Sales Order Management

Sales Order Management integrates with Customer Relationship Management, Inventory Management, Requisition Management, Purchase Order Management, Accounts Receivable, Production Management, and Field Service Management.

Set inventory allocation rules with warnings for over-allocated or unavailable items. Use the Manage Sales Allocations screen to streamline stock allocation, prioritize orders, and automate processes, with manual overrides available for adjustments.

Promise ship dates you can keep with ATP. See projected supply and demand on the order line, identify the earliest date the full quantity can ship, and apply that date to the order during customer conversations. Item classes determine which availability calculation rule applies, defining the supply and demand documents that drive ATP results, while order types drive safety stock treatment.

Consolidate multiple shipment orders onto a single invoice. Optionally update price and discount details on review before invoice printing and updating accounts receivable.

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.

Manage complex pricing and discount policies, protecting margins by optionally excluding automatic line discounts, such as volume discounts, from order lines for a particular price, such as promotional pricing.

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. When used with Shopify, exchanges import as structured transactions with the original order reference intact, supporting full and partial exchanges.

Streamline cross-company 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. Fulfill orders faster with intercompany drop-ship and returns.

Generate releases from blanket sales order contracts with pre-defined order quantities, dates, and ship-to locations.

Acumatica checks customer credit limits before releasing sales orders. Credit holds lift automatically with payments or reduced order amounts, while authorized users can override holds.

Boost sales with item substitution, up-sell, and ML-generated cross-sell suggestions in opportunities, sales quotes, project quotes, and sales orders, where representatives can review price, quantity, and availability without leaving the workflow. The Related Item History inquiry traces each substitution or addition back to its origin. Up-sell and cross-sell features are also available for online orders.

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.

Automated Order Orchestration streamlines warehouse selection for fulfillment by utilizing configurable business rules, thereby eliminating the need for manual searches and overrides. This enables faster, more accurate order fulfillment.

Fill orders from multiple warehouses. Split a sales order into multiple shipments from different warehouses based on availability and costs. Track partial ship order balance and manage backorders.

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.

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.

Improve profitability by reviewing estimated margin percentages and amounts during order creation for the entire order and individual line items, providing transparency to boost profits.

Utilize custom workflows by order type to automate and modify the quote-to-sales order conversion process, update sales order status, manage return and replacement processes, and streamline pick, pack, and ship processes.

Stay on top of your business with role-based dashboards for sales managers and shipping clerks.

Side panels provide users with direct access to customers, items, and order details for sales orders, shipments, invoices, and other relevant information.

Comply with sales tax nexus laws with Exemption Certificate Management from Avalara to collect and manage customer exemption certificates for healthcare providers, government organizations, higher education institutions, non-profits, and qualifying manufacturing product sales.

Rate shop UPS, FedEx, USPS, and other small parcel carriers with native EasyPost and ShipEngine integrations, with the lowest-cost services listed first, clear delivery-date signals, and address review before labels print. For advanced small parcel and LTL workflows, leverage marketplace apps to automate processes with expanded carrier services.

Capture packaging weights from scales via Device Hub during shipment preparation or rate shopping activities.

Create a prepayment invoice for a sales order that already has a payment or prepayment applied — including one imported from an external system — and automatically link that payment to the new invoice, for a single sales order or a full batch.