulfilment status per order and per line, live
How it works

Up and running in three calm steps

1

Quote from live stock

Prices, availability and customer terms pulled live — no checking with the office.

2

Order and fulfil

Confirmed quotes become orders that reserve stock and drive picking and delivery.

3

Invoice and collect

Delivery converts to invoice; payments and reminders close the loop.

01

Quotes that win business

Fast, accurate quotes from live data — with the controls that stop margin leaking.

Live pricing, stock and customer terms

Discount approval workflows

Quote templates with your branding

One-click conversion to order

02

Orders under control

Every order tracks from confirmation to completion, with stock reserved and exceptions visible.

Stock reservations on confirmation

Backorders and partial fulfilment

Order amendments with audit trail

Customer order history at a glance

03

Fulfilment to cash

Picking, delivery and invoicing flow from the same order — and collections follow automatically.

Picking lists and delivery notes

Invoice from actual shipped quantities

Payment links and auto-reminders

Returns handled against the original order

Inside the product

What you'll actually see

erp.peppybooks.com/sales/invoices/new
PeppyBooks new sales invoice — line items with VAT, and a batch/lot allocation panel using nearest expiry first by expiry date.
90-second product tour

Your first minute and a half

  1. 0:00Build a quote — live prices, live stock, customer's own terms.
  2. 0:20Customer accepts; one click converts to a sales order and reserves stock.
  3. 0:40Warehouse picks against the order; two lines go to backorder.
  4. 1:00Delivery note issues; the invoice raises from what actually shipped.
  5. 1:15The customer pays the link — and the order closes itself.

Do this on your own data — free

What you get

The outcomes that matter

Promises you can keep

Reservations and backorder handling stop overselling.

Faster order-to-cash

Each step triggers the next; nothing waits in someone's inbox.

One version of the truth

Sales, warehouse and accounts all see the same order thread.

Included in plans from $17/user/month — every plan starts with a full-featured trial. See pricing Start for free
Compare

PeppyBooks compared with how orders are usually handled

An honest look at the usual options.

PeppyBooks order management compared with the options most businesses weigh up
What mattersPeppyBooksTallyZoho InventoryA book or WhatsApp
Record the orderYesYes — sales orders are includedYes — a genuine strengthYes, but only that person knows
Hold stock against a confirmed orderYesDepends on your setupYesNo
Order taken on a phone, in the marketYes, works offlineBest suited for a computer in the officeYesYes — but it stays in the chat
Invoice made from the orderYes, no re-typingYesYesTyped again by hand
Part deliveries trackedYesYesYesRemembered, or not
Accounts update from itYes — same platformYes — accounting is its coreBest suited when used with Zoho BooksNo
Customer's own price appliedYes, automaticallyDepends on your setupYesFrom memory
How it's pricedFrom $17 per user per monthMainly a one-time licence, plus yearly supportMonthly subscription, by planFree, until an order is missed

Where each is strong: Tally is a genuine strength if your books are already there. Zoho Inventory is a strong dedicated order and stock product, especially alongside Zoho Books. A notebook works until you have more orders than one person can hold in their head. PeppyBooks is best suited when the order, the stock and the accounts should be one record. Compiled from each vendor's published information — last verified 17 July 2026. Features and pricing change and vary by country and plan; please check the vendor's current terms before deciding.

Works with what you already have

Native to the PeppyBooks platform, open where it counts.

Reports that come standard

  • Open orders by status
  • Backorder report
  • Fulfilment turnaround times
  • Order-to-cash cycle
  • Sales by customer & product
The complete guide

Software to manage your customer orders: what you need to know

Last updated 3 July 2026 · Reviewed by the PeppyBooks product & compliance team

What is order management software?

Order management software runs the commercial thread from quote to cash: quotations priced from live stock, sales orders that reserve inventory, fulfilment with picking and delivery documents, invoicing from actual shipped quantities, and collections. Its defining quality is one unbroken document thread — each step generated from the last, so nothing is re-typed and everyone sees the same order status.

Order-to-cash: where time leaks

  • Quote delays — waiting on price and stock checks; fix with live data at quoting
  • Order re-entry — copying quotes into orders into invoices; fix with one-click conversion
  • Fulfilment blind spots — 'has it shipped?' phone calls; fix with per-line status
  • Invoice lag — billing days after delivery; fix by invoicing from the delivery event
  • Collection drift — no reminders until someone notices; fix with automatic follow-ups
1platform for books, stock & CRM
2 clicksfrom report to source document
14 daysfree on every plan
FAQ

Common questions

Can an order be partially fulfilled?

Yes — ship what's available, backorder the rest, and invoice from actual shipped quantities.

Does ordering reserve stock?

Yes — confirmed orders reserve inventory so the same stock can't be promised twice.

Can web orders flow in automatically?

Yes — e-commerce integrations on the Ultimate plan feed online orders into the same fulfilment queue.

Can I amend an order after confirmation?

Yes — amendments are tracked with a full audit trail, and reservations adjust automatically.

How are returns handled?

Returns process against the original order and invoice, correcting stock and receivables together.

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