Intersoft ERP: Formerly known as INTERAC ERP
The Problem: Disconnected Order Workflows
Manual Order Handling Slows You Down
01
Lost or miscommunicated order details?
02
Delayed fulfillment due to approval bottlenecks?
03
Manual data entry errors between systems?
04
Inconsistent pricing or stock issues?
05
Lack of order visibility across departments?
Key Features of Order Processing
Take Control of the Order Lifecycle
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Quote & Order Creation
Easily convert quotes into orders with accurate pricing and tax rules.
Customer & Pricing Integration
Pull customer-specific discounts, terms, and history automatically.
Inventory Sync
Check real-time availability before confirming an order.
Approval Workflows
Route high-value or custom orders through managers automatically.
Order Tracking Dashboard
Monitor every order’s status, shipping progress, and exceptions.
Automated Invoicing
Trigger billing as soon as fulfillment is confirmed.
How It Works
A Seamless End-to-End Sales Process

Create a Sales Quote
Start with a customer-specific quote that automatically applies correct pricing, tax rates, and payment terms.

Convert to Order
With just a few clicks, convert the approved quote into a sales order—auto-filled with items, quantities, and delivery instructions.

Approve & Release
Orders that meet custom rules (like dollar limits or custom items) are routed through your approval chain before fulfillment.

Auto-Invoice & Record
Once shipped, generate and post an invoice to Accounts Receivable and update the customer’s record automatically.

Fulfill & Ship
Print packing slips, prepare shipments, and mark deliveries as complete—all tracked in the system.

Sync with Inventory
Quickly verify stock availability and reserve items to prevent overpromising or delays.
Benefits Overview
Speed Up Sales Without Sacrificing Accuracy

No More Duplicate Entries
Eliminate duplicate entry across departments

Faster, Smarter Deliveries
Improve delivery times with accurate order routing

Accurate Pricing Always
Ensure correct pricing and discounts every time

Live Order Visibility
Get real-time order insights to prevent bottlenecks

Stronger Customer Support
Boost customer service with faster, more transparent tracking
Module Integrations
Fully Connected with the Intersoft ERP Ecosystem
Connected Modules:

Inventory
Real-time item tracking and stock levels
Accounts Receivable
Auto-invoice creation and payment tracking
CRM
Access customer details, preferences, and order history
Report Manager
Attach supporting documents like POs, shipping terms, or contracts to each order.
Document Manager
Attach PO copies, terms, and shipping docs to each order
Payroll (for Sales Teams)
Track sales commissions tied to order value
Use Cases by Industry
Order Processing for Every Industry

Manufacturing
Manage bulk orders, custom specs, and delivery deadlines

Retail/Wholesale
Handle seasonal spikes, discounts, and quick turnarounds

Construction
Process material/equipment orders tied to job sites

Franchises
Maintain consistency in product and pricing across locations

Healthcare
Track medical supply orders and compliance requirements

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