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Order Management Software

Why Choose Acumatica Order Management?

Companies that don’t carry an inventory can use Acumatica Order Management as an alternative to Acumatica Distribution Management. This integrated order management system gives you the tools to deliver better customer service, improve vendor relationships, and eliminate paperwork while providing all stakeholders with greater visibility into order management processes.

Acumatica Order Management is an excellent option for service companies that need to create sales quotes, sales orders, and purchase orders, but without the need to handle inventory and warehouse management functions.

Key Benefits of Order Management Software for Your Company

  • Know your true costs

    Determine your profitability by product line, location, or business unit. Use real-time information to control costs across the entire supply and distribution chain.

  • Reduce order times

    Eliminate delays through automated sales order processing and shipping order generation. Set rules to manage returns, credit limits, drop shipments, and more.

  • Simplify pricing and discounts

    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.

  • Save time with automation

    Generate purchase orders automatically, or turn an approved quote into a sales order with one click.

View Data Sheet

Important Features of Order Management

  • Sales Order Management

    Order management software from Acumatica lets you manage sales activities centrally. You can enter quotes, fulfill sales orders, create shipments, track prices, apply discounts, and check available inventory.

  • Credit Limit Verification

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

  • Purchasing Integration

    Link sales orders with purchase orders and allocate received items to orders. Automatically generate purchase orders or create manual links. Auto-hold sales orders until you receive a purchase order.

  • Vendor Bidding

    Eliminate paperwork and speed the bidding process by emailing requests to multiple vendors. Make the purchase with a single vendor or select multiple vendors for different products on the request.

  • Automated Requisitioning

    Automate the entire requisitioning process, including collecting orders, collecting supplier bids, sending and approving quotes, issuing purchase orders, and receiving goods. Authorize users to select from your catalog, limit requests to specific goods, or enter descriptions.

  • 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.

  • Audit Trail

    Automatically create a complete audit trail of all transactions, including IDs of users who entered and approved the transactions or modified the records. Optional notes and attached electronic documents remain with the activity records.

  • Integrated Workflow

    Automate order processing and eliminate unnecessary steps. Configure order status, status changes, actions, notifications, and alerts to trigger automatically during order processing.

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