What is sales order management software?

Sales order management software helps businesses create, process, fulfill, and track customer orders. It can connect order entry with pricing, inventory, purchasing, warehouse operations, shipping, invoicing, and financial information.

How does Acumatica Sales Order Management work with inventory?

Acumatica connects sales orders with inventory availability and allocation so teams can see available stock, manage backorders, allocate products to customer demand, and fulfill orders from one or multiple warehouses.

Can Acumatica support drop shipments?

Yes. Sales orders can be linked with purchase orders, and Acumatica supports drop-ship purchasing where a vendor ships products directly to the customer.

How does Acumatica connect sales orders, invoicing, and Accounts Receivable?

Sales orders and shipments can flow into invoice processing so customer billing and Accounts Receivable remain connected with the order and fulfillment activity that created them.

ACUMATICA DISTRIBUTION MANAGEMENT · SALES ORDERS

Sales Order Management Software

Manage Orders, Inventory, Fulfillment, and Invoicing in One System

Acumatica Sales Order Management connects order entry with pricing, inventory availability, purchasing, fulfillment, shipping, and Accounts Receivable.

Give sales and operations teams visibility into customer orders from entry through delivery while keeping inventory and financial activity connected in the same ERP.

Acumatica is the platform. Milestone Information Solutions makes it work for your business.

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Sales Order Management

Manage Customer Orders From Entry Through Fulfillment

Keep order details, inventory availability, pricing, fulfillment, and invoicing connected so teams can see what has been ordered and what needs to happen next.

Order Entry & Workflows

Create sales orders using configurable order types, approvals, statuses, notifications, and workflows that fit how your business processes customer orders.

Pricing & Discounts

Apply customer pricing, volume discounts, promotions, and other pricing rules without rebuilding calculations outside the ERP.

Inventory Allocation

See inventory availability and allocate stock to customer orders while managing shortages, backorders, and fulfillment rules.

Fulfillment & Invoicing

Create shipments from sales orders and move fulfilled activity into invoicing and Accounts Receivable without re-entering order details.

Connected Order Management

From Customer Order to Shipment and Invoice

Sales order management works best when the order does not have to be recreated as it moves from sales to inventory, fulfillment, and finance.

Quote / Sales Order

Inventory & Sourcing

Pick, Pack & Ship

Invoice & Accounts Receivable

Acumatica keeps customer, item, pricing, inventory, shipment, and financial information connected as the order moves through the business.

Fulfillment Flexibility

Handle More Than Basic Sales Orders

Acumatica supports different fulfillment scenarios while keeping the customer order tied to inventory, purchasing, shipping, and financial activity.

PO Linking & Drop Shipments

Link sales orders with purchase orders to source items for customer demand, including drop-ship scenarios where a vendor ships directly to the customer.

Partial & Multi-Warehouse Fulfillment

Split orders into multiple shipments and fulfill from different warehouses when inventory availability requires it.

Returns & Replacements

Manage customer returns with RMA processes, reason codes, credits, replacements, and the inventory updates needed to keep records accurate.

Blanket Orders & Shipment Schedules

Manage recurring customer commitments and schedule deliveries by date and item availability.

Connected Distribution Management

Sales Orders Connect the Rest of Distribution

A customer order affects more than the sales team. It can drive inventory allocation, purchasing, warehouse activity, shipping, invoicing, and Accounts Receivable.

Inventory ManagementPurchase Order ManagementWarehouse ManagementAccounts Receivable

Acumatica Sales Order Management shares information across these areas so teams can work from the same order, customer, inventory, and financial data instead of moving information between separate applications.

Why Acumatica

Why Acumatica for Sales Order Management

Connected Distribution

Keep the customer order connected across sales, purchasing, warehouse operations, shipping, and finance in the same ERP.

Flexible Order Processing

Configure order types, approvals, pricing, discounts, and customer-specific processes around how your business sells.

Inventory & Order Visibility

See inventory availability, allocations, backorders, shipment status, and customer commitments from one system.

Fulfillment Options

Support drop shipments, partial shipments, multi-warehouse fulfillment, returns, blanket orders, and other order scenarios.

Why Milestone

Your Sales Order Process Should Match How You Sell and Fulfill

Sales order requirements vary by business. Pricing rules, inventory allocation, approvals, warehouse processes, shipping, and invoicing all affect how an order should move through the ERP.

Milestone helps configure Acumatica Sales Order Management around how your team takes orders, fulfills customer demand, and connects that activity to finance.

Order & Workflow Setup

Configure order types, approvals, statuses, pricing rules, discounts, and customer-specific processes around your requirements.

Inventory & Fulfillment Integration

Connect sales orders with inventory allocation, purchasing, warehouse activity, shipping, and Accounts Receivable.

Reporting & Team Training

Set up the order and fulfillment visibility your team needs and train sales, operations, and finance users on the process.

30+

Years ERP Experience

10+

Years With Acumatica

GOLD

Acumatica Certified Partner