Order management software that puts every channel on one spine
Telesales, EDI, portal, mobile and standing orders — one credit-checked, promotion-aware backbone for B2B distributors, straight through to fulfilment and invoice.
What goes wrong when orders arrive from every direction.
Most distributors are juggling phone, email, WhatsApp, portal and counter orders into systems that were never built to share a backbone. The same patterns show up almost every time.
No order spine
Phone orders typed straight into the ERP, WhatsApp screenshots in someone’s inbox, EDI feeds dropping into a folder, and the customer portal living in its own silo. Four channels, four ledgers, one funnel nobody can see.
Manual approval queues, no credit gate
Orders accepted first, credit checked later — if anyone remembers. Accounts drift past their limit, dunning happens weeks late, and returns or on-account receipts never quite reconcile to the right invoice.
Standing orders that quietly miss
The weekly cadence for a top account lives in a rep’s head or a printed sheet. One holiday, one new starter, one forgotten WhatsApp and the customer is short — or stocked twice.
B2B and D2C on different stacks
Trade orders go through the ERP, consumer orders through Shopify or a separate portal. Two pricelists, two promo engines, two pictures of the same customer — and the warehouse picks twice.
How RouteMagic solves it
Every channel, one spine, one funnel.
One order-to-cash spine for B2B distributors: capture from every channel, validate credit at capture, then route to fulfil, invoice and collect — not a CRM with a bolt-on.
Order capture across every channel
Take every channel onto the same spine — telesales, EDI, portal, app, standing and forward orders. They share one validation, one audit trail and one downstream pipeline.
Multi-channelone spine
Standingorders recurring
Forwardorders future-dated
Validation, pricing & credit control
Check stock, credit, pricing and promotion before the order ever commits. Exceptions route to a manager for a logged OTP override, not into the funnel.
Creditchecked at capture
Pricingvalidated per customer
OverrideOTP, reason logged
Fulfilment routing & allocation
Turn validated orders into Pick, Pack and Load Orders, auto-grouped by route, vehicle and warehouse. They are ready before the warehouse opens, with carryover handled cleanly.
Autopick-order generation
Multi-warehouseallocation
ATPvisibility per SKU
Amendments, substitutions & returns
Make line amends, substitutions and partials first-class actions, not manual ledger patches. Returns become Credit Notes the next morning, with commission adjusted in the same cycle.
Line-levelamends pre-pick
Reason-codedreturns & substitutions
Credit notescommission-aware
Invoicing & payment capture
Invoice against the goods the customer actually accepted, not what was loaded. Capture every payment by every method, geo and time stamped against the right invoice.
Bulkpost-delivery invoicing
On-the-spotvan-sales invoicing
Geo + timeon every receipt
Visibility, control & exports
See the funnel by status, ageing and promo effectiveness live, not in a day-old report. It is all exportable from one place instead of three reports stitched together.
Liveorder-funnel dashboard
Dailyageing snapshot
1 hrmonth-close (was days)
Outcomes
What changes once every channel is on one spine.
Representative numbers from distributors running order-to-cash on RouteMagic.
1Order record per channel<1%Lines lost to re-entry1 hrTo close the monthly books0Credit breaches slipping through
Customer spotlight
How Bits ’N’ Bobs got real-time visibility on every order.
Order intake at Bits ’N’ Bobs ran on paper run-sheets, spreadsheets and trust — and the trust was costing them 14% in annual shrinkage with no visibility into what was being sold, returned or transferred between vans. With RouteMagic, every transaction, transfer and customer visit now writes to one live ledger. Stock visibility is real-time, cash reconciles by denomination, and two-to-three hours of daily paperwork come back, every day.
The ones that come up most often. Book a walkthrough for anything else.
What is order-to-cash (O2C)?
Order-to-cash is the full lifecycle of an order — capture, credit and stock validation, fulfilment, invoicing, payment collection and reconciliation. RouteMagic runs every step on one record: an order captured by telesales, EDI, portal, app or as a standing order is credit-checked at capture, routed to pick, pack and load, then invoiced against the goods accepted and reconciled the same cycle.
Is there order management software for small business?
Yes. RouteMagic starts at £29 per user per month, so a small distributor running telesales and a handful of routes can put every channel on one spine without an enterprise rollout. You keep the same platform as you add channels, warehouses and routes.
What is the best order management software for B2B and wholesale?
For B2B distributors the deciding factors are multi-channel capture, credit control at the point of capture, promotion accuracy and a clean order-to-cash flow into accounts — not the marketplace and retail features most order management software leads with. RouteMagic is built for that distribution model; for the dispatch-and-deliver side, see wholesale distribution.
Can a customer-portal order trigger a warehouse pick automatically?
Yes. Once the back office reviews the Client Sale Order and approves it, the Pick Order is generated automatically. Auto-approval per policy is also supported for trusted accounts.
How do EDI feeds work?
EDI feeds are mapped to the same Sale Order pipeline. Once a feed is configured, orders land validated, credit-checked and ready for pick — same as a telesales order, with no separate ledger.
What happens to last-minute amendments after pick?
Line-level amendments are first-class up to the pick step. After pick, substitution and partial-fulfilment flows take over — reason-coded, customer-acknowledged, ledger-true — without a manual rebuild.
Which accounts package do you integrate with?
Native: Xero, QuickBooks, SAP, Tally, Microsoft Dynamics, Sage and NetSuite. Custom: anything with a REST API. Invoices, payments and credit notes sync both ways.
Can we keep our existing order numbering?
Yes — keep your sequence and we ingest it. Customer-facing documents carry your numbering, not ours.
Can OMS replace our existing ERP?
For most distributors, RouteMagic is the order-and-fulfilment spine that integrates with your existing ERP or accounts package. We don’t require you to rip and replace.
See it on your own funnel
Ready to put every channel on one spine?
Walk-through on a funnel shaped like yours
30 minutes
We’ll ask about your channels, credit policy & promotions first
