Acumatica: Sales Order Management

Posted on: December 3, 2019 | By: Michael Angel | Acumatica, ERP Selection

Acumatica’s order processing software allows users to centrally manage sales activities, such as enter quotes, fulfill sales orders, track prices and track discounts. The Sales ordering process is a great process for any small to mid-sized company that does not have a complex sales ordering process.

Benefits of Acumatica

1.Dashboards

Acumatica has the ability to enable sales dashboards that allow you to see various activities. This allows for the ability to be more productive in areas that take minimal time to fulfill, by having the visibility in front of the user. Below is a portion of a dashboard from Acumatica.

2.Integrated Workflows

The ability to automate the ordering process and remove steps that are unnecessary are easily done with Acumatica’s integrated workflow. This allows you to configure order statuses, actions, notifications and alerts to automatically trigger during the order process. There is also the ability to process an order with one click with the “Quick Process” button.

3.Price Lists/Discounts

Acumatica has the ability to manage complex pricing and discounts. It gives you the ability to set up quantity and volume discounts as a percent or amount. The system has the ability to automatically suggest the best discount combination for individual items, groups of items, and documents.

4.User Interface

Acumatica’s most beneficial aspect is the interface for entering Sales orders. The simple but powerful user interface easily shows users what is required and allows any new user to quickly catch on to the data entry process. This can be said for all screens of Acumatica. The user friendly screens can attract any user to process transactions within Acumatica.

If you would like more information on Acumatica, please feel to contact Logan Consulting.

For additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817.

Logan Consulting is a professional services firm committed to helping businesses get the most from their QAD SE, QAD EE, MFG/PRO and Microsoft Dynamics AX, Microsoft Dynamics GP and Microsoft Dynamics CRM investments.
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