Skip to content
Argos Software

Order Management

Take, price and fill orders on one record

Quotes and orders move from quote to shipped on one record, priced from your price tables and filled from the lots and locations set on each line.

Request a demoSee the capabilities
An order picker with a headset carrying a carton down a rack aisle

The problem

When order entry, pricing and stock sit in different places, order takers quote without seeing what is on the shelf and pickers learn about shortages at the rack.

With Argos

Order takers find items by any SKU and open a customer's past purchases and substitute items from the order line, customers and ship-tos are kept current in one place, and a filtered batch of orders moves stage, reprices or commits in one run.

What orders and customers covers

16 capabilities, each with its own page.

Sales Order Entry

Take quotes and orders in the browser

Enter quotes and orders in the browser and move each one from quote to shipped, with stock untouched until the order needs it. Order takers find items by any SKU, see what the customer bought before, and check substitutes and other open orders without leaving the order.

  • One order moves through stages from quote to shipped, and quotes do not touch inventory
  • Add lines by item, alternate SKU, the customer's SKU or the ship-to's SKU, or import them from a file with a preview first
  • From any item line, open the customer's past purchases, substitute items with their available stock, or every open order for the same item or lot

Customers, Ship-Tos and Carriers

Keep customers, ship-tos and carriers in one place

Your team maintains customers, their ship-to addresses, carriers, warehouses and sales tax codes from the browser, so every order and shipment starts from the same, current record.

Batch Order Processing

Update a whole batch of orders at once

Move a filtered group of orders to a new stage, reprice them, copy them or commit them in one run, with a count of what changed and a list of what failed.

Accounts, Opportunities and Sales Activities

Track accounts, opportunities and sales activities

Keep every account with its contacts, log activities and follow-ups, and track each sales opportunity by stage and account manager, in the same system that runs your orders.

Customer and Partner Lists and Labels

List and print customers, partners, codes and labels

Print listings and data profiles of your customers, ship-tos, carriers, vendors, agents and other trading partners, list the codes they use, show how customers are related and print mailing labels.

Quotes, Labels and Specialty Picking Documents

Print quotes, labels and specialty picking documents

Print customer quotes, item barcode and serial number labels, transaction and address labels, consolidated and route picking slips, and packing slips that list every serial number shipped.

Sales, Margin and Bookings Reports

Analyze sales, margins and bookings from your orders

See sales by customer, item, salesperson and product category, compare fiscal periods, check gross margins before and after commit, and weigh future bookings against supply and prior years.

Point of Sale for Counter Sales

Ring up counter sales at a point of sale

Scan or pick items onto a counter sale, take payment against its total and see the sale totals, with point of sale settings kept in your order management setup.

How it holds up

Each point is traced to the software and links to the capability behind it.

  • One order moves through stages from quote to shipped, and quotes do not touch inventory

    Sales Order Entry

  • Each order carries a price level, and line prices come from your price tables

    Order Pricing and Charges

  • Lots and warehouse locations are set on each order line, by hand or automatically where the order profile allows it

    Order Lots and Locations

  • A filtered set of orders moves to a new stage in one run, with a count of orders and errors

    Batch Order Processing

Where it fits in the day

From customer quote to shipped order. The highlighted steps are covered on this page.

  1. This area

    One record for customers, ship-tos and carriers

    Customers, their ship-to addresses and carriers are kept on one current record that every order starts from.

  2. This area

    Quotes and orders priced from your tables

    Each quote and order is priced from the customer's price level and your price tables, with discounts, fees and freight added on the order.

  3. Count, adjust and see stock by location

    The warehouse counts stock from selection through reviewed variances to count adjustments.

  4. This area

    Orders ship from the right lots and locations

    Lots and warehouse locations are set on each order line, by hand or automatically, so pickers know what to pull.

  5. Run order and stock reports from the browser

    Order and stock reports run with your own filters and come back as a PDF or a spreadsheet.

Questions buyers ask

Straight answers, drawn from what the software does today.

Can order takers find items by the customer's own SKU?

Yes. Lines can be added by item, alternate SKU, the customer's SKU or the ship-to's SKU, or imported from a file with a preview first.

Do quotes reserve inventory?

No. A quote moves through the same stages as an order on one record, from quote to shipped, and stock is untouched until the order needs it.

How are orders priced?

Each order carries a price level, and line prices come from your price tables. An open order can be repriced from the current tables, and discounts, fees, freight and cost components are added on the order itself.

Can we choose which lots and locations an order ships from?

Yes. Pick lots by hand or, where the order profile allows it, let the system choose lots as the order moves to a shipping stage, and assign each line's quantity to warehouse locations.

Can we update many orders at once?

Yes. A filtered group of orders can be moved to a new stage, repriced, copied or committed in one run, with a count of what changed and a list of what failed.

Which order documents can we print?

Picking slips, packing slips, order acknowledgments, invoices and delivery notifications, each from a choice of standard layouts.

Related areas

Built for

Argos for DistributorsArgos for Growers and Nurseries

See orders and customers on your own data

Book a guided walkthrough with the Argos team.

Request a demoSee all features