Order management software
Order management software that follows every order from quote to payment.
In Loopency a sales order is not a row in a spreadsheet. It is shipped from your stock, invoiced from its own lines and closed by the payment, on one record that sales, the warehouse and finance all see.
What happens to an order
Quotes your customers accept online
Send a quote as a secure link the customer opens without an account. Accepting it takes a one-time code sent to the address you entered.
Stock reserved at the quote
An accepted quote reserves the stock it needs, and converts into the sales order.
Shipping that updates the books
Shipping an order records its cost of goods sold from the stock it used, and the order shows when the shipment is delivered.
Each line invoiced once
The sales order is the billing record. Its invoice bills each line once, so an order is not invoiced twice.
Paid closes the cycle
Recording the customer’s payment marks the invoice paid and closes the order’s cycle.
Returns and credit notes
An approved return credits the customer’s invoice, and restocking the goods reverses their cost of goods sold.
From quote to payment
Order to cash
- The quote is sent, the customer views it and accepts it.
- It is converted into a sales order and confirmed.
- The order is shipped and delivered.
- Finance invoices it from the sales order.
- The payment is recorded and the order is closed.
Shaped around how your company works
Off-the-shelf software asks you to work its way. Loopency starts from how your company already works, and changes as the business does.
Describe your business
Describe what your company does in your own words, in any language. Loopency suggests the modules that fit and sets them up as you confirm each step.
Bring your spreadsheets
Import customers, products, open invoices and more from Excel or CSV. A preview shows what will be added or updated before anything is written.
Add what you track
Extend a module with the fields, records and add-ons your business needs. They get the same permissions, history and reports as everything else.
AI agents that prepare the work
Agents work in the same business context as your team and see only what their role allows. What an agent prepares waits for a person to approve it.
Questions
What is order management software?
Software that tracks a customer order from the moment it is taken until it is paid: the stock it needs, shipping, invoicing and payment. In Loopency it is part of the same system as your inventory, purchasing and accounting, so the order is never re-entered anywhere.
Can an order be invoiced twice by mistake?
No. The sales order is the one billing record, and each of its lines is billed once.
Can customers accept a quote online?
Yes. Share the quote as a link. The customer opens it in a browser with no account, and accepting it needs a one-time code emailed to the address you entered.
What happens when a customer returns goods?
Record the return against the original invoice. When it is approved, the customer’s invoice is credited, and when the goods are restocked their cost of goods sold is reversed.
Does it connect to my online store or marketplace?
The integrations page lists what is available, in progress and planned. Importing from Excel or CSV works today.
Loopency for other kinds of work
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