Order management that takes every order, from every channel, in one queue

Orders arrive by email, text, phone, portal and EDI. Stockwell reads each one into the same format, checks every line against available stock and the customer’s price, and tracks it from order to delivery run to invoice.

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Order desk

Move toNew order

Sales order queue

Every order from every channel, in one format

Order	Channel	Customer	Status	Run
SO 41872	Email	Coastline	Short	Run 3
SO 41871	Text	Northgate Oakwood	Open	Run 1
SO 41870	Portal	Midtown Market	Open	Run 2
SO 41869	EDI	Fieldway Gardena	Confirmed	Run 2
SO 41868	Phone	Bayview Grill	Confirmed	Run 1
SO 41867	EDI	Coastline	Confirmed	Run 3
SO 41866	Email	Pinole Market	Confirmed	Run 2
SO 41865	Text	Northgate Bayview	Confirmed	Run 1
SO 41864	EDI	Fieldway Gardena	Invoiced	Run 2
SO 41863	Email	Coastline	Invoiced	Run 3
SO 41862	Phone	Harbor Kitchen	Invoiced	Run 1
SO 41861	EDI	Northgate Bayview	Invoiced	Run 2
SO 41860	Text	Pinole Market	Invoiced	Run 2
SO 41859	Portal	Fieldway Gardena	Invoiced	Run 2
SO 41858	Email	Midtown Market	Invoiced	Run 1

Every order, whatever it came in on

The morning’s orders sit on one screen with the channel each came in on, what’s entered, and the one line that needs a person.

Today

Ask StockwellNew order

Wednesday, October 1

Good morning, Maya

Everything that came in overnight, already on the record.

Orders today42read from email, EDI, text and phone

Lines short1substitute proposed

Receipts today11 / 143 arriving after 10:00

Gross margin · 7 days22.9%$42,511

Needs a person 4

Coastline order SO 41872 is 30 cartons of Garlic A shortOrders
Review substitute
Purchase order drafted: Garlic A, 1,170 cartonsPurchasing
Approve
Bok Choy lot BC-0921 is on day 9 of 10Inventory
Pick first
$4,120 freight bill awaiting the broker's invoiceFinance
Hold

Delivery runs

Run 1 · DowntownLoading
4 of 6 stops loaded
Run 2 · SouthPicking
2 of 8 stops loaded
Run 3 · NorthPlanned
0 of 4 stops loaded

Orders in this morning 42

Order	Channel	Customer	Lines	Status
SO 41872	Email	Coastline	2 lines	Short
SO 41871	Text	Northgate Oakwood	2 lines	Entered
SO 41870	Portal	Midtown Market	2 lines	Entered
SO 41869	EDI	Fieldway Gardena	3 lines	Entered
SO 41868	Phone	Bayview Grill	4 lines	Entered

Shorts caught before picking

The order intake workflow checks stock on every line. Orders with enough stock are allocated on their own; a short goes to sales with a substitute already proposed.

Workflows · Order intake

Test runNew workflow

TriggerA customer order arrives

42 today

AI stepRead the order, match every line

automatic

BranchEnough stock for every line?

Yes · 41No · 1

ActionAllocate, oldest lot first

ApprovalSales approves the change

1 waiting

ActionConfirm to the customer

automatic

ActionAdd to the delivery run

automatic

Ready to pick

The customer’s price on every line

Price lists live on the product record, by customer, so every line is checked against the right price before an order posts.

Master data · Products

Change historyNew record

Product · GA-003

Garlic A

One record, used by every module and every connected system.

PackCarton22 lb

Landed cost$33.20purchase + freight + duty

Margin target24%gp-targets.md

SupplierChina Import12-day lead time

IDs in every system

Warehouse appWH-207
Order desk3031
QuickBooksGARLIC-A
PurchasingGA-03

Price lists

Coastline$44.00
Northgate$45.50
Fieldway$44.80
Independents$47.00

Change history

Landed cost $32.40 → $33.20 · freight bill postedSep 29
Coastline price $43.00 → $44.00 · approved by Maya ChenSep 22
Pack size confirmed at receiving · 22 lb cartonSep 14

Order management, end to end

Every capability below runs on the same live record as the rest of Stockwell, so nothing is reconciled after the fact.

Every channelEmail, text, phone, customer portal and EDI orders in one queue.
Order readingEach order read and matched to a product, unit and price.
Stock check at entryEvery line checked against available stock as the order arrives.
SubstitutionsProposed within the customer’s rules, approved by sales.
Customer pricingContract and list prices by customer, checked on every line.
Standing ordersRepeat on their schedule; changes update the order before picking.
Delivery runsEvery order placed on a run, with picking progress by run.
InvoicingInvoices post to your accounting system without re-keying.

Compose the ERP your operation needs.

Start with any module. Every one shares the same live record, so you add the rest when you’re ready and nothing gets rebuilt.

AI-native, from the record up.

Workflows, business rules, Ask Stockwell and master data sit under every module, designed for AI from the first line. When your business changes, you change a workflow, not your software, and every new model makes the whole system better.

Explore the platform

Frequently asked questions.

Something else on your mind? Ask our team.

Which channels can Stockwell take orders from?

Email, text, phone, customer portal and EDI orders all land in the same queue, in the same format.

Does every order need a person?

No. Complete orders with stock behind them go straight through. A person only sees the ones that need a decision.

Do we have to move our accounting?

No. Orders and invoices post to the accounting system you already keep.

See Stockwell on your operation.

Bring your products, customers and suppliers. We’ll show you what your morning looks like on one platform.

Book a demo team@stockwellagents.com