Distribution Edition: Sales Order Management
Acumatica Sales Order Management allows for centrally managing sales activities, such as quote entry, order fulfillment, shipment creation, pricing, discounting, and stock status inquiries from anywhere via the cloud.
How Acumatica Sales Order Management can work for you
Acumatica Sales Order Management enables allocating stock for customer orders, managing drop-shipments from vendors, managing customer returns, and tailoring 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.
Key Benefits of Acumatica Sales Order Management
Integrated Workflow
Utilize Acumatica's integrated workflow to automate order processing and get rid of unnecessary steps. Set up order status, status updates, actions, notifications, and alerts to go off automatically while processing orders so that users may complete an order with only one click. Check for unique customer order numbers automatically, and handle duplicates.
Cross-Company Transactions
Streamline cross-company buy-sell transactions by automatically generating a sales order in one company from a purchase order in another. Cross-company transactions enable the shipment in the selling business to generate a purchase receipt in the buying firm, and they allow the bill to generate a sales invoice in the selling company.
Flexible Discounts and Promotions
Manage intricate pricing according to the warehouse, the unit of measurement, and other factors. Depending on quantity, volume, an item or group of items, and other factors, establish flexible customer and vendor discount policies and discount regulations.
Boost Sales
Utilize machine learning and artificial intelligence to increase sales through effective up-sell, cross-sell, and item substitution.
Important Features of Acumatica Sales Order Management
- Sales Order Management integrates with Customer Relationship Management, Inventory Management, Requisition Management, Purchase Order Management, Accounts Receivable, Production Management, and Field Service Management.
- Boost sales and improve customer satisfaction by configuring item substitution, up-sell, and cross-sell suggestions manually or use artificial intelligence with machine learning to suggest items based on pricing rules, sales history, and other parameters.
- Customers will love the ability to discover better products and complimentary items they never purchased before.
- Up-sell and cross-sell features are available for sales orders, quotes, and online storefront orders.
- Configure the inventory allocation rules for each step of the sales process.
- Create warnings when inventory is over-allocated or unavailable.
- Manage complex pricing and customer and vendor 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 for individual items, groups of items, and documents.
- Maintain discounts in single and multiple currencies.
- Establish rules and policies for price overrides: specify price by warehouse, assign prices based on quantity sold, or set prices using various units of measure (single item, case, pallet, etc.).
- Import discount information, and apply discounts to opportunities, quotes, sales orders, purchase orders, invoices, etc.
- 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.
- Create drop shipments automatically from sales orders or enter them manually by linking to a sales order from the purchase order entry screen.
- After the bill is entered for the drop shipment order, the corresponding sales order will be released, and an invoice will be generated for the customer.
- Manage drop-ship details for shipments and direct returns to vendors.
- Get real-time inventory data, including allocated inventory.
- During the entry of a sales order, Acumatica will notify the user if the quantity is not available or is over-allocated.
- Return Merchandise Authorization (RMA) features allows for receiving 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.
- Fill orders 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 backorders.
- Specify a different delivery date 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.
- Generate pick lists according to item availability and the pick priority for each warehouse location.
- Auto-search other warehouses, issue replenishment orders, and place the sales order on hold until the replenishment arrives.
- Consolidate multiple shipment orders onto a single invoice—automatically or manually.
- Optionally update price and discount detail on review before invoice printing and updating accounts receivable.
- Before releasing a sales order, Acumatica verifies the customer’s credit limit.
- Orders placed on credit hold are automatically released if a customer payment is entered or if the order amount is decreased.
- Authorized users can override the credit hold status and force order fulfillment.
- Use workflows to automate and modify the quote to sales order conversion process, updates to sales order status, returns and replacement process, or pick, pack, and ship processes.
- 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.
- Simplify long-term customer sales agreements with blanket sales orders.
