Acumatica Sales Order Management

Acumatica Cloud ERP

Improve ordering, fulfillment, and delivery processes by giving sales and service personnel real-time data

The Sales Order Management (SO) module allows you to centrally manage sales activities such as entering quotes, fulfilling sales orders, creating shipments, tracking prices, applying discounts, and viewing available inventory.

Key Features of Sales Order Management

  • Integrated workflow – Automate order processing and eliminate unnecessary steps by configuring order statuses, status transitions, notifications, alerts, and actions that should be automatically triggered during order processing.
  • Flexible discounts and promotions – Manage complex pricing and discount policies with the ability to set up quantity and volume discounts as a discount percent or an absolute discount amount. In cases where multiple discounts apply, you can specify the rules and sequences for applying discounts. Establish policies for price overrides.
  • Comprehensive order types – Select from pre-configured order types or define custom types to match your existing business process. Use web menus to define processes for cash sales, converting quotes, phone orders, credit memos, and more.


Key Benefits


Work From Anywhere

Create, approve, and fulfill sales orders from anywhere using any popular web-browser.


Improve Customer Service

Provide real-time access to available inventory, order status, shipment information, and current pricing so orders are created and fulfilled both timely and accurately.


Flexible Scheduling To Maximize Discounts

Place large orders for best pricing and have goods shipped in smaller increments to match production times. Unlimited shipping dates and backorder options provide control over delivery.


Improve Operational Efficiencies

Manage sales order flows using predefined processes or by configuring a process to match your current workflow. Specify different order processes for each customer or order.


Accelerate Decision Making

Improve purchasing decisions by using drill down reports and dashboards to gain access to past information and provide insights into future needs.

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