Order Management
The full order to cash cycle — from a won deal in Sales through delivery and invoicing to automatic Finance entries.
Included in the full ERP. Modules are not sold individually.
Here's how Scaler's Order Management module changes how you operate
The moment a deal closes in Sales, a quotation request lands in Order Management with the customer and product already filled. You pick up from where Sales left off.
Confirm a sales order and the next step fires on its own — a picking list in the warehouse if stock is ready, a purchase request in Procurement if it isn't. Operations starts moving without a call or email from you.
Proof of delivery is generated directly from the sales order and printed on dispatch. No separate document to prepare, no form to fill in and attach later.
Every channel — store, e-commerce, external vendor — goes through the same automated flow. The channel changes; the process doesn't.
The invoice issues from the order, and accounting entries post to Finance automatically based on your configured rules. Revenue is recorded without a second pass through your accounting system.
What it manages
Quotation Requests
- Requests from won Sales leads
- Manual creation with customer and product details
- Validity window and budget
- Salesperson assignment
- Email to customer and conversion to sales order
Sales Orders
- Orders across all channels
- Linked picking list or purchase request
- Proof of delivery generation and printing
- Payment method and balance tracking
- Line items with pricing, discount, and tax
Invoices
- Invoice creation from sales orders
- Invoice and due dates
- Payment status tracking
- Accounting entries on issue
Real-Time KPIs & Alerts
- Revenue and total orders
- Pending orders and delivery status
- Quotation counts
- Invoice and payment status
How order management connects inside SCLR
Every record you create in Scaler updates the connected records across the system.
A deal closes in Sales. A quotation request is created in Order Management automatically, with the customer, lead, and product already filled.
The quotation is reviewed and converted to a confirmed sales order.
The confirmed sales order triggers the warehouse automatically — a picking list if stock is ready, a purchase request in Procurement if it isn't.
On dispatch, a proof of delivery is printed from the order.
The invoice is issued from the sales order. Accounting entries post to Finance automatically based on your configured rules.
Getting started with the Order Management module
Customer records come from Sales. Products and stock records come from Procurement and Warehouse Management. By the time you're running orders, those records are already in the system — Order Management connects to them, it doesn't duplicate them.
The one thing to configure before your first invoice: your accounting rules. These define how each transaction posts to Finance — the accounts, the entries, the tax treatment. Set them once, and every invoice that follows fires the right entries automatically.
Other Modules
Sales
Pipeline, lead distribution, activity tracking, and commission structures — all tied to one lead record.
Marketing
Connected Meta campaigns with lead form sync, budget pacing, and conversion data flowing back from Sales.
Real Estate Commercial Operations
Availability, EOI, quotation, contract, and payment schedule — posted to Finance the moment a contract is signed.
HR
Recruitment pipeline, employee records, attendance rules, leave management, and self-service — from one record.
Payroll
Salary components, structures, employee contracts, payroll runs, and automatic Finance posting — no manual entries.
Finance
Accounting rules, general ledger, financial reports, and period close — every module posts here.
Procurement
From purchase request through vendor quotation, PO, goods receipt, and invoice to payment — one purchasing trail.
Warehouse Management
Goods receipt against POs, picking lists from sales orders, cycle counts, and batch and expiry tracking.
An AI assistant that already knows your whole business.
It lives inside the same system as your data. Ask what's happening in sales, whether a payment has come through, or how to set up a payroll rule — and get a direct answer. No setup. No context to manage.
How do I...
Ask anything about the system — setup, flows, approvals, fields. Get a direct answer without hunting through documentation.
What's happening with...
Ask about any department, customer, or record and get reported to instead of navigating to find it.
Do this for me.
Coming soonAgent mode will perform tasks and run flows on your behalf — within your existing permissions and approvals.
Here's where things are right now.
Sales — 3 deals expected to close this week. The largest is at EGP 4.2M. Ahmed Mostafa has 2 follow-ups overdue by more than 3 days.
Finance — A supplier invoice is pending approval — EGP 187,000, submitted yesterday. No overdue receivables.
HR — Payroll for May is due to run in 4 days.
Procurement — 1 purchase order is awaiting a supplier quote. Sent 5 days ago with no response yet.
Implementation doesn't take months.
The transition is smoother than you think. Scaler is built around the terms and workflows your team already recognizes — no maze to navigate, no months of getting used to a complicated, foreign system.