Every order. Every supplier. In order.
Orderfy is the ERP for the middle of the supply chain, where a customer's order becomes a supplier's order. Quotes, orders, purchasing, inventory, deliveries and Xero in one system, with your own database in Australia.
01The problem
Big-name software. Missing pieces.
An inventory system runs the stock. A CRM runs the pipeline. Spreadsheets run everything in between. Popular systems are built for every kind of business, so there are always gaps in the middle of the trade, where a customer's order becomes a supplier's order.
The usual patchwork
Customer orders re-keyed by hand into each supplier's PO
Orders raise supplier POs, split by supplier, in one click
Deposits, part payments and back orders kept in a spreadsheet
Deposits, part payments and back orders sit on the order
Builder projects and site registrations in a separate CRM
Projects, site registrations and the call log beside the orders
Delivery runs and proof of delivery on paper
Delivery runs, a driver app and proof of delivery
Every extra app is another login, another sync and another bill
One system and one login, with Xero built in
02Why Orderfy
Why Orderfy is different.
It isn't a generic system with trade bolted on. It's built around the way trade suppliers, wholesalers and distributors actually work.
Built around the order
Everything hangs off the customer's order: its supplier POs, receipts, picks, delivery and invoice. Open the order and you see the lot.
One system, not five
Quotes, CRM, purchasing, inventory, warehouse, delivery and invoicing in one place, with Xero built in. One login, one version of the truth.
Proven in daily use
Orderfy is built from an ERP that runs an Australian trade supplier every working day. It was shaped by real orders, not a whiteboard.
Security first
Your own database, hosted in Australia, logged staff access, and 32 ISO standards built into how we work.
Made for the floor and the road
A scanner app for the warehouse and a driver app with proof of delivery. Each role sees only its own screens.
Set up, not coded
Roles, permissions and settings you control, so Orderfy fits the way you work without custom development.
Australian through and through
Built in Sydney for the Australian trade: AUD, GST, ABNs and Xero, in plain Australian English, with support from people who know the trade.
Steady, predictable releases
Improvements arrive on a regular schedule with plain-English notes, not as surprise changes in the middle of a busy day.
03How an order flows
From lead to invoice, one chain.
Eight steps, one order. Every document links back to the one before it, so anyone can see where an order is up to.
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A lead comes in from the CRM or the counter. Price it from your price lists and send a branded quote.
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The customer says yes. The quote becomes a sales order, deposit and all, ready to buy against.
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Orderfy raises the supplier purchase orders from the order's lines, split by supplier: direct to site, or to your warehouse.
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Stock arrives. Receive it against the purchase order by scan, and it's held for the customer's order.
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The order's ready to go. Create the shipment, in full or in part, from the lines that are in.
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The warehouse picks by bin on the scanner app and packs the shipment.
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The driver works the run on their phone and captures proof of delivery at the door.
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The invoice goes out with the proof of delivery attached, and syncs to Xero.
Step 1 of 8 · Q-10482
Lead / Quote
A lead comes in from the CRM or the counter. Price it from your price lists and send a branded quote.
Step 2 of 8 · SO-10482
Order
The customer says yes. The quote becomes a sales order, deposit and all, ready to buy against.
Step 3 of 8 · PO-7731
Purchase order
Orderfy raises the supplier purchase orders from the order's lines, split by supplier: direct to site, or to your warehouse.
Step 4 of 8 · GRN-3118
PO receipt
Stock arrives. Receive it against the purchase order by scan, and it's held for the customer's order.
Step 5 of 8 · SH-2207
Shipment
The order's ready to go. Create the shipment, in full or in part, from the lines that are in.
Step 6 of 8 · Pick list
Pick / Pack
The warehouse picks by bin on the scanner app and packs the shipment.
Step 7 of 8 · Run 3 · stop 2
Delivered
The driver works the run on their phone and captures proof of delivery at the door.
Step 8 of 8 · INV-20419
Invoice / POD
The invoice goes out with the proof of delivery attached, and syncs to Xero.
04Security first
Security first.
Built for the day an auditor asks, and for every day before it.
Your own database
A database for your business only. It is never shared with another customer, and only your business can open it.
Hosted in Australia
Your business data and its nightly backups stay in Australia. Files and images stay in Australia and New Zealand.
99.95% uptime, with failover
Every database has a live standby in a second data centre. If one fails, the other takes over automatically, in about a minute.
Staff access is logged
Our support team opens your account only in a time-limited session with a recorded reason. Every session is logged.
32ISO standards. We build to them. Most business software names one, or none.
- ISO/IEC 27001
- ISO/IEC 27017
- ISO/IEC 27018
- ISO/IEC 27701
- ISO 22301
- ISO 9001
- ISO/IEC 20000-1
- ISO/IEC 42001
- + 24 more
05Modules
Four modules. One system.
Core runs the counter. Add inventory and the warehouse, the CRM and reporting when you need them, on any plan.
Core
Quotes, sales orders, purchasing, invoices and Xero. The whole trade counter, from the first quote to the paid invoice.
Explore order management Pro · Max · add-onInventory & Warehouse
Stock, bins, lots and serials, stocktakes, shipments, returns and delivery runs, with a scanner app for the floor.
Pro · Max · add-onCRM
Pipeline, projects, site registrations and the call log.
Max · add-onReporting
Director and system dashboards, scheduled reports, exports.
Driver and scanner apps
Drivers see their runs. The warehouse sees the scanner and pick screens. Nothing else.
Xero built in
Invoices, payments and contacts, synced. No CSV shuffle at month end.
Your own database, in Australia
For your business only, never shared. Your data and backups stay in Australia.
Scan at the desk
USB and keyboard-wedge scanners work in receiving, picking slips and the stock grid.
Everything in the box.
Sales
- Quotes and branded PDFs
- Sales orders
- Deposits and part payments
- Back orders
- Trade, builder and retail price lists
- Customer accounts and credit limits
Purchasing
- POs raised from sales orders
- Split by supplier
- Direct delivery to site
- PO receipts by scan
- Supplier returns and credits
Inventory
- Stock by warehouse and bin
- Batches, lots and serial numbers
- Reorder points and safety stock
- Stocktakes and blind counts
- Kits and bundles
Warehouse
- Pick and pack by scan
- Shipments, part or whole
- Customer returns and RMAs
- Transfers between warehouses
- QR bay labels
Delivery
- Delivery runs
- Driver app
- Proof of delivery
- Delivered status on the order
CRM
- Pipeline
- Projects
- Site registrations
- Call log and tasks
Money
- Invoices and credit notes
- Payments against orders
- Proof of delivery on the invoice
- Xero sync
Platform
- Roles and permissions
- Single sign-on and MFA
- 7-year audit log
- Nightly backups
- Hosted in Australia
- API and webhooks (Max)
Built like it matters
Yours
Your own database
For your business only. Never shared with another customer.
99.95%
uptime, with automatic failover
Your database has a live standby in a second data centre. If one fails, the other takes over in about a minute. 99.95% is no more than 22 minutes of downtime in a month.
30 days
of nightly backups
On Max. Core keeps 7 days and Pro 14, each with point-in-time recovery and an encrypted off-site copy.
32
ISO standards built in
We build to all of them. Most business software names one, or none.
06Plans
Three plans. One platform.
Every plan is the whole of Orderfy. They differ in modules and in how far they scale.
500
orders a month
Quotes, orders, invoices, purchasing and Xero for one trade counter.
See what's in Core Pro1,500
orders a month
Adds inventory, the warehouse and CRM for growing suppliers.
See what's in Pro MaxUnlimited
orders a month, fair use
Every module, three seats included and room to scale.
See what's in Max07Switching
Replace the patchwork.
Orderfy does the work of an inventory system, a CRM and the spreadsheets between them. Moving across is planned, checked and supported.
Moving from Cin7?
Connect Cin7 Core and bring your products, customers, suppliers and stock across.
CompareComparing Unleashed?
See how an ERP built around the order differs from an inventory system.
CompareUsing Salesforce for sales?
Put the pipeline beside the quotes, orders and stock it depends on.
CompareCin7, Unleashed and Salesforce are trademarks of their owners. Orderfy is not affiliated with them.
What is Orderfy?
Orderfy is cloud ERP software for Australian trade suppliers, wholesalers and distributors. It runs quotes, sales orders, purchasing, inventory, the warehouse, deliveries, CRM and reporting in one system, with Xero built in.
Who is Orderfy for?
Businesses in the middle of the supply chain: trade suppliers, wholesalers, distributors and importers who sell to builders, trades and retailers and buy from suppliers. It suits teams from one trade counter to several warehouses.
How is Orderfy different from Cin7, Unleashed or Salesforce?
Those are an inventory system, an inventory system and a CRM. Orderfy is one system built around the order: a customer order raises its supplier purchase orders, and the same record carries through receiving, picking, delivery, proof of delivery and the invoice, with the CRM beside it.
Where is my data kept?
In Australia. Your business has its own database, never shared with another customer, and its backups stay in Australia. Files and images you upload stay in Australia and New Zealand.
Does Orderfy work with Xero?
Yes. Xero is built in on every plan. Invoices, credit notes, payments and contacts sync automatically.
What does 99.95% uptime mean?
It is the availability Orderfy is built for: no more than about 22 minutes of unplanned downtime in a month. Each database has a live standby in a second data centre that takes over automatically if the first fails.
How do I get started?
Contact us on 1300 000 000 or through the contact page. We set up your business, help you bring your data across and get your team trained.
Can I bring my data from another system?
Yes. Import products, customers, suppliers and opening stock from a spreadsheet, or connect Cin7 Core and bring them across directly.
Ready when you are
In order.
Quotes, orders, stock, deliveries. Orderfy.
One system that keeps the whole chain in order, from the first quote to the signed delivery. Talk to us and see it run on your own products and orders.