Product

Sales Order Management

Optimize sales order entry and fulfillment. Split orders across multiple warehouses, allocate inventory, verify credit limits, issue replenishment orders, accept returns, and more. Improve processes and avoid delays with integrated workflows with notifications and alerts.

  • Implement omnichannel order management strategies
  • Streamline order entry, returns, and exchanges
  • Simplify pricing and discounts
  • Save time with automation

How Acumatica Sales Order Management can work for you

Orchestrate orders, fulfillment, and delivery processes by giving sales and service real-time data using order management software to improve customer service. Boost sales with item substitution, up-sell, and cross-sell suggestions powered by artificial intelligence with machine learning.

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. Simplify order scheduling with blanket sales orders and 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.

Nathanial Fairweather
Nathanial Fairweather, Managing Director
Triode

Key Benefits of Sales Order Management for Your Company

  • Integrated Workflow

    Automate order processing and eliminate unnecessary steps with configurable workflows by order type. 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.

  • Boost Sales

    Harness the power of artificial intelligence for intelligent cross-sell recommendations and boost sales with powerful item substitution and up-sell suggestions.

  • Flexible Discounts and Promotions

    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.

  • 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.

Important Features of Sales Order Management

System-Wide Integration
Inventory Allocation

Set inventory allocation rules with warnings for over-allocated or unavailable items. Use the Manage Sales Allocations screen to streamline stock allocation, prioritize orders, and automate processes, with manual overrides available for adjustments.

Invoice Consolidation

Consolidate multiple shipment orders onto a single invoice. Optionally update price and discount details on review before invoice printing and updating accounts receivable.

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, or create drop-ship purchase orders from vendors directly to customer locations from sales order entry.

Manage Pricing and Discounts

Manage complex pricing and discount policies, protecting margins by optionally excluding automatic line discounts, such as volume discounts, from order lines for a particular price, such as promotional pricing.

Returns Management

Return Merchandise Authorization (RMA) features allow you to receive goods from customers. RMA orders can be processed as a credit or replacement for damaged goods with reason codes.

Cross-Company Transactions

Streamline cross-company 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. Fulfill orders faster with intercompany drop-ship and returns.

Blanket Sales Orders

Generate releases from blanket sales order contracts with pre-defined order quantities, dates, and ship-to locations.

Credit Limit Verification

Acumatica checks customer credit limits before releasing sales orders. Credit holds lift automatically with payments or reduced order amounts, while authorized users can override holds.

Item Suggestions

Boost sales with item substitution, up-sell, and AI-powered cross-sell suggestions during sales order and quote entry. Up-sell and cross-sell features are also available for online orders.

Shipment Schedules

Specify delivery dates 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.

Order Orchestration

Automated Order Orchestration streamlines warehouse selection for fulfillment by utilizing configurable business rules, thereby eliminating the need for manual searches and overrides. This enables faster, more accurate order fulfillment.

Multiple and Partial Fulfillment

Fill orders from multiple warehouses. Split a sales order into multiple shipments from different warehouses based on availability and costs. Track partial ship order balance and manage backorders.

Counter Sales / Mixed Orders

Process sales and returns on a single sales order to streamline walk-in warehouse counter sales and returns, where customers may buy and return products at the same time.

Pick Lists and Replenishment

Generate pick lists based on item availability and warehouse location pick priority. Auto-search warehouses, issue replenishment orders, and place orders on hold until the goods arrive.

Margin Visibility

Improve profitability by reviewing estimated margin percentages and amounts during order creation for the entire order and individual line items, providing transparency to boost profits.

Custom Workflows

Utilize custom workflows by order type to automate and modify the quote-to-sales order conversion process, update sales order status, manage return and replacement processes, and streamline pick, pack, and ship processes.

Role-Based Dashboards

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

Side Panels

Side panels provide users with direct access to customers, items, and order details for sales orders, shipments, invoices, and other relevant information.

Sales Tax Exemption Certificates

Comply with sales tax nexus laws with Exemption Certificate Management from Avalara to collect and manage customer exemption certificates for healthcare providers, government organizations, higher education institutions, non-profits, and qualifying manufacturing product sales.

Optional Shipping Integration

Streamline small parcel and LTL shipping workflows with Acumatica’s native Pacejet integration, enabling automated processes and expanded carrier services. Configure packing and shipping scenarios while gaining transparency into shipment data, including hazardous materials, PRO bill numbers, delivery instructions, accessorial definitions, non-standard containers, and serialized shipping container codes (SSCC).

Package Weights

Capture packaging weights from scales via Device Hub during shipment preparation or rate shopping activities.

See what Acumatica customers are saying

"Almost every other ERP software charges monthly per user, which inevitably has executives trying to limit how many people really need simultaneous access. Acumatica’s novel way of charging based on transactions is well-suited for future growth."
Eric Mizrahi, Director of Operations & IT
Global Beauty Care
"What really made [Acumatica] more appealing to us was the fact that it’s cloud-based. We had VPN service before … but it was slow and clunky, and because this is cloud-based I can work from anywhere at any time."
Jennifer Moore, Vice President of Finance
Sciessent

Ready to put Acumatica to work for you?