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[Music] acumatica sales order management acumatica provides flexible sales order entry including manual screen entry via sales people file imports from external systems using excel csv databases and other formats and web services connections via pos ecommerce sites and the acumatica customer portal once in the system sales orders can be consolidated and sent to the warehouse for shipping and to the ar team for invoicing the acumatica sales order module is tightly integrated with other acumatica modules including crm or customer management inventory purchasing requisitions ar and project accounting providing an end-to-end business automation experience to begin i navigate to distribution sales orders and sales order entry accumatica offers custom order types such as credit memos rmas or in this case a basic sales order using the integrated crm i can use my type ahead or my search functionality to select a customer for the order as i do so all of my financial settings such as terms addresses and pricing will be automatically inserted for me under my document details tab i can manually add a new line item or i can use the add stock item button to search my customer's order history the sold sense icon allows me to look back over a particular date range so that i can see what i have sold my customers at what prices and maybe suggest items for cross-selling or upselling because i'm using a real-time erp system all of my inventory information such as what is on hand and available will be visible for me from the sales order line you can see our integration with the purchase orders module and you can decide if you'd like to request a purchase order from your vendor or drop ship directly to the end consumer from the shipping settings tab we can take a look at our integrated carrier rate shopping as i refresh my rates acumatica is communicating with ups fedex and usps to return all the real-time rates for my order we offer a variety of payment methods from an ar and ap standpoint including cash check federal wire and even a credit card integration we can help you to achieve pci level compliance with our integration with authorize.net accumatica can help you to communicate with your end customers by providing an email integration you can do this manually or you can set up automatic notifications now anyone else that touches the record will see the activity and the email that was attached to it you can use acumatica to print your sales orders and get them to your end consumers in the form of an excel file or also as a pdf document and finally you can use acumatica to run detailed sales order reports by using the acumatica sales order module your company can easily configure and adjust sales order processing to fit your sales workflows real-time inventory information integrated crm custom order types approval workflows carrier integrations and more provide a flexible sales order management process across the entire organization you can also learn more about additional benefits of accumatica sales orders such as customer and item specific discounts lot in serialization and carrier label management for more information please contact your local accomadaca reseller or email us at info acumatica.com you