Full breakdown
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Manage every order from approval to delivery in one connected dashboard.
Order Management System
Track and manage all active and previous orders in one dashboard for you and your team.
Order Processing Time (OPT)
Track the time from customer approval to full solution delivery for better visibility into operational performance and customer experience.
Order Dashboard
Visualize performance metrics for each order fulfilled.
Fulfill Mode
Automatically switch from sell mode to the fulfill mode keeping the entire history of the quote as you fulfill the order.
Purchase Order Management
Create and manage purchase orders to support procurement and move fulfillment forward after the deal is approved.
Included orders/mo
The number of orders you can process each month within your plan. Every order booked or received on the platform counts toward your monthly total.
15
15
30
30
100
100
Additional order cost
Orders processed above your monthly included amount are billed at a flat per-order rate at the end of each billing period.
$10/order
$14/order
$5/order
$7/order
$3/order
$4/order
Run procurement from a single system that connects to distributors and tracks every order from request to received.
Digital Orders
Send digital orders via API to distributors and get real-time order and item status.
Manual Orders
Send purchase orders to any distributor using email and PDF.
Real-Time Order Status
Track order progress in real time so teams can see where each order stands throughout fulfillment.
Serial Number Tracking
Automatically pull in serial numbers from digital orders sent to distributors.
Provisioning Status
Receive real-time provisioning status for apps and internet service.
Real-Time Shipping Status
Receive and provide instant shipping status updates to your team and customers.
Acceptance Tracking
Receiving Locations
Assign destination locations for receiving inventory tied to purchase orders.
Split Shipments
Split one order into multiple shipments when items are fulfilled from different locations or at different times.
Drop Shipping
Ship products directly from the distributor to your customer.
Purchase Order PDF Export
Download a purchase order as a PDF to send to suppliers or keep for records.
Partial Receiving
Track when some, but not all, inventory from a purchase order has been received.
Draft Order Invoices
Create draft orders, generate invoices, customize pricing, apply discounts, and send invoices to customers.
Procurement Requests
Make it easy for teams to submit procurement requests and for managers to decide which orders move forward.
Procurement Approvals
Route procurement requests through an approval process before any order is sent to a distributor.
Purchase Order and Invoice Matching
Compare purchase orders and distributor invoices to catch discrepancies before the order is placed.
Add automation to your fulfillment process, built for modern operational efficiency.
Guided Fulfillment Workflow
A modern fulfillment framework to fulfill different order types including products, services, and a combination of both from procurement to invoice.
Sync Tasks with PSA/ERP
Keep tasks in sync between TechGrid and your PSA or ERP, so a change in one system reflects in the other.
Procurement Approval Workflows
Automatically route orders for approval based on order details, spend thresholds, or purchasing criteria.
Task Manager
Create, assign, and prioritize tasks within an order. Track progress in real-time and make collaboration easier to provide better visibility to the customer.
Sync Tasks with Project Management Software
Keep tasks in sync between TechGrid and your project management tool, so a change in one system reflects in the other.
Invoice Approval Workflows
Automatically route customer invoices for approval before they are sent.
Give your customers a modern digital experience to track orders and manage payments.
Order Tracking
Show your customers the real-time status of each order including order status and fulfillment phase.
Real-Time Shipping Status
Provide customers with real-time shipping status using TechGrid Shipping.
Payments (CC/ACH)
Give customers the option to pay bills using either credit cards or ACH
Order Details
Provide real-time fulfillment status for each item on the order.
View Subscriptions
Give customers visibility into their active subscriptions in one place.
Customer Notifications
Provide your customers with online invoicing and payments.
Estimated Arrival Date
Add estimated arrival dates to PO shipment details to help plan replenishment and product availability.
Customer Self-Service Portal
Let customers update payment methods, view invoices, and manage subscriptions.
Real-Time Order Status
Let customers track order progress in real time directly from the customer console.
Shipping Notifications
Keep customers informed with shipping notifications as their order moves through delivery.
Manage the entire subscription lifecycle from activation to renewal.
Subscription Activation
Activate subscriptions created during CPQ by setting up the service, revenue, costs, and payouts needed to launch the subscription lifecycle.
Subscription Billing
Run subscription billing automatically, from generating the invoice to collecting payment.
Subscription Management
Manage the full lifecycle of every subscription from activation to cancellation.
Billing Scheduling and Invoicing
Schedule when charges should be billed and generate invoices based on the right billing timing for each service.
Billing Consumption and Usage Tracking
Track consumption across metered services so every bill reflects exactly what customers used.
Subscription Tracking
Monitor active subscriptions over time, including status, term, and billing details.
Pauses / Cancellations
Pause, resume, cancel, or schedule subscription cancellations.
Upgrades / Downgrades
Let your team admins change plans, quantities, seats, or tiers during a subscription lifecycle.
Subscription Renewals
Track upcoming renewals so recurring services never lapse without your team knowing.
Build and send accurate bills, then collect payment automatically.
Invoices
Create and send invoices to customers online.
TechGrid Tax
Calculate and charge sales and communications taxes on the invoice.
TechGrid Payments
Process customer payments online through TechGrid without a third-party payment tool.
Consolidated Billing
Combine multiple charges into a single invoice so customers get one bill instead of several.
Recurring Invoices
Automatically generate invoices for subscription renewals and billing cycles.
One-Time Invoices
Create invoices for non-recurring fees, services, setup charges, or custom charges.
Recurring Payment Collection
Automatically charge saved payment methods for renewals.
Payment Method Management
Store and update cards, bank payments, wallets, or other customer payment methods.
Failed Payment Retries
Retry failed payments automatically so declined transactions get resolved without manual follow-up.
Flat-Rate Billing
Charge a fixed recurring amount per billing period.
Per-Seat Billing
Bill customers based on number of users, licenses, seats, or quantity.
Usage-Based Billing
Charge customers based on metered product usage, such as API calls, credits, data volume, transactions, or minutes.
Payment Links
Create no-code subscription payment links for recurring products.
Tax Exemptions
Manage tax-exempt customers, exemption certificates, or regional tax exceptions.
Proration
Adjust charges automatically when subscriptions change mid-cycle so every bill is accurate.
Entitlements
Control what each customer can access based on their subscription plan, automatically.
Revenue Forecasting
Forecast future subscription revenue, renewals, and expansion.
Payables Sync
Send partner/vendor invoices to your payables system
Payment Terms
Offer payment flexibility with specific payment terms set on company locations or draft orders.
Global Payment Methods
Support cards, wallets, bank debits, and other regional payment methods depending on country and configuration.
Integrations
Connect your critical business apps together through native integrations.
PSA
Connect to ConnectWise, Autotask, and HaloPSA, to push order and fulfillment data for service delivery.
ERP
Connect NetSuite, Microsoft Business Central, and other ERPs to push order data for downstream accounting and fulfillment.
Accounting
Connect QuickBooks, Sage, and other accounting systems to sync invoices, payments, and revenue.
Payables
Connect your payables system like bill.com to sync vendor invoices and payment data automatically.
Project Management
Connect ClickUp and other project management tools to sync tasks between TechGrid and your team's workflow.
