B2B order management software, for a small seller, is about the order rather than the channel. A business customer sends a purchase order or an email, the seller confirms a sales order with the units, the price, the discount, the tax, the shipping and the deposit, and the order has to be kept against the customer with a status and the buyer's purchase order number so the invoice matches on their side. The multi-channel OMS built for retailers solves a different problem. This guide is what B2B order management has to do at the small-seller scale, and how Jobcardo does it.
The confirmed order, priced from lines, with the buyer's PO number
A B2B order is confirmed against the customer's purchase order, and the sales order carries that number so the buyer's accounts payable can match the invoice. The units, the unit price, the discount, the tax and the shipping are worked as lines; the sales order worksheet on this site does that on the page free, and Jobcardo Pro keeps the order against the customer with the PO number in its notes and the status confirmed.
The deposit and the terms a business customer expects
Business customers pay on terms and often pay a deposit on a first or a large order. The worksheet splits the total into the deposit due on confirmation and the balance due on the invoice, so both figures are on the confirmation the customer's bookkeeper files. Keeping that split on the record is what makes the balance the invoice asks for the balance the order already showed.
A status per order, and where the retail OMS is the right buy
Confirmed, in progress, shipped, invoiced and paid, closed, each dated, with the list readable by status. That is B2B order management for a seller of two to fifteen people. A seller with several sales channels, a warehouse and carriers to book needs the retail or supply chain OMS, priced and built for that; this estate serves the retail rows from its retail hub. Jobcardo keeps the confirmed order and exports it, and stops there.
Questions people ask about b2b order management software
What is B2B order management software?
For a small seller: software that confirms orders to business customers from the seller's figures, keeps them with the buyer's PO number and a status, and hands the total to the invoice.
Does it connect to my customer's procurement system?
No. EDI and procurement portals are the enterprise end of B2B ordering and a different product.
Does it manage stock across channels?
No. That is a retail or supply chain OMS. Jobcardo is the confirmed order, priced and kept.