Acumatica Sales Order Management

How Acumatica Sales Order Management can work for you

Improve ordering, fulfillment, and delivery processes by giving sales and service real-time data using order management software to deliver better customer service. Happy customers are more likely to order more often.

Key Benefits of Sales Order Management for Your Company

Integrated Workflow

Automate order processing and eliminate unnecessary steps with Acumatica integrated workflow. Configure order status, status changes, actions, notifications, and alerts to automatically trigger during order processing, even allowing users to process an order in one click.

Configurable Order Types

Predefined Order Types tied to specific order processing requirements. Specify inventory allocation rules, workflow scenario, and the documents that will be generated in the accounts receivable and inventory modules.

Flexible Discounts and Promotion

Manage complex pricing and customer and vendor discount policies. Set up quantity and volume discounts as a percent or an amount. Specify multiple discount rules and sequences or allow the system to automatically apply the best discount combination for individual items, groups of items, and documents. Maintain discounts in single and multiple currencies. Establish rules and policies for price overrides: Specify price by warehouse, assign prices based on quantity sold, or set prices using various units of measure (single item, case, pallet, etc.). Import discount information, and apply discounts to opportunities, quotes, sales orders, purchase orders, invoices, etc.

Important Features of Sales Order Management

CRM Integration

Track inventory by lot or serial number. Assign or enter lot/serial numbers on receive, issue, or assembly. Associate item specific valuation methods to serial numbers to track specific costs.

Purchasing Integration

Link sales orders with purchase orders and– allocate received items to orders. Automatically generate purchase orders or manually link. Auto-hold sales orders until the purchase order is received. Drop shipment is also supported.

Multiple and Partial Dispatching

Fill a sales order from more than one warehouse. Split a sales order into multiple shipments from different warehouses based on availability and costs. Track partial ship order balance and manage back order delivery.

Shipment Schedule

Specify a different delivery date for each line item on a sales order. Generate shipment orders according to delivery schedule and item availability.

Pick List and Replenishment Orders

Generate pick lists according to item availability and the pick priority for each warehouse location. Auto-search other warehouses, issue replenishment orders, place the sales order on hold until the replenishment arrives.

Inventory Allocation

Configure the inventory allocation rules for each step of sales process. Warn user when inventory is over-allocated or unavailable. The system will warn the user when a discrepancy occurs between the invoice ship date and inventory transaction.

Credit Limit Verification

Auto credit check during order processing (prior to release). Auto release credit hold when payment is entered or order amount decreased. Manual hold override is available to authorized users.

Invoice Consolidation

Consolidate Multiple Shipment orders onto a single invoice – automatically or manually. Optionally update price and discount information on review before printing the invoice and updating accounts receivable.

RMA and Reason Codes

Manage returns with RMA (return merchandise authorization) functionality including reason codes. Process RMA orders as a credit or as a replacement of damaged goods.

Advanced Sales Orders

Add stock items directly to a Sales Orders invoice and update inventory to simplify the processing of direct sales.

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