Sales · part of Production & Supply

Sales Order Management Software Sales promised the 28th. Does the plant know?

Take an enquiry through quotation, customer PO and sales order to delivery, invoice and payment. Each order line carries its plant and delivery date, so MRP and production plan against what you actually sold.

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SO-2026-0381 · Kiran Process Equipment · Rev 2 Confirmed

3Lines

280Ordered

140Shipped

140Invoiced

Pos 10 · VB-150 Valve body DN50120 pcs · due 28 Nov · MO-2026-0142In production
Pos 20 · VB-100 Valve body DN25140 pcs · shipped 08 Nov · invoicedShipped
Pos 30 · SK-15 Spares kit20 pcs · due 05 Dec · 6 shortMaterial short

The basics

What is sales order management software?

Sales order management software records what a customer has ordered and follows it through to cash: quotation, customer purchase order, sales order, delivery, invoice and payment. In a factory it also has to tell production and purchasing what to make and buy, for which order line, and by which date.

When orders live in email and a spreadsheet, sales commits to dates without knowing the plant's load. Amendments arrive by phone and only some people hear about them. The first time anyone checks whether material exists is when the order is already due.

Features

Order management software for manufacturing companies

Quotations to sales orders

Record the enquiry, send a quotation, and turn the accepted quotation or the customer's PO into a sales order with its lines. Each document keeps a link to the one it came from.

Delivery dates and plant per line

Every order line has a part, quantity, delivery date and delivering plant. Those lines are the demand that MRP plans and that manufacturing orders are built against.

Order confirmation and amendments

Confirm an order once its commercial details, such as PO date, delivery weeks and currency, are filled in. An amendment needs a reason, raises the revision number and adds a row to the revision log, so everyone works from the current version.

Requirements handed to every team

An order summary sheet collects the order's engineering, purchasing, manufacturing, quality and packing requirements in one place, with revisions and a change marker on any section that differs from the last one.

Deliveries that move stock

Ship against order lines, with shipped quantity checked against what is still open. Shipping posts the goods issue, taking stock built for that order first, and stops with a list if stock is short.

Proforma, invoices and payments

Raise proforma invoices with approval, then sales invoices from the order or the delivery, with credit and debit notes. Record customer payments against each invoice and see what is still owed.

Connected

Sales doesn't live alone

Contract review checks feasibility and order requirements against the sales order before you commit. Open order lines feed MRP as demand, and manufacturing orders are created from those lines, so each order shows what is being made for it.

Standards and industries

Order management software for manufacturing under IATF 16949 and AS9100

Industry	Standard	What you get
Automotive	IATF 16949	Customer requirements recorded on the order, amendments with reasons and revisions, delivery against the agreed date
Aerospace and defence	AS9100	Order requirements confirmed before acceptance, changes tracked with history, make to order stock kept for its order
General manufacturing	ISO 9001	Requirements for products: review before acceptance, changes to orders and records of what was agreed

FAQ

Sales order questions people ask

Still unsure? Ask our team.

What is a sales order?

A sales order is your internal record of a customer's order: which parts, how many, at what price and by what date. It is usually created from the customer's purchase order and drives production, delivery and invoicing.

What is the difference between a sales order and a purchase order?

It is the same deal seen from two sides. The customer sends a purchase order to buy from you. You record it as a sales order to supply them. In YourBrand, purchase orders are what you send to your own suppliers, in the Purchase product.

What is the order to cash process?

Order to cash runs from the customer enquiry to the money in the bank: quotation, order, production or picking, delivery, invoice and payment. YourBrand keeps each step as a linked document, so you can follow any order line from quotation to payment.

Can production see what sales has booked?

Yes. Open order lines are demand for MRP, and planners create manufacturing orders from one or more order lines. A manufacturing order is flagged Late when its planned finish falls after the line's delivery date.

Does shipping update stock?

Yes. Marking a delivery as shipped posts a goods issue. Stock built for that order line is used first, then free stock, unless the part is make to order. Reverting the delivery reverses the stock movement.

Can we change an order after it is confirmed?

Yes. Amend the order with a reason. The revision number goes up, the change is logged, and the order goes through confirmation again.

Promise dates the plant can keep

We walk through it with your own parts and documents. It takes about 30 minutes.

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