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Alanoreilly
Level 1

Sales order management app to integrate with QBO

Dear Community

I am looking for recommendations for Sales Order Management software that can integrate well with QBO.

All our bookkeeping and accounting is done through QBO, which we love. Ideally, We would like to retain as much of the process within QBO but understand that it does not provide Sales Order Management functionality. 

 

Our company is a small UK based supply chain business essentially providing a procurement service for larger companies. We rarely stock any products so that element is not important

 

the key important elements for us are as follows:

  • It must be capable hosting our products and prices (3000 products)
  • Manage our suppliers (approx 200)
  • link multiple suppliers to products
  • Manage my customers delivery sites (200+)
  • create quotations
  • convert sales orders from quotations when approved
  • auto create POs for my suppliers, (needs to create multiple POs from a SO, based on the formation of the original quotation)
  • GRN deliveries of good / services, (inc the ability to partial delivery)(this is our point of sale)
  • Create invoices
  • Manage supplier payments
  • Manage WIP and Debtors 
  • Manage payment receipts
1 REPLY 1
Fiat Lux - ASIA
Level 15

Sales order management app to integrate with QBO

How much is your budget and how many user do you need to access the SO Management app? We may recommend an inventory management app with the B2B portal feature to integrate with QBO. You don't need to create quotations manually and let your clients to access the portal, showcase products and pricing on stores with inventory integrated, and take the admin out of the order process.

 

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