Deliver Exceptional Customer Service

with Advanced Order Management™

Managing through difficult operational challenges every day? Like limited or time-consuming access to customer and product information, excessive hold times, and the inability to deliver accurate information.

These issues lead to missed opportunities, frustrated customers, and lost sales. In addition, slow or complex order taking processes increase the margin for error and limit the ability to upsell or cross-sell, stealing away potential revenue.

What Keeps You up at Night?

Icon_badge percentage promotion sale

Missed Opportunities

Icon_delivery fast shipment shipping

Lost Sales

Icon_certified quality top seller

Customer Satisfaction Issues

What if you could have instant access to the right customer and product information? What if this information empowered you to exceed customer expectations?

2015_Advanced Order Management

Simplify Your Order Process

With Advanced Order Management™ software that is a part of the Advanced Supply Chain Software™ suite for Microsoft Dynamics 365 for Operations, you get advanced order entry functionality with complete stock visibility, left to qualify, backorder management, lost sales tracking, and more. Advanced Order Management™ offers the information and reliability you need to deliver exceptional customer service, win customer loyalty, and create new revenue opportunities.

Whitepaper: Staying Competitive in Omni-Channel Distribution

Today’s global economy is impacting omni-channel distribution companies like yours more than ever. You now play a critical role in helping both manufacturers and retail customers effectively manage their operations. Keeping your product pricing competitive means reducing your operational costs to retain profit margins. Our whitepaper, “In a Global Economy: Staying Competitive in the Omni-Channel Distribution Industry through the Effective Use of Best Practices“, examines how to achieve true distribution effectiveness. ...


To Manage a Modern Supply Chain, You Need Rich Order Management Capabilities:

Stock Availability

Color coding and stock availability traffic lights are available for monitoring what is in stock, if delivery was on time, when a stock is on backorder, and when there is insufficient stock.


This identifies related products to serve as a substitute, upsell, or cross-sell opportunity. This functionality helps to avoid back orders, additional costs, and loss of revenue while increasing customer loyalty and satisfaction.

Left to Qualify

Allows a CSR to identify the balance remaining on a customer agreement before they reach the next discount level in their program.

Duplicate Order Checking

Warnings are displayed based on possible duplicate orders related to chosen item numbers within a specified date range. In an Omni Channel environment this functionality is a must and will increase margin as well as customer satisfaction by avoiding duplicate orders.

Counter Sales

Provides seamless access to key order entry functionality, such as customer lookup, item lookup, substitutions, upselling and cross-selling features, left to qualify capability, rebates, chargebacks and more. Gives direct access and integration into all Trade Agreements, providing the correct pricing information.

Lost Sales Tracking

Monitor all canceled sales order lines and requests reason codes to track lost sales and identify the issues. Gain insight into unidentified customer patterns, changing sales patterns, internal issues, and competitive pressure.

Advanced Order Entry is the key to order management system software. It was developed because customers will not wait on the phone while your customer service representative (CSR) searches for information to complete the order. With Advanced Order Entry, this information is available immediately and is based on negotiated agreements between you and your customers and supply chain partners.

With Advanced Order Management™ from I.B.I.S., you have the tools and visibility you need to take and manage orders quickly, efficiently and accurately. Built-in error proofing such as duplicate order checking help to ensure an optimum experience for your costumers. Every customer appreciates dealing with companies that are easy to do business with, and this sales management software improves the order management processes which helps increase revenue. Make sure you’re staying ahead of the competition with the best possible order management solutions.


Let’s Improve Customer Satisfaction, Together

Omni Channel Leader

At I.B.I.S., Inc., a Sonata Software Company, we are experts in helping your company marry order management and technology for the ultimate success. We developed the Advanced Order Management™ software with distributors like you in mind. We can help you improve customer satisfaction with better order management, so you can increase your profitability.

We know how essential order management is to the overall success of your organization. Experience the sense of security that comes from empowering your customer facing team with the right information by contacting us today. We’re crazy about the success of our clients, and that means YOU!

Join The Leading Companies Who Trust I.B.I.S. As Their Dynamics Partner


Top 1% of Microsoft Partners Globally

I.B.I.S., Inc., A Sonata Software Company, is a member of the elite Microsoft Dynamics Strategic Development Partner program, an honor reserved for those Partners who have demonstrated deep industry and functional expertise.


Experience You Can Trust

The ibis bird is the last to leave in a storm, and the first to return. We pride ourselves on being here when you need us. In our 28 years in business, we’ve never met a distributor we couldn’t help. We know your business - your needs.


Client Approved

“When I think about working with I.B.I.S., I think about 2 things: 1. Manufacturing & Distribution Expertise; 2. Customer Service Focused”
Chuck Moore, VP, Operations at James M. Pleasants Company


About Sonata

Sonata Software is a global  technology company that enables successful platform based digital transformation initiatives for enterprises, to create businesses that are connected, open, intelligent and scalable. Sonata’s Platformation™ methodology brings together industry expertise, platform technology excellence, design thinking led innovation and strategic engagement models to deliver sustained long term value to customers. A trusted partner of world leaders in the Retail, Distribution, Travel and Software  industries, Sonata’s solution portfolio includes its own digital platform such as Brick & Click Retail Platform©, Modern Distribution Platform©, Rezopia Digital Travel Platform©, RAPID DevOps Platform© and Halosys Mobility Platform©, best in class capabilities on  ISV digital technology platforms such as Microsoft Dynamics 365, Microsoft Azure, SAP Hybris, Cloud Engineering and Managed Services, as well as new digital applications like IoT, Artificial Intelligence, Machine Learning, Robotic Process Automation, Chatbots, Block Chain and Cyber Security. Sonata’s people and systems are nurtured to bring together the depth of thought leadership, customer commitment and execution excellence to make a difference to business with technology.