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Software Solutions & Services

Order Management

Acumatica Sales Order

Improve Ordering, Fulfillment, and Delivery Processes

Centrally manage sales activities such as entering quotes, fulfilling sales orders, creating shipments, tracking prices, applying discounts, and checking available inventory. Give your sales and service departments real-time data to improve their customer service.

AUTOMATE SALES ACTIVITIES FOR BETTER
CUSTOMER SERVICE

  • 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.
  • Flexible Discounts and Promotions. Manage complex customer and vendor pricing and 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. Maintain discounts in single and multiple currencies. Establish rules and policies for price overrides.
  • Configurable Order Types. Predefine 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 Management modules.

Key Benefits

IMPROVE CUSTOMER SERVICE

  • Provide real-time access to available inventory, order status, shipment information, and current pricing
  • Create and fulfill orders accurately

MAXIMIZE DISCOUNTS WITH FLEXIBLE SCHEDULING

  • Place large orders for best pricing
  • Have goods shipped in smaller increments to match production times
  • Control delivery using unlimited shipping dates and backorder options

IMPROVE OPERATIONAL EFFICIENCIES

  • Manage sales order flows using predefined processes or by configuring a process to match your current workflow
  • Specify different order processes for each customer or order

ACCELERATE DECISION-MAKING

  • Improve purchasing decisions by using drill-down reports and dashboards to access past information and gain insights into future needs

Features and Capabilities

CRM INTEGRATION

Convert CRM opportunities into sales orders without re-entering pricing and discount information. Easily locate customer orders to verify delivery status. Associate tasks and activity history with each order.

INVENTORY ALLOCATION

Configure the inventory allocation rules for each step of the sales process. Warn the user when inventory is over-allocated or unavailable.

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.

PURCHASING INTEGRATION

Link sales orders with purchase orders—allocate received items to orders. Generate purchase orders automatically or link them manually. Auto-hold sales orders until receiving a purchase order. Sales Order Management also supports drop shipment.

REAL-TIME INVENTORY

Get real-time inventory data, including allocated inventory. During the entry of a sales order, Acumatica will notify the user if the quantity is not available or is over-allocated.

RMA WITH REASON CODES

Return Merchandise Authorization (RMA) features allow you to receive goods from customers. RMA orders can be processed as a credit to a customer balance or as a replacement of damaged goods. Every line can be marked with a reason code to specify the return reason.

MULTIPLE AND PARTIAL FULFILLMENT

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 SCHEDULES

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

PICK LISTS 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, and place the sales order on hold until the replenishment arrives.

CREDIT LIMIT VERIFICATION

Before releasing a sales order, Acumatica verifies the customer’s credit limit. Orders placed on credit hold are automatically released if a customer payment is entered or if the order amount is decreased. Authorized users can override the credit hold status and force order fulfillment.