Order Management

An integrated order management system empowers companies that don’t carry inventory to streamline processes and get the visibility they need to make smarter, faster business decisions.
  • Know your true costs
  • Reduce order times
  • Improve customer service
  • Simplify pricing and discounts
  • Save time with automation

No inventory? No problem.

Companies licensed for Inventory Management with Order Management have the full functionality in the Sales Order, Purchase Order, and Requisition Management applications. They can place orders for both stock and non-stock items, manage item substitutions, create cross-sell and up-sell relationships, transfer stock between warehouses, and use barcoding for inventory movement. Companies not licensed for Inventory Management can still place sales orders, create purchase orders, and create purchase order requisitions for non-stock inventory only.

Acumatica Order Management – Key Features

Order Management for Non-Stock Items

Create flexible pricing and discounting strategies for non-stock items such as labor or digital download products where items are not stocked. Process receipt of goods and returns for non-stock items without the Inventory Management application.

Sales Orders for Stock Items

Manage item prices and discounts for quotes and sales orders for stock inventory items when Order Management is used with Inventory Management. Convert approved quotes into sales orders with one click and synchronize orders received from connected commerce storefronts, electronic data interchange (EDI), or other systems.

Suggested Items

Sell more with cross-sell and up-sell item suggestions and never lose a sale with item substitutions.

Item Definition

Create stock inventory items using attributes for matrix items, build new items using kits, and manage item characteristics such as lot or serial number, units of measure, and expiration dates.

Automated Purchase Requisitioning

Bundle requests from multiple sources in a single requisition. Create approval rules based on quantity, request amount, and more. Aggregate supplier bids, send and approve quotes, issue purchase orders, and receive goods.

Multi-Level Approvals

Create approval rules for order types, vendor information, order amount, and other order-specific information. Control releases through a preset approval process.

Vendor Selection and Performance Analysis

Upload vendor price lists with product descriptions, prices, and delivery times. Update costs, quantities, and lead times each time you receive goods. Retain statistical information on vendor performance over time.

Blanket Orders

Simplify long-term customer and supplier contracts with blanket sales and purchase orders. Generate releases from blanket order contracts with pre-defined order quantities, dates, and ship-to locations.

Landed Cost Functionality

Include additional shipping and handling costs with purchased goods. Allocate costs using custom allocation methods. Directly enter landed cost bills in Accounts Payable and associate them with received goods.

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.

Invoice Consolidation

Consolidate multiple shipment orders onto a single invoice—automatically or manually. Update price and discount information on review before printing the invoice and updating receivables.

Cross-Company Transactions

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.

CRM Marketing and Sales

Manage marketing lists and create marketing campaigns with automated lead assignment and campaign performance results. Streamline sales with activities, meetings, attachments, and quotes with a 360-degree view of account, contact, and activity detail.

Audit Trail

Automatically create a complete audit trail of all transactions, including users who entered and approved transactions or modified 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.

Side Panels

Distribution side panels provide users with direct access to customers, vendors, items, and order details for sales orders, shipments, invoices, purchase orders, receipts, and more.

Role-Based Dashboards

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

Reporting and Drill-Down

Analyze and manage your purchasing experience through a complete set of inquiry screens and auditing reports with drill down to the original transactions.

Visibility Drives Efficiency
Flexible Pricing Control
Automate to Accelerate
Visibility Drives Efficiency

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.

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Order Management Software
Flexible Pricing Control

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.

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Order Management
Automate to Accelerate

Automated processes maximize resources

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

See Order Management in Action:
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Order Management System

Acumatica Order Management System – FAQ

What is an Order Management System (OMS)?

An Order Management System (OMS) streamlines and automates a company’s sales and services process, from order creation and fulfillment to delivery and after-order support. As a standalone solution or an integrated application, an OMS provides non-inventory-carrying companies visibility into all transactions, available inventory, costs, order times, vendor relationships, and more. An OMS—as part of an Enterprise Resource Planning (ERP) solution—can seamlessly integrate with a customer relationship management (CRM) application, allowing easy management of all customer-related activities, including converting opportunities into sales.

How does an OMS work?

Today’s consumers not only have plenty of products and services from which to choose, but they also have plenty of shopping options. Brick-and-mortar stores and online sellers or physical stores that also sell via a website—also known as “omnichannel selling”—compete for their business, and retailers and distributors must be able to receive, fulfill, and monitor their sales orders quickly and accurately. With an OMS, they can.

An OMS provides businesses with a centralized platform for managing sales activities, whether from a single selling channel or from multiple selling channels. All sales orders enter a single portal, triggering a pre-set and automated order process.

Though simple in explanation, the order process has many moving parts and behind-the-scenes requirements. Efficiently and managing these requirements (e.g., inventory control, requisitioning, cost allocation, approvals, invoicing, reporting, sales orders, and more) in one place is possible with the right OMS.

What are the benefits of OMS?

The benefits of implementing an OMS stretch from the initial ease of taking an order through enabling smooth after-sales support. Specific OMS benefits include:

  • Reducing Order Times: Automated sales order processing and shipping order generation eliminates errors, simplifies data entry, and improves order timeframes, as do predetermined rules for returns, credit limits, and more.


  • Simplifying Pricing and Discounts: Pricing rules and polices established within the system, including setting up quantity and volume discounts by percent or amount and in single or multiple currencies, simplifies the pricing and discount process.


  • Saving Time with Automation: With one click, users eliminate paperwork and save time by utilizing an OMS to automatically generate purchase orders, turn an approved quote into a sales order, verify credit limits, email vendor requests, convert opportunities into sales orders, consolidate invoices, check delivery status, and more.


  • Knowing True Costs: Real-time information and comprehensive reporting—with drill-down capabilities—assists in tracking and controlling costs across the entire supply and distribution chain.


  • Managing Activities from a Centralized Solution: With role-based dashboards, sales and purchasing managers and shipping and receiving clerks have the information they need to manage their specific activities. Side panels provide them with direct access to customer, vendor, items, and order detail information.


Altogether, the benefits of an OMS add up to a productive and profitable business that meets—and exceeds—customer expectations.

“Because our inventory system is in the same system as our distribution [Acumatica], we are able to receive products in real time and then sell it the second we receive it. Order cancellations and order edits all happen in that very moment. And distribution is a lot smoother because we have one place for everyone to go to get all the answers they need. How much stock do we have? How much did we ship? How much product did we receive this month? We’re able to get that data really quickly.” – Jessica Yutrzenka, Supply Chain and Operations Manager, Clive Coffee



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From Our Customers

"Acumatica has really allowed us to focus on our business—which is selling shoes—instead of focusing on IT and development."
Ryan Schlachter, President
"Acumatica’s unlimited user licensing model and cloud-based platform has saved ProPharma $120,000 annually when factoring in a reduced need for hardware, an IT staff member to support it, and less money spent on licensing costs."
Charles Snyder, IT Director
ProPharma Distribution

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