SALES ORDER MANAGEMENT

STREAMLINE SALES ORDER ENTRY, FULFILLMENT AND DELIVERY WITH REAL-TIME DATA TO IMPROVE CUSTOMER SERVICE

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Overview

Automate the order-to-cash process, from quotes to invoicing, with real-time inventory visibility and integration with your CRM and financial systems. Manage multiple fulfillment scenarios efficiently through AI-powered item suggestions, flexible pricing and support for drop shipments and intercompany orders.

Real-time dashboards give teams quick access to customer and order data, enabling faster processing, returns and exchanges, while improving accuracy.

Sales Order Management Features of Acumatica Cloud ERP Include:

System-wide integration
Inventory allocation
Invoice consolidation
PO linking
Returns management

Cross-company transactions
Blanket sales orders
Credit limit verification
Shipment schedules
Order orchestration

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INTEGRATED WORKFLOWS

Streamline order processing with customizable workflows that automate actions, send alerts, prevent duplicates and enable one-click order completion.

DISCOUNTS AND PROMOTIONS

Manage flexible pricing and discounts by customer, item, quantity, warehouse and other criteria to maximize savings and control.

BOOST
SALES

Leverage AI to drive smart cross-sell, up-sell and item substitution recommendations that increase sales and boost revenue.

CROSS-COMPANY TRANSACTIONS

Automatically convert purchase orders into sales orders, receipts and invoices between different company entities.

Having Acumatica Manufacturing Edition and Scanco integrated allows us to manage all our inventory from a single location. We can easily look it up in the system and have confidence that it’s accurate.

Chad Threadwell

Vice President of Operations, FSC Lighting

We looked around for quite a while for what we wanted—an ERP that could integrate with a POS and our website and one that would only cost a couple hundred thousand. Everyone told us that it didn’t exist, that it would cost $5 million. ‘In your price range,’ they said, ‘there are no integrated systems.

Bram Kleppner

CEO, Danforth Pewter

Acumatica gives me very timely information to make better business decisions. I have better information in terms of profitability by location, by customer and by product. Access to that data helps me target growth. We didn’t have that kind of data before.

Glenn Pearson