ORDER MANAGEMENT

Streamline Sales & Procurement with Loamy's Integrated Order Management System

Tablet displaying Loamy order management dashboard with stats, top customers and suppliers, incoming products, top sellers, and order table.

Maximize Efficiency and Protect Margins

Streamline your entire order lifecycle from creation to delivery. Loamy gives your team the speed to close deals anywhere and the financial visibility to ensure every order is profitable.

Key Features

Create Sales Order form showing Sales Order #4838 with customer ABC Fruit, Customer PO field partially filled, type Contract, sales terms FOB Origin, pay terms Net 10, and delivery location Publix Houston.

Rapid Order Entry

  • Smart Templates: Reduce repetitive data entry by setting default payment terms, locations, and units for your most frequent partners.
  • One-Click Duplication: Instantly clone recent orders to create new bookings in seconds, keeping your sales team moving fast.
  • Smart Calculations: Ensure accuracy with system-driven logic that handles unit conversions, weights, and totals automatically.
Sales order schedule showing four entries of product shipments with dates, types, product quantities, lots, and statuses including complete and upcoming.

Logistics & Scheduling

  • Milestone Tracking: Monitor critical dates—from dispatch to delivery—to keep your logistics team and customers aligned.
  • Loss Identification: Automatically spot inventory loss or quantity gaps between harvest and delivery so you can address issues immediately.
  • Standardized Workflows: Use pre-built schedule templates to ensure every order follows the correct fulfillment process.
User interface showing a timeline with recent file uploads: a PDF 'COA.pdf' uploaded just now by Phoenix Baker and a text file 'Land History.txt' added 12 hours ago by Drew Cano, plus a notes section with a high priority order note and a Save button.

Stakeholder Collaboration

  • Vendor Coordination: Enable suppliers, coolers, and carriers to collaborate directly on order requirements—from harvesting to cooling—to move the order forward efficiently.
  • Centralized Communication: Keep instructions clear with notes and notifications, ensuring everyone understands order requirements.
  • Unified Visibility: Give all stakeholders a single source of truth for the order status, eliminating confusion and "he-said-she-said" disputes.
Sales order for 168 cartons of cilantro from Black Diamond Ranch, with delivery and ship date May 13, 2024, showing cost $2,485.20, price $5,434.80, profit $2,949.60, and pricing insights highlighting last customer price $32.35, average price past 5 days $32.55, and average price past 30 days $31.80.

Profitability & Costing

  • Margin Clarity: Easily track the true profitability of every order by calculating purchase costs, freight, and overhead against the final sales amount.
  • Freight Management: Track associated freight and logistics costs directly on the order to capture true landed costs.
  • Pricing Insights: Empower your sales team to quote the best price by getting real-time suggestions based on historical data.