Order Management Software

Elevate your quote-to-order cycle

Slash data-entry time. Automate invoices and recurring orders, and have real-time visibility of your order lifecycle.

13,000+ native integrations

Streamline your order ecosystem

Enter orders once

Cut out repetitive data entry and errors. Order details auto-populate wherever you need them – from fulfilment to billing and revenue accounting – for consistency across the board.

Tailored workflow templates

Use pre-built templates for quotes, invoices, returns, shipping documents, and more, or drag-and-drop to design tailored workflows and complex approval hierarchies.

Comprehensive invoicing

Generate invoices from orders, auto-match payments with AI, and update statuses instantly. Easily convert pro-forma to final invoices once you've received payment.

Automated recurring orders

Maximize efficiency and reduce manual effort by scheduling transactions to occur at your preferred frequency – whether daily, weekly, or monthly.

Create precise pricing strategies

Tailored pricing

Set up flexible pricing schedules for specific customer segments or individuals. Customize based on time periods, products, or product lines.

Dynamic price modeling

Create pricing models – such as fixed, usage-based, or contracted – to fit your needs. Track all details, from price lists to product lines, in one place.

Automated revenue recognition

Simplify complex revenue recognition with scheduling templates. Automate deferred-revenue tracking from AR and Order Entry sales transactions.

Get live order-management insights

Real-time updates

Track live metrics on a single dashboard. Monitor fulfilment, sales, and inventory to spot your most profitable products and customers.

Multidimensional analysis

Explore order and sales data with robust reporting tools. Get profitability insights by product, customer, territory, and sales rep to pick up on lucrative buying patterns.

Real-time order overview

Track your order cycle live. Quickly create quotes, orders, invoices, returns, and memos – all automatically recorded for a solid audit trail.

Simplified sales tax

Navigate tax compliance confidently as your business scales. DualEntry automatically calculates and applies appropriate sales taxes across jurisdictions.

Precise subtotaling

Benefit from flexible subtotaling for more accuracy. DualEntry instantly calculates discounts and charges in connection to order-related documents.

AI dunning

Let AI analyze your payment history to tailor dunning strategies for each account, sending reminders and escalations at the right time and with the right message.

Integrate your tax and CRM providers

Simplify tax compliance and improve customer relationships with DualEntry’s native two-way integrations with leading tax-management and CRM providers, including Avalara Tax and Salesforce.

Everything you need from
an order management software
without the extra charges

Feature
AI payment matching automation
Match payments with AI
Extra Module
Not available
Not available
AI dunning
By analyzing customer payment behaviors and historical data, DualEntry customizes dunning strategies for each account, determining the optimal timing and content for reminders and escalations
SuiteBilling needed
Not available
Not available
Dynamic price modeling
Develop pricing models that suit your business needs, such as fixed fee-based, usage-based, or contracted quantity pricing
Extra module needed
Extra (Power BI)
Not available
Automated revenue recognition
Automate the tracking of deferred revenue from AR and Order Entry sales transactions
SuiteBilling needed
Extra (limited native support)
Extra module needed
Automatic sales tax calculation
DualEntry automatically calculates and applies appropriate sales taxes across jurisdictions
Avalara integration needed
Avalara integration needed
Avalara integration needed
Convert pro-forma invoices
Automatically convert pro-forma invoices into final invoices
SuiteBilling needed
Not supported natively
Customizable workflows
Use pre-built templates for quotes, invoices, returns, shipping documents, and more, or drag-and-drop to design custom workflows and complex approval hierarchies
Automatic invoice generation
Automatically generate invoices from orders
SuiteBilling needed
Limited
Automated recurring orders
Maximize operational efficiency by scheduling transactions to occur at your desired frequency – whether daily, weekly, or monthly
SuiteBilling needed
Extra module needed
Customizable pricing strategies
Set up flexible pricing schedules for specific customer segments or individuals. Customize based on time periods, products, or product lines
SuiteBilling needed
CRM integrations
Seamlessly integrate with your CRM
Included (SuiteCRM);
Extra if 3rd-party
Extra module (Dynamics CRM)
Extra module (Salesforce)
Single-entry automation
Only enter order details once. When added to DualEntry, order details are automatically populated wherever you need them, from fulfilment to billing to revenue accounting
Live dashboard insights
View live insights in one place with DualEntry’s unified dashboard. Monitor key metrics across order fulfillment, sales performance, inventory management, and more
Advanced reporting & analytics
Uncover profitability insights by product, customer, territory, and sales representative
Real-time order overview & sharing
See real-time data of your entire order cycle in a centralized location. Quickly create and manage quotes, sales orders, back orders, invoices, returns, and credit/debit memos – all easily sharable via email
Automated subtotaling
DualEntry instantly calculates discounts and charges in connection to order-related documents
Tax-service integrations
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Order management software FAQ

Visit the help center

What is an order management software?

An order management software (OMS) is a software finance teams use to automate the complete order lifecycle. From purchasing to fulfillment to revenue recognition, an OMS tracks and automates everything. With features like real-time visibility into order capture and status and revenue, it’s an essential tool for finance teams to close the books faster, sync data across systems, and cut out manual errors.

Why do I need an order management software?

You need an order management software because it keeps everything in sync and ready for audits, so you can scale operations without more hires or wasting time on repetitive manual tasks. Without it, your finance team will risk losing time on tasks that can be automated, like reconciling sales data, resolving fulfillment problems, and fixing revenue errors.

How to choose the right order and invoice management software for procurement?

You should choose an order management software that will give you full visibility into spend, integrate seamlessly with your current accounting toolset, and automate vendor payments, approvals, and invoicing with integrated accounts payable automation software built into our ERP.. It should also make your month-end close faster, prevent unauthorized or duplicate spend, and keep compliance simple.

What features are essential in order and invoice management software?

The essential features an order management system should have are: single-entry automation, customizable workflows, automatic invoice generation, payment matching, pro-forma invoice conversion, automated recurring orders, customizable pricing strategies, dynamic price modeling, automated revenue recognition, and live dashboard insights.

What are the benefits of cloud-based order management software?

The key benefit of a cloud-based order management software is that you get real-time visibility into order processing, inventory, customer service, and revenue from anywhere, on any device. The best software grows with you, keeps your data in sync across teams, and streamlines your close with always-on audit trails and automation.

Why should I choose DualEntry as my order management system?

You should choose DualEntry ERP as it is the only order management system that uses AI to automate the entire order-to-revenue process. It matches POs, invoices, and payments in real time – with no manual effort – and makes the monthly close quicker. Plus, you get instant insights, automatic reconciliations, and built-in controls that scale along with your business.

How does DualEntry automate invoicing and revenue recognition?

DualEntry automates invoicing and revenue recognition by automatically generating invoices based on order data, applying the right terms, and syncing everything to your ledger in real time (with a <200ms response time so you never have to worry about page load or lags). Revenue recognition is handled automatically, whether it’s point-in-time or over time, so you stay compliant around the clock.

Can I customize workflows and pricing in DualEntry?

Yes, you can automate both workflows and pricing. DualEntry's distributed order management system lets you customize approval workflows, billing rules, and pricing logic to match your business needs. No templates or IT tickets: just fast, flexible configuration that scales as you do.

How does DualEntry handle multi-entity and multi-currency orders?

DualEntry was built as a multi-entity, multi-currency accounting software. It centralizes purchase orders across entities, applies the right exchange rates automatically, and consolidates everything into a single, audit-ready view without manual work or reconciliation delays.

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