Transform your Order workflow

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Contralized order Management

Access all information in one organized with real-time status tracking and comprehensive details

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Order Information

  • Unique order identifiers
  • Multi-channel source tracking
  • Real-time status updates
  • Approval workflow tracking
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Customer Details

  • Complete customer profiles
  • Contact information management
  • Order history access
  • Preference tracking
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Address Management

  • Billing address storage
  • Shipping destination tracking
  • Multiple address support
  • Delivery preferences

Smart Notes & Tags

Add custom, internal comments, and tags to orders for better organization and searchability

Priority Tagging

Custom Categories

Internal Notes

Product Management & Tracking

Comprehensive product catalog with real-time inventory integration and automated calculations

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Product Catalog

Complete product information with variants, categories, and specifications

  • • Category management
  • • Variant tracking
  • • Product images
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Live Inventory

Real-time stock levels with automatic updates and low-stock alerts

  • • Real-time tracking
  • • Stock alerts
  • • Multi-warehouse support
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Smart Calculations

Automated pricing, tax calculations, and total summaries

  • • Auto tax computation
  • • Discount application
  • • Currency conversion

Complete Change History

Track every modification with detailed before-and-after comparisons and full audit trail

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Revision Tracking

Before

Original value

After

Now value

Visual comparison format

  • Track quantity changes
  • Monitor price adjustments
  • Product substitutions

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Audit Trail
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Timestamp Accuracy

Precise date and time for every change

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User Attribution

Know who made each modification

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Complete Lineage

Full history from creation to fulfillment

Inventory Management & Stock Alerts

Intelligent inventory tracking with Ai-Powered insights

Live Stock Levels

Real-time inventory tracking across all Warehouses

Auto Stock Deduction

Automatic inventory updates on order approval

Low-Stock Alerts

Battery 12v stock only 22 left - Reorder recommended

Auto-Suggest Replacements

Smart recommendations for Out-of-Stock items

AI Stock Forecasting

Predict future demand based on historical patterns

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Smart Stock Alerts

Receive proactive notifications when inventory levels reach critical thresholds based on AI-powered demand forecasting

  • Low stock warnings
  • Demand predictions
  • Reorder recommendations
  • Depletion timeline estimates

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Quotation Builder
Choose items from Catalog
Add Tax & Discount
Convert to Order (One-Click)
Generate PDF Invoice

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Share Options
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Share via WhatsApp

Send directly to customer

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Share via Email

Professional email template

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Generate Shareable Link

Public viewing link

Smart Analytics & Predictions

Leverage artificial intelligence to gain insights, predict outcomes,and make data-driven decisions

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Order Intelligence

  • Approval status tracking
  • Stage progression analysis
  • Revision pattern detection
  • Payment behavior insights
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Predictive Analytions

  • Change likelihood scoring
  • Fulfillment time estimates
  • Payment behavior prediction
  • Risk assessment alerts
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Smart Alerts

  • Stock level warnings
  • Revision frequency alerts
  • Payment delay notifications
  • Demand forecasting

Actionable Recommendations

AI-driven suggestions to optimize your workflow, improve customer satisfaction, and make data-driven decisions

Process Optimization

Streamline workflows based on historical patterns

Customer Insights

Understand behavior and anticipate needs

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Visual Order Journey

Clear visual progression through every stage with automated status updates and milestone tracking

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Draft

Order Creation and initial setup

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Review

Validation and approval process

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Confirmed

Order finalization and acceptance

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Invoice

Invoice generation and delivery

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Payment

Payment processing and tracking

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Fulfillment

Product Preparation and packing

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Dispatch

Shipping and delivery tracking

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Real-Time Status Tracking

Every Order automatically Progresses through stages with timestamp accuracy, user attribution,and notification triggers

  • Automated transitions
  • Instant notifications
  • Complete audit trail

Complete Financial Tracking

Comprehensive payment and refund management with real-time balances and transaction ledgers

Order Total

Calculated total with taxes and tees

Payments Received

Total amount collected from customer

Refunds Issued

Total refunded back to customer

Balance Due

Remaining amount to be collected

Transaction Ledger Features

Complete audit trail of all financial transactions

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Multiple Payment Methods

UPI, cards, bank transfers, cash

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Partial Payments

Split payments and installments

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Refund Processing

Automated refund workflows

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Transaction References

Unique IDs for all transactions

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Timestamp Tracking

Exact date and time logging

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Status Indicators

Clear payment status tracking

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Documents & Activity Tracking

Centralized document management with complete audit trails and user activity monitoring

Document Management

Organized file storage and access

Proforma Invoices

Convert to Order (One-Click)

Tax Invoices

Official billing documents with taxes

Purchase Orders

Customer PO and order confirmations

Delivery Notes

Shipping and delivery documentation

Activity Audit Trail

Complete change history

User Actions

Track who did what and when

System Events

Automated processes and triggers

Channel Attribution

Web, mobile, or API source tracking

Timestamp Precision

Exact date and time for every event

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Order Placed

The customer submits product details. quantities.and delivery information. LeadsForce360 instantly creates a draft order and begins the review process automatically.

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Order Reviewed

The system checks product availability, pricing, custom requirements, and delivery instructions. This ensures every order is accurate before moving ahead.

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Order Confirmed

Any changes or final adjustments are completed. The order is confirmed with clear updates shared directly with the customer.

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Invoice Shared

A clean, easy-to-understand invoice is generated automatically, including all item details, taxes, totals, and payment options.

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Payment Made

Customers can pay online, partially, or in full. The payment status updates instantly so everyone sees the latest progress.

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Order Dispatched

Once ready to ship, LeadsForce360 shares shipping provider details, tracking numbers, and current delivery status.

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Order Dispatched

The customer receives the order,the system marks it as completed, and delivery confirmation is recorded, and delivery confirmation is recorded automatically.

Smart Order Management with Ai

LeadsForce360 uses AI to help you understand what’s happening behind the scenes and what needs your attention.

Delivery Time Predictions

Ai estimates when each order is expected to arrive. based on distance. carrier speed, and order history.

Payment Delay Alerts

The system highlights orders that may face late payment. helping you follow up before delays happen.

Fast-Moving & Low-Stock Product Alerts

Know which products are selling quickly and which items may run out soon enabling better stock planning.

Customer Trend Insights

AI identifies purchase patterns and high value customers to help you personalize communication.

Order Approval Probability

Based on past behavior, AI predicts Whether an order may require revision, extra review, or special attention.

Daily Revenue & Order Trend Forecasts

See what your Sales might look like in the coming days based on current data.

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Frequently Asked Questions

Everything you need to know about LeadsForce360.

How do customers track their order?

Can customers request changes?

Does Leadsforce360 support Partial Payments?

Can businesses Cusiness customize order stages?

Ready to Transform your Business?

Empower your team.Automate your workflows.Grow your business faster.join hundreds of forward- thinking companies that have unlocked peak productivity and accelerate their growth with LeadsForce360.

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