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Sales Order Management Software saves time, reduces errors and drives sales

Sales order management

Customers expect more today and consistent, high-performing sales
order management software can be the pivotal competitive differentiator.
Quote it
Quick Quote from one screen, convert to an order with 1 click
Sell it
Multi-channel sales order management ~ online,
offline, mobile, fax, mail order, telephone order, catalog
Ship it
Flexible, integrated shipping with multiple carriers
Manage it
Track, research, resolve, analyze, report
Relax

ACCTivate! ~ Small & midsized business
Sales Order Management software
fully integrated with Inventory, Warehousing, Purchasing, CRM and QuickBooks
& Intacct

ACCTivate!'s sales order management software provides small & midsized businesses a software solution with fully-integrated sales order management that simplifies both pre-sale and post-sales activities and back office operations.

Sales order management software to... Quote it
  • Check inventory, pricing, credit status & shipping options from one screen with Quick Quote
  • Convert a Quote to an Order with 1 click
  • All information related to quotes and orders on one screen with drill down
Sales order management software to... Sell it

Multi-channel sales order management ~ online, offline, mobile, fax, mail order, telephone order, catalog

  •  Sales orders can include products, service fees, shipping fees, handling charges or any other chargeable
    item or activity
  •  Credit status displayed when order is entered with permission-based override capability
  •  Multiple payment options including credit cards, checks, money orders, cash
  •  Contract name and contact points can be selected or added at the time of sales order
  •  Set requested ship date & a separate promise date
  •  Don't ship before and don't ship after dates
  •  Multiple-level special instructions on order for internal use or visible externally
  •  Pre-defined comments may be selected for inclusion on any order
  •  Book orders in advance of shipment without inventory commitment (seasonal)
  •  Mobile sales orders can be created in real-time from a wireless device such as PDA while at a customer
    location, at a tradeshow or from your showroom
  •  Customer may request specific text that prints on each order or invoice, i.e., compliance statement,
    internal routing, etc
  •  Standard shipping instructions, reference info, special handling or shipping instructions, customer job
    number and ship method may be recorded for each customer and automatically included on each sales order
  •  Sales tax jurisdiction and rate information is recorded for each shipment to properly calculate, report and
    remit sales taxes for any number of states or other jurisdictions
  •  Sales tax rates may be determined for overlaying jurisdictions
  •  Customer specific product code, vendor specific product code, OEM product code or UPC code cross
    referenced to SKU with automatic translation during order entry

Online

  • Interface to most shopping carts with one-time configuration using easy-to-use mapping tool
  • One click order synchronization between ACCTivate! and website
  • FedEx, UPS, USPS, ShipRush and DHL shipping integration with tracking information available to customers via email
  • All product attributes available online including images & descriptions
  • Real-time credit card payment processing
  • Vendor consigned inventory, Inventory consigned to vendor, or Vendor managed inventory (VMI) support
  • Drop Ship: Orders from any source can be drop shipped from vendor with the click of a button
  • Return Merchandise Authorization (RMA) process support
  • 3PL support
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Sales order management software to... Ship it
  •  Multiple pick route options
  •  Wireless handheld and barcode picking
  •  FedEx, UPS, USPS, ShipRush & DHL and Less than Truckload (LTL) shipping options
  •  Any # of ship to locations per customer with contact information, dated notes, special instructions
    and delivery route information
  •  Ability to set primary warehouse with override to alternate warehouses
Sales order management software to... Manage it
  •  Track order progress: quote ~ sales order ~ shipping ~ rescheduling ~ backorders
  •  Create, manage, control & monitor pricing decisions across the company
  •  Fully-integrated CRM from lead to customer service
  •  Complete historical record of contacts, emails, formal sales quotes, orders, invoices, products purchased
    and any other associated history related to the account is maintained in ACCTivate!
  •  The Business Activity Review provides a 1 click overview of all sales opportunities and may be further
    filtered by status, resolution, & priority date by 1 click of a drop down menu.
  •  Create unlimited reports with Crystal Reports® for pipeline analysis, sales trends, gross margin analysis,
    win-loss analysis, and review or other sales opportunity information.
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Sales order management software to... Relax

ACCTivate! is flexible, robust and proven, yet continually evolving to integrate new technologies and capabilities ~ a perfect fit for small, midsized and growing businesses.

  • Direct QuickBooks & Intacct integration
  • Industry-standard components such as MS SQL®
  • Custom reports utilizing Crystal Reports®
  • Encrypted database security
  • User-level permission management

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Small & midsized business software fully integrated with
Inventory, Warehousing, Purchasing, CRM

Sales order management software with... Pricing options

In a complex, fast-changing world, small and midsized businesses need flexible pricing options to stay competitive and optimize customer value. Price optimization is critical for success and requires three key factors to be effectively executed:

  • Access to historical data & analytics to make well-informed pricing decisions
  • Company-wide visibility into the pricing process
  • A flexible system to put the pricing strategies into action
ACCTivate! delivers the tools for success to companies enabling them to implement effective pricing strategies with controls and the ability to monitor and measure effectiveness on a continual basis.
Sales order management software with... Pricing flexibility

Create, manage, control and monitor pricing decisions across the company, by segment, by product or by customer.

  • Each individual price can be a specific dollar value, a discount from list or a markup from cost
  • Customer tiered pricing (also called multi-level)
    • Can have an unlimited number of tiers
    • Tiered prices can be specific to a single product or for a group of like products
  • Any number of quantity break prices
  • Customer specific price for an individual product or products (negotiated)
  • Contract with customer that is associated with special pricing for that contract – contract is selected on
    sales order and is specific to that customer
  • Upcharge or discount capabilities
    • Cost plus: Cost, for cost plus based pricing calculations, can be an average of stock on hand, last cost, or arbitrarily established specifically to determine cost + pricing
    • Line level % discount
    • Invoice level discount by set dollar amount or % of total pre-tax order amount
  • Any price can have an optional effective and/or an expiration date
  • Person entering order may be constrained to choice of price or manual override of price
Sales order management software with... History, reporting & trend analysis
  •  A complete historical record of customer sales orders, invoices, payments, products purchased, credit history and
    other associated sales order information relating to the account is maintained in ACCTivate!
  • Create unlimited reports from ACCTivate!'s historical date repository using Crystal Reports® for comparison of
    pricing results, margin analysis, discount effective on close results, and additional sales order and pricing analytics.

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Small & midsized business software fully integrated with
Inventory, Warehousing, Purchasing, CRM

Sales Order Management Software turns quotes to orders with one click
Quotes
to
orders
with
1 click


Sales order management software with... 1 click quotes to orders

Most companies handle quoting separately from ordering and don't have a clearly defined process for converting the sales quote to the sales order – a critical step in the process for ensuring customer satisfaction, a costly duplication of efforts with re-entry into a new system and a chance for errors to occur.

ACCTivate! automates the quote and sales order process with tools to handle both with a 1 click conversion process when the quote becomes an order - even for orders with complex components, parts or configurations.
  • Quick Quote enables a quick item look up to check inventory for availability and to determine customer pricing
    based on an entered quantity, % discount, the customer's contract pricing and other pricing variables.
  • Create formal Sales Quotes from one screen, with automatic credit check, then print and/or email the quote
    from ACCTivate! as a PDF file.
  • Convert a Quote to an Order with 1 click – just add products and any special instructions and print and/or
    email the order to the customer from ACCTivate! as a PDF file attachment
At anytime during the quote or sales order, if additional inventory, product, warehouse, credit, or customer service information is required, ACCTivate!'s drill down and drill around capabilities allows the user to view the required information without leaving the system.
Sales order management software with... Sales reporting & analysis

With sales process information captured from lead to close, managers can utilize the extensive historical information and powerful reporting capabilities to implement a continuous improvement process for this critical area of the business.

Custom reports using Crystal Reports® enable reporting and extensive filtering on any field containing information within ACCTivate!

Examples of uses include:
  • Analyze quotes or orders success by salesperson, branch, product, product group or customer
  • Analyze time to close performance from quote to order, from lead to quote to order or compare to other
    time periods (year over year, month over month, etc)
  • Analyze the impact of discounts on the success of conversions to sales orders
  • Test and compare different pricing methodologies (ex: cost plus vs. discounted price)

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Small & midsized business software fully integrated with
Inventory, Warehousing, Purchasing, CRM

Sales Order Management Software with eCommerce integration
ACCTivate! simplifies
eCommerce integration


One click synchronization of
orders, tracking information, product
availability and customers between
ACCTivate! & eCommerce websites.
Sales order management software with... eCommerce

Seamless integration to eCommerce platforms
ACCTivate! integrates to best in class, well-known eCommerce platforms, such as Magento Commerce, ASPDotNetStoreFront, Volusion, Amazon.com and many more.

One click web store synchronization
After the integration setup, ACCTivate! and the eCommerce website can be synchronized at any time with one click in ACCTivate!. The synchronization is bi-directional.
  • Web orders instantly come in as ACCTivate! sales orders
  • Any new customers that ordered via the website are automatically created in ACCTivate!
  • Inventory availability is adjusted accordingly in both ACCTivate! and the web store
  • Tracking information is synchronized
During the synchronization there is a quick validation process that ensures all products from the online order exist in ACCTivate! and alerts of any duplicate orders. If there are any errors, there's a chance to correct them and then continue with the synchronization.

The Web Store Sync works for multiple eCommerce websites, making it very simple to sync multiple websites with ACCTivate! and adjust inventory for them all.

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eCommerce Key Features
  •  Orders imported from website are handled as all other ACCTivate! orders with system-wide access to order,
    inventory, product, warehouse, credit, or customer service information, history, reporting, notes, alerts & activity management
  •  Multi-channel customer management – online, offline, mail order, telephone order, catalog
  •  B2B or B2C capabilities
  •  All product attributes available online including images & descriptions
  •  Simple, easy order synchronization between ACCTivate! and website
  •  Default fields can be set in ACCTivate! for fields not supplied by shopping cart
  •  Batch processing of web orders allows for efficient processing
  •  Ability to set primary warehouse with override to alternate warehouses
  •  Promotion codes are supported
  •  FedEx, UPS, USPS, ShipRush and DHL shipping integration with tracking information available to customers via email
  •  Backorders or pending orders can be released for shipment anytime in the future
  •  Drop Ship: Web store items can be drop shipped with the click of a button
  •  3PL support
  •  Direct QuickBooks amp; Intacct integration
  •  Industry-standard components such as Microsoft SQL®
  •  Custom reports utilizing Crystal Reports®
  •  Encrypted ACCTivate! passwords for data security
  •  User-level permission management
  •  Promotional code support

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ACCTivate! seamlessly integrates with best in class, well-known web store platforms including:

eCommerce Inventory Management integrates with Magento eCommerce Inventory Management integrates with Amazon eCommerce Inventory Management integrates with osCommerce
eCommerce Inventory Management integrates with Znode eCommerce Inventory Management integrates with AspDotNetStorefront eCommerce Inventory Management integrates with BigCommerce
eCommerce Inventory Management integrates with Volusion eCommerce Inventory Management integrates with CommerceCM eCommerce Inventory Management integrates with Core Commerce
eCommerce Inventory Management integrates with ChannelAdvisor eCommerce Inventory Management integrates with Jigoshop eCommerce Inventory Management integrates with Shopify eCommerce Inventory Management integrates with ebay


eCommerce Inventory Management quote from customer eCommerce Inventory Management quote from user
ACCTivate! has created some fantastic tools for syncing with our eCommerce site.

Jennifer Dowling, Network administrator
Orient Express


Small & midsized business software fully integrated with
Inventory, Warehousing, Purchasing, CRM

Sales order management software feature list

Below is an extensive list of the Sales order management capabilities of ACCTivate!
Some features are optional.

  •  Account & contact information access
  •  Activity management and alerts
  •  Alerts for items requiring action
  •  At-a-glance access to key information
  •  Automated credit limits
  •  Backorder management
  •  Booked orders for future scheduling
  •  Bulk/partial orders
  •  Configurable permissions for each user
  •  Control shipping methods & warehouse ship-from location
  •  Contact history & notes
  •  Copy orders
  •  Counter sales
  •  Credit adjustments
  •  Credit card processing
  •  Custom fields
  •  Customer order status & history
  •  Customer/product discount matrix
  •  Customer/product price matrix
  •  Customer tiered pricing
  •  Default order definition parameters with override capability
  •  Default price codes
  •  Discounts and promotions
  •  Drill down & drill around information access
  •  Drag-and-drop email from Microsoft Outlook®
  •  eCommerce Web store integration with Magento®, osCommerce, AspDotNetStorefront, BigCommerce,
    Amazon, Znode®, Volusion® and many more eCommerce platforms
  •  email communication management & history
  •  Export quote data to MS Word mail merge
  •  Formal quotations with conversion to sales order at acceptance
  •  Line and/or invoice discount
  •  Maintain receivables in multiple currencies
  •  Mobile sales orders
  •  Multi-channel support: mail order, telephone order, catalog, online
  •  Multiple branch management
  •  Multiple order types supported: ASAP, preseason booking, clearance, discontinued,
    employee and complimentary
  •  Multiple pricing options
  •  Multiple ship to locations
  •  Notes throughout the system
  •  One-click drop ship or special order purchase orders creation from sales order screen
  •  Order history, analytics & forecasting
  •  Orders may be printed or emailed as PDF
  •  Partial shipments
  •  Pop-up reminders for cross-selling
  •  Product photos/images can be accessed in system
  •  Promotion codes & coupon codes are supported when selling via an eCommerce web store
  •  Purchase history mining
  •  Quick Quote for customer price inquiries
  •  Quotes to orders with 1 click
  •  Report sales transactions in country of sale currency & home currency
  •  Reserve inventory
  •  Resize or maximize the sales quote, sales order
  •  Route management
  •  Sales & payment history
  •  Sales opportunity management
  •  Salesforce automation (SFA)
  •  Search item number, name, product group, product classification, inventory level, marketing code,
    vendor part #, description, vendor, UPC/GDSM code
  •  Sell and analyze sales in your customer's currency
  •  Sell in your own home currency
  •  Shipping instructions per order
  •  Substitutions
  •  Track lead source & stage
  •  Unlimited custom reports using Crystal Reports®

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Small & midsized business software fully integrated with
Inventory, Warehousing, Purchasing, CRM

QuickBooks Gold developer
ACCTivate! for Intacct
Learn more today

Contact us at 866-877-1311 to talk about your needs or simply complete
the form and a specialist will contact you to discuss solutions.


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Sales Order Management Software user quote
ACCTivate! enables us to have a virtual office for every one of our sales representatives across the United States.
Sales Order Management Software customer quote
Kristan Faizo,
National Sales Manager

Sales Order Management Software customer in the fashion industry
Intacct & QuickBooks inventory management software with inventory control, business management & customer service management

Award-winning, integrated
Inventory Software delivering the
most value for the money with
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& CRM for QuickBooks & Intacct.

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