Sales Order Management Sales Order Management

Centrally manage sales activities: entering quotes, fulfilling sales orders, creating shipments, tracking prices, applying discounts, checking available inventory.

How Acumatica Sales Order Management can work for you

Improve ordering, fulfillment, and delivery processes by giving sales and service real-time data 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.

  • 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 modules.

  • Flexible Discounts and Promotion

    Manage complex 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.

  • View Data Sheet

Important Features of Sales Order Management

  • CRM Integration

    Convert CRM opportunities to 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.

    Purchasing Integration

    Link sales orders with purchase orders – 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.

  • 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.

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    of the Sales Order Management Application

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