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Softwhile
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Sales & Order Management

One workflow from lead to delivered order.

Close the gap between sales and operations. A lead becomes an order, the order moves through packing, courier and payment, and every status change is visible to the team and the customer.

Modules

  • Leads
  • Orders
  • Products
  • Inventory
  • Courier
  • Payments
  • Reports

Best for

  • E-commerce
  • F-commerce brands
  • Distributors
  • Wholesalers
  • Retail chains
The problem

The gap between a sale and a delivery

Sales closes the deal, operations has to ship it. These five failures live in the handover between them.

Sales and operations on different lists

A closed deal is retyped into an operations sheet. Somewhere in the retyping the quantity, the address or the agreed price changes, and nobody notices until delivery.

What replaces it

  • Lead converts to order in one click
  • Nothing retyped, nothing reinterpreted
  • One record from enquiry to delivery

Selling stock that is not there

Two agents sell the last piece within the same hour. One customer is called back and told it is unavailable, which is the most expensive call a business makes.

What replaces it

  • Stock reserved on confirmation
  • Live availability on the sales screen
  • Low-stock alerts before it happens

Parcels nobody can trace

The order left three days ago and the only tracking is a WhatsApp message from a courier agent. The customer asks, and the team has to ask somebody else.

What replaces it

  • Courier API status on the order
  • Consignment number stored with it
  • Customer notified at each step

COD money in three places

Some cash is with the rider, some at the courier, some already banked. Reconciling which order was actually paid for takes a full day every month.

What replaces it

  • Payment status per order, not per batch
  • Courier remittance matched automatically
  • Outstanding due list, always current

Returns handled by memory

A returned parcel comes back to the warehouse with no paperwork. Whether it was refunded, exchanged or restocked depends on who happened to open the box.

What replaces it

  • Return, exchange and refund workflow
  • Stock returned to inventory on receipt
  • Reason codes that feed the reports
How it works

From lead to money in the account

Six stages, one status per order, and everyone reading the same one.

Stage 1Lead

The enquiry arrives from a page, an ad, a call or a message, is de-duplicated on arrival, and carries its source all the way to the invoice.

Capabilities

What the system takes over

Orders, stock, courier, payment and returns — the parts that break when volume doubles.

Order workflow

Custom statuses with role permissions, so only the right person can confirm, dispatch, cancel or refund.

Inventory control

Multi-warehouse stock, reservation on confirmation, transfers, adjustments and low-stock alerts.

Products & pricing

Variants, bundles, channel-wise price lists, wholesale tiers and time-limited offers.

Courier integration

Book consignments, print labels and pull delivery status from your courier partners' APIs.

Payments & dues

Prepaid, COD, partial payment, credit limits and an outstanding list that updates itself.

Returns & exchanges

Return requests, reason codes, restocking and refunds, each with an approval step and a record.

Customer accounts

Order history, saved addresses, ledger balance and repeat-purchase behaviour on one profile.

Sales analytics

Revenue by product, channel, source and agent, plus delivery success and return rates.

Key features

Lead to order conversion in one click

Order status workflow with role permissions

Stock and inventory deduction on confirmation

Courier API integration and tracking

Payment, COD and due management

Return, exchange and refund handling

Sales, product and channel-wise reporting

Outcomes

What changes once it is live

Fewer cancelled orders, fewer angry calls, and a due list you can actually collect against.

No more apology calls

Stock is reserved the moment an order is confirmed, so the same piece is never promised to two customers.

An answer to "where is my order"

Courier status sits on the order itself, so support answers in seconds instead of forwarding the question to somebody else.

A due list you can act on

Per-order payment state and matched courier remittance turn COD reconciliation from a monthly project into a daily check.

Ad spend you can defend

Because the source travels from lead to delivered order, you can see which campaign produced revenue rather than clicks.

AI assisted

The orders most likely to fail, flagged before they ship

Every returned parcel and refused COD in your history is a pattern. The system learns which addresses, order values, sources and customers tend to fail, and marks the risky ones before the courier collects — so a confirmation call happens while it still costs nothing.

Return risk
Orders worth a confirmation call before dispatch
Reorder point
What to restock, based on real sell-through
Source quality
Which channel delivers orders, not just leads
Repeat likelihood
Customers worth a follow-up offer this month
Call analysisLive
Transcript
Customer sentiment
SatisfiedNeutralFrustrated
Who it is for

Every business that ships what it sells

The same order workflow, with the stock rules, courier partners and payment terms each model needs.

E-commerce stores

Website orders, courier booking, COD reconciliation and return handling in one flow.

F-commerce brands

Messenger and comment orders captured as leads, confirmed by call, then shipped like any other order.

Distributors & wholesalers

Dealer price lists, credit limits, ledger balances and territory-wise order books.

Retail chains

Branch stock, inter-branch transfers and one product catalogue across every outlet.

Manufacturers

Made-to-order jobs, production status against the order, and dispatch planning by delivery date.

Subscription & repeat delivery

Recurring orders on a schedule, pause and resume, and dues tracked across cycles.

Questions

Order management questions we get asked most

Short answers. Tell us your courier and payment setup and we will get specific.

Any courier that offers an API for booking and tracking. Tell us who you use and we will confirm what is possible before you commit.

Need this product tailored to your workflow?

Every product can be extended, rebranded and integrated with the systems you already use.