Brandhubify ERP · Sales & orders
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Sales order management software: from a retailer's quote to a confirmed order.

A retailer sends a quote request on WhatsApp, someone retypes it into a spreadsheet, and someone else retypes it again as an order. Brandhubify already captures that quote through your Brand Share portal. This block turns it into a confirmed order in one step — checked against credit limits, order minimums and the customer's price list.

The problem

Where B2B orders go wrong

Every order is typed twice

The quote is in one place, the order in another, the invoice in a third.

Credit is checked after shipping

Finance learns a customer was over limit when the invoice is already overdue.

Case packs are ignored

An order arrives for 7 units of a 12-pack, and someone has to call the buyer back.

Returns are a phone call

Stock comes back with no record of why, and the credit note follows weeks later.

How it works7 steps

Quote to cash, without retyping a line

  1. 1

    Retailer builds a quote

    On your Brand Share portal, usually from a phone.

  2. 2

    Sales reviews it

    Price list, agreed discounts, MOQ and case packs.

  3. 3

    Convert to an order

    Every line carries over — nothing is retyped.

  4. 4

    Credit check

    Over-limit orders are held for finance to approve.

  5. 5

    Fulfil

    Reserve stock, ship in full or in parts.

  6. 6

    Invoice and collect

    Raised from the order by the one invoicing engine.

  7. 7

    Handle returns

    RMA brings stock back and raises the matching credit note.

What's in it7 capabilities

Order management for brands selling to retailers and distributors

Customer & retailer master

Accounts, ship-to addresses, payment terms and price lists in one place.

Quote to order

Convert an accepted quote into an order without retyping a line.

Sales orders

Lines, delivery dates, partial shipments and order status.

Credit limit checks

Hold orders that would take a customer past their agreed limit.

Order minimums & multiples

Enforce MOQ and case packs at the point of ordering.

Returns & credit notes

RMAs that bring stock back and raise the matching credit.

Targets & commission

Sales targets by rep or region, with commission worked out from real orders.

In numbers

Worked example: a credit check on a new order

Illustrative amounts, in the customer's own currency. The order waits for a decision instead of shipping and becoming a bad debt.

Customer credit limit50,000
Unpaid invoices38,000
New order15,000
Exposure if confirmed53,000
ResultHeld — 3,000 over limit, sent to finance for approval
Who it's for

Who it helps

Sales rep

Turns a retailer's quote into an order without copying a single line.

Customer service

Answers “where is my order?” from one screen.

Finance

Stops over-limit orders before they ship, not after.

FAQ

Sales & orders in Brandhubify ERP: common questions

What is sales order management software?

It turns quotes into confirmed orders, checks them against credit limits, minimum quantities and price lists, and tracks each order through delivery, invoicing and any returns.

What is an RMA?

An RMA (return merchandise authorisation) is an approved return. Good RMA handling brings the stock back into the right location and raises the matching credit note in the same step.

Can retailers order from a portal?

Yes. Retailers browse your catalog and send quotes through Brandhubify Brand Shares, and Brandhubify ERP turns those quotes into sales orders without retyping.

Can retailers place orders from their phone?

Yes. Retailers build quotes on their phones through Brandhubify Brand Shares, and those quotes convert straight into sales orders in Brandhubify ERP.