Quotes, fulfilment and backorders in one system

A custom order management system

A custom order management system starts from the way your orders actually move — custom quotes, partial shipments, backorders, made-to-order lead times, B2B accounts on negotiated terms. AgentUI connects to the channels, ERP and databases you already run, then builds the order screens on top of them. AI does the building. A real person stays with you until it works.

One order record, from quote to delivered — readable by everyone who needs it.

Order pipeline
Live · all channels
Open orders
128
Value
$412K
Backordered
9
SO-4471Halden SupplyPartially shipped$18,240
SO-4473Pinecrest Mfg.Quoted$46,900
SO-4470Torvald GroupBackordered$9,380
SO-4468Marra FoodsFulfilled$2,110
SO-4465Alder & Co.Confirmed$5,640
01 / Order lifecycle

Build the order lifecycle you actually run

Quote to confirmed order

Custom quotes with per-account pricing, revised and versioned, then converted into a confirmed order without re-keying a single line.

Partial shipments and backorders

One order, several shipments. Each line carries quantity shipped, quantity remaining and an expected date, so the status is true instead of approximate.

Made-to-order lead times

Items that get built rather than picked get production stages and promise dates, and the order status reflects where the work actually is.

Your statuses, your fields

Add "Awaiting artwork approval" or "On credit hold" because that is a real stage in your business. Describe it in plain language and the system changes.

02 / Channels and data

Orders arrive from every channel and land in one system

Storefront, marketplace and EDI

Orders from your webstore, your marketplaces and your EDI partners flow into the same table instead of three inboxes and a shared spreadsheet.

Your ERP, SQL and warehouse data

Read stock, customers, pricing and shipments straight from Postgres, MySQL, SQL Server or your ERP. No nightly CSV, no copy-paste between systems.

Written back, not re-typed

Confirmations, shipment records and status changes write back to the system of record, so finance and the warehouse are looking at the same order.

If stock levels rather than order status are the bigger problem, the inventory side is covered on our build an inventory app page.

03 / The three-message answer

Nobody should have to ask three people where order 4471 is

Right now that order lives in a spreadsheet row, a confirmation email, a note from the rep, and somebody's memory of what the customer agreed to on the phone. When the customer calls, answering takes three messages and a guess.

It gets worse in ordinary weeks. The person who knows the sheet is away, two people edit the same row, a quantity changes with no record of who changed it or why, and a shipment goes out against a price nobody approved. The ops manager becomes the human lookup service instead of running the operation.

A custom order management system ends that by making one order record the truth — and letting everyone who needs it read that record themselves.

04 / Web portal

Give customers and reps a portal view of their own orders

Every order already has an owner, so give them a login instead of a status email. Each account sees its own orders, documents and delivery dates — and nothing belonging to anybody else. Reps see their accounts. The warehouse sees the pick queue without the pricing. Most "where is my order" calls simply stop arriving.

  • Customers see order history, shipment status, tracking and documents for their account only
  • Reps see their own accounts, open quotes and agreed pricing
  • The warehouse sees what to pick today, not what the customer paid
  • Branded, on your domain, in the languages your customers actually read
05 / Control

Roles, an audit trail and multi-location fulfilment come as standard

Role-based access

Sales, warehouse, finance and customers each see one slice of the order. Margins stay off the pick list; customer data stays off the shared link.

An audit trail on every change

Who changed the quantity, the price or the ship date, when they changed it, and what the value was before — on the order itself, not in a support ticket.

Multi-location fulfilment

Route lines by warehouse, see what each site owes today, and keep one order view across every location and every shift.

06 / After launch

What happens after your custom OMS goes live

A 30-minute call, no slide deck

Walk us through one real order — the messy one. We tell you straight whether AgentUI fits, and say so if it doesn't.

A working order system in days

Not a mockup. Your statuses, your customers, your channels connected — something your team can click through and argue about.

Your team changes it, not a contractor

The next status, field or report is a sentence in plain language, not a change request. That is how the order system stops being one person's fragile dependency.

Tell us how your orders really move

A 30-minute call, your channels connected, and a working order system in days. Or start free and build the first version yourself.