Sales order automation

Sales order automation brings wholesale and online orders into one workspace, with less repetitive entry.

Convexity sales order list showing wholesale, Shopify, MarketTime and WooCommerce orders. — Work across sales channels from a shared order list. Demo data.View full size (opens in a new tab)

Sales order automation for distributors: customer details, SKU pricing, stock checks and fulfillment status in one order record, from entry to invoice.

Enter each order only once

Wholesale orders arrive by email or through a rep. Online orders come through your storefront and marketplaces. Convexity brings imported orders and manual wholesale entry into one workspace. Your team sees customer details, products, quantities and prices together. Nobody rebuilds the order for each handoff.

Create sales orders with customer details, line items, quantities and SKU-based pricing.
See connected-channel and wholesale orders in one order list.
Reuse the line items from a past sales order for a repeat customer.
Check fulfillment and billing status from the order record.

From order to warehouse handoff

Step 1 —

Bring the order together

Import orders from supported sources or enter a wholesale order. Pick the customer and delivery address. Add the items and quantities with the right pricing.

Convexity sales order creation form with customer and delivery details, product search, price-list defaults and a past-order reuse option. — Create a sales order with customer details, products and pricing in one form. Demo data.View full size (opens in a new tab)

Step 2 —

Check what you can fulfill

Review stock availability and existing commitments. Keep wholesale and retail pricing separate. Note whether the order ships from your warehouse or follows a supplier-direct process.

Step 3 —

Move the confirmed order forward

Move a confirmed order into the warehouse workflow. Track fulfillment and billing from its record. Email confirmations and invoice creation follow the rules set up for your business.

Create a sales order from an email or photo

Ask the agent to turn a customer email or order photo into a sales-order draft. Check the customer, products, quantities and prices before you confirm it. Unmatched items stay visible for review.

Track the order after creation

Expanded Convexity sales order showing customer and channel context, fulfillment progress and item-level billing quantities. — Review an order’s context, fulfillment and billing status together. Demo data.View full size (opens in a new tab)

Open an order to see its customer, channel, line items, fulfillment progress and billing quantities. Your sales team can check what happened without asking the warehouse or accounting team for an update.

Explore inventory management for distributors

Bring your current order process

Sample orders and the fields each team needs to do its work.
An agreed item master and mappings for customers, SKUs, variants and prices.
Authorized API access or agreed exports, with enough order history.
A named reviewer, exception rules and a test of what happens when data is missing.

Start with one workflow. Confirm the records, review the output and agree permissions. Do this before you enable actions that change inventory, send messages or create purchase orders.

Bring one repetitive order or purchasing workflow to a demo. We will review the inputs, show the relevant product flow and name what needs configuration.

Book a demo

FAQ

Frequently asked questions

Not necessarily. Convexity can run alongside an existing ERP or accounting system. Decide which system owns each record and confirm the integration before you choose the scope. A full ERP replacement needs a separate review of your processes.

Do not assume unattended execution. Agree and test review and approval rules, permissions, and any writeback or outbound email steps during implementation.

Yes. We set up the order and item connections for Shopify and MarketTime, and the accounting connection for QuickBooks Online. The records exchanged and update schedule depend on the system and your setup. A one-time import is not ongoing synchronization.

Yes. An agreed spreadsheet or CSV export can start data mapping and import. Consistent SKU identifiers and field definitions are essential. An import alone does not give ongoing synchronization.

Start with your workflow

Bring one inventory, purchasing or order-management problem. We will map the required data, demonstrate the relevant workflow and identify what needs configuration or further validation.