A customer order sets several business processes in motion. Inventory must be confirmed, pricing must be accurate and the order must move through fulfillment before an invoice can be created. When these steps happen across disconnected systems, employees spend more time reentering information and checking order status.
Acumatica ERP connects sales order entry, inventory, shipping and accounts receivable within one platform. This gives teams greater visibility throughout the order lifecycle while helping employees process customer orders with fewer manual steps.
Watch the video to see how sales orders move from entry through fulfillment and invoicing in Acumatica.
Employees can create sales orders using customer, inventory and pricing information already stored in Acumatica. The system can automatically apply customer-specific details while helping users confirm whether products are available.
Sales order processing capabilities include:
This gives sales teams the information they need to provide customers with more reliable answers about pricing and availability.
Once an order is ready, warehouse employees can create and confirm the related shipment. Acumatica updates inventory activity as items are allocated, picked and shipped, helping teams maintain a clearer view of available quantities.
Orders can be split across warehouses or fulfilled through multiple shipments when necessary. Acumatica also supports purchase-to-order and drop-shipment processes when products must be purchased from a vendor to complete the sale.
Shipment and tracking information remains connected to the original sales order, making it easier for employees to review progress and respond to customer questions.
After a shipment is confirmed, users can prepare the customer invoice and update accounts receivable without entering the order details again. Businesses can also configure workflows to automate common actions and process certain orders with fewer clicks.
Connecting sales, inventory, fulfillment and accounting helps reduce delays while giving employees a shared view of each order.
Watch the video above to see sales order processing in action, then talk with 3Value about creating a faster and more controlled order process in Acumatica ERP.