Financial Visibility
Gain clearer insights into sales, margins, stock valuations and financial activity across the business.
For you / Finance team / CFO

Daily sales and deposits taken, by store and payment type. Every sale and payment is recorded as it happens, so the day's figures are ready when you are. Card, cash and finance payments are easy to reconcile against each store.

A snapshot of purchase orders: committed spend, what’s due in, and invoiced vs received. See what you have committed to suppliers before the invoices arrive. Matching invoices to goods received becomes a quick check rather than a hunt.

Balances outstanding and cash coming in over the next 30 days. Balances due on customer orders are tracked from the first deposit to final delivery. You can see what should arrive over the coming month and plan with confidence.

Automatic sync to the accounts package (Xero, Sage, QuickBooks, Dynamics), so there’s no double entry. Sales, payments and purchases flow across to the package you already use. Your finance team works from the same records as the stores.

About Ordorite
For finance teams and CFOs, accurate financial reporting starts with reliable operational data. Sales transactions, customer deposits, outstanding balances, supplier purchases and stock valuations all influence your business's financial position. When this information is disconnected, reconciliation becomes more difficult and decision-making can be delayed. Ordorite's retail ERP software brings financial and operational information together, supporting more accurate reporting, improved visibility and streamlined processes. With detailed retail reports and integrations with supported accounting software, your finance team can spend less time gathering information and more time analysing business performance.
Gain clearer insights into sales, margins, stock valuations and financial activity across the business.
Reduce fragmented records by keeping transactions, customer balances, purchasing and stock information connected.
Understand outstanding payments, inventory investment and purchasing commitments to support better financial planning.
Discover how Ordorite connects operational and financial information to support more efficient reporting and stronger business decisions.
Key features

Integrate Ordorite with supported accounting platforms, including Xero and Sage, to improve the flow of information between retail operations and finance. Ordorite also connects with QuickBooks and Microsoft Dynamics, so you can keep the accounts package you already use. Sales, payments and purchases flow across without being rekeyed.

The sales and payment journal records every transaction as it happens. Daily sales and deposits reports are ready when you need them, built from the same records the stores use. Finance and the shop floor work from one set of numbers.

Access stock valuations, inventory reports, supplier purchasing information and outstanding order details to support financial planning. Stock valuation is available by location, so you can see what is held in each store and warehouse. Purchasing commitments sit alongside, giving a clear view of cash going out as well as coming in.

Manage deposits, outstanding balances, refunds, credit notes and customer payment records within your connected retail management system. Deposits and balance due are shown on every order, so your team can see what is owed before an order is delivered.

Take card payments through Stripe, Worldpay, Elavon and Revolut, and offer retail finance with V12 and Novuna. Payments are recorded against the right order, which makes reconciliation simpler. Customers get flexible ways to pay, and finance gets a clearer view of cash.
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Customer statement screen showing orders, payments and balance due for one customer
Produce clear customer statements showing every order, payment and balance. Send one when a balance is due, or when a customer asks for a record of their account. Your team spends less time answering payment queries by phone.

Review sales performance, gross profit, product categories and store-level results through detailed retail financial reporting. GP reports break down profit by store, product and supplier, so you can see exactly where margin is made and lost.

Vision IQ dashboards bring sales, gross profit, orders and year-on-year trends together in real time. Management meetings can start from live figures rather than exported spreadsheets. Everyone works from one version of the numbers.
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Scheduled report settings with daily sales and GP reports set to email the finance team
Schedule the reports you rely on and have them delivered to your inbox. Daily sales, deposits or GP reports can arrive before the working day starts. Nobody has to remember to run them.
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