Improve Order, Fulfillment, and Delivery Processes for Happier Customers
Centrally manage sales activities for quote entry, order fulfillment, shipment creation, pricing and discounting, and inventory stock status. Empower sales and service departments with real-time data to improve customer service.
AUTOMATE SALES ACTIVITIES FOR BETTER CUSTOMER SERVICE
• Order Suggestions. Boost sales with item substitution, up-sell, and cross-sell suggestions.
• Integrated Workflow. Automate order processing and eliminate unnecessary steps with Acumatica integrated workflow. Configure order status, status changes,actions, notifications, and alerts to trigger during order processing.
• Flexible Discounts and Promotions. Manage complex customer and vendor pricing and discount policies. Set up quantity and volume discounts as a percent or an amount. Specify multiple discount rules and sequences or automatically allow the system to apply the best discount combination.
• Configurable Order Types. Predefine order types tied to specific order processing requirements. Specify inventory allocation rules, workflow scenarios, and documents generated in Accounts Receivable and Inventory Management.
• Multiple Entry Points. Create orders from sales order entry, import files, orconvert quotes to sales orders. Integration with EDI, commerce, and retail point of sale systems are supported through Open APIs.