Features

You read that right, OrderTrac is web based which means you can use it on any device including Windows, Mac, iPhone, Android, Linux, Chromebook, etc. You can access OrderTrac from any location on the planet as long as you have an internet connection, so feel free to get some work done on the beach.

Set up tax rules to automatically select the correct sales tax depending on customer address, delivery intent, item category, etc. No more relying on your employees to remember to select the correct tax code!

Customers have access to their very own customer portal which allows them to view their purchase history and even make payments if you have integrated payment processing enabled! Customers can view the status of their order without bugging you every 10 minutes.

Deliveries can be scheduled using the integrated calendar to easily select a time slot that works for your team. You can even view the deliveries on a map, and then print a pack list for all items on the delivery when you are ready to load up!

When a customer wants to order more chairs to match the 4 she bought 2 years ago, you can quickly view her past orders and all details including stain colors, manufacturer, finish shop, etc. No more digging through file cabinets or guessing on stain colors!

Stop manually punching in credit cards into your standalone machine like a caveman! Integrated payments mean you can enter the card number directly in OrderTrac or use a connected card terminal for the customer to swipe their card. The eliminates the mistakes that happen when employees have to manually punch in payment amounts in a standalone machine or forget to actually run the card. Reconciliation is a breeze too because all payment IDs are stored in OrderTrac to easily match up with reports from the processor. Don't forget you can also tack on a processing fee automatically to recoup the credit card fees.

No more need to print out purchase orders and fax it with an old school fax machine! Via an integration with Interfax, you can send faxes with one click. You can even fax a note to a vendor!

Every vendor is different - some have different lead times than others, some prefer to be faxed, other have specific emails to send orders to. Whatever it is, OrderTrac helps you track it all.

Want to thank your customer for the sale? Or follow up with them after they requested a quote? Set it up on autopilot with OrderTrac! You can completely customize the email templates and when the email is sent so you can make sure your customers are hearing from you without you having to lift a finger.

Do you have multiple storefront locations, or even a separate warehouse? OrderTrac allows setting up multiple locations so you can easily view what is where and even transfer items from one location to another.

Ever wonder why and when that price got updated? With OrderTrac, detailed logs are kept so you can see exactly who made what change, when they changed it, and what it was changed from and to. No more secrets! Not only that, but every email sent is stored so you can see every email sent and if the customer received it.

Monthly sales year over year, items overdue for arrival, payments recently received, and more! 

Want to receive a specific report in your inbox at 8am on monday mornings? No problem. How about a daily sales report every night? No problem. Send an email every time a new sale is made? No problem. How about sending a webhook to an external server after a new quote is created? You guessed it, no problem.

Know exactly when every purchase order was sent, as well as exactly when it was confirmed by the vendor. Got an item that has already been ordered but needs a revised PO sent? No problem, that is all tracked for you so you can easily see what you need to do.

By printing barcoded labels to your furniture and accessories, you can quickly and easily identify the price, vendor, customer, etc of an item. Create custom labels to show whatever data you want on the lable, then use the barcode to quickly scan the item in OrderTrac to ring up a sale or just look up information.

Create custom templates, and then you can print a price tag for any item using your template. This allows you to tag any item quickly using blank or pre-printed price tag blanks. The data is already in OrderTrac, so no need to re-type everything when creating tags!

Don't want your salespeople to have access to sales reports? Maybe the delivery team shouldn't be able to create sales orders. Or maybe you don't want your employees to be able to access OrderTrac outside of the store network? 

All no problem, as you can set up user groups that have specific permissions and then assign each user to a group

Looking for an item on order by customer name? Maybe you want to see all inventory items in stock with a certain stain color? Perhaps you are looking for all customer items that have been received and are ready to be delivered or picked up? Whatever it is you are looking for, you can find it quickly in OrderTrac.

The item detail page allows you to get the full picture of an item in 1 spot. View a timeline of milestones for that item like the date it was ordered, the estimated arrival, and so on. View a full picture of the original order qty and how many are still in stock, how many have sold and every sales order or quote the item has been added to. You can even view all vendor details including cost per vendor.

Every item is likely to have multiple vendors - the manufacturer, the finish shop, and the transport company. They all have a cost and you will be receiving an invoice from each of them.
OrderTrac allows you to track every invoice for an item so you can track what you have paid to each vendor. Now that you have cost data entered, you can run the handy Cost of Goods Sold (COGS) reports to view item margins, category margins, etc.

Every once in a while, you should probably compare your actual inventory levels to make sure they line up with what OrderTrac says you have. The inventory tracking tool allows you to easily perform an inventory verification and true up your inventory levels.

Turn your OrderTrac activity into accurate accounting data—without the manual work. OrderTrac Accounting automatically generates accounting entries from your sales, payments, deposits, taxes, and other transactions, then syncs them directly to QuickBooks. Flexible accounting rules let you control exactly how transactions are categorized, giving you cleaner books and a much clearer picture of your financials.

The more data you have, the better you can run your business. Want to see a list of all cash payments received in the last 3 days and which user accepted them? How about a list of all items that are ready to be picked up from the vendor? How about total sales of outdoor furniture in May? Total hours worked by your employees for the last 2 weeks? Total taxes collected last month for each tax code? Commissions owed to employees? You get the point, it is all a click away.

Employees can easily clock in and out within OrderTrac so you can keep track of hours worked. Then run reports to see total hours worked for a given time period for every employee.