Acumatica Order Management Features
Order Management for Non-Stock Items:
Efficiently handle non-physical items like services or digital products by setting up custom pricing and discounts. Easily track and manage the receipt and return of these items, even without using the main Inventory Management system.
Sales Orders for Stock Items:
Streamline the management of stock items’ pricing and discounts in sales quotes and orders. Quickly transform approved quotes into sales orders and integrate orders from various sources such as online stores or EDI systems.
Suggested Items:
Boost sales by offering related or alternative products to customers, ensuring you don’t miss any sales opportunities through cross-selling and substitutions.
Item Definition:
Easily define and manage stock items, including complex matrix items and kits. Track essential item details like lot or serial numbers, units of measure, and expiry dates.
Automated Purchase Requisitioning:
Consolidate multiple procurement requests into a single process. Set rules for approvals and aggregate supplier bids to streamline purchase orders and goods receipt.
Multi-Level Approvals:
Implement robust approval processes based on various criteria like order type, vendor details, and order value to enhance control over releases.
Vendor Selection and Performance Analysis:
Manage vendor relationships effectively by uploading detailed price lists and keeping track of their performance, including delivery times and order accuracy.
Blanket Orders:
Manage long-term agreements with customers and suppliers using blanket orders. Automate the generation of order releases based on predefined terms.
Landed Cost Functionality:
Accurately calculate total product costs by including additional charges like shipping. Use custom methods to allocate these costs and track them in Accounts Payable.
Returns Management:
Handle customer returns efficiently with Return Merchandise Authorization features. Process returns for credit or replacement and track return reasons for each item.
Invoice Consolidation:
Combine multiple shipments into one invoice, either automatically or manually. Review and update pricing before finalizing the invoice.
Cross-Company Transactions:
Facilitate transactions between different company entities by automating the creation of corresponding purchase and sales orders, ensuring seamless inter-company trading.
CRM Marketing and Sales:
Enhance marketing and sales efforts with tools for managing campaigns, leads, and customer interactions, providing a comprehensive view of customer-related activities.
Audit Trail:
Maintain a detailed record of all transactions, including who entered or approved them. Attach optional notes and documents for comprehensive activity tracking.
Integrated Workflow:
Optimize order processing with automated workflows. Customize order statuses and related notifications to streamline operations.
Side Panels:
Access critical information quickly through side panels, providing direct links to relevant details like customers, vendors, and order specifics.
Role-Based Dashboards:
Stay informed with dashboards tailored to different managerial roles, focusing on key aspects of sales, purchasing, and logistics.
Reporting and Drill-Down:
Gain deep insights into your purchasing activities with detailed reports and the ability to drill down to original transaction data for thorough analysis.