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Sales Orders

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 through integrated workflow with notifications and alerts. Centrally manage sales activities: entering quotes, fulfilling sales orders, creating shipments, tracking prices, applying discounts, checking available inventory. Improve ordering, fulfillment, and delivery processes by giving sales and service real-time data to deliver better customer service. Happy customers are more likely to order more often.
  • 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.
  • Flexible Discounts and Promotions – Manage complex pricing and 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. Maintain discounts in single and multiple currencies. Establish rules and policies for price overrides.
  • Configurable Order Types – Predefine Order Types 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.
Convert CRM opportunities to 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.

Link sales orders with purchase orders – allocate received items to orders. Automatically generate purchase orders or manually link. Auto-hold sales orders until the purchase order is received. Drop shipment is also supported.

Fill a sales order 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 back order delivery.

Specify a different delivery date for each line item on a sales order. Generate shipment orders according to the delivery schedule and item availability.

Generate pick lists according to item availability and the pick priority for each warehouse location. Auto-search other warehouses, issue replenishment orders, place the sales order on hold until the replenishment arrives. 

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

Auto credit check during order processing (prior to release). Auto release credits on hold when payment is entered or order amount decreased. Manual hold override is available to authorized users.

Consolidate Multiple Shipment orders onto a single invoice – automatically or manually. Optionally update price and discount information on review before printing the invoice and updating accounts receivable.

Manage returns with RMA (return merchandise authorization) functionality including reason codes. Process RMA orders as a credit or as a replacement of damaged goods.

In the Cloud

Having your software in the cloud allows you to easily manage multiple locations, multiple warehouses, from virtually anywhere.

Free Mobile App

With a free mobile app and unlimited users, everyone at your organization can easily submit receipts on the go.
Acumatica does deliver – The Connected Business, Rapid Integrations, Remote Collaboration, Business Resilience, and all Delivered on a Future Proof platform.