ASI Order Management Software: Efficiency for Promo Companies

By Destiny Maruri 

Running a promotional products business is demanding – you don’t have time to juggle multiple tabs and flip between tools. That’s where ESP+ comes in. More than just a product search and presentation tool, this ASI business management software is designed specifically for promo product distributors. Whether you want to check supplier inventory and track orders or communicate with customers and send invoices, you can do it all without ever leaving the platform. It’s everything you need, all in one place.

Let’s break down how ASI order management software helps you save time and boost efficiency.

CRM & Order Management

In addition to everything ESP+ does, it’s also a client communication platform. CRM is built in, so all your client, supplier, decorator and prospect contact info lives in one place – along with emails, artwork, product history, orders, projects and more. It simplifies order processing for distributors and provides sales order automation. You can instantly view quotes, turn them into orders and generate invoices, all without leaving the tool. You don’t need separate invoice tracking software – ESP+ handles it all with automated order processing.

Promo order tracking and production management tools are seamlessly built into ESP+. There’s a project management dashboard, where you can see project statuses, client responses and reminders in one place, helping you stay on top of production timelines. At any time, you can check the real-time status of an order, allowing you to keep customers informed, strengthen communication and set expectations. Plus, with a dedicated client portal, your clients can approve proofs, check on order statuses and even pay invoices.

Outside of a final order, you can even manage presentations, sample requests and proofs – all within the CRM.

To-Do List? Check

Need to organize your long to-do list? The CRM allows you to create tasks with details (like follow up with a customer or request artwork) and due dates, which work like little reminders when you’re in ESP+. Your day-to-day just got a lot more organized thanks to ASI order management software.

ESP+ Website Order Management

If you have an ESP+ Website, it’s super easy to check the status of those orders and see information like total sales, average and average profit market. You’ll see at the bottom of the Projects dashboard details for sales coming through your website. You can click the order itself and you’ll be taken to another page with more details like art and decoration.

Shipping Information

Although ESP+ doesn’t have a full shipping management system built in, there are a few shipping-related features that support promo order tracking and fulfillment.

• Order Status Updates: As previously mentioned, ESP+ automatically updates order statuses, which helps with tracking and customer communication.
• Client Portal: Customers can track orders and view invoices through a centralized portal. This transparency will strengthen client relationships.
• Shipping Estimator: Simply enter the number of products and destination location and get an instant estimate of shipping costs from carriers like UPS, USPS and FedEx.

Inventory Tracking Software

Thanks to supplier integration, you’ll always know if something is in stock without having to reach out to the supplier. They connect their internal inventory systems to ESP+, so you’ll know at any time if they can fulfill your order. Once you click on a product and view the detail page, you can scroll down to the inventory section. Select the item from the dropdown and the total available quantity instantly populates. No worrying – just real, live data. This transparency is extremely helpful in saving time, processing orders quickly and delivering the best customer service.

Financial Reporting

ESP+ also supports financial visibility and integrates directly with QuickBooks Online. You can sync your customers, suppliers and decorators, as well as send purchase orders, bills and invoices to QuickBooks. You can also easily align sales tax rate calculations between the platforms. Manage ESP+ related transactions for receivables, payments, sales tax payable, sales and cost of goods sold transactions how you want! Thanks to this integration, your invoicing and payment data flows seamlessly into your accounting system – saving time, reducing manual entry and minimizing errors.

Curious How Salespeople Are Performing?

The Projects dashboard in ESP+ gives you clear, real-time visibility into sales activity, broken down by individual salesperson. This level of insight is incredibly valuable – not only for tracking commissions accurately but also for identifying top performers, spotting trends and ensuring your entire team is on pace to meet their goals. Whether you’re managing a small team or a large sales force, having this data at your fingertips helps you make smarter decisions, recognize achievements and provide targeted coaching where it’s needed most.

The Ultimate Promotional Products Order System

When it comes to workflow automation in the promo products industry, ASI order management software is the solution. Explore ESP+ for yourself and see how it streamlines what you do and helps you accomplish more in less time. Want access to ESP+? Join ASI today and get an ESP+ license as part of your ASI member benefits.