OrderWise Complete Brochure 2018-V4-Small PDF

 [email protected] |  01522 704083 |  www.orderwise.co.
uk
Contents
About Us...........................4-5 Mobile WMS Devices..........15
Stock Control.......................6 Courier Integration..............16
Sales....................................7 Manufacturing.....................17
eCommerce Websites..........8 Kitting.................................17
eCommerce Integration........9 CRM Suite......................18-19
Marketplace Integration.......10 OrderWise Mobile App........20
Store EPOS........................11 Reporting & KPIs................21
Purchasing.........................12 Services.........................22-23
Accounts............................13 Specialist Features.........24-25
Warehouse Management....14 Customer Case Studies..26-31
2  [email protected] |  01522 704083 |  www.orderwise.co.uk

A Comprehensive End-To-End Modular Software Suite
OrderWise Business Management Software is a
comprehensive system that grows with your business
– a scalable and fully integrated all-in-one ERP solution
to manage your operations effectively from end-to-end.
A fully scalable, all-in-one solution

OrderWise is a comprehensive business management
software suite that brings together your supply chain, order
management, stock control, distribution and financial processes
into a single application held on a single database. Designed
to be used by businesses of all sizes, industries and sectors, our
modular structure means OrderWise can be scaled to meet the
specific requirements of both B2B and B2C businesses. This
allows you to buy only the features you need and grow into the
rest later, providing a strong infrastructure that drives better
performance and supports ongoing expansion.
OrderWise Core Modules
“
• Stock Control
• Sales and Purchase Order Processing
I can honestly say within four months we • Despatch and Goods In
were far, far ahead of where we ever were
before with our previous system.
“ •
•
Invoicing and Reporting
Accounts Integration
DMS Flooring Supplies
Maximise efficiency in your daily operations

OrderWise Additional Modules
As a Microsoft Gold Partner in Application Development,
OrderWise is written in the very latest Microsoft .NET • eCommerce Websites
programming language and uses a Microsoft SQL Database to • eCommerce and Marketplace Integration
store its data, allowing OrderWise to store a substantial • Courier Integration
amount of information that is seamlessly shared effortlessly
• Mobile WMS Devices
between departments. Operating using cutting edge desktop
and mobile technology, OrderWise is a solid solution built • Warehouse Management
to dramatically increase the accuracy, efficiency and cost- • Marketing and CRM
effectiveness of your everyday • RFMA Customer Profiling
business processes. OrderWise
• Business Intelligence and BI Alerts
can be installed on your server
or cloud hosted for easy access • KPI Dashboards
online - anytime, anywhere. • Accounts
• Manufacturing and Kitting
The right solution to fit your business as it grows • Stock Transfers
Whether you are a wholesaler, distributor, merchant, web • Trade Counter POS
trader, reseller, stockist, retailer, manufacturer or something • Retail Store EPOS and mPOS
else entirely, OrderWise can provide you with a reliable, easy-
• OrderWise Mobile App
to-use solution to manage your business effectively, both now
and in the future. • 3PL Billing
 [email protected] |  01522 704083 |  www.orderwise.co.uk 3

About Us
Deciding to implement a new business software system experience in providing solutions to businesses like yours,
is a major decision that requires careful consideration. writing our own software as well as implementing it. Because
we are so dedicated to our product, this gives us the edge
Not only is it a financial investment but will ultimately be
over software dealers and makes sure your company receives
the solution on which the future growth and success of your
a superior business management solution as well as a first-rate
business relies. Therefore, it’s important to get to know your
implementation and support service too.
software supplier so that you can confidently invest in a
Today we employ over 200 staff at our purpose-built
business solution with a company that has the financial strength
head offices in Saxilby near Lincoln, all of whom specialise in
and resources to support your business, both now and in the
OrderWise. In total, we have 15 individual departments with
longer term.
each one playing a significant role in the continuing success of
our software and customers. Together we help to deliver every
Experience you can trust aspect of our product, from the development and testing to
Here at OrderWise, our software is developed, quality-tested, the selling, training and implementation, all the way through to
installed and supported directly by us, the manufacturer the ongoing support and account management.
- not a dealer who is only provided with the software and We provide extensive, award-winning training to every
therefore limited in their ability to deliver the right solution single new member of staff, as well as constant on-going
to your business. Founded in 1991, we have nearly 30 years’ internal training, that ensures our staff have the knowledge to
“
provide the very best services to all our valued clients. With
OrderWise Key Facts Each member of our dedicated staff spends all
Company their time every day making our business
Founded 1991 management software bigger and better, helping
our customers to get the most out of it. In short,
Wise Software is an established, profitable, well-
Staff resources
Total
Companies using OrderWise nationwide

200 + connected company, staffed by remarkable people,
behind a truly exceptional product.
“
Total 1000 + David Hallam, OrderWise Managing Director
New features and functionality

Each year 600 +
Investments into development
Each year £2 million +
OrderWise individual users
Total 10,000 +

that knowledge, you can be confident when
dealing with OrderWise that our wealth of Awards
experience can directly benefit your business. 2018
Take the OrderWise building tour • Business of the Year
Lincolnshire Tech & Innovation Awards
Investing in the product that supports your business • Business Person of the Year, David Hallam MD
Lincolnshire Tech & Innovation Awards
We know how fast technology moves and how important it
• National Finalist - Multi-Channel Solution of the Year
is for your business management software to keep up with
Retail Systems Awards
emerging technologies so that you remain competitive. That’s
• Regional Winner - Business & Product Innovation
why we invest over £2 million each year into the continuous
FSB Awards
development of our products and services to ensure your
• Headline Sponsor & Judges of Midlands Family
business always benefits from the very latest in business
Business Awards
software to support your growth.
As a result of this continuous investment, we install over 2017
150 new OrderWise solutions every year, with over 1,000 • Family Business of the Year
companies using our software today to run their operations on Midlands Family Business Awards
a daily basis. But don’t just take our word for it, check out our • Business Person of the Year, David Hallam MD
credit rating - our company number is 04633298. You’ll see Lincolnshire Media Business Awards
we’ve been well positioned financially to help companies like • Regional Winner -Tech & Innovation
yours for many years. National Family Business Awards
• Product of the Year - Highly Commended
Meet the team & see the company Lincolnshire Digital & Tech Awards
behind the software 2015 & 2016
We are immensely proud of our passionate team and we would • Digital Business of the Year
love for you to meet them. We extend an open invitation to Lincolnshire Digital Awards
come visit our premises so we can show you the full scope of • People’s Choice Award
our extensive resources through a grand tour of our building, Midlands Family Business Awards
Warehouse Automation development room and state-of-the-art • Training Excellence Award
training facilities. Lincolnshire Media Business Awards
In addition, we can put you in contact with existing
customers using OrderWise. Visiting a reference site is a Accreditations
valuable way to speak to an existing user of OrderWise and • Microsoft Partner Gold Application Development
gain confidence in our software and in us as a supplier. Seeing
• ICAEW Accredited Software
how a company uses OrderWise can also give you a new Industry Partner
perspective on common business processes, showing you what • HMRC Approved

can be achieved with a business management software system • Registered Sage Developer
from a proven supplier. • GS1 UK Industry Partner

Stock Control
Fulfilling customer requirements accurately, efficiently The system enables staff using OrderWise to quickly see what
and on time is high on the list of priorities for every stock is needed, where and for when, based on that stock
company, and to achieve this, effective stock control location’s current demand. Transfers can then be picked,
packed and shipped alongside regular orders, to then be
is key.
booked in and received at the required destination, allowing
To manage this, OrderWise uses the very latest software for consistent, accurate stock management across
technology to control every item of stock your business holds. multiple sites and channels to
It doesn’t matter what your stock is, how many items you hold be easily achieved.
or in how many locations - OrderWise will handle it all for you. What’s more, OrderWise
also ensures that stock takes,
Complete stock visibility from end-to-end stock adjustments, movements,
discrepancies and write-offs
OrderWise allows complete visibility of your stock holding,
are all handled with maximum
costing and prices. Integrated with all OrderWise eCommerce
speed and accuracy.
Websites and modules such as Sales, Purchasing, Despatch,
CRM, Accounts, Manufacturing and more, OrderWise provides
a full, accurate picture at every step of the supply chain. What’s OrderWise Stock Control can be used to manage
more, OrderWise Stock Control can also provide full batch and multiple:
serial traceability along with expiry date control to meet even
• Stock locations
the most stringent industry requirements.
With OrderWise Stock Control, you will be advised on • Bin numbers
what to order, when to order and from which supplier, taking • Part numbers
into account many aspects of stock control including minimum • Sales unit quantities
and maximum stock holdings, seasonal trends, sales order and
• Purchase unit quantities
works order demand, minimum order quantities, minimum
order values, lead times and costs. • Descriptions, comments and attributes
• EAN codes and easy EAN generation
Innovative stock control with barcode • Suppliers and supplier part numbers
scanning technology • Custom fields
Having precise control over stock levels is fundamental for your • Documents (PDF, Excel, etc.)
business, enabling you to capitalise on all sales opportunities • Pictures (JPEG, GIF, etc.)
and keep costs to a minimum. Combined with our intuitive • Product categories
Mobile WMS Devices, OrderWise Stock Control allows
businesses to take full advantage of barcode technology in • Price lists in any currency
order to increase the productivity and efficiency of all their daily • Manufacturer information
warehouse and stock management tasks, so that all your sales • Weights and volumes
channels always show the correct stock levels.
• Serial and batch traceability
For businesses managing multiple warehouses, branches,
stores or depots, an additional Stock Transfer module is • Expiry dates
also available. Working alongside OrderWise Stock Control, • Minimum shelf life accepted by customers and
the Stock Transfer module enables businesses to easily and from suppliers
“
accurately move stock between multiple stock locations whilst
retaining full stock visibility and true stock valuation figures.
OrderWise software plays a key role within

the core of our business. We promise our
STOCK customers the most efficient and proactive
CONTROL service when ordering with us and OrderWise
is crucial in helping us provide that.
Running Imp
“
Sales
However orders and enquiries are handled, whatever

sales channels are used, whether there are a handful of
Key Features Include
sales staff or hundreds across multiple locations, the key
to achieving an efficient and successful sales operation • Gain comprehensive sales and order
is fulfilling the requirements of each customer, sales management control
role and sales channel effectively, both now and as the • Fast multi-user operation
business grows. • Instantly see margin/profit by line and order
• See stock availability and drill down further
A complete sales management solution • Up and cross-sell with suggested and
Designed with the sales person in mind, the OrderWise Sales alternative items
module offers businesses a complete sales management • View and utilise customer previously sold and
solution with both a fast and an intuitive interface. Presenting quoted history
staff with all the tools they need to ensure exceptional • Set up multiple price lists and commonly used
customer service is given each and every time, OrderWise discount offers, such as buy one get one free
Sales provides users with instant access to relevant information
• Handle multi-currency orders
combined with comprehensive functionality to effectively
manage selling across multiple channels. By using the • Manage quote creation, management
OrderWise Sales module, which is fully integrated with all and conversion
elements of the OrderWise system, companies can ensure that • Rapid customer and product search
the profitability of each opportunity is always maximised. • Easily apply delivery methods, charges, dates
£ €
and locations
• Full user access and security privilege management
$ •
•
Ensure credit control procedures are met
Control back to back and drop ship ordering
• Easy document distribution via print and email
• Create various user-defined custom fields
for analysis
Whatever your business, OrderWise helps you make the

most of every sale, giving you the tools to upsell, cross-sell and
increase your overall sales value. Businesses can benefit from
comprehensive and structured management of product pricing,
customer price lists, special offers and discount structures too.
“ OrderWise gives us tight control of stock and
key information is available at a glance, so we
can see how many products we’re selling and to
where we’re selling them.
Michael Timms, Commercial Stock Manager for
“
Whether selling B2B, B2C or both, OrderWise handles multi- Oxford Pharmacy Store
tier pricing and price lists, customer special prices, quantity
breaks, time limited offers, multisaver deals and more, so staff
no longer need to look up pricing as the correct sales price will The central hub for all your sales channels
be automatically applied for each customer. OrderWise Sales presents businesses with one centralised
solution for gaining complete visibility of all sales activity
Drive efficient sales order processing and order history for all their integrated sales channels. This
includes telephone, email sales orders, trade counter sales,
OrderWise Sales is proven to drive efficiency, with functionality retail counter sales, all website sales, EDI, marketplace sales,
specially designed to help speed up common processes. The including eBay and Amazon, reps out on the road and trade
best part is OrderWise Sales is seamlessly integrated with show sales. By eliminating order re-keying and multiple data
the rest of OrderWise, creating a complete end-to-end order errors, OrderWise Sales delivers a powerful order management
management solution built for successful delivery of sales solution to provide outstanding control of every order from
strategies across the entirety of your business. every channel.

eCommerce
Websites
Whether you are looking to update your existing

website or trade online for the first time, the OrderWise Key Features Include
eCommerce platform offers a simple, stress-free solution • Suitable for B2B and B2C trading
for managing online sales.
• Customer specific pricing mirroring OrderWise
• Comprehensive integration with OrderWise
Drive sales, streamline orders & retain custom Business Management Software as standard
Extensively integrated and responsive, our eCommerce • Responsive design for desktop, mobile and tablet
platform gives your customers control by providing accurate • Range of marketing tools
information that helps you to maximise sales and
increase profitability. • Full support and hosting
Our fully featured eCommerce platform can be configured • Design and configuration compatible for either
to suit the requirements of your retail or trade business. retail or trade operations
Working closely with our experienced OrderWise eCommerce • Reduce website maintenance and
team, we will deliver an integrated website or portal that management tasks
translates your company’s brand, ethos and aspirations.
• Allow customers to view their full order history,
invoices and credit information
• Payment gateway integration
• Continuously developed in line with
OrderWise ERP
Better service & lower costs with inclusive

hosting & support
By using the OrderWise eCommerce platform, you also benefit
from a cost-effective support, upgrades and hosting package
from one provider to cover your entire front-to-back end
End-to-end management from one central platform operations. Eliminating the need to contact multiple companies
in order to find the resolution to your question - one call to us
Most importantly though, OrderWise eCommerce Websites and we can advise on the right course of action.
integrate directly with the main OrderWise system. Developed
in-house, this integration allows orders to be automatically
imported and key information updated to your online trading The essential omni-channel solution
platform, saving time and ensuring accuracy. Whether you are looking to manage B2B sales using a trade
By being able to share customer and product data account login, boost retail trading or have an online presence
through this seamless integration, the OrderWise eCommerce as part of a multi-channel sales strategy, the OrderWise
platform can present all the key information your customers team can deliver exactly what is needed. With the ability to
need to receive a first-rate shopping experience. This includes configure the OrderWise eCommerce platform to meet your
automatic synchronisation of pricing, products, suggested/ requirements, your business can benefit from a fully featured
alternative items and stock figures, as well as the ability to online trading channel that provides the omni-channel buying
enable customers to view their full order history, invoices and experience your customers expect.
“
credit information.
With a user-friendly interface that is easy to navigate and
ideal for fast trading, along with a simple checkout process with
abandoned basket follow up, you can ensure your business It’s all about integration, that’s the most
meets objectives and drives sales. important thing. Now we can take an order on
From within the website administration area on the
OrderWise eCommerce platform, users can access a range of
tools for managing marketing, newsletters, promotions, gift
certificates, voucher codes and reward points, meaning you can
the website and it will go all the way through to
actually being picked and invoiced, all in one
simple process.
“
maximise sales and grow your customer base with ease. A. Perry Ltd

eCommerce
Integration
If your business is looking to manage all of your current Much more than just online integration
websites and online sales channels from just one central
With OrderWise eCommerce Integration, businesses also
hub, then OrderWise has the answer. regularly receiving sales orders in CSV or Excel file format from
With a dedicated in-house eCommerce team, OrderWise offers their customers can reap the benefits of a highly accurate and
an all-in-one solution to manage your online or multi-channel fully automated sales order import mapping process. Using
business from end to end. If your business is looking to gain this functionality ensures an accurate and effective method
automated management of all your online sales channels by of processing and fulfilling customer orders, regardless of the
integrating OrderWise to existing websites, marketplaces and format in which they are received.
EDI providers, our experienced eCommerce team can work
with you to ensure that this is achieved.
With the ability to automatically import orders as they
are received, keep your stock levels updated to prevent
overselling, synchronise current pricing and send despatch
updates to your customers, OrderWise eCommerce Integration
provides the perfect solution for handling all aspects of your
“
online trading.
The integration of online orders through

OrderWise has enabled us to increase sales
volumes without recruiting additional staff.
Countrywide Healthcare Supplies
“
Effortlessly automate electronic trading
With seamless integration to over 50 online platforms
including Magento, eBay and Amazon, OrderWise eCommerce
Integration offers a central hub to manage all of your online
sales channels. What’s more, you can save time and focus
on maximising sales with the ability to automate trading and
eliminate rekeying of data between your separate channels.
If your company deals with large corporations or
supermarket chains, then OrderWise EDI (Electronic Data
Interchange) simplifies the process and allows you to trade
effortlessly, importing the orders directly into OrderWise to be Key Features Include
processed as per usual. • Automate electronic trading by managing all
With OrderWise eCommerce Integration offering the processes from one central hub
stress-free functionality to increase order processing speeds,
• Integration to popular eCommerce platforms such
businesses will be able to improve customer satisfaction and
as Magento, Shopify, WooCommerce and X Cart
provide a first-rate level of service ensuring orders are swiftly
managed from one single system. • Integration to marketplaces including eBay,
To easily set up offers across all of your online platforms, Amazon, Not On The High Street and Groupon
eCommerce Deals can
be used. This structured
$ € £ • Extensive range of automated data import and
export functionality
£
€
management system for • Links to marketplace aggregators such as Channel
efficient handling of online
offers across multiple
$ Advisor that offer 100s of integrations
channels allows sales • Integration to EDI platforms used by Asda, Tesco,
STOCK Morrisons, Waitrose and John Lewis
volumes to be increased CONTROL
and stock to be used • Reduce overselling and promote better service
more profitably.

Marketplace
Integration
Whether trading through one account on one of their marketplace trading on eBay, Amazon and Google
marketplace or multiple accounts across several different Shopping. By using the extensive suite of functionality available
marketplaces, OrderWise has the perfect solution to suit with OrderWise, businesses can manage the creating and
listing of products on these popular marketplaces, as well as
the needs of your online business. automate product price changes on Amazon using our intuitive
Online marketplaces provide instant access to an established repricing tool to help you stay competitive and maximise sales.
customer base and are now an essential part of multi-channel OrderWise also offers a range of features for businesses
trading, with many businesses trading extensively through the trading to and via Amazon. Our software directly integrates
likes of eBay, Amazon, Groupon, Not On The High Street and to the Amazon Merchant Fulfilment Network for fast delivery
more, as well as their own web shop and trade or retail at the click of a button, with integration to Amazon Vendor
counter stores. allowing companies supplying to Amazon to achieve
efficient processing of high order volumes on the back-end.
Trade across multiple marketplaces with ease What’s more, OrderWise Amazon integration also includes
functionality to handle Fulfilment By Amazon (FBA) as standard.
Integration between popular marketplaces like eBay or
Amazon and OrderWise not only eliminates the need for
manual processes but also enables huge efficiency savings
to be achieved. By removing the need to rekey and update
information, businesses can ensure product listings and order
details always maintain the highest level of accuracy, including
postcode format validation to identify incorrect details before
“
shipping and reduce costly delivery errors.
We’ve got 28 sales channels so being able to

keep an eye on them altogether and all at the
same time is very useful – something that we also
never had the ability to do before was control our
Amazon FBA shipments and tracking there, so
that’s been wonderful too.
“ Key Features Include
• One centralised location to manage your complete
PJA Distribution marketplace trading operation
• Easily combine all your online and offline trading
channels including eBay and Amazon
A central hub to manage eBay, Amazon & Google
• Integration to Amazon FBA, Vendor and Amazon
Shopping Listings Merchant Fulfilment Network
OrderWise provides you with a central hub to manage all your • Remove the need to rekey information and
product listings and marketplace sales orders effectively. maintain accuracy
Whether listing pre-existing items to sell through one • Improve staff productivity by streamlining all
marketplace or creating brand new products to sell through aspects of marketplace trading
multiple different seller accounts as part of a larger online
trading operation, OrderWise has the functionality to ensure • Easily manage the creation and listing of products
product listings are always handled effectively. on eBay, Amazon and Google Shopping
With marketplace listings, businesses are presented with a • Complete visibility from a one-view grid for easy
comprehensive all-in-one solution for managing every aspect marketplace management
• Automated product price changes to keep you
competitive with intuitive repricing tools
• Identify incorrect details and reduces costly
delivery errors with postcode validation
• Automatically select the most cost-effective courier
every time with OrderWise Delivery Rules

Store EPOS
With businesses operating bricks-and-mortar stores OrderWise Store EPOS & mPOS technology
increasingly looking for ways to keep up with their online With OrderWise Store EPOS, businesses are not restricted to a
competitors, it is important to find ways to save money, fixed till as they can access all the existing functionality of the
improve productivity and, most importantly, boost sales. comprehensive EPOS from a mobile tablet. This queue-busting
For companies trading in these retail, trade counter or software enables staff to handle the checkout process at any
cash and carry environments, having the right EPOS software is time and at any point in the store using their tablet, removing
often an essential part of maximising potential efficiency the limitations of one static till location and eradicating the
within the business. possibility of growing queues.
With OrderWise Store EPOS, businesses can reap the This fast, simple functionality creates an enjoyable
benefits of retail management software that allows them to experience for customers and takes a straightforward approach
process all their daily operations from one central system. to taking payment for a sale, whilst assisting employees in their
Linked to all online channels and back-end processes, Store focus on serving more people and
EPOS is a feature-rich and seamlessly integrated electronic fully maximising sales volumes.
point of sale that allows retailers and omni-channel traders to
achieve greater operational accuracy and efficiency.
EPOS software that delivers a fully

integrated solution
Through an easy-to-
navigate user interface,
OrderWise Store Key Features Include
EPOS offers the ability
to manage store by • X Read / Z Read totals with till level
store, controlling tills, Business Intelligence
users, price lists, stock • Seamless offline mode prevents any downtime
locations, returns, • No fixed till point with mPOS capabilities
click and collect
• Easily switch between multiple currencies
orders, gift cards,
loyalty points and a • Build up and analyse client order history
wide range of popular • Flexibility to take cash, cheque, credit card,
payment methods. Multi-currency compatible and designed gift card or pay on account
to be efficient even at the busiest of times, till attendants can • Price check and dump variant
use OrderWise Store EPOS to quickly search for products by
• Gift receipt capabilities
category or by scanning a barcode for instant stock visibility
before quickly building up customer orders. • Fast search and customisable quick sale buttons
For retailers operating with ‘flagship’ stores, OrderWise can • Accurate stock and pricing figures through full
also be used to enable outlets to be prioritised when it comes OrderWise integration
to allocating stock to fulfil demand, ensuring that your busiest • Easily review stock in other locations prioritised by
stores always have the necessary supply of stock. closest store and check supplier stock quantities
With OrderWise Store EPOS, businesses can relax knowing
that when a WiFi connection goes down, the seamless offline • Comprehensive returns processing
mode will continue as normal until you’re back online and • Click and collect, deliver to store or to customer
data will then be instantly re-synced automatically with the • Links to cash drawers, Verifone card terminals and
main OrderWise system. For companies operating large retail till receipt printers
environments across multiple stores, removing the worry of • Access reports directly from admin area of
any downtime gives you the peace of mind that your daily EPOS till for instant insight
operations will always run smoothly.
By providing your staff with this robust, versatile and • Theme interface to meet company branding
dependable customer service tool, OrderWise Store EPOS • Customer data capture
gives you the power to provide your clients with first-rate • Allow customers to earn and spend loyalty points
service right from the front line.

Purchasing
Over and understocking is now a thing of the past as Suited to your own business requirements
OrderWise Purchasing ensures each business using this
Like all layouts in OrderWise, the purchase order can be
intuitive module always has the right stock, in the right tailored to contain your colour company logo, colour quality
quantities, in the right place, at the right time. marks and other colour business graphics. Controls for order
authorisation can also be easily activated, helping you to
“
Buy more effectively & retain cash flow effectively manage the spending of your purchasing team.
Having surplus stock of non-selling items or minimal supply of
popular products can be a nightmare for businesses, however
stock control can be quickly improved with more intelligent OrderWise allowed us to create as many
supplier ordering. suppliers for a particular item as we wanted, so
OrderWise Purchasing gives you the ability to efficiently if one supplier ran out, we could go to another
purchase all your stock items from a variety of global suppliers supplier, if one supplier was charging too much
through a simple and fully featured interface. The system
automatically identifies stock demands from across all areas
of the company, considering outstanding sales, current and
we could negotiate prices with other suppliers
so that was really handy.
“
desired stock levels, future forecasted demands, and any Paul Brebner, Director of e-Hardware
manufacturing requirements for chosen locations, whilst
also accounting for lead times, buffer times and works order
timescales. Using this intuitive functionality ensures manual Gain true landed costs & improve customer service
interaction is dramatically reduced whilst still allowing full with OrderWise Purchasing
control over what is purchased, when, from which supplier
and at what price. Activities become planned, allowing best With multi-currency functionality as standard, OrderWise
value to be obtained from suppliers with correct stock levels Purchasing provides a comprehensive range of features for
maintained for effective fulfilment of customer requirements accurate and efficient overseas supply chain and container
and any works order demands. management. The OrderWise Purchasing module gives
businesses the option for each stock item to absorb import
and associated costs when items are booked into stock.
Easily manage back to back & drop ship ordering Furthermore, you can tell each purchase order how you want
Whether raised in-system or imported via OrderWise the costs spread, for example by quantity, by value, by weight,
eCommerce, drop shipped orders will have purchase orders by volume etc. Sale prices can then be calculated based on the
automatically generated to suppliers, allowing streamlined true cost of stock, giving insight into the true margin available.
fulfilment to be achieved. With back to back ordering, a linked So if your sales team have to haggle with a customer over a
purchase order is raised on the back of sales order demand and price, they can do so confidently and without making a loss on
stock is automatically allocated, ideal for businesses handling the sale.
special orders. Once the customer orders, the purchase order What’s more, OrderWise Purchasing provides full visibility
will then be instantly generated, allocating the stock and and traceability of purchasing activities, allowing supplier
ensuring accurate profitability. performance to be monitored, the best price to always be
obtained, orders to be chased and arrival dates maintained.
This means staff can see exactly when orders are due in so
Key Features Include that customers can be kept informed, resources managed and
stock allocated or sold on order before arrival to help further
• Easily maintain correct stock levels maximise sales profitability.
• Analyse stock usage trends and accurately forecast
$
• Create, print and email POs automatically £
• Complete end-to-end stock traceability ! €
• Easily create and manage multi-currency orders £
• Average lead times and record true landed costs

• Monitor supplier performance
• Proactively chase deliveries

Accounts
Whether your business is looking for an all-in-one year-end processes, OrderWise Accounts is feature-rich yet
business management solution or you wish to continue simple to use.
using a popular accounts package such as Sage With insightful cash flow forecasting, automated posting
and invoicing frequency, amalgamation and presentation
or QuickBooks, OrderWise can provide you with a
control, OrderWise Accounts delivers up-to-the-minute
seamlessly linked accounts solution. profitability analysis along with all of the functionality you
would expect from a fully accredited accounting solution.
Powerful, fully integrated accounts software As well as accounting essentials such as profit and loss,
balance sheet and trial balance reports, OrderWise Accounts
If you are looking for an accounts system that packs more
includes over 40 valuable accounting reports as standard. So
relevant functionality than many popular systems without
whether it is a director wanting a snapshot of current funds
adding layers of complexity to the accounts process then
or the accountant requiring detailed journal reports, all the
OrderWise Accounts is the solution for you. The OrderWise
financial information you need is just a click away.
Accounts module combined with the comprehensive
functionality of the OrderWise core system offers companies
an end-to-end solution to manage their entire commercial and
financial operations from one single, fully integrated system.
$ £
Fully accredited by the Institute of Chartered Accountants STOCK
in England and Wales (ICAEW) and HMRC Approved for eVAT €
submissions in compliance with Making Tax Digital, OrderWise CONTROL
Accounts has been carefully developed to provide the depth of
functionality to meet the financial management requirements of
organisations, yet offer businesses a straightforward solution to
their accounts software needs.
Fully integrated with the OrderWise system, the OrderWise
Accounts module provides complete control and visibility Print or email invoices at the touch of a button!
of company finances. From credit control features to enable
speedy remittance to automated posting of recurring journals, Typically, it is the role of the accounts department to produce
accruals, prepayments and depreciation during period and invoices to be sent to clients periodically – either on a daily,
weekly or monthly basis. The OrderWise Invoicing module
provides this business-critical functionality and delivers it in a
simple, controlled and user-friendly manner. Invoices and credit
Key Features Include notes can be printed or emailed and can include your colour
business logo, quality marks and other essential branding.
• Automatic allocation of invoices and payments
With automated posting and an intuitive interface that
• Compliant with HMRC Making Tax Digital enables users to complete routine tasks quicker and easier,
eVAT submission requirements OrderWise Invoicing is a fast, reliable system that enables
• Automated month end postings including, businesses to generate and post invoices in the most effective
depreciation, accruals and prepayments way possible.
• Easy, fast and accurate cash flow control
• Automated features to aid with bank reconciliation OrderWise Accounts Integration
• Capable of handling millions of transactions With OrderWise Accounts Integration, businesses can
“
seamlessly and securely integrate with a range of popular
accounts systems, giving businesses using OrderWise the
option to continue using their current accounts software that
It allows a better flow of information. With the they know and love if they don’t wish to change. As Registered
audit trail, we can see right from the point stock Sage Developers for over 20 years and Official QuickBooks
is ordered all the way through to when it is sold.
We’ve got all of that on one system.
Stacey Monk, Finance Manager for Gift Universe

“ Developers, OrderWise can provide links to Sage Instant,
Sage 50, Sage 200 and
QuickBooks enabling
simple, one-click posting
from within our software.

Warehouse
Management
Whether you are managing a small stock room or picked with clear and concise instructions to inform pickers
multiple external warehouses containing hundreds of exactly what to pick, from where and which walk route to use
thousands of different products, OrderWise Warehouse to ensure the fastest path through the warehouse is taken. On
completion, required documentation including delivery notes,
Management Software provides the ideal solution.
packing lists, invoices and labels can be produced.
Designed to ensure your business adopts the fastest,
most accurate methods in the warehouse, OrderWise is
Fast & accurate goods in
proven to increase order handling capabilities.
As standard, OrderWise Warehouse Management Software
Efficient despatch & warehouse management supports multiple stock locations, along with multiple bins or
sub locations to offer greater scope and flexibility. OrderWise
Customisable to suit the best way of working based on the Goods In then provides a fast, accurate and practical method
size of your warehouse, the products you are handling, the of booking goods into stock once they arrive in from your
volume and the type of orders you are processing, OrderWise suppliers. With functionality to record serial and batch
Despatch provides you with all the tools to ensure orders are numbers, place stock into quarantine, manage drop ship or
fulfilled profitably, accurately and on time. back-to-back orders, handle container deliveries or store stock
Within OrderWise Despatch, users are provided with in a temporary location to put away later, OrderWise Goods
a clear visual indication of the current stock and allocation In ensures any situations that occur when products arrive into
status for each order and order line, ensuring picks are always stock are properly and swiftly handled.
managed efficiently. Users can also quickly filter and sort orders With software that is continuously evolving and nearly 30
for despatch using a variety of criteria including sales order years of experience helping small to large sized businesses
information, stock location, promised date, product code, stock across a range of industries improve their warehouse
status and delivery method, allowing businesses to achieve operations, OrderWise is truly the ideal solution for any
complete despatch and pick management control. This pick business looking for precise and streamlined
“
assignment process can also be completely automated with warehouse management.
customised pick rules, such as heavy picks to a fork lift driver,
offering unrivalled levels of warehouse efficiency.
In the warehouse there were five people, now
Warehouse managers also have the tools to allocate
and spread the workload by weight and quantity, monitor
performance and identify resource requirements. Designed
to save time and money, individual or multiple orders can be
there are only two – operations have become so
efficient that work is now done so instantly.
“
Jaffer Jawad, Director of Viakeys
Additional Modules Include

• Mobile WMS Devices – achieve unrivalled speed
and accuracy in all your warehouse activities with
1D and 2D barcode scanning technology
“
• Courier Integration – with our software able to link
to over 50 different courier platforms, you can be
sure to eliminate rekeying and further streamline
Just in tonnage alone, we on a record day on the your despatch processes
old system would pick around 3.5 tonnes. On the • Stock Replenishments – achieve even greater
OrderWise system, our record day is 11.5 tonnes warehouse efficiency by keeping your pick faces
for just one picker! Our error percentage has regularly topped up with goods from high up
dramatically reduced too - across over 19,000 lines racking or bulk stock locations
despatched last month using the OrderWise system
we had an error rate of 0.002%.
Ashley Armstrong, Operations Manager at A Perry
“ • Stock Transfers - effectively manage the process
of transferring and transporting stock between
multiple distribution centres, warehouses, depots,
stores and branches

Mobile WMS
Devices
Businesses are always looking to improve warehouse and an organised warehouse, your business can dramatically
operations, ensuring daily processes are kept improve warehouse performance.
streamlined, accurate stock levels are maintained and In fast-paced warehouse environments, it is vitally
orders are quickly fulfilled. important to ensure that there are processes in place to keep
frequently used pick faces regularly topped up with stock. The
With 1D and 2D barcode scanning technology an integral part OrderWise Stock Replenishment module provides businesses
of effective warehouse operations, here at OrderWise we are with a controlled method of forecasting stock replenishments
leading the way with our hugely popular WiFi/3G enabled and across multiple stock locations. With a range of flexible options
GS1 barcode compatible Mobile (WMS) Devices. and features, the OrderWise Stock Replenishment module
provides the functionality needed to ensure pick faces are
Leading the way in warehouse management always full for uninterrupted order fulfilment.
Massively streamlining despatch operations, picks are wirelessly
synchronised to a picker’s device with users following on screen Book stock in with ease
instructions to scan and pick orders quickly, accurately and As well as streamlining despatch operations, OrderWise Mobile
efficiently. With functionality to rapidly pick multiple orders at WMS Devices can also increase speed on goods receipt as staff
once, process returns and maximise productivity through picker can scan received stock in against the relevant purchase order
performance monitoring, OrderWise Mobile WMS Devices are both quickly and accurately. Delivery note numbers, expiry
essential for any business looking to optimise the speed and dates, bin storage locations and the quantity received as well
precision of their warehouse operations. as the ability to scan batch or serial numbers if required can
all be handled with ease. Container Goods In then enables
Pick using barcodes with OrderWise efficient container stock receipt while stock received via the
Mobile WMS Devices Stock Transfers module can also be booked in efficiently on
these devices. Once booked in, Mobile Put Away provides a
Achieving complete pick accuracy reduces dealing with costly
structured and highly productive method of placing stock into
returns, provides a high level of customer satisfaction and
the right place, ready for picking.
eliminates issues arising from stock discrepancies. Our Mobile
WMS Devices integrate seamlessly with OrderWise Despatch
to help you achieve 100% picking accuracy whilst increasing
productivity (see Figure 1). Removing the need for paper
notes, picks are sent straight to a user’s device with options to
amalgamate picks if required. On screen prompts guide pickers
by the best walk route, with barcode scanning validating picks,
bin locations, as well as batch and serial numbers. Completed
picks can then be sent wirelessly for pack and ship or auto-
shipped directly.
Further automation can then be achieved through
OrderWise Pick Rules which allows picks to be automatically
created based on a wide range of criteria such as ‘group Key Features Include
all single line orders for the same item into a single pick’.
Combining this functionality with barcode scanning devices • Speed up fulfilment of orders with picking, tote
picking and despatch capabilities
• Easily book goods in including containers
• Fast and accurate stock takes, adjustments,
Picks per hour
Picks per hour
movements and consolidation.

• Keep picking bins full with Stock Replenishments
• Logical walk routes to increase picker speed
• Turn orders around faster with Goods In Despatch
• From order to pick at the press of a button with
Paper pick rate OrderWise Mobile Device pick rate OrderWIse Robot pick rate
Paper pick rate OrderWise Mobile Device OrderWise Robot automated Pick Rules and Pick Amalgamation
pick rate pick rate
• Easily handle manufactured and kitted items
Figure 1. Average pick rate by OrderWise picking method

Courier
Integration
If your business despatches multiple deliveries via courier

services, then you’ll already know just what a headache
it can be to organise details and rekey vital order
information, such as delivery addresses and consignment
numbers, to ensure the relevant courier companies and
customers are provided with this key data.
OrderWise Courier Integration provides an efficient and
accurate solution to this time-consuming process, automatically
transferring delivery details to your couriers for streamlined
management and fully optimised despatch.
Eliminate rekeying & improve efficiency

Depending on your courier(s) of choice, OrderWise will
automatically generate consignment numbers based on your
despatch history, pass this information directly to your courier
software and record these details against the relevant order
transaction at the click of a button. This streamlined process
achieved by OrderWise Courier Integration helps to increase
order handling capabilities and provide accurate, clearly
“
visible information.
Now we’ve just got one system which is saving

us labour costs and improving our accuracy.
OrderWise has all the integrations with all the
carriers and it’s a lot more transparent and that’s
made a big difference to us.
“
Steve Gill, SDJ Sports
Alongside working directly with couriers, OrderWise

Courier Integration also offers links with courier consolidation
service providers such as MetaPack, Parcelhub and Despatch
Bay which integrate with many major couriers, allowing you to
provide customers with the best service possible, at the best
possible price. Additionally, by using OrderWise Delivery Rules,
you can also benefit from functionality to automate delivery
+ MANY
method selection based on key aspects of the outgoing order.
MORE
Full despatch visibility

Companies selling via online channels integrated with our
software such as OrderWise Websites or online marketplaces
are also able to further benefit from Courier Integration.
Consignment and tracking information can be passed back
to the online channel, providing your valued customers with
automated despatch updates for better service.

Manufacturing
Striking the balance between detailed recording of Paperless works order management
information without compromising high levels of both
accuracy and efficiency, OrderWise Manufacturing For even greater efficiency, OrderWise Mobile WMS Devices
can be used in-conjunction with the OrderWise Manufacturing
enables businesses to productively manage multi-level
module to offer paperless works order management that
Bill of Materials (BOMs), works orders and their relevant incorporates barcode scanning functionality into process
processes, no matter the size of the operation. handling. Using these mobile devices, manufacturers can
With the ability to allocate stock, work through processes, massively streamline component picking and their other key
“
sub-contract processes, log labour, equipment used, all costs build processes whilst ensuring labour is logged in real time.
incurred, by-products created and quantities over, part or fully
built, OrderWise Manufacturing provides staff with all the tools
they need to build items effectively. Users are automatically OrderWise has provided full end-to-end
given instant insight into what needs to be built to fulfil sales traceability of every component, and has
and stock demand. With component product substitution
along with full batch and serial number tracing if required,
as well as a smart wizard to easily set up your manufacturing
simplified the complex processes and
procedures in our test kit manufacturing.
Hart Biologicals Ltd
“
products, OrderWise delivers all the functionality you need to
strike the perfect balance between accuracy and efficiency in
your manufacturing processes, no matter the complexity.
Kitting
STOCK
CONTROL
If your company deals with products that are bought and be set with accuracy and flexibility to optimise stock levels and
sold in a kit format but stored as individual components ensure maximum value is achieved from your suppliers.
(e.g. a bed frame), or products sold both in multiple Similar to OrderWise Manufacturing, by using our Mobile
Warehouse Management (WMS) Devices, further efficiency
kits and as individual items, OrderWise Kitting offers a
benefits can be gained when using OrderWise Kitting, with
simplified solution of selling, stocking, despatching and picks sharing common components amalgamated and alerts
purchasing kitted products. when kitted items have been disproportionately picked
displayed to avoid despatch bottlenecks.
Full traceability of your kit components
By reflecting the physical stock situation of each kit component
as it moves through your business, attributing costs to the
individual components and displaying information in ways STOCK
relevant to the role of each department, OrderWise Kitting
CONTROL
gives you stock and cost traceability whilst ensuring margins
are maintained and orders are processed quickly. Fully
integrated with the OrderWise system, stock levels for both
Purchase Kit products and Non-Purchase Kit components can

CRM Suite
CRM Marketing
Unlike most CRM systems, OrderWise CRM is not a Marketing is an essential part of everyday operations
stand-alone application. Instead it is fully integrated with for any business. The dynamic OrderWise Marketing
the main OrderWise Business Management Software, module allows your business to structure and automate
providing a complete workflow management tool and marketing campaigns in order to maximise customer
central hub for all customer interactions, ensuring your communications and new sales opportunities.
business can grow without increasing overheads.
Essential part of everyday business operations
From enquiry to order & beyond OrderWise Marketing revolutionises the way contacts are
OrderWise CRM can be configured and customised to match targeted for marketing campaigns, with the ability to easily
the needs of each role or department within the business so segment clients by industry, sector or any segment you chose
that the right information is captured and prescribed workflows to create. OrderWise Marketing also has many queries as
are followed effectively. standard with the added ability to create your own queries and
Intuitively designed with a simple interface for fast staff sub queries to further concentrate target audiences and attract
adoption, OrderWise CRM offers your staff one central place more precise customer interest. Then with the easy-to-use
for managing all their customer activities and interactions both campaign wizard, users of the Marketing module can quickly
accurately and efficiently within your own defined procedures. add contacts generated by a data query to a new or existing
Additionally, the activity scoring feature within OrderWise telephone, postal or email campaign.
means staff using CRM can concentrate on prospects With seamless integration available to both Mail Chimp
displaying the most or least interest and drive optimum lead and CommuniGator, users are able to easily set up and run
conversion rates. dynamic email marketing campaigns directly within OrderWise.
Automatically retrieved statistics imported back from these
platforms on opens and clicks then show permitted users
STOCK
exactly who interacted with their email content, providing
CONTROL further insight into campaign results. OrderWise also provides
? a powerful customer profiling tool to ensure your marketing
@ efforts are further targeted using a scoring system based on
recency, frequency, monetary and CRM activity values. By using
OrderWise Marketing for your campaign management, your
business can reduce the time spent shifting data and focus
solely on converting campaign results into profitable sales.
Manage customer activities wherever you are
From directly within Outlook, users can add new activities and
records where the email address links to a contact within the
main OrderWise software, with the option to mark the activity
as complete when required, for a seamlessly integrated CRM
experience. The inbuilt calendar within OrderWise CRM,
which can also be synced with Outlook, provides clear visibility
of an individual or department schedule by day, week and
month, ensuring that staff time is well organised and important
The Complete CRM Suite
meetings are never missed.
The real power of OrderWise CRM comes when combining this
OrderWise CRM has also been specially designed to
module with OrderWise Marketing, Business Intelligence and
offer the same highly useful sales tools both in-system and
BI Alerts for further efficiency and profitability benefits through
on the OrderWise Mobile App, allowing staff to keep on top
an integrated solution.
of their sales pipeline both from their desk and when on-the-
By using OrderWise CRM as the central hub for all
move. Users will have quick and easy access to all the same
communications combined with the functionality of these
functionality available with the desktop version of OrderWise
modules, businesses are provided with a flawlessly integrated
CRM, giving the added benefit of being able to conduct
business anywhere, any time.

Business Intelligence BI Alerts
OrderWise knows everything about your business - The innovative BI Alerts module allows businesses to
every sale, customer, stock transaction, cost and margin. deliver data like never before, instantly notifying staff to
If used wisely, this wealth of data is one of the most take action at the right time.
valuable assets your company owns and can help your BI Alerts utilises information your company holds within
business grow further. OrderWise to produce valuable up-to-the-minute notifications,
from late delivery warnings to potential up-sell opportunities.
With built-in dynamic queries, along with the capability to
create customised alerts, you can be sure your operations are
actively monitored and necessary actions quickly taken.
STOCK
Boost performance with instant data insight
CONTROL
With automated generation that sends alerts directly to the
chosen user or users’ email accounts for fast follow up, the
BI Alerts module offers a highly useful solution to help users
address important sales activity, as and when it arises. With
With the OrderWise Business Intelligence module, companies
alerts visible next to the relevant record across multiple grids
are provided with the power to use this wealth of information
within the OrderWise system, and the ability to assign to
to improve overall performance and increase profitability.
individuals or teams of staff, businesses can achieve greater
While traditional reports only provide a snapshot of
productivity as the appropriate staff can quickly target and
performance from one perspective, OrderWise Business
action on the notifications. Combined with the power of the
Intelligence provides users with instant and dynamic data
CRM module, BI Alert users can effectively progress customer
analysis that enables potential issues to be identified early, so
relationships or follow up sales opportunities through imminent
that any leakage can be plugged while it is still only a drip.
distribution of knowledge stored within their data.
At the click of a button companies can investigate into
The perfect addition for businesses wanting to stay ahead
their data from their chosen starting point, reviewing and
of the game, BI Alerts can
comparing volumes, values, margins, markups and variances
be available both in-system
between periods to easily identify and determine ways to
and via the OrderWise
rectify adverse trading performance. Companies can then set
Mobile App. This allows
targets against sales territories, customers and staff for future
alerts to be delivered to staff £
financial periods to help monitor achievements. !
whether at their desk or on-

By allowing businesses to drill down into every single ?
the-go, ensuring users gain

aspect of their business data, OrderWise Business Intelligence
unparalleled insight into
gives businesses an unparalleled insight into their sales
areas of importance that
operations allowing sales potential to be unlocked and
require immediate action.
ensuring future opportunities are always fully maximised.
customer management solution, built to suit even the most What’s more, the CRM suite can also be utilised
diverse business requirements. anywhere via the OrderWise Mobile App, ensuring staff
Enhancing staff knowledge, the CRM module offers a always have access to the tools and information they need.
timeline view of each individual customer in which staff can Using the combined modules, businesses can
chronologically see all interactions. Whether this is a customer’s strategically streamline their communications and target the
engagement with marketing content, active BI Alerts, sales/ right customers at the right time. Altogether, this creates
quotes raised or phone and email conversations, this visibility an effective lead generation and sales cycle, designed to
allows staff to build strong customer relationships and nurture maximise profitability and build customer loyalty through
leads through a targeted and well-informed approach. simple data integration.

OrderWise
Mobile App
The OrderWise Mobile App is the essential modern-day Access your CRM, BI and Alerts from the App
sales tool for any business operating with sales reps and
The OrderWise Mobile App is the complete mobile sales
account managers working out on the road. suite with CRM, Business Intelligence and BI Alerts, arming
Available on Google Play™, the OrderWise Mobile App staff with all the tools they need, when they need it. Providing
delivers comprehensive mobile software to keep users instant access to outstanding activities and easy-to-digest
connected to their OrderWise data when attending trade sales data with BI snapshots, Mobile App users always have all
shows or working on-the-move. Whether looking to check the information they need at their fingertips. With the option
prices, raise sales orders, view customer details or check recent to have emails and task calenders seamlessly synchronised
activity, the OrderWise Mobile App provides all this vital with Microsoft Outlook, businesses can ensure staff remain
information so that staff have it to hand wherever they go. productive and stay on top of their workload when on-the-go.
Raise new orders & stay connected to your The essential integrated modern-day sales tool
OrderWise data on-the-move With the ability to use the application anywhere and at any
With the OrderWise Mobile App, data between a user’s time, the OrderWise Mobile App makes the perfect partner for
Android application and the main OrderWise system can businesses using OrderWise on-the-go. By using the smart and
be automatically synchronised so that vital data is kept intuitive OrderWise Mobile App, businesses using OrderWise
accurately updated in real time, allowing staff to close all sales can ensure that they continue to deliver first-rate customer
opportunities with confidence. Operating with a WiFi or mobile service whilst on-the-move and also never miss a potential
internet connection allows new customer details, new orders, sales opportunity again.
updated contact information and more to be seamlessly sent
back to the main OrderWise system, with up-to-the-minute
pricing and stock levels made available to the OrderWise
Mobile App in return.
Working Offline? That’s not a problem as the OrderWise
Mobile App is also able to deliver a convenient offline mode
for staff needing to access their data whilst out of connectivity Key Features Include
zones. As long as the data has been synchronised previously,
key information is instantly accessible when you need it via • Stay connected to OrderWise on-the-go
your smartphone or tablet. • Complete visibility of recent customer activity,
Credit details are also visible so that staff can keep on despatched orders, order history and invoices
top of customer account balances when raising sales orders • Maximise sales insights with Business Intelligence
to ensure limits aren’t exceeded. Within the App, users also
• View and edit existing customer information
have full visibility of customer order history, recent sales
including delivery details
activity, delivery information for recently despatched orders
and invoices. This presents sales staff with the information • Filter customer list by Account Manager so staff
they need to convert quotes and easily keep customers in the only see the information they need
loop on the progress of their recent orders. Additionally, users • Smart integration to your device’s native email,
can easily locate their customers using the Google Maps API telephone and maps facilities
integration to navigate to locations. • Use in either online or offline mode
• Compatible with PostCoder Web Integration for
postcode lookup
• Integrates with Google Maps API for Android for
indoor and outdoor navigation
• Scan barcodes using mobile device camera for easy
face-to-face sales
• Manage pipeline effectively on the move with
OrderWise CRM and BI Alerts
• Produce PDF payment receipts and record
payments taken against historical orders

Reporting &
KPIs
Reporting is a crucial aspect to any business, whether it OrderWise KPI Dashboards provide businesses with
is performance reporting, statistical reporting, financial a visual representation of key performance statistics
reporting or simply “what if” reporting. through charts and graphs for easy interpretation
OrderWise includes as standard a class-leading, state-of-the-art and analysis.
reports wizard, designed to let you easily analyse the data your With well over 500 dashboard elements available, flexible
business generates. With the OrderWise Reporting module, control over chart appearance and constantly refreshed data,
your business can benefit from well over 220 standard reports the OrderWise KPI Dashboards module gives businesses the
that provide invaluable insight into all aspects of your business. tools they need to ensure performance can be monitored at-a-
Each one of the standard reports available within OrderWise glance across departments.
is fully customisable, with users able to copy and edit report
styling and layout to suit the needs of their business and
individual brand. By using the OrderWise reports wizard or the Accurate, versatile & insightful charts
in-house OrderWise Reports and Layouts team for the creation All of the charts are fully customisable, from the styling to the
of more complicated reports, users can always be sure that layout, displaying information from multiple different angles
their specific requirements are met. over a chosen time period. This can be compared to previous
years’ data for greater insight and context, providing a more
Automated report management for informed interpretation of trends, peaks and troughs. This
invaluable module promotes a more proactive approach within
maximum efficiency the business, prioritising tasks which will help maximise sales,
With OrderWise Reporting, users can also fully automate the reduce costs, improve efficiency and increase customer service.
running and sending process, which gives you the reports you
need, run to the parameters you require and delivered straight The perfect partner for OrderWise Business
to your email inbox as frequently as needed. By having key Intelligence
facts and information promptly sent directly to those who need
it, you can be sure critical business decisions are made with By combining the visibility of KPI Dashboards with the
absolute confidence. perceptive data of Business Intelligence, businesses can
As standard, OrderWise Reporting also provides harness the power of a truly outstanding suite of functionality
businesses with the flexibility to easily import information from, to not only enhance their daily operations but also the overall
and export to, Microsoft Excel. With one click of the in-system performance, growth and profitability achieved.
“Run to Excel” option, businesses can quickly and simply
extract required information from OrderWise and benefit from
further detailed analysis, segmentation and manipulation of
their data.
Key Features Include

• 220+ standard reports
• Over 500 KPI charts with option to display on
separate screens
• Reports wizard for quick and easy report creation
“
• At a glance interpretation of constantly
refreshed data
• Report scheduling for complete automation
• Excel import/export KPI Dashboards are very useful for monitoring
the performance of the team, I used to spend
•
•
OrderWise Reports and Layouts team on-hand to
help with complex reports
Combine with Business Intelligence for unrivalled
business insight
hours every day putting various bits of data
together whereas now it’s so much quicker.
Happy Pet
“
Services
OrderWise is a complete business management solution, which means we not only develop and sell our software but
also deliver the project management, training, installation and support of each individual solution. As the manufacturer,
we can customise every OrderWise software system to the requirements of the business who will be using it. OrderWise
can be used in a number of ways, which is why our Projects team will spend time analysing each business to ensure that
the best solution for your company is delivered.
Support Upgrades
It is important for companies With technology moving forward so quickly, it is essential for
to receive a level of support companies to choose a software supplier that is constantly
that is best suited to meet developing and investing in their product.
their demands and provide In total, we commit over £2 million each year into ongoing
the greatest value to the research, innovation, development and testing so that you
business. Here at OrderWise, can rest assured that your software investment is future-
we understand that each proofed. Our Development and Testing teams are dedicated
business is different, which is to providing a cutting-edge product packed with new modules,
why we provide each of our features and enhancements that meet the ever-changing
customers with a software demands of today’s fast paced trading environments. In fact, a
support package that suits substantial amount of the development work we undertake in
their individual needs as a company. Each OrderWise software a year is so innovative that it qualifies us for the Government’s
solution includes a full six months of Support and Upgrades as HMRC Development Tax Status, allowing us to invest into
standard following training, which businesses can then renew further research and development projects to directly benefit
annually at the level they need going forward. our customers and users.
We have our own dedicated in-house support team that is
over 40 technicians strong, allowing us to deliver a centralised
support system to ensure your business receives first-class i
telephone and online remote support. With the flexibility to
choose a support package that suits the individual needs of Q
your business, the OrderWise Support team and their excellent
system knowledge are only a call or a click within OrderWise STOCK A
?
away should you ever need them. CONTROL
Did you know?

OrderWise dedicates over 46,000 hours to
development each year. We produce a new version of our software every month, so
businesses are provided with the flexibility to decide to install
upgrades annually, quarterly or monthly. Unlike many bespoke
Out of an average of 4000 support calls a systems which are often never invested into again once
month only 0.0002% of these relate to a bug completed, we develop OrderWise all day, every day and your
impacting a customer’s use of OrderWise. business will be able to benefit from the 600+ features, reports
“
and general enhancements added to our software each year.
97% of existing clients and 92% of new
clients rate their satisfaction with us
as excellent.
Every OrderWise employee must pass two

The support is absolutely great, with them just a
phone call away we have no problems at all!
Custom Technology Solutions Ltd
“
exams before progressing to their role.

Project Management Client Services
We know a positive implementation and successful go live is We understand that your business is constantly evolving,
an integral aspect of any business management solution, which seeking out new opportunities, enhancing operations and
is why full project management from our experienced team looking for more efficient and productive ways of working.
is included as part of every OrderWise package. We currently To accommodate this, if at any point during your time with
deliver around 150 OrderWise solutions each year, where each OrderWise you need to add extra functionality to your system,
business is expertly guided through the installation process improve operational efficiency or train new staff then the
whilst ensuring all the necessary stages are completed. This OrderWise Client Account Management team are there to
ensures a smooth, seamless transition over to OrderWise is help. They can advise as to how OrderWise can meet any
achieved and maximum ROI moving forward is obtained. changing requirements as your business grows and develops.
By gathering an in-depth understanding of each If you know exactly what you want, that’s great, additional
client’s operational aims combined with the team’s wealth of users as well as many additional modules, features and
experience, our Projects team are able to advise on physical hardware can be easily purchased through the OrderWise
setup, process change and best practices in a way that no Online Web Shop and added to your licence in minutes.
outside consultant can match. Your Project Manager and However, for a more personal and in-depth conversation on
Implementation team will show you how to get the most out of your company needs, our Client Account Management team
our software and help ensure OrderWise is configured in a way are on hand if you would like to investigate in more detail
that works best for your business. Most importantly, they will be how any new features, modules or developments can help to
on hand to help you successfully onboard OrderWise so your enhance your daily business operations, and ensure you are
“
daily operations see minimal disruption. getting the most from your current OrderWise solution.
The Projects team gave us all the tools we

needed to effectively work to our agreed
timetable. This included lifting data from our old
system, thoroughly testing and validating the
software and hitting our deadline for transferring
over to our new OrderWise system.
“
Eibhlin O’Donnell, Co-Director of Pilatus Pharma
Training
Each OrderWise solution comes with formal OrderWise training
as standard, which can be delivered from our state-of-the-art
training facilities in Lincoln, at your own premises or a mixture
of both depending on your needs as a business.
Our structured training is proven to be incredibly effective
and the techniques used have even led to us winning multiple
Cloud Hosting
awards. Every business is unique in their requirements, which
is why our experienced Software Trainers work closely with When it comes to software hosting, many businesses will have
every company and train them on their own data to ensure high different expectations and requirements of how they want this
relevancy and retention. to be handled. With OrderWise, our customers are provided
Beyond initial onboarding, we also offer ongoing training with the flexibility to decide whether they wish to host their
for existing customers, whether needed to get new staff quickly software themselves or utilise one of our cost-effective cloud
up to speed or help maximise the benefits of new OrderWise packages and have it hosted for them on the OrderWise
features and modules. Again, this will take place at a time and Cloud. Either option provides you with the freedom to access
in a format convenient to you. your OrderWise from anywhere, at any time, over the internet.

Specialist
Features
With more than 600 new modules, features, reports and general enhancements added to OrderWise each year, our
software is constantly evolving alongside your business. With this being the case, we also have a whole suite of specialist
features designed to assist with the handling of a wide range of different industry requirements. Some of these include:
Transport & Routing Module Customer & Supplier Returns

For businesses operating with their own fleet of delivery For businesses requiring a more structured, accountable
vehicles, this beneficial module helps manage transport, and tailored returns process to be managed throughout
routing and delivery processes. Providing structured the length of the supply chain, OrderWise Returns is the
and timesaving operational management, businesses ideal solution. Whether handling a customer or supplier
can use this comprehensive module to maximise vehicle return, OrderWise Returns provides the ability to link
capacity, ensuring fast delivery and collection. returns back to their original sales or purchase order.
This enables accurate costs and complete serial and
batch traceability to be fully retained.
Stock Transfers Module

With OrderWise Stock Transfers, businesses can
effectively manage the process of transferring and Payment Processing & Pre-Auth
transporting stock between multiple distribution centres,
With OrderWise Credit Card Processing (CCP),
warehouses, depots and branches. OrderWise Stock
businesses are provided with a fast, secure and reliable
Transfers provides users with full visibility of their stock
method of validating and processing credit card
as it is moved internally and utilises the goods in and
transactions using either selected Chip and Pin card
despatch processes to record each transaction and
terminals or via popular online payment gateways.
associated costs. Users are also able to utilise the To
Transfer report to quickly and easily determine demand
that can be fulfilled by transferring stock instead, to help
keep purchasing costs down.
Customer Alerts
The Customer Alerts module gives users the ability to
Trade Counter POS automatically update customers with email and SMS
messaging. By automatically sending custom or pre-
With all the necessary functionality available to quickly configured email or SMS messages based on various
process cash and card sales, perform automatic stock in-system triggers such as order ready for collection or
adjustments and correctly handle stock through part return received, you can ensure customers are always
take/part deliver orders, OrderWise Trade Counter POS kept in the loop with order progress for a true omni-
provides businesses with the flexibility and streamlined channel experience.
order processing to handle trade counter sales in the
best possible manner.
Size & Colour Matrix

TAPI An essential piece of functionality for companies using
OrderWise to manage stock available in a variety of
Alert staff of incoming calls, open customer records sizes, colours or styles such as apparel and footwear, the
when answering calls and make outgoing calls with one OrderWise Size and Colour Matrix provides a simple
simple click within OrderWise with our dynamic TAPI solution for adding, purchasing and selling products that
(Telephony Application Program Interface) integration. are available in a wide variety of different options.

Delivery Rules RFMA Profiling
The highly useful Delivery Rules feature offers a Effective marketing stems from a more focussed and
streamlined process that removes the pains of manually targeted approach, concentrating efforts on customers
selecting delivery options on every order and provides that are the most profitable to your business. Using the
accurate, cost-effective selections every time. RFMA (recency, frequency, monetary, activity) feature
This feature allows you to update order delivery within OrderWise, businesses can score customers
methods automatically based on a simple set of rules based on habitual spend and recurring positive
created within the system. These rules enable users to interactions. Using this information, businesses can
apply a logical set of conditions based on various factors benefit from an effective scoring system that optimises
in the sales order such as delivery location, weight, staff time on speaking with the most valuable customers.
volume and length, with this information then being
used to update the delivery method on the order to the
most fitting option. By selecting the priority of each rule,
you can fully customise how you want to optimise your Creditsafe Integration
delivery method set up and ensure you keep the costs
down on every order you despatch. Many businesses large and
small will already use the
Creditsafe service to access key company credit and
financial information about their customers, making it an
Bulk Orders & Call Offs integral part of their decision-making processes in the
allocation and maintenance of credit limits. OrderWise
There are many industries where call off contracts Creditsafe integration helps businesses gain access to
and drawing down off bulk orders are commonplace, a wealth of valuable data with reports available directly
including construction. To help users with these within the main OrderWise system within the Sales and
requirements to manage them effectively, the Business Intelligence modules.
OrderWise Bulk Orders feature has been specifically
designed to provide simple and structured management
of bulk orders and their subsequent call off contracts
through the Sales module. 3PL Management
For businesses handling third party logistics, the
OrderWise 3PL Billing module provides an accurate
method of automatically calculating customer charges
Postcode Integration based on various stock handlings and effectively
managing the billing process for this service. In addition,
A simple and efficient method of finding both customer
an OrderWise 3PL Portal can also be provided which
and supplier addresses, OrderWise Postcode Integration
offers your clients visibility of current stock holdings
enables automatic entering of all addresses which
and despatch progress, as well as the ability to upload
makes life easy for both sales and purchasing. Postcode
sales and purchase orders en masse through seamless
address lookup software is proven to reduce typing time
online integration. By managing your 3PL business with
by up to 80% and with the help of OrderWise Postcode
OrderWise, you can ensure maximum efficiency in is
Integration, you can make your business processes
achieved and great customer service always delivered.
much more efficient.
“
Uncover the right solution for you
It is close to impossible to condense every piece of beneficial
functionality that our software provides into one brochure,
so please do not hesitate to enquire into how an OrderWise
OrderWise’s potential is limitless.
Mackays
“
Solution can help you.

Customer Case Studies
A. Perry Ltd
Industry: Ironmongery, Fasteners & Fixings The OrderWise solution

Sector: Manufacturing, Wholesale, Distribution & For over six years now, OrderWise has provided A Perry with a
Online Trade complete end-to-end system that delivers a level of integration
Key requirements: Warehouse Management, Despatch, and business control beyond any of their initial expectations.
Sales Order Processing, Purchasing, Supply Chain OrderWise has significantly improved processes and operations
“
Management, Manufacturing, Kitting, Courier throughout the company.
Integration, eCommerce Integration, Integrated Website
& Accounts In an average month, we process something
A. Perry Ltd is a family owned and run company based in in the region of between 600-800 orders.
Cradley Heath. After years of growth and acquisitions, 2017 OrderWise has brought us on leaps and
saw A Perry reach new horizons as they moved to a new 90,000 bounds really as a sales force; 5-6 people
square feet factory, warehouse and office space, spread across
more than five acres of land. With over 80 staff, A Perry is now
the largest independent supplier and manufacturer of hinges,
ironmongery, chain and threaded bar in the UK, supplying
used to enter orders and quotes all day long,
we have now trimmed that down to one
person entering orders, allowing the other
guys free on the phones to take the enquiries.
“
customers in Europe and the rest of the world.
The company implemented their OrderWise business
management solution back in 2012 with the need to move
away from bespoke packages, achieve growth and unlock their
true capabilities.
The requirement
Over several years, A Perry had spent a vast amount of money
adding bespoke modules to their previous Sage 200 system,
which had resulted in integration issues as each new piece of
development did not fully integrate with the last. What’s worse,
having commissioned many bespoke developments for Sage, The biggest decision for A Perry was to move management
they still found they could not attain the level of functionality from Sage 200 over to OrderWise’s own integrated Accounts
needed to efficiently manage their ever-growing operations:
“
module, but the change paid off and they found internal
visibility was drastically improved.
“By having the software on one system, it allows you to
We wanted one system that would be able to talk to different departments, without actually having to!”
go from taking orders all the way through to More recently, A Perry commissioned a brand new
eCommerce Website professionally designed and developed
integrating with our warehouse, manufacturing
and reordering systems. We looked at many
software systems, but we found OrderWise to be
“ by the OrderWise team. Director, Guy Perry, said:
“It’s all about integration, that’s the most important thing.
Now you can take an order on the website (www.perrytrade.
the most complete as a package. co.uk) and it will go all the way through to actually being
picked and invoiced, all in one simple process.”
“From the support side, that’s probably one of OrderWise’s
greatest strengths, 100%. The relationship that we’ve built
with OrderWise from day one has been phenomenal and I
think that is because of the care and attention that OrderWise
gives us. We don’t look at OrderWise as
just a supplier. For us, OrderWise are a
partnership, who work very closely with us.”
Watch the full A Perry case study video.

DMS Flooring
Supplies
Industry: Household Flooring & Carpets wanted to go for – and it was a great price. I like the way you
owned the software and you just adjust your licenses when you
Sector: Wholesale, Trade Counter & Online Retail
need to expand for more people. I can honestly say within four
Key requirements: Stock Management, Multiple Stock months of using OrderWise we were far, far ahead of where we
Locations, Stock Transfers, Warehouse Management, ever were before with the previous system.”
eCommerce Integration, POS, Sage 50 Accounts
Integration, Returns Handling
Founded in 1978, DMS Flooring Supplies are a leading
wholesaler of carpets and flooring based in Northampton,
with branches also in Hemel-Hempstead, Milton Keynes and
Towcester. Offering thousands of different products with
goods bought from UK suppliers and imported from the EU
and China, DMS trade in carpets, Karndean flooring, underlay,
adhesives and other floor preparation products. They receive
around 2500-3000 orders a month, with orders placed via
telephone, their website or trade counter.
“
The OrderWise solution
The requirement
DMS were originally using Sage Line 50 coupled with a The biggest enhancement with OrderWise is the
bespoke system built for them by a small IT company based in ability to do stock transfers between branches,
Milton Keynes. However, as the company started to find more
success, they started to feel growing pains as their previous
it takes literally seconds to set up a new branch
within OrderWise – It’s just a much-improved stock
“
“
system was simply too basic to work in the way they required: database management system and it definitely gives
us a scope for growth.
It was difficult to expand into new branches as

“Paperwork has been eliminated quite dramatically with
there wasn’t a good stock management system –
the ‘orders requiring picking’ and ‘open picks’ screens – I
we didn’t have different branch locations set up, ultimately want a paperless warehouse and the handheld
we couldn’t do stock transfers and stock taking was terminals have really helped to revolutionise how we manage
difficult. Before with our old system we used to have our stock in the warehouse.”
a paper trail for our picking and packing process,
literally everything was reliant on pieces of paper
moving around the warehouse and sometimes
physically across branches too.
“ But it’s not just the software that has impressed David
Gowling, MD DMS Flooring Supplies , over the years - he was
also full of praise for the quality service he receives from the
OrderWise Support team:
“They’re very fast at getting in touch, always happy to
connect remotely and show us things – haven’t got a bad word
to say to be honest!”
“
What’s next for DMS Flooring Supplies?
Every single week, sometimes every day, we are

finding new parts of OrderWise that we can use
to benefit the business as we are understanding
the system more and more; from this we can
build upon our successful website and continue
“
Implementing OrderWise growing our branches on a national scale.
“The transparency and the way the (OrderWise) package
was sold definitely appealed to me, the fact it was a modular For more information on DMS Flooring Supplies, visit their
system where we could decide how much or how little we website: www.dmsflooringsupplies.co.uk

L&S Engineers
Industry: Construction & Plant Hire Spares Following the implementation of OrderWise, the business has
Sector: Wholesale, Distribution & Online Retail grown substantially and they have moved into a new purpose-
built warehouse. During this time, L&S worked closely with our
Key requirements: Stock Control, Mobile Warehouse Client Account Management team to add new functionality
Management, Sales Order Processing, eCommerce, including the introduction of Mobile WMS Devices.
Returns, Stock Replenishments, Kitting, POS,
Courier Integration, Accounts The OrderWise solution
Founded in 1971, L&S Engineers, based in Brownhills, are “We now run a fully stock controlled company. All the
one of the country’s leading suppliers of spare parts and information we need is at our fingertips. Managing special
consumables to the plant hire and construction industries. L&S order items used to be one of the biggest challenges. Now
employ over 60 members of staff and source products from it all just works seamlessly – product arrives, it’s located in
around 450 suppliers, offering over 120,000 products for sale, temporary bins and is picked seconds later. No one has to
20,000 of which are held in stock at any one time. think about it.”
The requirement Did you know?

Prior to using OrderWise, L&S used multiple systems, including L&S moved to a fully barcoded operation
a bespoke Windows based order management system and
three accounts systems, to assist them with their day-to-day
in 2015, investing in OrderWise Mobile
processes. They had no digitised stock control, meaning a lot WMS Devices, and found pick accuracy
of processes were completed manually and order fulfilment improved with a massive 50% reduction
“
relied on paper-based picking, packing and shipping: in mispicks and return rates are now well
below 1%.
If the customer wanted to know whether we had
an item available, we were literally leaving our
desks and looking in the bin.
“ Through OrderWise’s robust eCommerce and Courier
Integration, L&S were also able to fully automate their website
processes. Ian explains “A customer orders online and the
order is picked 10 minutes later. It’s simply imported and the
With the decision made to implement a new system, they despatch tracking information is updated on the website in
needed a solution that could bring all of their current processes minutes. The potential is limitless.”
together while offering functionality to grow into as the
business got bigger.
“We’re a high volume, low transaction value business, so
we knew the more we could automate this process, the greater
our throughput and profitability.”
“
Implementing OrderWise
During the process of selecting and implementing

the system we realised it was a chance to look at What’s next for L&S Engineers?
all of our processes from scratch. Over the first
year, we refined our methods further to benefit “No company can sit back and relax so we’re constantly re-
from OrderWise’s capabilities rather than the other evaluating our operations. We’re looking for new products,
new markets to sell into and are continuing to build strong
way around. That’s something I would advise
any business looking at OrderWise as a potential
solution – keep an open mind and don’t be
afraid to change your processes.
“ relationships with customers and suppliers. We see our
business growing in size and complexity moving forwards and
because of this we feel OrderWise will still be relevant many
years down the road, particularly because OrderWise itself is
still evolving. The future looks pretty exciting.”

Mackays
Industry: Food the areas of the system relevant to their various job roles. With
everything in place, Mackays officially went live with their new
Sector: Production & Distribution end-to-end OrderWise software solution.
Key requirements: Manufacturing, Stock Control, Mobile
“
Warehouse Management, Sales Order Processing, Stock The OrderWise solution
Replenishments, Stock Transfers, Reporting, EDI,
Courier Integration
OrderWise has just allowed us to streamline
Founded in 1938, Mackays are one of the UK’s most
everything down. The biggest change is everything
established manufacturers of preserves and marmalades.
Based in Arbroath in Scotland, Mackays currently employ
around 170 members of staff who work to manufacture, sell
and despatch their range of jams, marmalades, chutneys and
is now live, so we can see orders that are getting
picked and we can see our manufacturing process
on a computerised basis, so it’s basically brought
everything into one hub.
“
mustards. In total Mackays stock approximately 900 different
SKUs, including both their built products as well as all their
ingredients and raw materials. Once manufactured, Mackays
sell their products to companies throughout the UK and to 86 As a food manufacturer, being able to accurately track stock at
markets internationally. On average, they receive 10,000 orders any time is something that is especially key for Mackays. When
each year. Mackays have now been using OrderWise for over a it comes to correctly handling their batch and expiry dated
decade, implementing their initial OrderWise solution when the stock, regulations state Mackays need to have access to a full
company acquired the Mrs Bridges brand in 2001. audit trail of every individual item that comes through their
warehouse. Thanks to OrderWise supplying the business with
The requirement full end-to-end traceability, Mackays can effectively meet
these requirements:
“At that time we had no electronic stock control or despatch “We can use OrderWise to find out when a product was
system, so there was far too much paper in the business.” manufactured, what raw materials were used and to which
With the decision made, Mackays began their search customers the product was sold. Also with the use of stock
for a new system that could manage all their key operations. control techniques like FIFO, we know that when we are asked
Having extensively researched the market, what sold the team to pick a product from the warehouse, we are being directed to
on rolling out OrderWise across their whole business was the oldest stock in the location.”
OrderWise’s commitment to ongoing development. Other than the extensive functionality and possibilities,
“We looked at top end ERP/MRP systems, but ultimately the reason Mackays decided to implement OrderWise was the
they all would’ve needed a lot of bespoke work which meant company’s commitment to improving the software offering
they were all far too expensive.” available by keeping up with all the latest technology and
developing new features all the time.
“
What’s next for Mackays?
Well we are an aggressively growing business,

which means we’re always looking for new markets
and new customers while still developing our
relationships with our existing customers. So for
us it’s all about having a computer system and
a partner there that allows us to grow together.
Implementing OrderWise OrderWise’s potential is limitless as far as we can
With Mackays having such an extensive operation, it was
important that they experienced minimal disruption to their
daily routine. Therefore the team booked for OrderWise to
travel to their offices in Scotland, ensuring the software was
see, so it’s all about planning what we can do
now, what we can do a year down the line and just
bringing everything that OrderWise can do
for us into fruition.
“
set up as they needed and each department was trained on

Biketart
Industry: Bikes, Parts, Accessories & Clothing Implementing OrderWise

Sector: Online, Showroom & Store “We had a dedicated Project Manager who managed the
Key Requirements: Stock Control, Purchasing, whole process very well, which included some difficult
Marketplace Integration, EPOS, Courier Integration integration work with our ] and third parties. She was our single
point of contact from start-to-finish and we felt looked after the
Biketart was formed in 2008 and are based in Canterbury, Kent
whole way through.”
where they employ twelve people and sell a range of bikes,
bike parts, accessories and clothing. As the business grew,
in 2010 Biketart moved to larger warehouse premises and
opened a new showroom there before opening a second retail-
specific store in the centre of Canterbury in 2014. The business
stocks around 7,500 items, predominantly sourced from a
range of UK suppliers and recent growth has seen the company
“
handling around 5,000 orders per month.
We needed a system that was capable

of supporting future growth. We wanted
something that would last and we could rely
on for a long time to come.
“ The OrderWise solution
“We have a much better handle on stock management and
have been able to identify many areas of the business that
The requirement needed improving. With clear reporting and forecasting
features we’ve been able to spot opportunities that we would
Considering the company’s growth, it was important for have otherwise missed and we have the information we need
Biketart to source a software solution that was adaptable to make smart purchasing and selling decisions.”
and scalable. “One of the key benefits of OrderWise is that I can literally
As a business trading both online and from two retail pick up anything and I can find out who ordered it, when they
sites, there was a range of functionality that Biketart required ordered it, how much it cost, where it’s been through the
in order to trade efficiently and maximise sales opportunities. building, if it’s been transferred between our stock locations,
Adam tells us that, “We needed a system that supported, who it’s been sold to and how it was posted.”
multiple locations, provided tight integration into our website “We have grown massively in the period since taking
and allowed face-to-face sales with a proper EPOS function.” on OrderWise. All orders are picked, packed and shipped
Additionally, “Full traceability of all stock was key so that we using the OrderWise barcode scanners which make all of our
knew what was coming in from where, and integration to our warehouse activities fast and accurate.”
couriers and Sage was also essential.”
For any business, access to clear data is crucial and Adam What’s next for Biketart?
comments that, “A key requirement for us was the ability to
provide reporting and proper business intelligence to inform “The bike industry is changing rapidly and we need to keep
decision making.” nimble to ensure we’re doing the right things. We know that
OrderWise will continue to develop their functionality going
forward and the knowledge that they have clients many times
larger than us gives us confidence that they are the right
“
software supplier for us.”
Support has been brilliant. They have a large

support team but we have had a small number
of certain staff working with us who have built
up an understanding of our business and how
we use the software, so we know that whatever
“
issue we raise, it will get resolved.

Gift Universe
Industry: Gifts & Gadgets The OrderWise solution

Sector: Store, Online Retail, Wholesale & Distribution Callum Harrison, Assistant Manager at Menkind in Leicester,
Key Requirements: Store EPOS, Stock Control, Accounts, said; “The relationship between the warehouse and stores has
Mobile Warehouse Management, Returns, eCommerce improved massively.” He added, “Using one system, it’s a lot
Integration, CRM, Purchasing, Courier Integration & easier to find the right stock at the right time, accuracy is a lot
Stock Transfers better and it’s easier to find the sales statistics for the week.”
MenKind was founded in 2002 as a gift and gadget retailer for

men. The company began trading as Gift Universe after the
acquisition of their competitor, RED5, as well their wholesale
business, The Source. Today, Gift Universe are one of the UK’s
leading operators in the gifts and gadgets industry, carrying
out around 3 million transactions per year.
The company currently operates from over 60 retail stores
across the UK, as well as multiple eCommerce channels. They
also distribute to some of the UK’s top retail brands including
John Lewis and Debenhams. Gift Universe currently employs
over 700 staff, which inflates to around 1000 during their peak
With the ability to process sales directly from a mobile
season over Christmas.
tablet during busy periods, Callum commented “It really helps
lower the queues and there’s quicker sales on the shop floor.”
The requirement Having implemented OrderWise Accounts to effectively
manage their daily accounting processes, Gift Universe found
Paul Kraftman, Chief Executive of Gift Universe, tells us “The
efficiency dramatically improved across the business as staff
EPOS system that we had wasn’t really fit for purpose in the
could now see exactly what they needed at any point.
modern multi-channel era, and without an integrated accounts
From their 60,000 sq. ft warehouse, the business also
package that also created difficulties. Then, when we acquired
found inaccuracies across unit picking and discrepancies have
RED5 and The Source it became even more compelling
significantly improved, with accuracy levels now operating
because we had 5 different systems. I wanted a fully integrated
at an impressive 99.7%. Returns have also been streamlined,
end-to-end solution.”
allowing them to provide first-rate customer service levels.
A key requirement for Gift Universe was to find a solution
With Gift Universe taking up to 200,000 orders per month,
to seamlessly link their back end processes with a suitable
increasing to well over 1 million in peak season, Nick Tulloch,
EPOS system across their network of stores. Following this, the
“
Merchandising Manager, comments;
development of OrderWise Store EPOS was commissioned.
Implementing OrderWise On the replenishment side, it’s been life

Despite the scale of their operations, Paul tells us OrderWise changing! With OrderWise, you can import
ensured a smooth transition with minimal interruption.
Dedicated teams spent several weeks at the Gift Universe
almost anything at all and there’s also the option
to have dynamic replenishment levels that
“
“
premises to guide them through their installation. constantly change based on all the information
from our stores.
Considering it was affecting every single

touchpoint of the business, it went remarkably
well, we were never in a position where we
stopped trading or couldn’t operate; from day
one we never had those issues.
“ Looking to the future, Paul Kraftman tells us “The biggest
compliment is that we don’t notice the software is there but
it just works and functions effectively. When OrderWise have
new developments we can seamlessly integrate
them into the business. We feel that there is a
genuine desire there to be a long term partner
with the business.”
Paul added “The main thing is I can say is customers never
suffered, we got stock out to stores, processed transactions, we Watch the Gift Universe case study video.
knew what was happening, so we were happy.”

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About Us...........................4-5 Mobile WMS Devices..........15

Stock Control.......................6 Courier Integration..............16

eCommerce Websites..........8 Kitting.................................17

eCommerce Integration........9 CRM Suite......................18-19

Marketplace Integration.......10 OrderWise Mobile App........20

Store EPOS........................11 Reporting & KPIs................21

Accounts............................13 Specialist Features.........24-25

Warehouse Management....14 Customer Case Studies..26-31

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A fully scalable, all-in-one solution

Maximise efficiency in your daily operations

 [email protected] |  01522 704083 |  www.orderwise.co.uk 3

Companies using OrderWise nationwide

New features and functionality

4  [email protected] |  01522 704083 |  www.orderwise.co.uk

perspective on common business processes, showing you what • HMRC Approved

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OrderWise software plays a key role within

However orders and enquiries are handled, whatever

Whatever your business, OrderWise helps you make the

 [email protected] |  01522 704083 |  www.orderwise.co.uk 7

Whether you are looking to update your existing

Better service & lower costs with inclusive

8  [email protected] |  01522 704083 |  www.orderwise.co.uk

The integration of online orders through

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We’ve got 28 sales channels so being able to

10  [email protected] |  01522 704083 |  www.orderwise.co.uk

EPOS software that delivers a fully

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• Average lead times and record true landed costs

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Stacey Monk, Finance Manager for Gift Universe

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Additional Modules Include

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movements and consolidation.

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If your business despatches multiple deliveries via courier

Eliminate rekeying & improve efficiency

Now we’ve just got one system which is saving

Alongside working directly with couriers, OrderWise

Full despatch visibility

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financial periods to help monitor achievements. !

whether at their desk or on-

the-go, ensuring users gain

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Key Features Include

Did you know?

Every OrderWise employee must pass two

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The Projects team gave us all the tools we

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Transport & Routing Module Customer & Supplier Returns