Quotes and orders
- Create quotes and turn them into orders
- Orders from manual entry and connected channels in one list, with the order source recorded
- Clear order status flow from new through to completed
- Sales returns and credit notes
Sales & inventory
OrderPilot
Inventory, order management and CRM in one system: quotes, orders, stock, purchasing, shipping and invoicing, with Xero, Shopify, Trade Me and NZ Post connected.
Overview
Sales & inventory, built for New Zealand
Built for small and mid-sized New Zealand businesses that sell online or wholesale and hold stock, typically with 3 to 80 staff.
If your orders live in Shopify, your stock sits in a spreadsheet and your invoices are re-typed into Xero, OrderPilot puts it in one place. Orders from every channel arrive in a single list, stock updates as you sell and receive, and invoices flow through to your accounts.
It is multi-user with roles and approvals, so the right people see and sign off the right things, and the warehouse screens are designed to work on an iPad.
What it does
Everything OrderPilot covers
Inventory
- Stock across multiple warehouses
- Manual adjustments, stock takes and transfers between warehouses
- A full stock movement ledger so you can see why a number changed
- Low-stock alerts and replenishment suggestions
Purchasing
- Supplier directory and purchase orders
- Receiving stock against purchase orders
- Replenishment suggestions based on what you are running short of
- Supplier prepayment tracking
Fulfilment and shipping
- Shipments, including partial shipments
- NZ Post address lookup when you enter delivery addresses
- Parcel tracking, with fulfilment passed back to your sales channel
CRM and invoicing
- Customer management (CRM): records, contacts, credit terms and groups
- Merge duplicate customers
- Invoices, payments and credit notes
Control
- Roles and permissions, and an approval centre
- Reports and analysis
- Staff attendance
- Separate, isolated data for each business
Connections
Works with the tools you already use
Xero
Connect your Xero account and keep contacts, items, invoices and payments in step.
Shopify
Bring in orders, and sync products, stock levels, fulfilments and refunds with your Shopify store.
Trade Me
Connect your Trade Me seller account and pass fulfilment back to the marketplace.
NZ Post
Address lookup for delivery addresses and parcel tracking.
FAQ
OrderPilot questions
Does OrderPilot work with Xero?
Yes. You connect your Xero account to OrderPilot, and customers, items, invoices and payments can be kept in step with Xero so you are not typing the same thing twice.
Can I use it with my Shopify store?
Yes. OrderPilot connects to Shopify to bring in orders and to sync products, stock levels, fulfilments and refunds.
Does it track stock in more than one warehouse?
Yes. You can hold stock in multiple warehouses, transfer between them, run stock takes and see a full movement ledger.
Can staff use it on an iPad in the warehouse?
Yes. OrderPilot has screens designed for touch use on an iPad, as well as the desktop web version.
Is OrderPilot a CRM and an order management system?
It covers both. You manage customers, contacts and credit terms (CRM) alongside quotes, orders, inventory, purchasing, shipping and invoicing (order management) in one system.
Who is OrderPilot for?
Small and mid-sized businesses that hold stock and sell online or wholesale, typically with 3 to 80 staff. If that sounds like you, book a demo and we will walk through your workflow.
Get started
See OrderPilot in action
Book a short walkthrough and we will show you how it fits your business.