Every order, tracked from request to payment
OrderTrail keeps sales, approvals, picking, loading, delivery and collections in one place, so everyone can see where an order stands and what happens next.
- Role-based access for every team
- Scan-checked picking and loading
Built around the people who move an order
Sales
Enter orders for customers, attach the purchase order, and see where each order stands.
Managers and approvers
Approve orders and price exceptions, with the reason in front of you before you decide.
Warehouse
Plan trips, pick approved orders, and confirm deliveries from one queue.
Prep and loading
Scan to check what was picked, then scan each box onto the truck.
Collections
Follow what is owed, how overdue it is, and record each payment against the order.
Admins
Manage users, items, warehouses, trucks and the rules that route approvals.
Tracking an order should not take detective work
When orders live in chats and memory, the same problems keep coming back:
- Orders spread across chats, notebooks and memory
- Stock promised twice because nothing was reserved
- Not knowing which stage an order is stuck in
- Wrong or short items found only at the customer
- Trips planned without checking truck weight
- Overdue payments noticed too late
OrderTrail puts every step on one trail that the whole team can read.
From the first draft to the last payment
Four parts that hand off to each other.
Orders and approvals
- Draft, submit and approve sales orders
- Price checks against the catalog and customer price list
- Approval rules routed to the right person
- A status timeline on every order
Warehouse fulfilment
- Stock reserved when an order is approved
- Pick lists with bin locations and barcodes
- Scan to verify what was picked
- Stock adjustments that need approval
Trips and delivery
- Trip plans by region, sized to the truck
- Delivery receipts issued when loading closes
- Shipped, in transit and received tracking
- Dispatch cutoff and lead-time rules
Collections
- Receivables with terms and due dates
- Aging from current to over 90 days
- Payments by cash, cheque or transfer
- Short-close and returned-cheque handling
How an order moves
Create and approve
Sales enters the order. A manager approves it, and stock is reserved for it.
Plan the trip
Warehouse adds approved orders to a trip for the region and picks a truck that fits the load.
Pick
Pickers follow the pick list to the bins and mark what they took.
Prep and load
Prep scans each item to check the pick, then loading scans the boxes onto the truck.
Deliver
Closing the load issues the delivery receipt. The trip is tracked until the customer receives it.
Collect
Collections follows the invoice, records payments, and watches the aging.
Clear for the team, accountable for the business
One trail per order
Every order carries its own history from the first draft to the last payment.
Checked by scan
Picked quantities are verified by barcode before anything goes on the truck.
Right access for each role
People see and do only what their role allows, and approvers cannot approve their own requests.
Works on a phone
Pick lists and camera scanning are built to be used on the floor.