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Order management software

Achieve 25% faster quote-to-cash cycles with Sage Intacct order management software.

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Automate the order management cycle

From order processing complexity, inventory challenges, and pricing structures, save time, improve accuracy, and increase profits with our order management system.

Order management workflows your way

Automate order management with Sage Intacct. Sage Intacct's built-in OMS conforms to your unique workflow and pricing requirements.

  • Remove the manual work from multi-channel order management.
  • Simply input orders when they come in – and never enter them again.
  • Data automatically flows to order fulfillment, billing, revenue accounting, and all the other places you need.

Pre-integrated solutions

Thanks to easy, prebuilt integrations, you can seamlessly manage the quote-to-order cycle throughout all channels of your business.

  • Easily manage the Salesforce quote-to-order cycle through our pre-integrated Salesforce CRM connectors.

  • Enable sales and finance to share pricing and order status, and generate orders.

  • Prebuilt integration with Avalara automatically calculates the right sales tax for any order in any jurisdiction across all sales channels.

Resources for order management software

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Sage Intacct Order Management

Order Management

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Alejandro Perez

VP of Finance and Administration, HPE (Formerly Plexxi)

Without Sage Intacct's flexibility to handle all kinds of smart workflows for our procure-to-pay and order-to-cash processes, our two-person finance team never could have handled the volume of transactions we process each month. 

Order Management FAQs

The first distinction is that Order Management deals with items and quantities, whereas Accounts Receivable deals with accounts and amounts. When you create a sales order or invoice with items and quantities, you provide the customer with greater visibility about what they are paying for, generally in the same terms they used when placing the order. Order Entry also provides workflows that allow you to move from a quote to a sales order to a sales invoice. Each transaction has a definition that you use to define the accounting associated with that phase of the order.

Order management contains transaction types that fulfill typical workflows, such as quote, order, shipper, invoice, and return. You can add as many transactions within these types as you need. Perhaps your business has one set of transactions for wholesale and another for retail. You can add transactions to meet your specific process and accounting needs.

Whether you want to use our built-in integration with Salesforce, integrate with another technology partner, or build a new integration to another system, Sage Intacct has the tools and APIs to securely receive and send order information. Integrations allow sales and finance groups to share pricing data, order status, and other information, while you generate orders and subscription invoices—without entering the data twice. Salesforce and other technology partners can be found at Sage Intacct Marketplace.

Sales invoices on subscriptions and other items can have associated revenue recognition schedules that automatically take effect, deferring income and automatically recognizing it by generating journal entries periodically over the life of the subscription or other items such as warranties. Sage Intacct also offers advanced, ASC 606 compliant revenue recognition and expense amortization through its Contracts module.

Because Order Management transactions capture information across multiple dimensions, like customers, items, warehouses, locations, employees, and more, wearer able to create broad and deep visibility into your revenue activity. Track your order fulfillment rates, sales numbers, and inventory quantities and see the true drivers of business performance, such as which products, sales reps, and customers are driving the most profit—and why.

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Expert advice

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