Acumatica Case Studies and existing customer success stories

How Sales Order Management Can Improve Customer Service

Sales Order Management software boosts your overall customer service by integrating your sales and service data in real-time. This enables you to manage sales activities, such as quote entry, order fulfillment, shipment creation, pricing, discounting, and stock status inquiries centrally.

With improved fulfillment and delivery processes, you can allocate stock for customer orders, manage drop-shipments from vendors, manage customer returns, and tailor workflows and approval processes.

Send Me More Info

The Benefits of Sales Order Management Software

Integrated Workflow

Automate order processing and eliminate unnecessary steps with Acumatica integrated workflow. Configure order status, status changes, actions, notifications, and alerts to automatically trigger during order processing, even allowing users to process an order in one click. Automatically check for unique customer order numbers and manage duplicates.

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.

Flexible Discounts and Promotions

Manage complex pricing by warehouse, unit of measure, and other criteria. Establish flexible customer and vendor discount policies and discount rules based on quantity, volume, item or group of items, and other criteria.

What is a Sales Order (SO)?

A sales order is issued by a business to a customer. A sales order may be for products and/or services. Given the wide variety of businesses, this means that the orders can be fulfilled in several ways.

What is the purpose of a Sales Order?

A sales order specifies the details about products and/or services ordered by a specific customer along with the price, quantity, and terms and conditions. Businesses use it as a confirmation document that is sent to the customers before the delivery of goods or services.

sales order management software south africa

Acumatica Sales Order system features and capabilities

  • System-wide integration. Sales Order Management integrates with Customer Relationship Management, Inventory Management, Requisition Management, Purchase Order Management, Accounts Receivable, Production Management, and Field Service Management.
  • Inventory allocation. Configure the inventory allocation rules for each step of the sales process. Create warnings when inventory is over-allocated or unavailable.
  • Pricing and discounting. Manage complex pricing and customer and vendor discount policies. Set up quantity and volume discounts as a percent or an amount. Specify multiple discount rules and sequences or allow the system to automatically apply the best discount combination for individual items, groups of items, and documents. Maintain discounts in single and multiple currencies. Establish rules and policies for price overrides: specify price by warehouse, assign prices based on quantity sold, or set prices using various units of measure (single item, case, pallet, etc.). Import discount information, and apply discounts to opportunities, quotes, sales orders, purchase orders, invoices, etc.
  • Purchase order linking. 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. Sales Order Management also supports drop shipment.
  • Real-time inventory. Get real-time inventory data, including allocated inventory. During the entry of a sales order, Acumatica will notify the user if the quantity is not available or is over-allocated.

Keep pace with customer demands and empower your sales reps with the insight required to enhance their communication with customers. Read more about the Purchase Order Management system. Avoid time-consuming manual processes and always maintain full visibility of all your order information.


Ready to streamline order entry, ship order, warehouse management, and sales order processing? Drop a line on 011 792 9521

Improve your overall customer service with Acumatica Sales Order Management

Order Management Software

Need help immediately? We guarantee fast responses and service excellence for all queries.

Contact us today for a demo or site analysis and we propose the right solution for your business.


Physical Address
Unit 6, Boskruin View Office Park
Corner Ysterhout & Kelly Road
Boskruin, Randburg