Sales Order, Shipping & Returns
Promises you can actually keep
Your sales team makes a promise. Your warehouse has to keep it. When those two realities live in different systems – or worse, in different spreadsheets – something breaks. An order gets missed. A shipment goes to the wrong address. A return sits unprocessed for days. The customer calls, frustrated, and your team scrambles to piece together what actually happened. Rover’s Sales Order Management connects every promise to every fulfillment action in real time, so your team stops guessing and starts delivering with confidence.
Core Capabilities
From quote to shipment to return - one system, no gaps
Rover’s Sales Order Management isn’t a bolt-on module trying to integrate with your existing mess. It’s native to the platform. That means when your sales team quotes a price, they’re pulling from the same pricing matrix your finance team maintains. When they check inventory availability, they’re seeing the same on-hand balances your warehouse team just updated. When they ship an order, your accounting system sees the revenue transaction automatically. No middleware. No sync delays. No reconciliation gaps.
Quote-to-Order Conversion
Stop re-entering data. Sales quotations convert to firm orders in seconds, preserving every line item, price, customer detail, and delivery instruction.
Rapid Quote Generation
Sales reps build quotes using live inventory data and the current pricing matrix. No need to call the warehouse or check yesterday’s spreadsheet.
Pricing Control by Customer, Part, or Code
Define customer-specific pricing, volume discounts, or promotional rates. The system applies the correct price automatically—no manual overrides, no margin erosion.
One-Click Quote Conversion
Turn a quote into a sales order without re-keying. All customer details, line items, and delivery instructions carry forward. Faster close, fewer errors.
Quote Tracking and Follow-Up
See which quotes are open, which converted, and which expired. Sales managers can track pipeline velocity and conversion rates without chasing spreadsheets.
Real-Time Order Processing
Your team needs to see what’s real, not what was true this morning. Rover shows available-to-promise inventory, allocated stock, and scheduled shipments in real time, so every commitment is a confident one.
Available-to-Promise Calculation
See exactly what’s available to sell right now, accounting for open orders, work-in-process, and scheduled receipts. No more promising inventory that’s already spoken for.
Multiple Sales Reps and Split Commissions
Assign reps and commission splits at the line-item level. Complex deals with multiple contributors? Rover handles it.
Unlimited Scheduled Shipments per Line
Customer wants a job delivered in three installments over six weeks? Schedule each shipment date, and Rover tracks fulfillment automatically.
Product Configurator Integration
For manufacturers selling configured products, the configurator ensures reps select valid options. No more orders that can’t be built because someone picked incompatible components.
Shipping and Fulfillment
Shipping shouldn’t require three systems and a spreadsheet. Rover connects order entry to warehouse operations to carrier integration, so your team picks, packs, ships, and updates customers – all from one screen.
Pick List and Packing List Generation
Print or email pick lists with bin locations, lot details, and quantities. Your warehouse team knows exactly what to pull and where to find it.
Direct Integration with UPS and FedEx
Generate shipping labels and tracking numbers without leaving the system. No re-keying addresses. No manual entry errors.
Automatic Backorder Handling
Can’t fulfill the full order today? Rover automatically backorders unshipped items and tracks them for future shipment. No orders fall through the cracks.
Invoice, Acknowledgment, and Shipping Document Automation
Print, email, or fax customer documents directly from the order. Acknowledgments go out immediately. Invoices generate when the shipment ships.
Returns and RMA Management
Returns happen. The question is whether you handle them efficiently or let them become a customer service nightmare. Rover tracks every return from authorization to receipt to resolution.
Return Material Authorization (RMA) Generation
Log a planned return when the customer calls. Generate an RMA number, email return instructions, and set expectations – all in one entry.
Receipt and Inspection Workflow
When the return arrives, log it into the system. Optionally route it to receiving inspection, trigger quality holds, or return it directly to stock.
Failure Code Tracking
Categorize returns by reason: defect, wrong item, customer error, warranty claim. Track trends over time to identify recurring issues.
Automatic Credit Memo and Commission Adjustment
Generate credit memos against the original invoice. Adjust sales rep commissions if needed. Update financial records automatically.
Sales Analysis and Commission Tracking
Your sales team needs accurate data to manage performance, and your finance team needs clean commission calculations. Rover provides both—without reconciling spreadsheets at month-end.
Sales Reporting by Rep, Customer, Product, Date
Extract detail from every line item. Analyze by territory, product line, customer segment, or any dimension that matters to your business.
Booking and Commission Tracking
Track when orders are booked, when they ship, and when revenue is recognized. Calculate commissions based on your rules: booking date, ship date, payment date – you decide.
Split Credit by Line Item
For complex deals, divide credit between multiple reps at the line-item level. Each rep sees their portion. Finance sees the full breakdown.
Interface to Accounts Payable for Commission Checks
Optionally push commission data to AP and generate checks automatically. No manual entry. No errors.
The Real Cost
When order accuracy feels like luck
Every manufacturer and distributor faces the same tension: sales needs to close deals quickly, and operations needs accurate information to fulfill them. When your order entry lives in one system, your inventory lives in another, and your shipping data lives in a spreadsheet, that tension turns into friction. Orders get entered twice. Available-to-promise inventory is a guess. Returns disappear into a black hole because no one knows who’s responsible for logging them.
The cost isn’t always visible in a single transaction. It shows up in the aggregate: customers who stop ordering because they can’t trust your delivery dates, sales reps who spend hours tracking down shipments instead of closing new deals, and finance teams reconciling data manually because nothing ties back to a single source of truth. These aren’t small inefficiencies. They’re structural problems that compound with growth.
Here’s what breaks first: your team’s ability to make confident commitments. When a customer asks if you can ship by Friday, your sales rep hedges. When a production manager asks how much inventory is allocated to existing orders, the answer takes three phone calls and a spreadsheet export. The system isn’t keeping up with the speed your business needs to move.
4-6 Hours/Day
Order entry and customer service teams spend hours reconciling order data across disconnected systems instead of serving customers.
15-20% Higher
Fulfillment errors and expedited shipping costs rise when inventory availability and order status aren’t visible in real time.
Lost Revenue
Customers who experience repeated fulfillment issues quietly move to competitors who can promise, and deliver, with confidence.
How it works
See Rover in action
Integrations
Connect with your existing stack
Rover connects with the tools you already use. From accounting platforms to shipping carriers, our integrations eliminate manual data entry and keep your operations synchronized in real time.
CUSTOMER SUCCESS
How our customers regain control with Rover
Legacy Migration / Operational Continuity
From 40% data risk to operational triumph
Toolrite Manufacturing secured high-risk legacy data and eliminated manual entry bottlenecks by migrating to Rover ERP, transforming disorganized systems into real-time operational insights.
ERP Integration / Manufacturing Scalability
Outgrowing Sage 50: A "remarkable" operational shift
Carr Manufacturing eliminated the “double entry” bottleneck and software bugs of Sage 50 by transitioning to Rover ERP, replacing a limited plugin with a fully integrated, customizable ERP and accounting solution.
Legacy Migration / Business Continuity
Modernizing 25 years of custom legacy data
US Wheel successfully migrated a quarter-century of complex custom data to Rover ERP, replacing a vulnerable, programmer-dependent application with a scalable Windows-based interface and advanced ERP features.
FAQS
Your questions answered
Can Rover integrate with our existing shipping carriers and label printing?
Yes. Rover includes direct integration with UPS and FedEx for rate shopping, label generation, and tracking number retrieval. Your team generates shipping labels from within the order screen without switching systems or re-entering addresses. If you use regional carriers or freight forwarders, Rover supports manual entry and tracking alongside the automated integrations. The goal is to eliminate the copy-paste workflow between your ERP and separate shipping software.
What happens if we need to process partial shipments or split deliveries?
Rover handles partial shipments and scheduled deliveries natively. You can schedule unlimited shipment dates per line item, which is critical for large orders that ship in installments or for customers who want staggered delivery. When you ship part of an order, Rover automatically backorders the remaining quantity and tracks it for future fulfillment. Your customer sees each shipment separately with its own tracking number and invoice, but you maintain full visibility of the complete order from a single screen.
How does the system handle customer-specific pricing and volume discounts?
Rover maintains a flexible pricing matrix that supports pricing by customer, part number, customer class, or user-defined codes. You can set up volume break pricing (buy 100, get X price; buy 500, get Y price), promotional rates with date ranges, and customer-specific negotiated pricing. When your sales team enters an order, the system applies the correct price automatically based on your defined rules. No manual price lookups. No risk of quoting the wrong rate. The pricing logic ties directly to your customer master and product catalog.
Can we track sales commissions for deals with multiple reps or split credit?
Yes. Rover allows you to assign multiple sales reps per order and split commission credit at the line-item level. This matters when you have inside sales supporting outside reps, when multiple territories collaborate on a deal, or when you need to credit different reps for different product lines within the same order. You define the commission rates and split percentages, and Rover calculates payouts automatically. The system can even interface with Accounts Payable to generate commission checks, eliminating manual spreadsheet calculations at month-end.
What does the return process look like from the customer's perspective?
When a customer calls about a return, your service team logs a Return Material Authorization (RMA) in seconds. The system generates an RMA number, emails return instructions to the customer, and optionally prints a return shipping label. When the product arrives at your dock, your receiving team scans the RMA, inspects the item, and logs it back into inventory (or routes it to rework, scrap, or inspection hold—depending on the condition). Rover automatically generates a credit memo, adjusts the original invoice, updates commission records if needed, and closes the loop. The customer sees fast resolution, and your team doesn’t lose track of returns in email threads or paper files.
See Rover in action
A 30-minute demo, tailored to your industry and pain points. No slides, no pitch deck. Just your questions and real answers from people who know manufacturing.
