Order Management

An integrated order management solution empowers companies that don’t carry inventory to streamline processes and get the visibility they need to make smarter, faster business decisions.
  • Know your true costs
  • Reduce order times
  • Improve customer service
  • Simplify pricing and discounts
  • Save time with automation

No inventory? No problem.

Companies licensed for Inventory Management with Order Management have the full functionality in the Sales Order, Purchase Order, and Requisition Management applications. They can place orders for both stock and non-stock items, manage item substitutions, create cross-sell and up-sell relationships, transfer stock between warehouses, and use barcoding for inventory movement. Companies not licensed for Inventory Management can still place sales orders, create purchase orders, and create purchase order requisitions for non-stock inventory only.

Acumatica Order Management – Key Features

Sales Order Management

Order management software from Acumatica lets you manage sales activities centrally. You can track prices, check available inventory, apply discounts, enter quotes, create shipments, and fulfill sales orders.

Credit Limit Verification

Check credit automatically during order processing (prior to release). Auto-release a credit hold when a payment is entered or an order amount is decreased. Manual hold override is available to authorized users.

Purchasing Integration

Link sales orders with purchase orders and allocate received items to orders. Automatically generate purchase orders or create manual links. Auto-hold sales orders until you receive a purchase order.

Vendor Bidding

Eliminate paperwork and speed the bidding process by emailing requests to multiple vendors. Make the purchase with a single vendor or select multiple vendors for different products on the request.

Automated Requisitioning

Automate the entire requisitioning process, including collecting orders, collecting supplier bids, sending and approving quotes, issuing purchase orders, and receiving goods. Authorize users to select from your catalog, limit requests to specific goods, or enter descriptions.

Non-Stock Receipt and Returns

Process receipt of goods and returns for non-stock items without the Inventory Management application.

CRM Integration

Convert CRM opportunities into sales orders without re-entering pricing and discount information. Easily locate customer orders to verify delivery status. Associate tasks and activity history with each order.

Audit Trail

Automatically create a complete audit trail of all transactions, including IDs of users who entered and approved the transactions or modified the records. Optional notes and attached electronic documents remain with the activity records.

Integrated Workflow

Automate order processing and eliminate unnecessary steps. Configure order status, status changes, actions, notifications, and alerts to trigger automatically during order processing.

Role-Based Dashboards

Stay on top of your business with role-based dashboards for Sales Managers, Purchasing Managers, Shipping Clerks, and Receiving Clerks. Dashboards provide real-time, configurable insights with actionable drilldowns for sales orders, quotes, activities, employee productivity, shipments and receipts, on-time shipping ratio, order fill rates, late orders, profitability, return rate, suggested purchase orders, and other key performance indicators.

Side Panels

Distribution side panels provide users with direct access to customer, item, and order details for sales orders, shipments, invoices, purchase orders, purchase order receipts, and more.

Visibility Drives Efficiency
Flexible Pricing Control
Automate to Accelerate
Visibility Drives Efficiency

Know your true costs

Determine your profitability by product line, location, or business unit. Use real-time information to control costs across the entire supply and distribution chain.

Reduce order times

Eliminate delays through automated sales order processing and shipping order generation. Set rules to manage returns, credit limits, drop shipments, and more.

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Visibility Drives Efficiency
Flexible Pricing Control

Simplify pricing and discounts

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. Maintain discounts in single and multiple currencies. Establish rules and policies for price overrides.

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Flexible Pricing Control
Automate to Accelerate

Automated processes maximize resources

Generate purchase orders automatically, or turn an approved quote into a sales order with a single click.

See Order Management in Action:
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Automate to Accelerate

Acumatica Order Management System – FAQ

What is an Order Management System (OMS)?

An Order Management System (OMS) streamlines and automates a company’s sales and services process, from order creation and fulfillment to delivery and after-order support. As a standalone solution or an integrated application, an OMS provides non-inventory-carrying companies visibility into all transactions, available inventory, costs, order times, vendor relationships, and more. An OMS—as part of an Enterprise Resource Planning (ERP) solution—can seamlessly integrate with a customer relationship management (CRM) application, allowing easy management of all customer-related activities, including converting opportunities into sales.

How does an OMS work?

Today’s consumers not only have plenty of products and services from which to choose, but they also have plenty of shopping options. Brick-and-mortar stores and online sellers or physical stores that also sell via a website—also known as “omnichannel selling”—compete for their business, and retailers and distributors must be able to receive, fulfill, and monitor their sales orders quickly and accurately. With an OMS, they can.

An OMS provides businesses with a centralized platform for managing sales activities, whether from a single selling channel or from multiple selling channels. All sales orders enter a single portal, triggering a pre-set and automated order process.

Though simple in explanation, the order process has many moving parts and behind-the-scenes requirements. Efficiently and managing these requirements (e.g., inventory control, requisitioning, cost allocation, approvals, invoicing, reporting, sales orders, and more) in one place is possible with the right OMS.

What are the benefits of OMS?

The benefits of implementing an OMS stretch from the initial ease of taking an order through enabling smooth after-sales support. Specific OMS benefits include:

  • Reducing Order Times: Automated sales order processing and shipping order generation eliminates errors, simplifies data entry, and improves order timeframes, as do predetermined rules for returns, credit limits, and more.


  • Simplifying Pricing and Discounts: Pricing rules and polices established within the system, including setting up quantity and volume discounts by percent or amount and in single or multiple currencies, simplifies the pricing and discount process.


  • Saving Time with Automation: With one click, users eliminate paperwork and save time by utilizing an OMS to automatically generate purchase orders, turn an approved quote into a sales order, verify credit limits, email vendor requests, convert opportunities into sales orders, consolidate invoices, check delivery status, and more.


  • Knowing True Costs: Real-time information and comprehensive reporting—with drill-down capabilities—assists in tracking and controlling costs across the entire supply and distribution chain.


  • Managing Activities from a Centralized Solution: With role-based dashboards, sales and purchasing managers and shipping and receiving clerks have the information they need to manage their specific activities. Side panels provide them with direct access to customer, vendor, items, and order detail information.


Altogether, the benefits of an OMS add up to a productive and profitable business that meets—and exceeds—customer expectations.

“Because our inventory system is in the same system as our distribution [Acumatica], we are able to receive products in real time and then sell it the second we receive it. Order cancellations and order edits all happen in that very moment. And distribution is a lot smoother because we have one place for everyone to go to get all the answers they need. How much stock do we have? How much did we ship? How much product did we receive this month? We’re able to get that data really quickly.” – Jessica Yutrzenka, Supply Chain and Operations Manager, Clive Coffee



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Distribution Applications

All modules are fully integrated with your real-time, end-to-end Cloud ERP system.

From Our Customers

"Would I recommend Acumatica to anybody? Absolutely not in our industry. I wouldn't want anybody to have a competitive advantage over what we do."
Charles Snyder, IT Director
ProPharma Distribution
"Acumatica has really allowed us to focus on our business—which is selling shoes—instead of focusing on IT and development."
Ryan Schlachter, President

Ready to see it in action?

Get a free consultation with an Order Management specialist, and see how you can accelerate your business