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.
In short: OperLete sales order management lets FMCG teams capture retailer and distributor orders, check stock, approve and invoice them in one flow.
- Sales order creation
- Batch reservation
- Fulfillment with transporter & LR tracking
- Proof of delivery, invoices & 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
Batch reservation
Fulfillment with transporter & LR tracking
Proof of delivery, invoices & collections
Structure
Every order moves through one clear pipeline.
Reservation & fulfillment
Confirmed orders reserve batches using FEFO; dispatches carry transporter, vehicle and LR details.
- Auto batch reservation
- Transporter, vehicle & LR
- Delivery status & POD
Invoice, returns & collect
Dispatch converts to invoices, returns settle as credit notes and payments close the loop.
- PDF invoices
- Credit notes from returns
- Invoice-tagged collections
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
Fulfillment leaves with transporter & LR.
4
Deliver
POD and receipt acknowledgement captured.
5
Invoice & collect
Invoice raised; payments tagged to it.
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
POD
Digital proof of delivery
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.