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Business management for top promotional-products professionals
Consolidate sales, operations, stores, accounting, and reporting.
OrderStream Pro unifies key business operations in a single, easy-to-use, web-based management system for promotional-products distributors.
Customer accountCRM and artwork
Proposal and orderApprovals and production
Purchase orderVendors and decorators
Accounting syncAR, AP, commissions
ReportingDashboards and history
Overview
Back Office operations
Manage customers, proposals, orders, artwork, purchase orders, suppliers, receivables, payables, commissions, reports, catalogs, and inventory from one Back Office.
Stores and fulfillment
Customers can place orders through customizable online stores, while salespeople and production coordinators can enter proposals and orders directly into the same fulfillment pipeline.
Benefits
Role-aware access
Each user sees only the features, choices, and data needed for their assigned responsibilities.
Scalable and flexible
Support customized online-store programs, fulfillment operations, and business-specific workflow requirements.
Integrated
Reduce redundant entry by connecting orders, accounting, reporting, customer data, inventory, and online-store activity.
Workflow-friendly
Use reminders, status history, email history, and assigned tasks to keep production moving.
Detailed
Reports and dashboards make sales, operations, commissions, and ownership-level analytics visible.
Features
Back Office modules
- Accounts, orders, purchase orders, receivables, payables, and commissions
- Catalog, inventory, reports, reminders, suppliers, AE sites, online stores, and users
- Administrative roles with customizable rights and security
Online stores
- Catalog, shopping cart, checkout, custom domains, restricted catalogs, and approvals
- Sizes, colors, decoration options, product images, uploaded artwork, and multiple payment methods
- Drop-shipped or inventoried merchandise with notifications and confirmation emails
QuickBooks Integration
Real-time accounting flow
OrderStream Pro can integrate with QuickBooks through the QuickBooks Web Connector, moving customers, suppliers, invoices, payments, bills, and inventory-related accounting data without double entry.
Operational accounting
Accounts receivable, accounts payable, payment flow, inventory assets, and commission balances remain visible in OSP while accounting records synchronize with QuickBooks.
Pricing
OrderStream Pro is web-based and available on a recurring subscription basis. Pricing scales with user count, online-store count, and optional integrations.
| Service | One-time Setup | Range | Monthly Subscription |
|---|---|---|---|
| OrderStream Pro | $250 | 3 users minimum | $70 per user |
| OrderStream Pro users | 4-10 users | $60 per user | |
| OrderStream Pro users | 11-20 users | $55 per user | |
| OrderStream Pro users | 21-40 users | $50 per user | |
| OrderStream Pro users | 41+ users | Contact us | |
| Online Stores optional | $220 per store | 1-5 stores | $55 per store |
| Online Stores | 6-15 stores | $50 per store | |
| Online Stores | 16-30 stores | $45 per store | |
| Online Stores | 31+ stores | Contact us | |
| QuickBooks optional integration | $500 | One-time setup |
Notes
- Subscription includes unlimited use of all Back Office modules at no additional charge.
- Each individual user may have several roles, but is counted as one user for billing.
- Formal training is available at $60/hour as needed.
- Additional services such as store customization, product catalog maintenance, and custom feature development are available.
- Money-back guarantee: if you are not satisfied two months after creating your first order, your account may qualify for a refund if it has remained current.
- Free public trial account and live guided demos are available on request.
Case Studies
PromoShop Promotional Marketing Services
PromoShop needed a system that could adapt to its business model, multiple offices, salespeople, production responsibilities, administrative rights, credit limits, commissions, and QuickBooks integration.
OrderStream Pro consultants studied PromoShop operations first-hand and extended the platform with features such as multi-level commissions, multi-level overrides, credit and debit memos, adjustable administrative rights, credit limits, and real-time QuickBooks integration. The result ultimately evolved into the dedicated PS WorldNet branch.
Documents
Documents and templates support QuickBooks integration, customer/vendor import mapping, Account Executive usage, Back Office users, online stores, Payflow Link, event management, and dashboard workflows.
QuickBooks Integration Manual (US)US QuickBooks Web Connector setup and accounting integration manual.
QuickBooks Integration Manual (CA)Canadian QuickBooks Web Connector setup and accounting integration manual.
Customer and Vendor Import MapsImport mapping templates for existing customer and vendor data.
OSP Account Executive ManualAccount Executive usage guide.
OSP Back Office Users ManualBack Office user and role-management manual.
OSP Online Store ManualOnline store setup and operating procedures.
OSP Payflow Link ManualPayflow Link payment setup guide.
OSP Event Management ManualEvent management workflow guide.
OSP AE Dashboard Quick GuideAccount Executive dashboard quick guide.
OSP SA/BGM Management Dashboard Quick GuideSales Administrator and Business Group Manager dashboard quick guide.
Contact
Vortex Business Software
1201 Marinaside Crescent, Suite 3105
Vancouver, BC V6Z 2V2