Order Management

Centrally manage sales activities, streamline procurement and automate the way you fulfill orders.

Acumatica integrated order management empowers companies that sell inventory and services to streamline processes and make smarter, faster business decisions. Improve customer service and save time and money by automating tasks.

Use Inventory Management with Order Management for full functionality in the Sales Order, Purchase Order, and Requisition Management modules. Place orders for stock and non-stock items, manage substitutions, create cross-sell and up-sell relationships, transfer stock between locations, and use barcoding for inventory movement. Companies not licensed for Inventory Management can still place sales orders, create purchase orders, and create purchase order requisitions for non-stock inventory only.

Determine your profitability – by product line, location, or business unit. Use real-time information to control costs across the entire supply and distribution chain.
Reduce order times – eliminate delays through automated sales order processing and shipping order generation. Set rules to manage returns, credit limits, drop shipments, and more.
Simplify pricing and discounts – handle quantity and volume discounts as a % or amount. Set multiple discount rules and sequences, best discount combinations and establish rules and policies for price overrides.
Automate processes – generate POs automatically, or turn an approved quote into a sales order with a single click.

Order Management key features

Sales Order Management

Manage all your sales activities centrally; track prices, check inventory, apply discounts, enter quotes, create shipments, and fulfill sales orders.

Credit limit verification

Check credit automatically during order processing, and prior to order release. Auto-release a credit hold when a payment is entered or an order amount is decreased. Manual hold override is available to authorised users.

Purchasing integration

Link sales orders with purchase orders and allocate received items to orders. Automatically generate purchase orders or create manual links. Auto-hold sales orders until you receive a purchase order.

Vendor bidding

Email requests to multiple vendors to speed up the bidding process and eliminate paperwork. Purchase with a single vendor or select multiple vendors for different products.

Automated requisitioning

Automate the entire requisitioning process, including collecting orders and supplier bids, sending and approving quotes, issuing purchase orders, and receiving goods. Authorise users to select from your catalogue, limit requests to specific goods, or enter descriptions.

Non-stock receipt and returns

Process receipt of goods and returns for non-stock items without the Inventory Management module.

CRM Integration

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.

Audit Trail

Automatically create a complete audit trail of all transactions, including IDs of users who entered and approved the transactions or modified the records. The attached documents and notes remain with the activity records.

Integrated Workflow

Automate order processing and eliminate unnecessary steps. Configure order status, status changes, actions, notifications, and alerts to trigger automatically during order processing.

Customer Self-Service Portal

Deliver even greater value to your customers and work more efficiently. Customers can access their information including contracts, financial statements and support cases plus perform key activities 24 hours a day, 7 days a week, without a call or an email.

Acumatica Order Management product sheet

What Acumatica customers say…

“Before Acumatica, we had no way to access the local resources on the network when we were away from the office. Now we have access to all of our customer information and technical documents – it’s as easy as picking up the phone or using the app.”
Dan Wilkins, President
Bell and Company
“Acumatica was attractive as it allowed me to easily integrate with the custom solutions that gave me a strategic advantage and it dealt with the standard ERP transaction processing in a way that could support my global operations.”
Vladimir Serafimov, CEO and President
Aimtec
“Acumatica saved us time and money processing over 4,500 orders per day. Since it’s Cloud-based, Acumatica can support our double and triple digit growth rates.”
Chris Nelson (CPA), CFO
Youngevity