Quote management
Create and manage quotes before turning approved work into sales orders.
Order Management
Manage quotes, sales orders, supplier orders, and fulfilment from one workflow
Dashify Order Management helps warehouses and operational teams create quotes, manage sales and supplier orders, track payment and delivery status, generate invoices and packing slips, and handle returns.
Orders can sync with inventory management and connect with Xero workflows for invoice management, giving your team a clearer process from quote to delivery.
01Create orders
Build quotes, customer sales orders, and supplier orders with line items, pricing, notes, and status.
02Track fulfilment
Manage payment status, delivery status, picking, packing, run planning, and warehouse movement.
03Sync systems
Connect orders with inventory, returns, invoice generation, packing slips, and Xero invoice workflows.
What it handles
Order software for quotes, fulfilment, inventory, invoices, and warehouse teams
Dashify connects the full order lifecycle so customer, supplier, inventory, warehouse, delivery, invoice, and return activity stays easier to manage.
Sales orders
Manage customer orders, payment status, delivery status, notes, and history.
Supplier orders
Create and track supplier orders from request through delivery and receiving.
Inventory sync
Sync order activity with inventory so sales, fulfilment, returns, and stock remain connected.
Xero invoice workflows
Support Xero invoice management by syncing approved order and invoice data.
Packing slips
Generate invoices and packing slips for warehouse, delivery, and customer communication.
Delivery and run management
Organise deliveries, run sheets, dispatch status, and warehouse fulfilment activity.
Returns management
Handle returns, credits, stock adjustments, and order history in one workflow.
Warehouse operations
Support picking, packing, stock movement, supplier receiving, and order dispatch workflows.
Quotes and sales orders
Move from quote to sales order without losing context
Create quotes, convert approved work into sales orders, and keep line items, notes, customer details, payment status, and delivery status together.
Dashify gives your team a cleaner way to manage the commercial workflow before it becomes warehouse and delivery work.
- Create quotes with products, pricing, customer details, notes, and status.
- Manage sales orders from approval through fulfilment and completion.
- Track payment status and delivery status from the same order record.
Supplier and inventory sync
Connect supplier orders with inventory management
Use supplier order workflows to replenish stock, receive goods into the right location, and keep inventory updated as orders move.
Dashify helps purchasing, inventory, and warehouse teams work from the same order and stock context.
- Create supplier orders with products, quantities, costs, and supplier notes.
- Receive supplier stock into inventory and warehouse locations.
- Sync sales and supplier order activity with inventory management.
Invoices and Xero
Generate invoices, packing slips, and sync invoice workflows to Xero
Dashify can generate invoices and packing slips, then support Xero invoice management workflows for approved sales orders.
This helps reduce double handling between customer orders, warehouse fulfilment, customer paperwork, and accounting systems.
- Generate branded invoices and packing slips from order details.
- Support Xero invoice sync workflows for invoice management.
- Keep invoice, payment, delivery, and fulfilment status visible to managers.
Warehouse fulfilment
Manage picking, packing, deliveries, run sheets, and returns
Use Dashify to keep warehouse order activity moving from fulfilment through delivery and return management.
Warehouse teams can work from order status, stock availability, packing slips, delivery status, and return records without switching between disconnected systems.
- Support picking, packing, dispatch, delivery status, and run management.
- Use packing slips and order notes to keep warehouse teams aligned.
- Manage returns, credits, stock adjustments, and related order history.
Connected order workflow
Manage orders, inventory, invoices, delivery, and warehouse operations together
Dashify Order Management connects with inventory management, supplier ordering, sales fulfilment, returns, packing slips, Xero invoice workflows, CRM accounts, and reporting.
