Order booking
Pick customers, products and quantities with live prices and stock.
- Searchable customer picker
- Line-level discounts
- Draft and confirm
Core product
Sales & order management
Manage the complete customer order journey from request to collection.
Sales teams can create orders, reserve stock, dispatch, generate invoice-style records and collect payments without moving between disconnected spreadsheets.
- Sales order creation
- Customer selection
- Batch reservation
- Invoices and collections
app.operlete.com — sales & order management
Sales & order management
Live in your workspace
What this page covers
Sales teams can create orders, reserve stock, dispatch, generate invoice-style records and collect payments without moving between disconnected spreadsheets.
Sales order creation
Customer selection
Batch reservation
Invoices and collections
Structure
Every order moves through one clear pipeline.
Reservation & dispatch
Confirmed orders reserve batches using FEFO before dispatch.
- Auto batch reservation
- Partial dispatch
- Warehouse-wise stock
Invoice & collect
Dispatch converts to invoices and payments close the loop.
- PDF invoices
- Collection receipts
- Outstanding tracking
Operating flow
How sales & order management runs day to day.
Five simple steps your team can understand and repeat.
1
Create order
Select customer and add products.
2
Confirm
Stock is checked and reserved.
3
Dispatch
Warehouse ships the reserved batches.
4
Invoice
Invoice generated from the order.
5
Collect
Payments recorded against invoices.
Visual preview
See sales & order management in OperLete.
Manage the complete customer order journey from request to collection.
Control
Designed with limits, roles and accountability.
OperLete shows only the areas each role should work with, while owners keep control.
FEFO
Batch reservation on confirm
1-click
Order to invoice conversion
PDF
Downloadable order documents
Roles
Every user type has a clear use case.
The same platform supports office teams, finance teams, managers and field reps.
Owner: controls plans, organizations, all users and all operating data.
Admin: manages most setup and users, except owners and admins.
Manager roles: run sales, procurement, warehouse, finance, production or quality work by permission.
Sales Representative: uses the restricted mobile Rep App for beats, visits, GPS and orders.
Distributor user: intended for distributor-specific access as the self-service portal expands.
Ready to see this in OperLete?
Review the current modules, roles and rollout path for your FMCG business.