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.

Boost sales and improve customer satisfaction by configuring item substitution, up-sell, and cross-sell suggestions manually or use artificial intelligence with machine learning to suggest items based on pricing rules, sales history, and other parameters. 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.

Configure the inventory allocation rules for each step of the sales process. Create warnings when inventory is over-allocated or unavailable.

Manage complex pricing and customer and vendor 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 for individual items, groups of items, and documents. Maintain discounts in single and multiple currencies. Establish rules and policies for price overrides: specify price by warehouse, assign prices based on quantity sold, or set prices using various units of measure (single item, case, pallet, etc.). Import discount information, and apply discounts to opportunities, quotes, sales orders, purchase orders, invoices, etc.

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.

Create drop shipments automatically 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 will be released, and an invoice will be generated for the customer. Manage drop-ship details for shipments and direct returns to vendors.

Get real-time inventory data, including allocated inventory. During the entry of a sales order, Acumatica will notify the user if the quantity is not available or is over-allocated.

Return Merchandise Authorization (RMA) features allow you to receive goods from customers. RMA orders can be processed as a credit to a customer balance or as a replacement for damaged goods. Every line can be marked with a reason code to specify the return reason.

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.

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.

Generate pick lists according to item availability and the pick priority for each warehouse location. Auto-search other warehouses, issue replenishment orders, and place the sales order on hold until the replenishment arrives.

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.

Before releasing a sales order, Acumatica verifies the customer’s credit limit. Orders placed on credit hold are automatically released if a customer payment is entered or if the order amount is decreased. Authorized users can override the credit hold status and force order fulfillment.

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, and ship processes.

Streamline cross-company buy-sell 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.

Simplify long-term customer sales agreements with blanket sales orders.

Stay on top of your business with role-based dashboards for Sales Managers and Shipping Clerks. Dashboards provide real-time, configurable insights with actionable drilldowns for sales orders, quotes, activities, employee productivity, shipments, on-time shipping ratio, order fill rates, late orders, profitability, return rate, and other key performance indicators.

Distribution side panels provide users with direct access to customer, item, and order details for sales orders, shipments, invoices, and more.