Orders / agreements / dispatch

Nursery order management software. Built for what happens next.

Connect forward orders, customer agreements, signing and partial dispatch, while keeping each variety and delivery period visible.

Orders Workspace with customer orders, varieties, quantities and periods
Filter and review customer commitments in one workspace.Open full size ↗

01 / Customer commitments

Several orders.
One customer relationship.

Keep individual orders for different varieties and periods without splitting the customer history across separate spreadsheets. Look back at previous orders before discussing the next season.

  • Current, dispatched and cancelled order views
  • Customer history with quantities and varieties
  • Delivery periods held against each order
Customer order history with multiple nursery orders
Review a customer's existing orders.Open full size ↗
Two selected orders within a multi-order agreement
Actual agreement editor with two sample order lines.Open full size ↗

02 / Agreement generation

Bring the right
orders together.

Select eligible orders for the same customer and combine them into an agreement. The order lines remain distinct, with their scion, rootstock, quantity and delivery period.

Preview the generated PDF before sending. A change to an already-sent agreement needs the appropriate revision workflow.

03 / Commercial detail

Put the terms
in the agreement.

Tree pricing is only part of the conversation. Record royalty amounts and descriptions, payment stages and special comments in the agreement workflow.

Use the Xero billing panel in the order workspace to review payment stages, prepare invoices and track payment status.

  • Percentage-based payment stages and dates
  • Royalty descriptions against the relevant order lines
  • Special comments included in the document
Agreement payment schedule and special comments
Payment stages and special comments in the agreement editor.Open full size ↗
DocuSign email review and recipient confirmation
Review the recipient, subject and message before sending.Open full size ↗

04 / Electronic signing

Send. Sign.
Keep the record.

Review the recipient and email message before sending through DocuSign. Signing status and the signed PDF connect back to the agreement workflow. Recently returned agreements also appear on the dashboard for quick follow-up.

Your DocuSign account and sending preferences are configured during implementation.

05 / Collection & delivery

Not everything
leaves at once.

Dispatch the quantity that is actually leaving, with a dispatch date and stock selection. Partial dispatch supports orders collected or delivered in stages.

Review dispatched quantities and history without treating every order as a single all-or-nothing event.

Partial dispatch form with date, quantity and stock selection
Dispatch editor showing a partial quantity; this example was not submitted.Open full size ↗

Connected to the nursery

Orders inform the work ahead.

See it with your workflow in mind

Let's talk nursery operations.

Bring your order process, stock questions and awkward spreadsheets. We'll show you where NurseryOps fits.

Book a Demo