Account-specific portal
Show customer tier, negotiated pricing, credit terms, locations, permissions, and relevant product assortment after sign-in.
Customer ordering & commercial workflow
04
AOS Order
From quote to fulfillment without broken handoffs.
AOS Order gives customers, dealers, partners, and sales teams one connected path for products, account pricing, quotes, orders, payment, status, and reordering.
What it changes
Built for the complete operation.
AOS Order can operate as a branded customer or dealer portal, a sales-assisted ordering workspace, or both. Each signed-in account sees the correct catalog, pricing level, availability, terms, locations, and order history.
The system guides product selection, checks required information, applies commercial rules, routes exceptions for approval, and keeps the customer informed from submission through delivery or pickup.
Core capabilities
What AOS Order does.
Each capability is configured around your company’s people, process, systems, data, controls, and desired business outcomes.
Intelligent catalog
Support search, filters, product relationships, options, documents, alternatives, and availability signals.
Quote and approval flow
Allow customers and sales teams to build quotes, apply authorized terms, request exceptions, and convert approved quotes to orders.
Order validation
Check required selections, quantities, addresses, delivery constraints, account status, and business rules before submission.
Payment and terms
Support configured payment methods, deposits, credit terms, balances, and finance approval checkpoints.
Status and reorder
Give customers live order history, documents, delivery or pickup status, saved lists, and fast repeat ordering.
Operating flow
From signal to accountable action.
AOS Order works as a managed process—not a collection of disconnected AI responses.
- 01
Identify
Sign-in determines account, pricing tier, locations, permissions, and commercial terms.
- 02
Configure
The customer or seller selects products with guidance, compatibility, and alternatives.
- 03
Validate
AOS checks account, product, price, inventory, delivery, and required approval rules.
- 04
Transact
Quote, payment, terms, documents, and order submission move through one controlled flow.
- 05
Fulfill
Status, warehouse work, delivery, exceptions, and customer communication stay connected.
Business outcomes
Designed to improve the operation.
ordering access
Let approved customers place accurate orders without waiting for office hours.
order errors
Validate selections and account rules before work reaches operations.
order cycle
Remove repeated calls, emails, re-entry, and status questions.
Connected by design
Works with the business around it.
ERP, inventory, and product dataCRM and customer accountsPayment and credit systemsWarehouse and delivery workflowsAOS Sales and AOS Service
Governance
Every commercial rule stays enforceable
- Tiered pricing and customer permissions
- Discount and exception approval routing
- Credit, deposit, and payment requirements
- Inventory and fulfillment constraints
- Complete quote and order audit history
Your next operating model