Sell online — then fulfill from the same system
Publish a catalog, let buyers (dealers or consumers) configure and check out from a branded portal (content on Payload CMS), capture orders with inventory and promise dates, and run a lite warehouse flow — pick, pack, rate-shop, and label — without standing up a separate OMS or WMS.
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Dispatch, communicate, and get paid
Everything coordinators and technicians need from the first dispatch to the final invoice — without switching apps.
Branded portal storefront
Org-scoped catalog, cart, checkout, and order tracking for B2B accounts and B2C shoppers.
Open-source Payload CMS
Storefront pages and merchandising content run on Payload CMS, so marketing owns the content model without a proprietary CMS lock-in.
Configure, Price & Quote
Walk a buyer through options with live pricing, then convert the configuration into a quote or an order.
OMS-lite order tracking
Orders carry warehouse allocation, hold reasons, and backorder promise dates so buyers see a realistic ETA — not just “processing.”
Lite WMS (pick / pack / ship)
Warehouse queue, pick waves, packing station, rate shopping, carrier labels, and shipping exceptions — a lite WMS, not a full 3PL suite.
Inventory & backorder ETAs
Multi-warehouse on-hand, near-threshold alerts, and promise dates when demand exceeds stock.
Customer self-service orders
Buyers track order status, invoices, and documents in the same branded portal they used to buy.
Teams that dispatch onsite every day
For brands selling online to businesses or consumers — a branded storefront on open-source Payload CMS, orders with backorder ETAs, and a lite WMS for pick, pack, and ship.
Wholesale distributors (B2B)
Dealers browse allocated pricing, place replenishment orders, and see ETAs when a SKU is on backorder.
Direct-to-consumer (B2C)
Shoppers browse the catalog, check out from the branded portal, and track orders and invoices themselves.
Manufacturers & dealer networks
One catalog, many buyer accounts — quotes and CPQ convert to orders, then lite WMS ships from your warehouse.
Everything digital commerce businesses need
Base
Customers
Manage your customer/client directory, contacts, and billing information.
Vendors
Onboard and manage vendors, their contacts, payment terms, and banking details.
Users
Invite and manage staff and contractor user accounts within your organization.
Roles
Create custom roles with fine-grained permissions for every user in your organization.
Invoices
Create, send, and track customer invoices from projects, jobs, or timesheets.
Document templates
Build reusable templates for contracts, SOWs, and other documents your team sends out.
Email templates
Customize the emails your customers and vendors receive for invoices, reminders, and notifications.
Organization
Manage your organization profile, branding, and account-level configuration.
Announcements
Broadcast announcements to all users, specific roles, or departments.
Dashboards
Build custom reporting dashboards tailored to your team's key metrics.
Widgets
Add configurable widgets to dashboards for at-a-glance business metrics.
DocuSign
Send contracts and documents out for legally binding e-signature via DocuSign.
Refund history
Issue full or partial refunds against paid invoices and track refund history.
Projects
Create and manage client projects, including budgets and team assignments.
Resources
Track contractor resources, their vendor affiliation, and billing rates.
Expenses
Submit and approve billable or reimbursable expense reports tied to projects.
Native mobile app access
Technicians and staff use the Opserly native mobile app for schedules, check-in/out, and job details. Access is controlled per organization.
Contractor
Invoice service types
Define custom service types to categorize invoice line items.
Discounts
Apply approved discounts to invoice line items with a built-in approval trail.
Tax configuration
Configure tax rates and apply them automatically to invoice line items.
Catalog
Maintain a reusable catalog of products and services to add to invoices and jobs.
Products
Define individual products and services with pricing, SKUs, and tax codes.
Product categories
Organize your product catalog into categories for easier browsing and reporting.
Project tracking status
Monitor project status, budget, and progress across active engagements.
Project check-in / check-out
Allow field staff to check in and out of project sites for time and location tracking.
Stripe invoice payment
Stripe invoice payment
Let customers pay invoices online via credit card or ACH through Stripe.
B2B Commerce
B2B portal storefront (Payload CMS)
Branded customer portal with catalog, cart, checkout, and content managed on open-source Payload CMS.
Orders & OMS (backorder ETA)
Track order status, warehouse allocation, backorder promise dates, and customer-facing ETAs.
Lite WMS (pick / pack / ship)
Warehouse queue, picking, packing, rate shopping, and labels — a lite WMS, not a full 3PL suite.
Offering briefs
One-pagers for this edition — open in the browser or download as PDF.
Common questions about Digital Commerce
Is this only for B2B?
No — Digital Commerce supports wholesale (B2B) dealer accounts and consumer (B2C) storefront checkout on the same catalog, portal, and fulfillment stack.
Is this a full warehouse management system?
It is a lite WMS: inventory by warehouse, pick/pack, rate shopping, and labels. It is not a replacement for a 3PL-grade WMS with labor management or yard operations — by design, so you can start without a second platform.
What does OMS-lite mean?
Orders stay on the same record from portal checkout through allocation, backorder promise dates (ETA), packing, and shipment. Customers see status in the portal instead of calling for updates.
Do you use a proprietary CMS for the storefront?
No — merchandising and portal content can run on open-source Payload CMS. You keep the content model; Opserly runs catalog, pricing, cart, orders, and fulfillment.
Can buyers see when a backordered item will ship?
Yes — promise / ETA dates on order lines surface in the portal so buyers know when inventory is expected, not only that an item is on backorder.
Which plan should I start on?
Basic covers catalog and portal checkout. Pro adds lite WMS, OMS backorder ETAs, and higher SKU/order limits. Enterprise is custom for unlimited catalog, carriers, and multi-warehouse operations.
Other Opserly products
Ready to run your digital commerce business on Opserly?
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