Launching Q1 2027

Everything you need to sell, stock and ship

Orders2Ship connects quotes, orders, purchasing, inventory, serial numbers, repairs and QuickBooks Online, so every step flows into the next and nothing gets typed twice.

Get early access See pricing
Receive-to-shipItems for an order arrive and the shipment is one click away.
Every serial, every moveScan in, scan out, and see a unit's full history.
Drop ship built inVendor POs straight from the sales order.
QuickBooks OnlineInvoices, bills and payments sync automatically.

See it in action

A drop-ship order, start to finish

From the sales order to a shipped invoice, with the vendor PO, tracking and serial numbers filled in for you.

Sell & get paid

From first quote to final payment, in one connected flow.

Quotes, orders & invoices

Quote it, sell it, ship it and get paid without typing anything twice.

  • Turn a quote into a sales order, and an order into an invoice, in one click
  • Invoice one order, selected lines, or several open orders at once
  • Pick lists, packing slips and packages on every shipment
  • Kits, price levels, quantity discounts and the last price paid
  • Priority flag plus Paid and Drop-ship tags at a glance

Payments, credits & refunds

Money lands on the right invoices, and orders only ship when they should.

  • Apply payments oldest first, with a check before you under-apply
  • Deposits on orders that carry over to the invoice
  • Store credit, apply credit, and clean refund receipts
  • Credit limits and credit hold that block approving and shipping
  • Payment hold by terms: COD and Net ship, others collect first

Drop ship & special order

Sell items you don't stock and never lose the link to the sale.

  • Mark each line as stock, special order or drop ship
  • Create the vendor purchase orders straight from the sales order
  • Partial drop ship: some lines to the customer, the rest to you
  • Drop-ship quantities never inflate your stock counts
  • Received items for an order? Create the shipment right away
  • Mark a drop-ship receiver Received and the invoice is created, filled with tracking and serials, and marked Shipped
  • All-drop-ship POs show the customer's address as the SHIP TO

Sales tax & clean addresses

The right tax on every order, and addresses that actually deliver.

  • US address check when you save a customer or ship-to
  • Tax by postal code or a per-state map
  • Choose whether freight, shipping and fees are taxable
  • Ship-to and contact book for every customer

Customer portal

Customers check their own orders and invoices whenever they like.

  • Customers sign in with their email and a portal password you set
  • Turn portal access on or off for each customer
  • Each customer sees only their own orders, with date, status, total and items
  • Shipped invoices show what's paid and what's still due
  • One-click reorder of a past order lands as a new sales order for you to process

Stock & operations

Buy, receive, store, build and repair, with every unit accounted for.

Purchasing & receiving

Buy exactly what your orders need and receive it with a scan.

  • Purchase order approval with dollar limits per role
  • One receiver for several purchase orders
  • Block receiving more than you ordered
  • Landed cost: spread freight, duty and fees into item cost
  • Reorder report that builds one purchase order per vendor
  • Receive just part of a split PO: pick which lines arrived
  • Tracking number on every receiver

Inventory & warehouse

Know what you have, where it is, and what it's worth, in real time.

  • Multiple warehouses and bins with live on-hand, committed and on-order
  • Transfers, adjustments and cycle counts
  • FIFO, LIFO, or exact cost per serial or lot
  • Rentals tracked out and back in
  • Print item, serial and shipping labels (PDF or ZPL)

Serial & lot tracking

Follow every unit from the day it arrives to the day it ships, or comes back.

  • Serial or lot numbers captured on every move
  • Complete serial history: where it came from and where it went
  • Scan to receive, pick, ship and count, with a scanner or a phone camera
  • Auto-numbered serials and duplicate protection
  • Expiration dates with an expiry report and alerts

Returns & repairs

Handle returns and repairs without losing track of a single unit.

  • Customer returns straight from the original invoice
  • Restock fees and damaged-return handling
  • Guided repair orders, in-house or sent to the vendor
  • Write off, return to stock, or return to vendor
  • Vendor returns from the original receiver

Production & assembly

Build, kit and break down products while the cost follows automatically.

  • Bills of material and work orders
  • Create work orders right from a sales order
  • Quick build when you need it now
  • Disassembly that splits value back to the parts
  • Shortage check names exactly what's missing

Rentals

Rent out equipment and always know what's out and when it's due back.

  • Rental orders with the customer, location, start date and due-back date
  • A rental rate and serial number on each line
  • Reserved units stay on the shelf until they go out
  • Marking a rental Out takes the units off the shelf, and returning them puts them back in stock
  • A rental isn't booked as a sale: the unit's cost is held until it comes back

Run the business

Accounting, paperwork, reporting and control, all built in.

QuickBooks Online sync

Your books stay right without double entry.

  • Invoices, bills, payments, customers, vendors and items sync automatically
  • Class tracking on documents and lines
  • Sync queue, history and a clear error log
  • Closed-period date and per-document opt-out
  • State sales tax mapped to your QuickBooks tax codes

Documents & email

Professional documents that go out in one click.

  • Clean PDFs for every document type
  • Email from the document with your own templates
  • Batch email from a customer or vendor record
  • Default invoice contacts and auto-emailed invoices
  • Attach files to any record

Reports & dashboards

The numbers you need without wrestling a spreadsheet.

  • Home dashboard showing what needs attention today
  • Stock, valuation, reorder, serial and expiration reports
  • Sales by item, by customer, and open orders
  • Custom reports with CSV and PDF download
  • Schedule any report as a daily email

Users, roles & security

Everyone sees and does only what they should.

  • Built-in and custom roles on one easy screen, with select-all checkboxes on every column
  • Passkeys and two-factor sign-in
  • Login hours and allowed IP addresses
  • A full audit log of every change
  • Support access only when you grant it: time-limited and logged

Setup that fits you

Set it up to match how you already work.

  • Your company's data kept private and isolated
  • Custom fields, statuses, numbering and list colors
  • Alerts on new orders, status changes and promise dates
  • CSV import for items, customers, vendors and serials
  • Auto-save, fast keyboard entry, scan-to-add on any line

AI assistant

Ask a question in plain English and get the answer from your own data.

  • Sales by item for any date range
  • Serial numbers that have come back for repair more than once
  • QuickBooks sync errors that need a look
  • What to reorder, with a suggested quantity to buy
  • Drafts reorder purchase orders, saved only when you create them
  • Sees only your company's data and what each user's role allows; turn it on or off anytime
Founding member offer

See it for yourself. Save 50% on year one.

Join the early-access list to test Orders2Ship before it launches in Q1 2027 and lock in half off your first year.

Offer for early-access signups; applies to the first 12 months of a paid subscription. Full details at launch.

Want a walkthrough? Call (954) 729-2626