Order Management built for commodity trade
Capture, price, approve and fulfil sales and purchase orders in one connected system. opsPhlo links every order to contracts, inventory, logistics and finance, so nothing falls between the desk and the warehouse.
One order, end to end, with no rekeying
Order Management is the operational heart of the trade lifecycle. opsPhlo gives your team a single place to raise sales and purchase orders, apply customer and contract pricing, route approvals and turn a confirmed order into shipment, invoice and settlement without retyping a single line.
Because orders are linked to contracts, positions, inventory and accounts in real time, your desk, your operations team and your finance team all work from the same numbers. Quantities, prices, costs and margins update as the order moves, so there is one version of the truth from quote to cash.
Everything the order touches, in one module
opsPhlo Order Management covers the full order flow for both sides of the trade, with the flexibility commodity desks need around pricing, tolerances and fulfilment.
Sales & Purchase Orders
Raise both sides of the trade from one workflow, drawn straight from the originating contract so terms, parties and incoterms carry through.
Flexible Pricing
Apply customer-specific, volume and contract pricing, plus premiums, discounts and quality differentials, with full audit of every adjustment.
Approval Workflows
Route orders for credit, margin and authority sign-off automatically, with rules that match your delegation limits and segregation of duties.
Allocation & Fulfilment
Allocate stock, raise shipments and pick and pack from live inventory, with tolerances and weight or quality re-measurement at fulfilment.
Back Orders & Drop-Ship
Handle partial fulfilment, back orders and direct supplier-to-customer drop-shipments without losing visibility of the open position.
Returns & Claims
Process returns, rejections and quality claims with credit notes and stock adjustments that flow straight through to finance.
From order to cash in four connected steps
Capture the order
Raise a sales or purchase order from a contract, a quote or directly. opsPhlo pre-fills counterparty, product, incoterms, currency and pricing so the desk works fast and stays accurate.
Price and approve
Pricing, premiums and discounts apply automatically. Credit, margin and authority checks route the order to the right approver, with the full trail recorded against the order.
Allocate and fulfil
Allocate stock, schedule shipments and trigger picking and warehouse tasks from live inventory. Logistics and documentation are linked, so operations sees the order the moment it confirms.
Invoice and settle
Fulfilment drives invoicing, costs and settlement automatically. Margin, realised cost and cashflow update in real time, closing the loop from order to cash.
Order Management that knows it is trading commodities
Generic order systems assume fixed prices, fixed quantities and simple stock. Commodity trade is not like that. opsPhlo Order Management is built for differential pricing, weight and quality tolerances, partial shipments and the tight link between an order and an open trading position.
- Orders linked to contracts, positions and hedges, not just to stock
- Quantity and quality tolerances handled at fulfilment, not as exceptions
- Real-time margin and cost on every line, before and after fulfilment
- Built on Acumatica, so it scales as your order volumes grow
Leave order chaos behind
With a glance I can see which orders are open, what has shipped and what is ready to invoice. The pricing comes through automatically and the whole team is working from the same numbers. Nothing slips through the cracks any more.
Stronger together with the rest of opsPhlo
Order Management is one module in a connected CTRM and ERP platform. Add the pieces you need, when you need them.
Inventory Management
Allocate from and replenish live stock, with lot, location and quality tracking that feeds straight into order fulfilment.
Explore inventorySupply Chain
Turn confirmed orders into shipments, connect with logistics providers and track goods from origin to destination.
Explore supply chainFinancial Management
Fulfilment drives invoicing, costing and settlement, so finance closes the order-to-cash loop without manual handoffs.
Explore financeQuestions, answered
Does Order Management handle both sales and purchase orders?
Yes. opsPhlo raises both sides of the trade from one workflow, drawing terms, parties and pricing from the originating contract so each order stays consistent end to end.
Can it cope with commodity-specific pricing and tolerances?
Yes. The module supports differential pricing, premiums, discounts and quality differentials, as well as quantity, weight and quality tolerances applied at the point of fulfilment.
How does an order become an invoice?
Fulfilment drives invoicing, costing and settlement automatically. Margin, realised cost and cashflow update in real time, so the path from order to cash needs no rekeying.
Do we have to implement the whole platform at once?
No. opsPhlo is modular. You can start with Order Management and a quick go-live, then add inventory, supply chain, finance and risk modules over time as your priorities evolve.
See Order Management in action
Book a demo and we will show you how opsPhlo takes an order from quote to cash on your own trade flows, in low-cost, easy-to-implement steps.