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Sales & Order Management for ProcessPro

Sales & Order Management Module

Distribution/Inventory Modules

Purchase Orders

Linked to DRP, Purchase Order Software features real-time tracking, automatic updating of vendors and inventory account balances and extensive reporting capabilities. Along with use of preventative controls for managing purchases from approved suppliers.

Inventory Control

Inventory Control Software automatically tracks inventory balances, serial numbers, lots and product line information. All balances are updated in real-time for up-to-the-minute, on-screen access. Extensive reporting to analyze and control inventory is available.

Lot Traceability

Instantly see lot number genealogy of all raw materials, intermediates and finished goods from receipt through final shipped sales orders and back again. Generate mock and actual recall information on demand. Meet all your audit and recall needs.

Warehouse Management System (WMS)

Increase efficiency and improve data accuracy for receipts, movements, transfers, issues and returns, pallet tracking and sales order shipments. WMS provides real-time inventory transactions through bar code scanning on a WiFi network.

Dock Scheduling

Schedule inbound and outbound shipments across different docks and locations. Drag and drop SOs or POs to schedule and track carrier, seals and other information.

Shipping Integration

Easily integrate shipping information between UPS and FedEx shipping system and ProcessPro.


The kitting solution allows the ordering, selling and shipping of pre-defined groups of products, and streamlines your business as it relates to commonly bundled products.

Distribution Requirements Planning (DRP)

For distributors, DRP Software allows for more efficient and effective ordering and stocking by factoring in all supply, demand and forecasted requirements for your business.

Sales Management Modules

Order Entry

Order Entry generates, schedules and maintains sales orders and sales order backlogs. Invoices are created automatically and linked to Accounts Receivable. Order Entry prints pick lists, UPS tags and a variety of sales analysis reports.

Research & Development (R&D)

R&D allow for product development within the system without interfering with current production. Leverage existing cost history while quickly adding new items for R&D purposes only. Easily convert R&D items into live” company.

Customer Relationship Management (CRM)

With CRM you can quickly analyze, manage sales, marketing and customer care activities across all points of contact, giving your teams the tools they need to find new customers, close sales faster and build lasting relationships across all channels.

Electronic Data Interchange (EDI)

EDI can provide significant efficiencies for key business transactions. ProcessPro seamlessly links your EDI transactions to trading partners through our own translator and value added network or with your existing EDI provider.

Credit Card Processing

A PCI compliant solution for processing credit card transactions that seamlessly integrates to SO functions and multiple payments solutions. Eliminates duplicate entry and quickly processes transitions while keeping customer information secure.

Point of Sale (POS)

Point of Sale is a retail management system that takes advantage of the latest touch-screen, scanning and barcoding technologies, facilitating the rapid transaction processing necessary in a single company store or a multi-point retail environment.

Direct Store Delivery (DSD)

Extends our POS sale functionality to your mobile route sales and delivery team to order, invoice and accept payment on the road.”

B2B eCommerce

Provide your customers with a web portal for self-service sales without the need for a third-party eCommerce solution. This functionality also allows your sales reps the ability to enter mobile orders from customer locations and trade shows

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