AcumatiCaresOrder processing software from Acumatica lets you centrally manage sales activities, such as quote entry, order fulfillment, shipment creation, pricing, discounting, and stock status inquiries.
Product
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 improve customer service. Boost sales with item substitution, up-sell, and cross-sell suggestions powered by artificial intelligence with machine learning.
With Acumatica Sales Order Management, you can allocate stock for customer orders, manage drop-shipments from vendors, manage customer returns, and tailor workflows and approval processes. Simplify order scheduling with blanket sales orders and streamline cross-company buy-sell transactions by automatically creating a sales order in one company from a purchase order in another company in the same tenant.
Key Benefits of Sales Order Management for Your Company
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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. Automatically check for unique customer order numbers and manage duplicates.
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Boost Sales
Harness the power of artificial intelligence with machine learning to boost sales with powerful item substitution, cross-sell, and up-sell suggestions.
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Flexible Discounts and Promotions
Manage complex pricing by warehouse, unit of measure, and other criteria. Establish flexible customer and vendor discount policies and discount rules based on quantity, volume, item or group of items, and other criteria.
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Cross-Company Transactions
Streamline cross-company buy-sell transactions by automatically creating a sales order in one company from a purchase order in another company. Cross-company transactions generate the purchase receipt in the buying company from the shipment in the selling entity and create the sales invoice in the selling company when the bill is created in the buying company.
Important Features of Sales Order Management
System-Wide Integration
Sales Order Management integrates with Customer Relationship Management, Inventory Management, Requisition Management, Purchase Order Management, Accounts Receivable, Production Management, and Field Service Management.
Inventory Allocation
Configure inventory allocation rules for each step of the sales process with warnings for over-allocated or unavailable items.
Invoice Consolidation
Consolidate multiple shipment orders onto a single invoice. Optionally update price and discount details on review before invoice printing and updating accounts receivable.
PO Linking
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 or create drop-ship purchase orders from vendors directly to customer locations from sales order entry.
Real-Time Inventory
Get real-time inventory data, including allocated inventory. Acumatica will notify the user if the quantity is unavailable or over-allocated during a sales order entry.
Returns Management
Return Merchandise Authorization (RMA) features allow you to receive goods from customers. RMA orders can be processed as a credit or replacement for damaged goods with reason codes.
Multiple and Partial Fulfillment
Fill orders 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 backorders.
Shipment Schedules
Specify delivery dates for each line item on a sales order. Generate shipment orders according to the delivery schedule and item availability. Restrict shipments for on-hold orders
Blanket Sales Orders
Generate releases from blanket sales order contracts with predefined order quantities, dates, and ship-to locations.
Counter Sales / Mixed Orders
Process sales and returns on a single sales order to streamline walk-in warehouse counter sales and returns where customers may buy and return products at the same time.
Pick Lists and Replenishment
Generate pick lists based on item availability and warehouse location pick priority. Auto-search warehouses, issue replenishment orders, and place orders on hold until the goods arrive.
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 the order amount is decreased. Authorized users can override the credit hold status and force order fulfillment.
Custom Workflows
Use workflows to automate and modify the quote to sales order conversion process, update sales order status, return and replacement process, and pick, pack, and ship processes.
Cross-Company Transactions
Streamline cross-company buy-sell transactions by automatically creating a sales order in one company from a purchase order in another company. Cross-company transactions generate the purchase receipt in the buying company from the shipment in the selling entity and create the sales invoice in the selling company when the bill is created in the buying company.
Item Suggestions
Boost sales with defined item substitution, up-sell, and cross-sell suggestions during sales order and quote entry. Up-sell and cross-sell features are also available for online orders.
Role-Based Dashboards
Stay on top of your business with role-based dashboards for sales managers and shipping clerks.
Side Panels
Distribution side panels provide users with direct access to customers, items, and order details for sales orders, shipments, invoices, and more.
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