Skip to the main content.

3 min read

How To Use Acumatica Sales Order Module

How To Use Acumatica Sales Order Module

As customer expectations for efficiency and customer experience continue you to rise, every aspect of your distribution management must be optimized.

Effective sales order management software integrates with your other systems and tools that are already in place. This allows you to have complete visibility over all of your order management operations. Order processing software, like the Sales Order Management module in Acumatica, lets you centrally manage sales activities. The software functionality includes the ability to enter quotes, fulfill sales orders, create shipments, track prices, apply discounts and check available inventory.

In today’s video training session, we will go into how to use Acumatica’s Sales Order module so you can do just that.


Interested in learning more about Acumatica’s Distribution Management Suite and the Sales Order Management module? Check out our posts: What is ERP – Distribution Management and Distribution Tools: Sales Order Management.

How to Use the Acumatica Sales Order Module

First, I will need to navigate to the Sales Order module, and I will do so by using the overall search engine.


using acumatica search engine to search for sales order


Selecting sales order module in Acumatica


Creating a New Sales Order

So when I open up a Sales Order module, I’ll create a new record by selecting the New Record button. Once I open this, I can see that Acumatica offers a variety of different order types. These order types include credit memos, RMA’s, etc. but in this particular instance, I will be using a sales order.


adding a new record in acumatica sales order module


how to view sales order types in acumatica sales order module


selecting sales order from list of order types


Selecting the Customer

Acumatica does have a built-in CRM system, so that allows me to choose my customer a few different ways. I can do so either by starting to type in the name of the client in the Customer search field or by opening up a list view. I can do this by selecting the magnifying glass where I can specify a client from here.


Searching for a customer within acumatica sales order module


Selecting the customer through a list view of customers


Once that’s completed, I’ll go into my Financial Settings where I can see all of this specific client’s details. This includes their terms, default addresses and anything else that might be relevant to the business.


Selecting financial settings within acumatica sales order module


Adding Inventory Items

Under the Document Details, I’m able to add inventory items by selecting them from the row-level. Or, I can select the Add Stock Item to search for my customer history as well. When I click the Add Stock Item, an Inventory Lookup pop-up comes up.


selecting document details in acumatica sales order module


selecting details form row-level in acumatica


adding a stock item in acumatica sales order module


If I select the Sold Since button and a date range, I will see the order history for that particular client. This is helpful when it comes to offering alternative products or even upselling complementary products that you maybe are not selling to a customer.


selecting “sold since” radio dot in acumatica


selecting date range


showing a customer’s order history in acumatica's sales order module


All of the inventory information is real-time because Acumatica is a real-time ERP system. So you will see all of your inventory information on the bar at the bottom of the window. This information includes your allocated quantities, available for shipping, your inventory on hand and your available quantities.


inventory info on bottom bar in acumatica sales order module


Marking for Purchase Order 

In one of the rows under the Document Details tab, where all of the customer’s inventory information is listed, is a Mark for PO checkbox. This Mark for PO button allows you to purchase this item now, directly from a vendor or you can have a drop-ship directly to the end consumer.


clicking “Mark for PO” check box


selecting PO source


Customizing Shipping Settings

Also, within this module, you can integrate with alternative shipping carriers through the Shipping Settings tab. Usually, what you use is pretty standard when it comes to integration, but UPS, USPS and Purolator are just a few that we can integrate with. This functionality allows you to shop for the best shipping rates based on the packaging information and details that are set up for the items you are selling.


selecting Shipping Settings tab


Selecting Payment Type

Under the Payment Types tab, we also do offer multiple different payment types for both Accounts Receivable (AR) and Accounts Payable (AP), including cash and cheque. Also, we can provide credit card integrations where we can help you achieve a PCI level compliance with the leveraged integration.


selecting Payment Settings tab


selecting Payment Method


Deploying Your Sales Order

Once the order is ready, when you click Actions drop-down, you can see that Acumatica allows for multiple different ways for this to be deployed. You can either email this sales order directly to your customer or by selecting the Reports drop-down you can opt to print the sales order.


Viewing the actions menu during sales order deployment


Email Sales Order/Quote in Acumatica


Navigating to reports & print sales order in Acumatica


Once you open up the sales order, when you click the Export drop-down, it gives you the option to drop the sales order into an Excel file or a PDF form. You can also print it or send it from this window.


Exporting your Acumatica Sales order report as an excel file or PDF file


Sending your acumatica sales order report


Analyzing Sales Orders with Acumatica Reporting Tools

Acumatica also offers incredible robust reporting initiatives when it comes to the detailed analysis of sales orders for your customers. This gives you a good overview of what’s going on in your sales operations.


View of an acumatica sales order report


Interested in learning more about Acumatica’s robust reporting tools? Check out Leveraging Acumatica ERP for Agile Reporting.


I hope this video was insightful. If you have any questions, don’t hesitate to reach out!


Need more information on the software? Check out the overview of Acumatica Cloud ERP Software.

Remember, the company you choose to implement your software dictates the success or failure of your software investment. At Aqurus, we’re passionate about providing superior ERP solutions and support.

How To Use Acumatica Conditional Formatting & Side Panel Video Tutorial

7 min read

How To Use Acumatica Conditional Formatting & Side Panel Video Tutorial

We know Acumatica is a product that has far surpassed our competitors in a short amount of time because of how much development goes back into the...

Read More

2 min read

Acumatica Distribution Edition for Efficient Warehouse Operations

In just a couple of minutes, watch how any business can serve customers and control costs in their distribution and warehouse operations. (3:32...

Read More