Vendor confirmed · ready to track
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Operations in one shared view
Order Desk
Every order, from purchase order to delivery, in one place your whole team can see.
Replace the spreadsheets, whiteboards and email threads used to track customer orders. Everyone works from the same live list, the next step is always clear, and nothing slips between the office, warehouse and customer.
LIVE ORDER FLOWSAMPLE DATA
18Open orders5Need follow-up3Arriving today
ETA today · warehouse notified
Paid in full · delivery can proceed
QUICKBOOKS DESKTOP · READ ONLYOFFICE · WAREHOUSE · SALES
Who it is for
Built for businesses that order on their customers' behalf.
Order Desk fits teams of about 5 to 100 people that buy from many vendors for specific customer jobs, receive into a warehouse or ship direct, and then deliver or hand over the goods.
Distributors and wholesalers
Building materials and specialty building products
Showrooms and design-build firms
Furniture, fixtures and equipment suppliers
Specialty contractors ordering materials per job
Equipment and parts dealers
Manufacturers' representatives and importers
Businesses coordinating vendors, warehouses and customer deliveries
The working system
Every next step, exception and hand-off in one place.
Order Desk follows the work from purchase order to delivery while giving each person the view and actions their role needs.
One live order list
Every purchase order, from entry to delivery, in one list the whole team shares. Search anything; changes reach every screen within seconds.
My Day
Each person opens to follow-ups due, arrivals, deliveries, work handed to them and problems to chase.
The Flow board
See every order by where it stands, from waiting on the vendor to delivered, and what is overdue.
Vendor confirmations checked
Compare a vendor confirmation with the purchase order line by line and surface differences in quantity, price and unit.
Chase vendors in one email
Send one email per vendor covering every open order that needs an answer, instead of one message per order.
Problems and claims
Track damage, short shipments, returns and refunds through resolution, including what is owed in each direction.
Payments and balance due
See deposits, paid-in-full status and terms per invoice, with a warning before an unpaid order goes out the door.
Estimates and approvals
Check estimates against QuickBooks, record customer selections and keep signed approval tied to the right version.
Reports and vendor scorecards
Review follow-ups, overdue arrivals, storage charges, problems, claims and on-time delivery.
Roles and an audit trail
Admin, office, warehouse and view-only roles keep each job focused. Every change records who and when.
Built-in read-only assistant
Ask how-to questions and look up orders, estimates and invoices from any screen. The assistant reads; it never changes a record.
QuickBooks Desktop integration
QuickBooks stays the system for the money. Order Desk becomes the system for the work.
Order Desk reads QuickBooks Desktop live while QuickBooks is open and from a scheduled export when it is not. It never writes to QuickBooks, so your accounts are never changed behind your back.
READ-ONLY CONNECTION
New purchase orders arrive by themselves
POs entered in QuickBooks appear in Order Desk with the vendor, customer and job already filled in.
Changes are caught
When a PO changes in QuickBooks, Order Desk shows exactly what changed and updates the order with one click while preserving team-entered detail.
Estimates are checked against the quote
Lines, quantities, prices, freight and tax are compared before anything is sent or ordered.
Payment status sits beside every order
Each order shows whether its invoice is paid, part-paid or on terms.
Approvals stay tied to the right version
If a QuickBooks estimate changes after a customer signs, Order Desk says so.
What having both does for you
The figures and the work finally agree.
Purchase orders typed once in QuickBooks carry through to the order list.
Wrong quantities, prices and missing lines are caught before goods are ordered or delivered.
Office, warehouse and sales see order and payment status without everyone needing QuickBooks access.
Balance due is visible when an order is scheduled to go out.
The numbers live in QuickBooks; the progress lives in Order Desk; both appear side by side.
How it is delivered
Your data stays with you.
Order Desk is installed in your office and served to your team through the browser they already use. There is no per-computer installation for staff.
Runs on your own computer
Install it on one Windows PC or server. Everyone else opens it in a browser on the office network, including tablets and phones.
Your data stays in your office
Orders, customers and files remain on your own machine rather than someone else's cloud.
Personal sign-in and roles
Each person has a name, password and role that determines what they can see and change.
Daily backups
Automatic backups are kept for a week, with optional copies to a second device and a guided restore.
One-click updates
Digitally signed updates back up first and roll back automatically if anything goes wrong.
Your history comes with you
Existing open and completed orders can be brought across with our help.
Tested before release
Automated and independent AI-driven testing covers everyday use, concurrent users, permissions and recovery.
Product tour
See the full order lifecycle.
Watch Order Desk bring My Day, the Flow board, vendor confirmation checks, payment status and the read-only QuickBooks Desktop connection into one shared workflow.
Questions people ask
Practical answers before you start.
Do we need QuickBooks?
No. Order Desk works on its own; with QuickBooks Desktop it does more.
Does it change anything in QuickBooks?
No. It only reads.
Do we need a server?
No. Any Windows PC that stays on during office hours will do; a server works too.
Can more than one person work on the same order?
Yes. If two people change the same order, neither loses their work: the second person is shown what changed and keeps their edits.
Where does the AI assistant send information?
What you ask, and the records it looks up to answer, go to an AI service to produce the answer. It only reads, and it can be left switched off.
What does it cost?
Contact us for a demo and a quote for your team.
One list from purchase order to delivery