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Order Automation (New)

Order Automation

Automate IT orders from quote to fulfilment.

Remove manual order processing, reduce errors and connect your sales workflow directly with distributor ordering, fulfilment updates, tracking and customer communication.

Connected Fulfilment

Turn approved sales into automated supplier orders.

Push orders to distributors, receive confirmations, track fulfilment and keep customers informed without manually re-keying order details across systems.

EDI Order Links
Live Status Updates
Less Manual Admin
Built for Resellers, MSPs & VARs

Stop manually processing every customer order.

Order Automation helps IT businesses streamline the journey from customer approval to distributor fulfilment. Instead of manually entering supplier orders, checking status and chasing tracking information, your team can automate key steps in the process.


Connect quote, ecommerce, order and distributor workflows so your operations team can scale without creating more manual administration.

Automation Flow

See how orders move through the workflow.

This graphic shows how Stock in the Channel can support automated order processing, supplier communication, tracking and status updates.

Stock in the Channel order automation workflow graphic
Core Features

Connect sales, suppliers and fulfilment in one flow.

Reduce repetitive tasks, improve accuracy and give customers better visibility from order placement through to delivery.

01

Automated supplier ordering

Push approved orders directly to connected distributors, reducing re-keying and operational errors.

02

Order confirmations

Receive supplier order confirmations and keep your team updated without manual chasing.

03

Tracking updates

Capture delivery and tracking information so your team can monitor fulfilment progress.

04

Quote-to-order workflow

Convert approved customer quotes into distributor orders to remove duplication between sales and operations.

05

Customer communication

Improve post-sale visibility by keeping customers informed about order progress and delivery status.

06

ERP, CRM and PSA alignment

Support integrations with business systems so order data can flow across your wider operation.

How It Works

From approved quote to completed delivery.

A connected workflow that helps your team process orders faster while improving accuracy and visibility.

Customer approves

An order begins from an approved quote, webstore checkout, marketplace order or internal sales process.

Supplier order sent

Order details are sent electronically to the relevant distributor or supplier for fulfilment.

Status updates return

Confirmations, fulfilment updates, tracking and delivery details are returned automatically.

Customer is updated

Your team and customers can receive clearer visibility from order placement to delivery.

Operational Efficiency

Reduce admin and improve order accuracy.

Manual order processing creates duplicated work, avoidable errors and unnecessary customer chasing. Order Automation helps create a cleaner operational process from sale to fulfilment.

  • Reduce manual order entry into supplier portals
  • Lower the risk of incorrect product, address or quantity errors
  • Improve visibility of order status and supplier updates
  • Support quote, ecommerce and marketplace order workflows
  • Free up sales and operations teams from repetitive admin
  • Improve customer experience after the sale
Connected Systems

Bring your sales and operations platforms closer together.

Order Automation can support connected workflows across quoting, webstores, distributor fulfilment, customer portals and internal business systems.

  • Quote Tool to distributor order automation
  • Webstore order fulfilment workflows
  • Marketplace order processing support
  • ERP, CRM and PSA integration options
  • Supplier order confirmation and tracking updates
  • Customer portal visibility for order progress
Use Cases

Built for high-volume IT sales operations.

Order Automation is ideal for teams managing multiple suppliers, large catalogues and recurring customer orders.

MSP

MSP procurement

Automate fulfilment for customer hardware, licensing, accessories and project-based purchases.

VAR

Reseller operations

Process distributor orders faster and improve visibility across supplier fulfilment workflows.

EC

Ecommerce orders

Connect webstore orders to supplier fulfilment to support scalable online selling.

Ready to automate your order process?

Connect approved quotes, ecommerce orders and supplier fulfilment into a more efficient workflow powered by Stock in the Channel.

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