Acumatica Sales Order Management

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

With the sales order management module in Acumatica’s Distribution Management solution you can allocate stock for customer orders, manage drop-shipments from vendors, manage customer returns, and tailor workflows and approval processes. Streamline cross-company buy-sell transactions by automatically creating a sales order in one company from a purchase order in another company in the same tenant.

Why Change Today?

Any growing distribution company needs to give leaders and decision makers actionable, accurate, and accessible information about the state of the business. But not every solution can provide the real-time and relevant data needed as quickly as people need it. Integrated with the rest of the business technology and providing instant access to mission-critical financial data, those who choose Acumatica for sales order management can forge ahead confidently.

Benefits of Acumatica Sales Order Management

Improve ordering, fulfillment, and delivery processes.

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. 

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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. 

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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. 

“Acumatica has definitely cut down on the time it takes to look up orders within our system, the status of an order at our printers, and in looking up inventory. More than a time-saving tool, it’s a really clear way to let customers know what’s going on, which we didn’t have before.”

– Godwin Peck, Account Manager, MiiR

The ASC + Acumatica Difference

Advanced Solutions is an Acumatica MVP VAR because we deliver. Our team is both expert in applying optimized business processes to ERP and modern technologies – before, during, and after implementation. Learn more

Acumatica Developer MVP
Acumatica MVP

Sales Order Management Functionality

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System-Wide Integration

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Inventory Allocation

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Pricing and Discounting

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PO Linking

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Special Order Drop Shipments

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Real-Time Inventory

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Returns Management

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Multiple and Partial Fulfillment

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Shipment Schedules

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Pick Lists and Replenishment

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Invoice Consolidation

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Credit Limit Verification

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Custom Workflows

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Cross-Company Transactions

Why Acumatica?

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