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ICAN image Acumatica Sales Order Management Woman holding letter in front of computerImprove customer service, maximize discounts with flexible scheduling, improve efficiency, and accelerate decision-making.

With Acumatica Sales Order Management, you can 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 customer service with AI-powered item substitution, up-sell, and cross-sell suggestions.

Additionally, Sales Order Management has system-wide integration with Acumatica’s Customer Relationship Management, Inventory Management, Requisition Management, Purchase Order Management, Accounts Receivable, Production Management, and Field Service Management software.

 

Highlighted features
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.
Item Suggestions Customers will love the ability to discover better products and complimentary items they never purchased before. Up-sell and cross-sell features are available for sales orders, quotes, and online storefront orders.
Inventory Allocation Configure the inventory allocation rules for each step of the sales process. Create warnings when inventory is over-allocated or unavailable.
Pricing & Discounting Manage complex pricing and customer/vendor discount policies. Set up quantity and volume discounts as percent or amount. Specify multiple discount rules and sequences or allow the system to auto apply the best discount combo.
Purchase Order 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.
Special Order Drop Shipments Auto create drop shipments from sales orders or enter them manually by linking to a sales order from the purchase order entry screen. After the bill is entered for the drop shipment order, the corresponding sales order is released, and an invoice is generated.
Real-Time Inventory Get real-time inventory data, including allocated inventory. During the entry of a sales order, Acumatica notifies the user if quantity is not available or is over-allocated.
Returns Management Return Merchandise Authorization (RMA) features allow you to receive goods from customers. RMA orders can process as a credit to a customer balance or as a replacement for damaged goods. Every line can be marked with a return reason code.
Multiple & 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 a different delivery date 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.
Pick Lists & Replenishments Generate pick lists according to item availability and pick priority for each warehouse location. Auto-search other warehouses, issue replenishment orders, and place the sales order on hold until the replenishment arrives.
Invoice Consolidation Consolidate multiple shipment orders onto a single invoice—automatically or manually. Optionally update price and discount detail on review before invoice printing and updating accounts receivable.
Credit Limit Verification Before releasing a sales order, the customer’s credit limit is verified by Acumatica. Orders on credit hold are automatically released if customer payment is entered or if order amount is decreased. Authorized users can override credit hold status.
Custom Workflows Use workflows to automate and modify the quote to sales order conversion process, updates to sales order status, returns and replacement process, or pick/pack/ship processes.

 

Contact us at [email protected] for more information on how Acumatica can work for your organization.

To see Acumatica Sales Order Management in action, check out the video below.