Unified Order Management B2B, B2C, and Omnichannel
Manage sales orders, quotations, credit, returns, and fulfillment across every channel from a single system. Whether your customers walk in, call, click, or place standing orders — every transaction is unified.
Complete Order Lifecycle Management
From quotation to delivery and beyond — manage every aspect of the sales process in one place.
Sales Order Management
Create, track, and fulfill sales orders across every channel. From walk-in customers to B2B accounts to online marketplaces, every order flows through a single system with full lifecycle visibility.
Quotation & Estimation
Generate professional quotations with product configurations, volume discounts, and custom pricing. Track quotation status, follow-up dates, and conversion rates. One-click conversion to sales orders.
Credit Management
Set customer credit limits, payment terms, and credit scoring. Automatic credit holds when limits are exceeded. Age-based collection tracking with automated reminders and escalation workflows.
Returns & Exchanges
Process returns, exchanges, and refunds with configurable return policies. Track return reasons for quality improvement. Automatic inventory restocking and credit note generation.
Multi-Channel Orders
Unify orders from POS, e-commerce, B2B portals, phone orders, and marketplace channels into a single order management system. Consistent pricing, inventory, and fulfillment regardless of source.
Order Fulfillment Tracking
Track orders from placement through picking, packing, shipping, and delivery. Split shipments, partial fulfillment, and backorder management with customer notifications at every stage.
Sales Analytics
Real-time dashboards for revenue, margins, conversion rates, and sales velocity. Drill down by product, customer, region, channel, or sales rep. Trend analysis and forecasting built in.
Commission Management
Configure commission structures by product, category, customer, or revenue tier. Track sales rep performance, calculate commissions automatically, and generate payout reports.
Sales & Orders Across Industries
Every industry sells differently. CW Sales adapts to your specific order workflows and customer expectations.
Retail & E-commerce
- Walk-in sales with immediate fulfillment from store inventory
- Online orders with ship-from-store and buy-online-pickup-in-store (BOPIS)
- Customer special orders with deposit tracking and notification
- Gift registry management with multi-contributor support
- Layaway and installment sales with automated payment schedules
- Cross-channel returns — buy online, return in store
Distribution & Wholesale
- B2B order management with customer-specific pricing and catalogs
- Bulk order processing with volume discount tiers
- Standing orders and recurring delivery schedules
- Blanket purchase agreements with release order tracking
- Drop-ship orders direct from manufacturer to customer
- Trade show order capture with mobile order entry
Restaurant & QSR
- Dine-in order management with table and server tracking
- Takeaway and delivery order aggregation across platforms
- Catering order management with event scheduling
- Corporate account ordering with monthly billing
- Pre-order and scheduled pickup with capacity management
- Subscription meal plans with recurring billing
Food Production
- Production orders linked to customer demand forecasts
- Made-to-order production with custom specifications
- Co-packing and private label order management
- Sample orders with follow-up tracking and conversion
- Forward contracts with scheduled delivery and pricing
- Export orders with documentation and compliance tracking
Sales Connected to Every Department
Orders do not exist in isolation. CW Sales connects to POS, inventory, finance, and pricing for a complete sales operation.
Point of Sale
POS transactions become sales orders automatically. Online orders appear on POS screens for fulfillment.
Inventory Management
Sales orders reserve and allocate inventory in real time. Backorders auto-fulfill when stock arrives.
Finance & Accounting
Sales revenue, receivables, and commission expenses flow directly into your financial system.
Price Connect
Dynamic pricing rules, customer-specific rates, and promotional discounts applied automatically.
CW Digital Employees That Drive Sales
Autonomous assistants that analyze sales data, optimize fulfillment, and help your team close more deals.
Digital Sales Analyst
Continuously analyzes sales patterns, customer behavior, and market trends. Identifies underperforming products, suggests pricing adjustments, and forecasts demand to help you make data-driven sales decisions.
- Sales trend analysis and demand forecasting
- Customer churn prediction and retention alerts
- Product affinity analysis for cross-sell recommendations
- Sales rep performance benchmarking and coaching insights
Digital Order Coordinator
Manages the order lifecycle from placement to delivery. Identifies fulfillment bottlenecks, suggests optimal routing, and proactively communicates delays to customers before they notice.
- Intelligent order routing based on inventory and proximity
- Proactive delay detection and customer notification
- Backorder prioritization based on customer value
- Fulfillment rate optimization across channels
Drive Revenue, Reduce Friction
CW Sales & Orders delivers measurable improvements to your sales operations.
Unified order entry, automatic pricing, and streamlined fulfillment workflows cut order processing time significantly.
Faster quotation turnaround, better credit management, and intelligent follow-up reminders convert more quotes to orders.
Real-time inventory allocation, intelligent routing, and proactive delay management ensure orders arrive when promised.
Cross-sell recommendations, commission-driven motivation, and reduced order abandonment drive measurable revenue increases.
Orders flow from any channel into a unified system. No re-keying, no duplicate orders, no reconciliation between systems.
Track every order from placement to delivery across all channels. Customers, sales reps, and warehouse staff all see the same data.
Related Apps
Discover other CW Suite apps that work seamlessly with Sales & Orders.
A guided walkthrough,
tailored to your operation.
30 minutes with a CW solution architect. We'll map your current stack, run live data through CW Core, and put a number on the consolidation savings.