Services / Order-to-Delivery
Order Management
We streamline end-to-end order management through automated order capture, credit control, inventory validation, fulfillment coordination and exception handling, so every order moves from receipt to delivery without delays.
How it works
Order Management workflow
7 connected steps, from first touch to final report, with automation handling the routine work and our team in control. Select any step to see exactly what is included.
01Order Capture & Validation
- Automated order capture from email, portal, EDI or phone
- Automated validation of customer info, pricing, quantities and terms
- Automatic duplicate order checks
- Recording order in ERP / order management system
- Assigning to correct sales region / account owner
02Credit Check & Approval
- Data-driven review of customer credit limit & payment history
- Initiating credit approval workflow for new or high-value customers
- Escalating to finance for exceptions
- Updating credit terms in ERP
- Communicating credit decision to sales team
03Inventory Check & Allocation
- Checking stock availability against order requirements
- Allocating inventory to confirmed orders
- Coordinating with warehouse for reservation
- Flagging back-order or out-of-stock situations
- Communicating availability timelines to customer
04Order Fulfillment & Shipping
- Generating pick, pack & dispatch instructions
- Coordinating with logistics / courier partners
- Preparing shipping documents — invoice, packing list, bill of lading
- Automated shipment tracking & order status updates in ERP
- Communicating delivery details to customer
05Returns & Exceptions Management
- Receiving & logging return requests
- Validating return eligibility against policy
- Coordinating reverse logistics & warehouse receipt
- Processing credit notes or replacements
- Updating inventory & ERP records upon return
- Documenting root cause of exceptions for continuous improvement
06Order Management Back Office Support
- Addressing order-related customer queries
- Co-ordinating with sales, warehouse, logistics & finance teams
- Managing order amendments & cancellations
- Maintaining audit trail & order documentation
- Segregation of duties & internal controls
07Reporting & Analytics
- Order fulfilment rate & on-time delivery dashboards
- Order cycle time reporting
- Data-driven returns & exceptions analysis
- Backorder & inventory shortage reporting
- KPI tracking: order accuracy, fill rate, customer satisfaction
Also from FININT
Explore our other services
Accounts Payable
Automated invoice capture and matching, timely payment runs, vendor management and reconciliations, with full visibility and control.
Explore workflowAccounts Receivable
Accurate invoicing, smart collection reminders, automated cash application and customer reconciliations.
Explore workflowBookkeeping Services
Day-to-day accounting, ledgers, automated bank reconciliations, treasury support and payroll accounting, accurate and audit-ready.
Explore workflowGet started
Ready to simplify your finance operations?
Tell us about your business and we will respond within 48 hours.