Configure the inventory allocation rules for each step of the sales process. Create warnings when inventory is over-allocated or unavailable.

Manage complex pricing and customer and vendor discount policies. 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 for individual items, groups of items, and documents. Maintain discounts in single and multiple currencies. Establish rules and policies for price overrides: specify price by warehouse, assign prices based on quantity sold, or set prices using various units of measure (single item, case, pallet, etc.). Import discount information, and apply discounts to opportunities, quotes, sales orders, purchase orders, invoices, etc.

Return Merchandise Authorization (RMA) features allow you to receive goods from customers. RMA orders can be processed as a credit to a customer balance or as a replacement for damaged goods. Every line can be marked with a reason code to specify the return reason.

Fill orders from more than one warehouse. Split a sales order into multiple shipments from different warehouses based on availability and costs. Track partial ship order balance and manage backorders.

Specify a different delivery date for each line item on a sales order. Generate shipment orders according to the delivery schedule and item availability. Restrict shipments for on-hold orders.

Generate pick lists according to item availability and the pick priority for each warehouse location. Auto-search other warehouses, issue replenishment orders, and place the sales order on hold until the replenishment arrives.

Consolidate multiple shipment orders onto a single invoice – automatically or manually. Optionally update price and discount detail on review before invoice printing and updating accounts receivable.

Before releasing a sales order, Acumatica verifies the customer’s credit limit. Orders placed on credit hold are automatically released if a customer payment is entered or if the order amount is decreased. Authorized users can override the credit hold status and force order fulfillment.

Use workflows to automate and modify the quote to sales order conversion process, updates to sales order status, returns and replacement process, or pick, pack, and ship processes.