How it works

 

Manage your users and roles


In smaller business, your entire team has access to all information. As your business starts to scale, Order Easy helps you manage who does what, when and how. With Order Easy, you can create and manage roles from sales to accounts to warehouse. You can even create custom roles for individuals that perform multiple roles across departments.


View orders in one place


Manage your sales pipeline from enquiry to delivery, with deep insight into every step of your sales life cycle. All information from every order, project and quote is at your fingertips.


 
 

Track everything on your dashboard


Get a full view of your business processes on one dashboard. Visually track, analyse and action key tasks to keep your business functioning properly and your customers happy.


Manage your clients, suppliers and products


Easily manage all interactions with your clients, suppliers and products. Automate professional financial documents and processes from quotes to invoices, and receive and allocate payments. Simply manage your suppliers, create custom products manually or use a custom supplier feed.


 
 

Create dynamic workflows


Build and create multiple unique workflows that work for your business. Order Easy helps your team manage deadlines, notifies you with project reminders and follow-ups every step of the way.


Manage your targets


Drive your sales team to set achievable targets with realistic timelines. Order Easy helps manage your sales teams product mark-ups and our target reporting helps empower your team to sell more.


 
 

Generate custom reports


Use our basic or advanced filtering to generate comprehensive reports. Gather key insights and export reports with ease for a complete audit trail of your business. Get unique reporting that will help you make informed business decisions.