Order Management

An integrated order management solution 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.

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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Visibility Drives Efficiency
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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Flexible Pricing Control
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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Automate to Accelerate

Acumatica Order Management – Key Features

Sales Order Management

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.

Credit Limit Verification

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.

Purchasing Integration

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.

Vendor Bidding

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.

Automated Requisitioning

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.

Non-Stock Receipt and Returns

Process receipt of goods and returns for non-stock items without the Inventory Management application.

CRM Integration

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.

Audit Trail

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.

Integrated Workflow

Automate order processing and eliminate unnecessary steps. Configure order status, status changes, actions, notifications, and alerts to trigger automatically during order processing.

Role-Based Dashboards

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

Side Panels

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

Cloud solutions built to industry specifications

See how Acumatica Industry Editions address the unique needs and processes of rapid-growth sectors:
Successful residential and commercial contractors face a variety of industry and competitive challenges. The combination of project control and construction…
Distributors of any size face many of the same global challenges, but also have unique needs for their individual markets.…
ERP and CRM working together to support all major business areas in most manufacturing modes. Flexible manufacturing planning and shop…
Multi-channel retail and eCommerce software solution for small and midsized companies that improves the in-store experience and automates how online…
Other Industries
Other Industries
Companies in all industries have realized the value of ERP+CRM working together for companywide automation and information. Cloud ERP maximizes…

Distribution Applications

All modules are fully integrated with your real-time, end-to-end Cloud ERP system.

From Our Customers

"Would I recommend Acumatica to anybody? Absolutely not in our industry. I wouldn't want anybody to have a competitive advantage over what we do."
Charles Snyder, IT Director
ProPharma Distribution
"Acumatica allows us to connect with third-party solutions to a degree that other ERP solutions don’t have. It allows us to build in functionality in a way that best fits our business needs."
Thomas Finney, IT Director

Ready to see it in action?

Get a free consultation with an Order Management specialist, and see how you can accelerate your business