Order entry software for efficient order management

September 2, 2025

Customer Service & Operations

order entry and order entry software

Order entry refers to the process of capturing customer orders and transforming them into actionable records for fulfillment. This process can involve orders placed via e-commerce websites, in-person transactions, or orders by phone. Traditionally, businesses have relied on manual order processes, which involved repetitive data entry, greater risks of inaccuracies, and slower turnaround times. Modern order entry software addresses these inefficiencies by automating the capture, validation, and initial processing of order data, ensuring the right order is processed quickly and accurately.

The global demand for such systems has surged. According to recent market research, the order entry software market is projected to reach USD 5.1 billion by 2031, growing at a CAGR of 9.1% between 2025 and 2031. This expansion is driven by the rapid growth in e-commerce order volumes, digital transformation initiatives, and the need for businesses to optimize workflows for better business performance. Industries such as retail, manufacturing, and logistics have become key adopters, often integrating these systems with ERP and CRM tools to streamline the order management process from initial order placement through to delivery.

Order entry software also offers compatibility with various channels and platforms such as Shopify and WooCommerce, helping businesses manage inventory tracking and order history across multiple sales sources. For companies processing high volumes of orders daily, this efficiency translates directly into reduced operational costs and improved customer satisfaction. Operations teams using systems like virtualworkforce.ai can further enhance order workflows by automating email-based follow-ups, enabling them to save time and eliminate manual data entry. As customer relationship expectations rise, the reliance on advanced order technologies continues to grow, underscoring their role in modern business operations.

Modern office workspace showing a business professional using an order entry software interface on a large monitor with colorful charts and order lists

order management system to automate order and reduce errors

An order management system (OMS) centralizes orders from all sales channels and manages them through a single dashboard. This approach reduces the confusion and risks associated with fragmented workflows. By connecting online, offline, and wholesale transactions into one unified process, businesses can automate order workflows, reduce manual steps, and cut the incidence of errors by up to 70%. Automated order management software is especially effective at ensuring data accuracy and reducing the operational costs tied to mistakes.

One feature business leaders value highly is real-time order tracking. This capability allows teams to proactively address delays through automated exceptions alerts, which improve both business decisions and customer satisfaction. For example, if a shipping carrier signals a delivery delay, tracking software can trigger alerts so customer service can intervene immediately. It helps avoid frustration and shoring up the supply chain performance.

Automation within these systems impacts every stage of the order management process—from order placement until the final fulfillment process. Integrating with other critical platforms like ERP or CRM ensures that data flows seamlessly between departments. For example, linking order processing software with virtualworkforce.ai’s AI-driven solutions can further automate repetitive order communication tasks, enhancing operational speed and consistency. Businesses in logistics, retail, and e-commerce can benefit from this level of order status visibility and risk management. The result is fewer errors, greater efficiency, and improved customer relationship outcomes.

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order fulfillment, purchase orders and inventory management

Order fulfillment is closely tied to purchase orders and inventory management, and managing these elements effectively is essential to meeting customer expectations. When purchase orders are generated automatically in response to low stock alerts, businesses can prevent risk of overselling or understocking. Real-time inventory management ensures that stock levels are updated across all systems, helping teams avoid delays and maintain high fill rates. Automated reorder triggers can link to vendor management functions, reducing lead times and enhancing the fulfillment process.

A case example highlights that a manufacturing business implementing automated order processing and inventory tracking reduced lead times by 30% while increasing fill rates by 15%. Integration with order management software allows companies to connect shipping carriers and choose the optimal route, which saves both time and cost. Automated invoicing can also be tied directly to order fulfillment steps to streamline your order-to-cash cycle.

Additionally, automates fulfillment tools ensure that inventory and order management systems work in sync with picking and packing activities. Platforms like ShipStation can further integrate with e-commerce channels such as Shopify or WooCommerce to consolidate inventory data across operations. Businesses can also integrate these capabilities with tools like ERP email automation for smoother cross-department communication on stock levels and orders. By maintaining accurate and transparent inventory control, companies can continuously optimize supply chain operations.

Warehouse scene showing automated systems with robotic arms sorting packages and digital inventory screens displaying stock levels

quickbooks integration to automate order management and invoice in real-time

Integrating order entry software with QuickBooks can significantly improve operational efficiency by automating the financial side of order flows. The integration process usually involves connecting the software to QuickBooks through an API or compatible connector, enabling immediate synchronization of order data. This setup ensures invoices are generated automatically when orders are confirmed, and payments are posted in near real-time. As a result, businesses can accelerate cash flow while minimizing manual order reconciliation.

Automated invoicing also strengthens compliance and provides clear audit trails, supporting financial transparency. An accounting system with real-time data sync reduces dependency on manual data entry and eliminates duplicate processing. Moreover, companies using this integration often find that they can save time by cutting out non-value-adding administrative tasks.

For example, sales orders processed through an automated order management workflow can feed directly into QuickBooks, which then updates payment statuses, sends overdue reminders, and marks invoices as settled once payments are received. This reduces errors and supports accurate reporting. Combined with tools like virtualworkforce.ai for automating email-based communications with vendors and customers, companies can manage the entire order-to-invoice process seamlessly without delays. This structured approach aligns with business needs for accuracy, speed, and compliance.

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order management software and management solutions for b2b order, kpis and growing your business

Order management software allows companies to manage B2B order flows with precision and transparency. The best order management solutions combine advanced order features such as EDI integration, automated replenishment, and multichannel coordination. Leading providers include Oracle, SAP, Microsoft Dynamics, and Salesforce, while smaller niche platforms cater to software for small business needs. Choosing the right order management solutions often depends on your OMS capabilities, integration options with CRM, and industry-specific requirements.

Tracking KPIs is also critical to measure efficiency and identify areas for optimization. Popular KPIs include order cycle time, order accuracy rates, and days sales outstanding (DSO). When automated order management is in place, these KPIs can be monitored via a dashboard, making it easier to track performance trends and support growing your business. Companies can use such insights to adjust staffing, improve workflows, and scale order volumes without sacrificing customer satisfaction.

For logistics and supply chain professionals looking to optimize communications around orders, leveraging AI for customer service can improve real-time tracking updates and overall client confidence. Whether you are running a high-volume eCommerce order operation or a specialized B2B service, selecting the right platform enables effective strategy execution and stronger customer relationship outcomes.

onboarding, simplify and optimise order processing

A successful onboarding strategy is key to realizing the full value of order management tools. By phasing rollout, businesses can minimize disruption while giving staff time to adapt to the new system. Onboarding includes tailored training sessions, guided walkthroughs of order entry screens, and hands-on practice with tasks like creating an order template. Simplify configuration by customizing only the fields and features needed for your workflows. This prevents overcomplication and accelerates adoption.

Once the system is live, continuous optimization involves reviewing KPIs regularly, refining rules-based automation, and eliminating bottlenecks in the workflow. Automating the order management process not only reduces the need for manual order interventions but also supports improved business performance over time. For example, linking an OMS with automated EDI document exchanges can enable faster confirmations and smoother supply chain collaboration.

Teams can also benefit from integration with communications tools, such as logistics-focused AI assistants, to handle repetitive customer updates and free up capacity for higher-value tasks. By managing updates on order status through both system automation and human oversight, businesses can ensure consistent service levels. Ultimately, this approach helps streamline your order flows, reduce errors, and align resources with broader business needs.

FAQ

What is order entry software?

Order entry software automates the process of capturing and validating order data. It reduces manual data entry and speeds up order placement through connected workflows.

Why is an order management system important?

An order management system centralizes orders from multiple channels. It ensures accurate processing, faster fulfillment, and consistent customer experiences.

How does automation reduce errors in order handling?

Automation eliminates many manual steps that are prone to human mistakes. Systems can validate data, flag inconsistencies, and provide real-time alerts to prevent errors.

Can order entry software work with QuickBooks?

Yes, QuickBooks can integrate with many order entry platforms. This allows automatic invoice generation, payment tracking, and reduces manual reconciliations.

What industries benefit from order entry software?

Retail, manufacturing, logistics, and e-commerce businesses benefit most. These industries often handle high order volumes that require efficient processing.

How does inventory management connect with order fulfillment?

Inventory management ensures stock is available to meet incoming orders. Linking it with fulfillment helps prevent overselling or understocking issues.

What KPIs should be tracked in order management?

Key KPIs include order cycle time, order accuracy, and days sales outstanding. Monitoring these metrics aids in optimization and scaling operations.

Can small businesses use order management solutions?

Yes, there are software for small business options available. These can provide tailored features without the complexity of enterprise-level systems.

What role does customer relationship management play in orders?

CRM integration ensures all customer interactions are stored and accessible. This enhances communication and supports consistent service delivery.

How do shipping carriers integrate into order workflows?

Most order fulfillment systems allow direct links with shipping carriers. This enables real-time tracking and more efficient delivery coordination.

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