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OrderBook

B2B sales orders from quote to dispatch: first-expiry picking from your stock, the tax invoice and e-way bill details.

Installs with StoreStock and TradeLedger, whose screen it works on

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What it is

Sales orders for a distributor or a device company, from a quotation to the van. A quotation becomes an order when the customer accepts it, and an order can also be taken straight away. Picking suggests batches from the main store, the batch that expires first going first. It never picks an expired batch, and it does not offer what another open order has already picked. A line the store cannot fill in full is supplied short with a reason. The tax invoice uses the tax codes the business sets up, each with the parts it charges, the rates and where they come from, and each item’s classification code (HSN in India). The invoice keeps the tax as charged even if a code changes later, and its title and labels follow the country’s wording. The invoice lands on the customer’s TradeLedger account, due after its credit days. It is refused while the customer is held, over its limit or past due, unless someone who manages credit lets this one order through, with a reason. A customer whose required licence is missing or expired cannot be sold to at all. Dispatch takes the batches off the shelf in StoreStock, so recalls and cold-chain holds still stop them, and records the transport and e-way bill details as the business generated them. An order a hospital or chemist sends on TradeOrderNet arrives in OrderBook’s inbox: each of its lines is matched to one of your items and supplied in full or short, and the buyer sees the confirmation, the batches and the invoice as before.

Who uses it: Built for: Every specialty
Reads: Stock batches and expiry, trade customers and their credit, TradeOrderNet orders from buyers
Writes: Quotations and sales orders, picks by batch, tax invoices onto TradeLedger, dispatches out of StoreStock, with e-way bill details
Never: It ships no tax rate and does not file returns.
Access: Only people whose role includes it — the clinic owner decides who
Your data: No PHI. Hosted in Boston, United States. On uninstall: Orders stop. Orders, invoices and their ledger entries are kept, and so is the stock that left; orders from TradeOrderNet buyers are answered on TradeOrderNet again.

In the product

Who uses it: Operations manager — the demo profile it is best tried as
Where it opens: Operations › Order Book /orderbook
Permission: orderbook.read

Every operations app in the handbook →

How it works

Quote or take the orderPick the customer and the items. Rates and tax codes come from each item’s terms, and you can change them on the line.
Pick, first expiry firstOne tap suggests batches from the main store, earliest expiry first and never expired. Supply a line short with a reason when stock runs out.
Make the tax invoiceTax from your own codes, the invoice on the customer’s account, and a credit hold only lifted by someone who manages credit.
DispatchThe batches leave StoreStock, and the transport and e-way bill details are recorded as you generated them.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It ships no tax rate and does not file returns.

It does not call the e-way bill portal or any e-invoicing service: those details are typed in as generated.

It never picks expired stock and does not plan delivery routes.

AI in OrderBook

AskQuestions about what is on screen — “What needs attention in OrderBook today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

OrderBook — Order Book — Take B2B orders from quote to dispatch, earliest expiry picked first, with your tax codes — 01Order Book — Take B2B orders from quote to dispatch, earliest expiry picked first, with your tax codesCaptured from the running demo clinic

01Order Book — Take B2B orders from quote to dispatch, earliest expiry picked first, with your tax codesCaptured from the running demo clinic

1 of 1

Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 2

StoreStock TradeOrderNet

See the whole clinic →

Questions clinics ask

What does OrderBook do?

B2B sales orders from quote to dispatch: first-expiry picking from your stock, the tax invoice and e-way bill details. Sales orders for a distributor or a device company, from a quotation to the van. A quotation becomes an order when the customer accepts it, and an order can also be taken straight away. Picking suggests batches from the main store, the batch that expires first going first. It never picks an expired batch, and it does not offer what another open order has already picked. A line the store cannot fill in full is supplied short with a reason. The tax invoice uses the tax codes the business sets up, each with the parts it charges, the rates and where they come from, and each item’s classification code (HSN in India). The invoice keeps the tax as charged even if a code changes later, and its title and labels follow the country’s wording. The invoice lands on the customer’s TradeLedger account, due after its credit days. It is refused while the customer is held, over its limit or past due, unless someone who manages credit lets this one order through, with a reason. A customer whose required licence is missing or expired cannot be sold to at all. Dispatch takes the batches off the shelf in StoreStock, so recalls and cold-chain holds still stop them, and records the transport and e-way bill details as the business generated them. An order a hospital or chemist sends on TradeOrderNet arrives in OrderBook’s inbox: each of its lines is matched to one of your items and supplied in full or short, and the buyer sees the confirmation, the batches and the invoice as before.

What data does OrderBook read and write?

OrderBook reads stock batches and expiry, trade customers and their credit, TradeOrderNet orders from buyers and writes quotations and sales orders, picks by batch, tax invoices onto TradeLedger, dispatches out of StoreStock, with e-way bill details. Its data class is No PHI. Every app works on the same patient record — nothing is copied into a silo.

What does OrderBook deliberately not do?

It ships no tax rate and does not file returns. It does not call the e-way bill portal or any e-invoicing service: those details are typed in as generated. It never picks expired stock and does not plan delivery routes.

What happens to our data if we uninstall OrderBook?

Orders stop. Orders, invoices and their ledger entries are kept, and so is the stock that left; orders from TradeOrderNet buyers are answered on TradeOrderNet again.

Is OrderBook available today?

Yes — OrderBook is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see OrderBook running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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