Customer Order Management
A fully custom Power Apps system that manages the complete order-to-cash cycle for a product/print business - replacing manual tracking with real-time visibility into sales, fulfillment, and profitability.
About This Project
Customer Order Management is a fully custom Power Apps solution built to manage the complete order-to-cash cycle for a product and print business - from the moment an order is placed through production, shipping, invoicing, and final delivery. It was built to replace manual, spreadsheet-based tracking with a single system that gives real-time visibility into sales, fulfillment, and profitability. Every order entering the system is assigned a unique, traceable Order Number that follows it from intake through delivery, giving staff a single reference point for status, history, and documentation. Invoices are generated automatically and tied directly to the order record, eliminating manual invoice creation. As an order moves through production and shipping, its status updates in real time, and every status change automatically triggers an email and SMS notification to the customer - keeping them informed without any manual follow-up from staff. The system captures material cost and shipping cost on a per-order basis, giving the business accurate, order-level margin tracking rather than estimates. For orders that come through referral or partner channels, the platform automatically calculates the commission owed, removing manual commission calculations. Because fields, workflows, and order statuses are fully customizable, the system adapts to how the business actually operates rather than forcing it into a rigid, one-size-fits-all template. An executive dashboard ties everything together, surfacing total sales and total orders, a breakdown of orders by status (Completed / Cancelled / Pending), and side-by-side totals for profit, material cost, and shipping cost. Affiliate and partner commission totals are tracked alongside product-level and printing-cost accuracy, giving leadership a clear, real-time view of margin across the business.
The Challenge
The business was tracking orders, invoicing, shipping status, and partner commissions manually, with no centralized system tying them together. This made it difficult to know the true status of an order at any given time, created delays and errors in invoicing and customer communication, and left leadership without real-time visibility into sales performance, fulfillment, or actual profitability once material costs, shipping costs, and commissions were factored in.
Our Solution
A fully custom Power Apps system was built to manage the entire order-to-cash cycle in one place. Automated flows handle invoice generation, real-time shipping status updates, and customer notifications (email and SMS) as orders move through production and delivery. Every order carries a unique Order Number for full traceability, while built-in cost tracking and affiliate/partner commission calculations run automatically in the background. An executive dashboard consolidates sales, order status, cost, and commission data into one real-time view, and the entire system was built to be fully customizable to the business's actual workflows rather than a fixed template.
Results Achieved
The new system replaced manual, disconnected order tracking with a single real-time platform. Staff and customers alike now have immediate visibility into order status through automated notifications, invoicing happens automatically the moment an order is created, and leadership can see true profitability - including material cost, shipping cost, and commission payouts - for every order and product line through the executive dashboard.
Key Features
- Unique Order Number Tracking
- Order Lifecycle Tracking (Intake to Delivery)
- Automated Invoice Generation
- Real-Time Shipping Status Updates
- Automated Email Notifications
- Automated SMS Notifications
- Per-Order Material Cost Tracking
- Per-Order Shipping Cost Tracking
- Affiliate/Partner Commission Calculation
- Customizable Fields and Workflows
- Customizable Order Statuses
- Executive Sales Dashboard
- Order Status Breakdown (Completed/Cancelled/Pending)
- Profit and Cost Analysis Dashboard
- Affiliate/Partner Commission Reporting
- Product-Level Margin Analysis
- Printing Cost Accuracy Tracking
Gallery
Technologies Used
Business Benefits
- Real-Time Order Visibility
- Reduced Manual Order Tracking
- Automated Invoicing
- Faster, Automated Customer Communication
- Accurate Per-Order Margin Tracking
- Automated Partner Commission Calculation
- Improved Sales and Profitability Visibility
- Fully Customizable to Business Operations
- Centralized Order-to-Cash Management
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