OMS · Order management
Order management for shippers and 3PLs. Every order, validated before it ships.
- Order entry and tracking
- Suggested orders
- Inventory validation
- From order to invoice
- Connected to your ERP, WMS and TMS
- Customer portal and app
Give your customers one portal to place and track their own orders. ProdTech OMS checks every order against inventory, pricing and your rules, syncs it with your ERP and releases it to the warehouse ready to pick — then carries it through shipping and invoicing without anyone re-keying it.
When order volume starts to scale
More orders that come in right. Less phone, email and re-keying.
An OMS makes sure every order is born validated — against inventory, pricing and what each customer is allowed to buy — so customers can track it without calling, and your operation can fulfill it without retyping it anywhere.
Today
- Orders arrive by phone, email and text, and someone keys them in
- Mistakes surface in the warehouse, after the order is already picked
- Checking an order's status means calling customer service
- Customers reorder from memory: too much, or not enough
- Packing slips and credit memos get dug out of old emails
- More customers means more people entering orders
With ProdTech OMS
- Customers place orders in the portal, and they enter the system exactly as confirmed
- Availability and restricted items are checked as the order is placed
- The status of every order is right there, line by line
- The system suggests the order from each customer's inventory and sales
- Shipping documents, claims and credit memos stay with the order that created them
- More customers placing their own orders, with the same team
The goal isn't getting orders onto a screen. It's getting each order right once, so nobody has to type it again.
The architecture
Your OMS shouldn't work alone
Run it on its own or connect it to your ERP, WMS, TMS, e-commerce platforms, your retail customers' systems and everything already in production.
As a standalone OMS
It goes in on its own and runs the order end to end, with its own customers, items, price lists and warehouses. The right start when order intake is the first thing to fix.
Connected to what you already run
It works alongside the systems you have in production and takes from each what belongs to it: item masters and inventory from the ERP, pick confirmations from the warehouse, delivery status from your carriers. Everything flows through ProdTech Connect, our integration layer, which standardizes what comes in and what goes out.
Connects with
- ERP
- Warehouse management
- Transportation management
- E-commerce and marketplaces
- Retail customers
- In-house and third-party systems
Our system
ProdTech OMS, from order to invoice
It's where your customers meet your operation: from the portal they place orders — one by one, by bulk upload or from a suggestion calculated on their inventory and sales — and track each one line by line. From there, the order moves through fulfillment, finance, shipping and invoicing without ever leaving the system.
The process, end to end
Order entry and tracking
A dashboard per customer with order history and line-level detail. Orders are placed one at a time, by bulk upload from a spreadsheet or from the system's suggestion.
Suggested orders
The system proposes the order from the customer's on-hand inventory and their actual and forecast sales; the customer adjusts it before confirming.
Duplicate and inventory checks
Every upload is validated header by header and line by line, with duplicate detection and availability and restricted-item checks before anything is confirmed.
Two-way ERP sync
Orders, purchase orders, item masters and inventory flow both ways, reconciled before anything ships.
Cold chain
Temperature tracked per shipment, with graphical reports and shipments split by the temperature range each product requires.
Customer service and documents
Claims, credit memos and support tickets with attachments, a document library for each customer and account statements.
What doesn't usually come standard
So every order comes in right, nobody ever retypes it, and all of it can be proven and invoiced afterwards.
Suggested orders are calculated, not guessed
The suggestion comes from the location's inventory, actual and forecast sales, scheduled delivery days and minimum order size. The customer adjusts it before confirming, so replenishment no longer depends on the memory of whoever places the order.
Fulfillment, finance and shipping, on the same order
Fulfillment adjusts the confirmed quantity, finance approves what's about to be invoiced and shipping sends it out. Every step is stamped with its date and owner, and the order number never changes along the way.
The ERP check happens before picking
Orders, purchase orders, item masters and inventory flow both ways, so discrepancies show up before the warehouse picks the order — not after it's been invoiced.
The load sheet closes with proof
Quantity ordered, confirmed and shipped on the same line, with the shipping documents, plate number, driver, destination and any regulatory registration the product requires.
On your customers' side
The customer portal, on their own screen
Each customer signs in, sees their own pricing and the items they're approved to buy, builds the order for their delivery date and confirms it in three steps. From there they track it line by line, repeat it, edit it while it's still open, and find their shipping documents and claims in the same place. None of it goes through your customer service team.
The customer's journey
The catalog, at their pricing
They see the items they're approved for with price and availability, search by item number or description and filter by pack and type. They order by unit or by case and watch the total as they go.
Review and confirm
Before confirming, they review the whole order with the delivery date and shipping details. Anything that doesn't add up gets fixed right there, without starting over.
Track, reorder, file a claim
From their order history they see where each order stands, repeat it, export it and file a claim or a ticket with an attachment if something didn't arrive as expected.
What your customers see
- Order history
- Line-by-line status
- Delivery date
- Shipping documents
- Account statement
- Claims and tickets
Good to know
- There's nothing to install and nothing to update: it opens in the browser and, on a phone, sits on the home screen with its own icon. New versions apply themselves.
- It works from the office desktop, a tablet at the counter or a manager's phone: the same screen, laid out for each size.
- Every user sees only their own data. Permissions decide which screens open and which customers appear, so one portal serves many customers without mixing them up.
- It runs in English, Spanish, Portuguese and French and switches from the top bar — including the statuses the system writes, not just the screen labels.
The result
What actually changes in your order flow
More customers, same customer service team
Every customer places and tracks their own orders, so growing volume no longer means hiring people to take them.
Mistakes get caught at order entry, not at delivery
An out-of-stock or restricted item never gets confirmed, so it isn't picked, it doesn't ship and it doesn't come back as a return.
From customer order to invoice, in one process
What the customer confirmed is what the warehouse picks and what gets invoiced: fulfillment, finance and shipping all sign off on the same order, so invoicing closes the process instead of rebuilding it.
Replenishment runs on data, not memory
Suggested orders are calculated from each location's inventory and sales, so customers order what they're actually short on.
And day to day
Every order's status, without calling anyone
Customers see where their order stands and what was confirmed on each line, while it's still moving through the process.
Claims answered with the paperwork right there
Shipping documents and credit memos stay with the order that created them — no digging through a three-month-old email.
Less dependence on whoever knows each account
Price lists, approved items and delivery days live in the system, not in one person's head.
The result isn't an order form on the web. It's an operation where every order comes in right once and reaches the invoice without anyone typing it again.
If you're evaluating
Where ProdTech OMS fits
Fit isn't about your industry — it's about how orders come in. It shows up when email, spreadsheets and phone calls can no longer hold order intake together, and a mistake made at entry gets paid for three steps later.
Wholesale distribution
Companies selling to hundreds of repeat customers, where taking orders is a daily job, not an event.
Chains and store networks
Stores, franchises and branches replenishing at their own pricing, on scheduled delivery days.
Food and cold chain
Where products have a temperature range and every delivery has to be provable from the shipment's own record.
Multiple sales channels
Orders coming from your own store, a marketplace and a sales rep — all of which have to land in the same process.
Companies keeping their ERP
The ERP handles invoicing and isn't going anywhere; what's missing is the layer that hands it orders already validated.
Growing operations
Order intake still works, but every jump in customers costs another person keying orders in.
Order complexity isn't measured by how many orders come in a day. It's measured by customers, price lists, restrictions — and everything you need to be able to explain afterwards.
FAQ
Frequently asked questions about ProdTech OMS
What is an OMS?
An order management system (OMS) brings every order — from every customer and channel — into one place, validates it and releases it to the warehouse ready to pick.
Can our customers place and track their own orders?
Yes. They get their own portal and app to place orders one by one, upload them in bulk from a spreadsheet or start from a suggested order — and track each one through delivery.
How do suggested orders work?
The system proposes a replenishment order based on the customer's on-hand inventory and their actual and forecast sales. They review it, adjust it and confirm.
How does it keep bad orders out of the warehouse?
Every order is validated before it's confirmed: header and line checks, duplicate detection, availability and restricted items. Errors get caught at order entry, not at the dock.
Does it sync with our ERP?
Yes. Orders, purchase orders, item masters and inventory sync both ways through ProdTech Connect, reconciled before anything ships.
Can it handle claims and credits?
Yes. Claims, credit memos and support tickets — with attachments — live in the same portal, along with each customer's shipping documents and account statement.
Can it combine orders from multiple channels?
Yes. Wholesale, retail and e-commerce orders land in one record per customer, under the same validation rules.
Want to see how ProdTech OMS would fit your operation?
We look at how orders come in today, which systems need to talk to each other and what's worth validating at entry — then propose a solution built around your operation. The initial assessment is free.