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erp.acceo.com Improve ordering, fulllment, and delivery processes by giving sales and service personnel real-time data so your customers order more often and receive better service. The Sales Order Management (SO) module allows you to centrally manage sales activities such as entering quotes, fullling sales orders, creating shipments, tracking prices, applying dis Sales order management Integrated workowAutomate order processing and eliminate unnecessary steps by conguring order statuses, status transitions, programmed foryour performance erp.acceo.com Additional sales order management features and benets Automated shipmentsFulll large volumes of shipments using predened packing rules for specic products. Acumatica can automatically determine packaging, generate labels, and conrm shipments for multiple orders with just a few clicksUPS and FedEx integrationGet up-to-date freight costs for each shipment your company handles, print the actual carrier labels, and track shipments using actual tracking numbers provided by the carrier.Carrier return label supportPrint carrier return labels to include in order shipments for easy customer returns.Purchasing integrationLink sales orders with purchase orders so received items can be allocated to orders. Orders can automatically generate purchase orders or be linked manually. Sales orders which are linked to purchase orders can be placed on hold until the purchase order is received. Drop shipment purchase order functionality is also supported.Real-time inventoryGet real-time inventory data, including information about inventory that has been allocated. During the entry of a sales order, Acumatica will notify the user if the quantity is not available or over-allocated.Multiple and partial fulllmentFill sales orders with goods from more than one warehouse and specify if partial deliveries are acceptable. Based on warehouse availability and costs, Acumatica can split a sales order into multiple shipments from dierent warehouses. For incomplete orders, Acumatica will track the remaining sales order balance and manage back order delivery if required.Shipment schedulesSpecify a dierent delivery date for each line item on a sales order. For orders of this type, Acumatica will generate shipment orders according to the delivery schedule and item availability.Pick lists and replenishment ordersAcumatica prepares a pick list according to item availability and the pick priority for each warehouse location. If a pick location has insucient stock to ll an order, Acumatica will search for a warehouse with quantity on hand, issue a replenishment order, and place the sales order on hold until the replenishment is fullled.Credit limit vericationPrior to releasing a sales order, Acumatica veries the customer’s credit limit. Orders placed on credit hold are automatically released if a customer payment is entered or if the order amount is decreased. Authorized users can override the credit hold status and force order fulllment.RMA with reason codesReturn 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 of damaged goods. Every line can be marked with a reason code to specify the return reason.Additional sales order management features and benetsAcumatica is a leading provider of cloud business management software that empowers small and mid-size businesses to unlock their potential and drive growth. Built on the world’s best cloud and mobile technology and a unique customer-centric licensing model, Acumatica delivers a suite of fully integrated business management applications such as Financials, Distribution, CRM and Project Accounting, powered by a robust and exible platform. Take control of your businessSuccessful companies know the value of having visibility and control over their business.Acumatica enables you to drive growth, manage costs, and be productive.Play to your strengthsEvery business is unique. Play to your strengths by doing what works best for your company. Tailor your business management software to t your exact needs, no matter how specicyour requirements.Empower your peopleYour business isn’t conned to four walls. Why should the people that impact your business be? Acumatica goes wherever your people go – anytime, anywhere, and on any device.