Sales Order Management

Order processing software from Acumatica lets you centrally manage sales activities, such as quote entry, order fulfillment, shipment creation, pricing, discounting, and stock status inquiries.

How Acumatica Sales Order Management can work for you

Improve ordering, fulfillment, and delivery processes by giving sales and service real-time data using order management software to improve customer service.

With Acumatica Sales Order Management, you can allocate stock for customer orders, manage drop-shipments from vendors, manage customer returns, and tailor workflows and approval processes.

Sales Order Overview

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, even allowing users to process an order in one click. Automatically check for unique customer order numbers and manage duplicates.

  • Configurable Order Types

    Predefined Order Types can be 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 by warehouse, unit of measure, and other criteria. Establish flexible customer and vendor discount policies and discount rules based on quantity, volume, item or group of items, and other criteria.

Important Features of Sales Order Management

  • System-Wide Integration
  • Inventory Allocation
  • Pricing and Discounting
  • PO Linking
  • Real-Time Inventory
  • Returns Management
  • Multiple and Partial Fulfillment
  • Shipment Schedules
  • Pick Lists and Replenishment
  • Invoice Consolidation
  • Credit Limit Verification
  • Custom Workflows

System-Wide Integration

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

Inventory Allocation

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

Pricing and Discounting

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.

PO Linking

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. Sales Order Management also supports drop shipment.

Real-Time Inventory

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.

Returns Management

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.

Multiple and Partial Fulfillment

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.

Shipment Schedules

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.

Pick Lists and Replenishment

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.

Invoice Consolidation

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.

Credit Limit Verification

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.

Custom Workflows

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.

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