From order entry to proof of delivery without a single spreadsheet in between.
Early accessOrder Management Software in Epsom
Need order management in Epsom? CubeERP implements and supports order management software across Epsom, Guildford, Woking and Reigate and the wider Surrey area.
- Part of CubeERP
- Epsom, Surrey
- 01234 672 617
Being comfortably within a morning’s drive of our Olney office, Epsom is somewhere we get to regularly.
Discovery, training and go-live are all better done in the room, and at 60 miles that is entirely practical.
An order is the point where a promise gets made, and most of the damage in a growing business happens because that promise was made against the wrong information. CubeERP’s order management shows free and allocated stock as the line is typed, applies the customer’s agreed pricing without anybody looking it up, and reserves stock at the moment of commitment rather than at the moment of picking. Part-shipments, back orders, call-off contracts and scheduled deliveries are handled as normal behaviour rather than as exceptions somebody has to remember. When the order ships, the despatch note, the carrier label, the tracking email and the invoice all come from the same record.
- Once
An order is entered exactly one time
- Live
Availability at the moment of promise
- Auto
Back orders released as stock lands
What it does
Inside order management software
The parts of CubeERP that make up order management. Everything here shares one database, so nothing needs re-keying between them.
Availability as you type
Free, allocated, on-order and next-due-in shown on the line, so the person taking the order can give a delivery date rather than a hope.
Pricing that applies itself
Customer price lists, contract rates, volume breaks, promotions and settlement discounts calculated automatically, with an audit trail of any manual override.
Part-shipments and back orders
Ship what you have, keep the balance on order, and let the customer see both. Back orders release automatically when stock arrives rather than waiting for a manual sweep.
Call-offs and scheduled deliveries
Blanket orders with call-off schedules, delivery diaries and firm-versus-forecast quantities - so long-term contracts stop being managed in a side spreadsheet.
Channels in one place
Orders from the phone, email, EDI, a trade portal or your website land in the same queue with the same rules applied. No separate web-order process to reconcile.
Returns against the original
Returns, credits and warranty claims logged against the order that caused them, with fault analysis feeding back into quality rather than disappearing into a credit note.
In practice
Problems this actually solves
Anonymised, but not invented. These are the situations businesses describe to us before they change anything.
Orders typed three times
The situation
A wholesaler re-keyed every order from email into a spreadsheet, then into the accounts package, then into a courier portal. Three chances to get the address, the quantity or the price wrong, and regularly one of them did.
What changed
Orders are entered once. The despatch note, carrier label and invoice all derive from that entry, and address errors have effectively stopped because nobody retypes an address any more.
Promises nobody could keep
The situation
A supplier committed to lead times based on a stock report that was already a day old, then discovered at picking that the stock was allocated to somebody else. Roughly one order in ten needed an apology call.
What changed
Stock is reserved at order entry and availability is live at the point of promise. Apology calls have been replaced by realistic dates given the first time.
Contract customers on trust
The situation
Agreed pricing for twenty contract customers lived in a shared spreadsheet that only two people maintained. Quotes went out at list price more often than anybody admitted.
What changed
Contract rates are held against the customer and applied automatically, with any override needing a reason and an approval. Margin leakage on contract accounts became visible for the first time.
Local coverage
Order management across Surrey
We cover Epsom and the surrounding area, including Town Centre, Ewell, Stoneleigh, Cheam and Ashtead, across the KT17, KT18 and KT19 postcode districts. We also work with businesses in Guildford, Woking and Reigate and elsewhere in Surrey.
Postcode districts
- KT17
- KT18
- KT19
Areas we cover
Town Centre, Ewell, Stoneleigh, Cheam, Ashtead, Leatherhead, Banstead and Sutton.
Getting to you
Roughly60miles from our Olney office
Discovery, training and go-live are done on site as standard - not because it looks good on a proposal, but because most of what a system needs to know is learned in the building.
Order management elsewhere in Surrey
All of SurreyHow it happens
What implementation actually involves
The same process wherever you are, and for Epsom it is done in person.
- 1
Discovery
A structured session mapping how you work now - the systems, the spreadsheets and the bits held together by one person’s memory. We come back with what the platform covers as standard, what needs configuration, and what needs building.
- 2
Configuration
Your sites, warehouses, price lists, approval limits, document templates, workflows and permissions set up to match the business - not a demo tenant with your logo dropped on it.
- 3
Data migration
Customers, suppliers, parts, bills of materials, price lists, open orders and stock balances brought across and reconciled. We migrate, you check the numbers against the old system, and only then do we cut over.
- 4
Training & rollout
Role-based training so the order desk learns the order desk and the warehouse learns the warehouse, with a pilot group first where it makes sense. Documentation and short screen recordings left behind for new starters.
- 5
Ongoing support
UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence.
You might call it something else
Order management goes by a lot of names - if you are searching for any of these, this is the page you wanted.
Questions
The things people ask first
Yes. E-commerce orders come in through the API or a connector and follow exactly the same process as a phone order - same stock allocation, same pricing rules, same despatch. There is no separate web-order queue to reconcile.
Yes, for the common retail and automotive formats. EDI orders, despatch advices and invoices are mapped during implementation and monitored afterwards, so a rejected message raises an alert rather than being discovered by a customer.
Price lists, customer-specific rates, quantity breaks, contract pricing, cost-plus and matrix pricing are all supported, with a clear order of precedence and an audit trail. Manual overrides are allowed but recorded.
Yes. Credit limits and payment terms sit on the customer record, and an order that breaches them is held at the point of picking with a clear reason. Release requires the right permission.
Invoice on despatch, on completion or consolidated per period - whatever the customer has agreed. The system tracks what has shipped, what remains and what has been invoiced separately, so none of them has to be reconciled by hand.
Related
Other things we can put right
Also available in Epsom.
ERP Software
One system for quotes, orders, stock, production, purchasing and invoicing - built in the UK for growing businesses.
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Multi-location stock with bin locations, barcode scanning, batch and serial traceability, and figures that are right first time.
Read moreWholesale & Distribution Software
Trade pricing, multi-warehouse stock, fast order entry, pick-pack-despatch and carrier integration for wholesalers and distributors.
Read moreCRM Software
Leads, opportunities and pipeline in the same system as the quotes, orders and invoices they turn into.
Read more
Part of a bigger system
Order management is one part of CubeERP. You can start here and switch the rest on later - it is the same system, not a separate purchase bolted on.
Working in Epsom?
Order management for your Epsom business
Tell us what your current system does badly. We will tell you whether CubeERP fixes it, and what it would take.