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Average Ratings 0 Ratings
Description
PeasyOrders is an advanced order entry software designed to assist small and medium wholesale distributors and manufacturer-wholesalers in the U.S. by integrating seamlessly with QuickBooks Online. This innovative tool extracts customer orders from emails and text-based attachments like PDF, XLSX, or CSV files, effectively matching them with the appropriate QuickBooks Customers and Items. It offers tailored pricing based on historical invoice data and established pricing rules, leading to the creation of a draft order that is easy to track. The operator has the opportunity to review, amend, and verify each line item prior to PeasyOrders generating an Estimate within QuickBooks Online. Additionally, operators can manually input telephone orders into the same system, ensuring all orders are processed uniformly. Furthermore, the confirmed order details can be exported effortlessly to Google Sheets or CSV formats, providing users with flexibility in managing their data. This comprehensive approach simplifies the order management process for businesses looking to enhance efficiency.
Description
SalesRepFielder is an effective commission management tool designed for QuickBooks Online that analyzes your invoices along with the transferred sales-rep field, applies your specified commission guidelines, generates detailed statements for each representative, and seamlessly integrates the necessary journal entries into your accounting records. This software is particularly advantageous for bookkeepers, accounting firms, and small businesses utilizing QBO.
THE ISSUE. One significant drawback of QuickBooks Online is the absence of a Sales by Rep report. For those who transitioned from the Desktop version, the conversion process resulted in the REP field being transferred as a custom dropdown with only initials, which remains unlinked to any employee records. As a workaround, many users resort to a monthly commission spreadsheet that tends to be overlooked during audits.
WHAT IT OFFERS. SalesRepFielder seamlessly interfaces with QuickBooks Online to extract data from invoices, sales receipts, payments, credit memos, and refund receipts, including the imported rep custom field. The platform supports a variety of commission structures through clearly defined rules, such as flat rates, tiered systems, per-deal rate lookups, margin-based calculations, quotas and performance targets, bonuses, SPIFF periods, splits, pools, manager overrides, caps, and clawbacks. This comprehensive approach ensures that all aspects of commission management are covered efficiently.
API Access
Has API
API Access
Has API
Screenshots View All
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Screenshots View All
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Pricing Details
$90/month
Free Trial
Free Version
Pricing Details
$20/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
PeasyOrders
Founded
2026
Country
United States
Website
peasyorders.com
Vendor Details
Company Name
Dire Syzygy
Founded
2026
Country
Mexico
Website
salesrepfielder.com
Product Features
Order Entry
Back Order Management
Customer Database
Inventory Management
Order Fulfillment
Order Management
Real Time Order Entry
Remote Order Entry
Shipping Management
Warehouse Management
Product Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Alternatives
Alternatives
No Alternatives