Sales Order Management in Acumatica Distribution Edition

Any business, distribution or otherwise, can’t survive if it can’t sell and deliver. But managing the sales process is often a complex beast. The wrong product can leave sales teams scrambling for information, losing track of orders, and failing to deliver.

To succeed in the sales landscape, businesses need to connect the processes, see the big picture, and keep the promises they make. This is where Acumatica Distribution ERP comes in. Connecting sales, inventory, financials, and more, Acumatica Sales Order Management puts the user in control and gives real time access to the information each person in the process needs.

As a leading provider of this solution and a company with vast experience in the distribution space, The Donas Group has the skills to customize, integrate, and deliver this solution for companies like you. Watch our Acumatica Distribution demo.

What Makes Sales Order Management in Acumatica Better?

From the sales team to the warehouse to your customer’s location, the right sales order management solution can ensure everyone gets the most out of their business. Designed and ready to connect to the rest of the Acumatica solution, resilient distributors turn to this product for faster and more accurate order management. Here are just some of the ways Acumatica Sales Management empowers distributors:

  • 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.
  • Improve Customer Satisfaction: Deliver on customer expectations and provide more accurate information more easily. Whether it’s customer-based, quantity-based or volume-based, you can give your customers a deal while increasing your margins.
  • Speed Up Business with Workflow Automation: Connect sales teams with fulfillment and facilitate the contract management process. With an integrated workflow that spans ERP, CRM, and the entire Distribution suite, it’s easy to configure order processing and fulfill orders.
  • Facilitate Orders with Configurable Order Types: Predefined Order Types can be tied to specific order processing requirements. Specify inventory allocation rules, workflow scenario, and the documents that will be generated in the accounts receivable and inventory modules.

Key Features of Sales Order Management

Built on a flexible system that works around your business, this product is easily configured to make your life easy. Robust enough to give you what you want, flexible enough to improve business agility and lean operations, Acumatica can help you to transform your sales process and deliver more effectively for your customers. Here’s how sales management makes it easy.


System-Wide Integration

Connect your entire process. Sales Order Management integrates with CRM, Inventory Management, Requisition Management, Purchase Management, Accounts Receivable, Production Management, and Field Service Management.


Purchase Order Linking

Link inflows with outflows. Link sales orders with purchase orders—allocate received items to orders. Generate purchase orders automatically or link them manually. Auto-hold sales orders until receiving a purchase order.


Drop Shipping Made Easy

Create drop shipments to deliver goods directly to a customer location. You can create drop shipments automatically from sales orders or enter them manually by linking to a sales order from the purchase order entry screen.

Real Time Inventory

Keep your promises or provide accurate information. Give your sales team real time access to the inventory you have available to help prevent them from selling unavailable or overallocated inventory.

Multiple, Partial, and Consolidated Fulfillment and Invoicing

Fill orders from more than one warehouse. Split a sales order into multiple shipments from different warehouses. Consolidate multiple shipment orders onto a single invoice—automatically or manually.

Fulfilment Management Built with WMS

Make life easy for warehouse employees. Generate pick lists according to item availability and the pick priority for each warehouse location. Auto-search other warehouses, issue replenishment orders, and place the sales order on hold until the replenishment arrives.

Returns Management

Return Merchandise Authorization (RMA) features allow you to receive goods from customers. RMA orders can be processed as a credit to a customer balance or as a replacement for damaged goods. Every line can be marked with a reason code to specify the return reason.

We look at today’s orders, inventory issues, and dive into the Acumatica tool to talk about them. It’s a touchpoint across the organization – sales, accounting, finance, supply, operations – we all look at Acumatica to see what needs attention to ensure our success and our customers’ success.

– Greg Lems, Director of Engineering, FoodMaven

Get to Know Acumatica Distribution and The Donas Group

Built to integrate with a variety of applications—whether they are made by Acumatica or a third-party vendor—Acumatica’s distribution management functionality delivers a strong backbone for your business. From the above-mentioned sales management to additional features including inventory management, purchasing, warehouse management, requisition management, and more, Acumatica’s Distribution product ensures resilience for distributors.

As a leading provider of this usable and functional application, The Donas Group can help you make the most of your journey to the cloud. Get to know more about our work and contact us for a free consultation.