Manage sales activities, streamline procurement processes, and automate order fulfillment for internal or external clients.
Companies that don’t carry an inventory can use Acumatica Order Management software as an alternative to Acumatica Distribution Edition. 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 software 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.
Determine your profitability by product line, location, or business unit. Use real-time information to control costs across the entire supply and distribution chain.
Eliminate delays through automated sales order processing and shipping order generation. Set rules to manage returns, credit limits, drop shipments, and more.
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.
Generate purchase orders automatically, or turn an approved quote into a sales order with one click.
Order management software from Acumatica lets you manage sales activities centrally. You can track prices, check available inventory, apply discounts, enter quotes, create shipments, and fulfill sales orders.
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.
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.
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.
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.
Process receipt of goods and returns for non-stock items without the Inventory Management application.
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.
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.
Automate order processing and eliminate unnecessary steps. Configure order status, status changes, actions, notifications, and alerts to trigger automatically during order processing.