Description
Learn how to streamline your Acumatica Sales Order Entry process in this step-by-step walkthrough designed for distributors, manufacturers, and ERP users looking to accelerate order processing and improve customer satisfaction. This tutorial covers everything from selecting customers and adding inventory items to applying pricing rules, creating shipments, and generating invoices—all within the Acumatica Cloud ERP platform.
Discover multiple ways to quickly enter items using lookup tools, keyword search, warehouse availability filters, sales history, and file upload functionality for bulk order importing. See how Acumatica automatically applies customer-specific pricing, quantity breaks, and discount rules using the Sales Price Worksheet, ensuring accurate and consistent pricing on every order.
Follow along as we demonstrate how to create prepayments using check or credit card processing, automate shipment creation for warehouse teams, adjust shipped quantities for backorders, and confirm shipments seamlessly. Finally, watch how the accounting team can prepare, release, print, or email invoices directly from Acumatica—eliminating manual steps and speeding up the quote-to-cash cycle.
This video provides a complete overview of the Acumatica sales order workflow, helping you reduce data entry time, improve accuracy, and deliver a better experience for your customers. For more information, support, or personalized Acumatica training, visit ASWIUS.com.
