Inventory Replenishment Suggestions
Improve your cash flow and avoid over-/under-stocking with recommendations based on historical sales data analysis.
Purchase Order Automation
Acumatica generates purchase orders based on inventory stock level and inventory replenishment algorithms. Orders are placed with the vendor that best meets price and delivery time requirements.
Inventory Bin/Location Control
Create a physical and logical warehouse structure using inventory bins and location controls. For each warehouse location specify the types of items and transactions that are allowed, the picking priority, and the cost of the items.
Inventory Lot and Serial Numbering
Track inventory by lot or serial number. Lot and serial numbers can be assigned or entered manually when you receive, issue, or assemble inventory items. Serial numbers can be linked with item-specific valuation methods.
Email customers when sales orders change status. Example: Provide tracking numbers when a sales order goes from open to shipped.
Track goods in transit while transferring inventory between locations. Information is kept in a Goods in Transit GL account.
Fulfill large shipment volumes using pre-defined packing rules for specific products. Acumatica automatically determines packaging, generates labels, and confirms shipments for multiple orders with just a few clicks.
Workflow and Approvals
Create workflow rules for sales orders and purchase orders. Base rules on the type of order, vendor information, discount amount, order amount, or transaction specific information.
Get up-to-date freight costs for each shipment your company handles, print the actual carrier labels, and track shipments using actual tracking numbers provided by the carrier.
Convert CRM opportunities to sales orders without re-entering pricing and discount information. Customer service can locate orders to verify shipping and delivery status.
Carrier Return Label Support
Print carrier return labels to include in order shipments for easy customer returns.
Multiple Valuation Methods
Value your inventory using standard cost, moving average, FIFO, and item specific methods. Select a different valuation method for each inventory item. Make direct adjustments to cost and physical inventory count using report and inquiry screens.
Partial and Consolidated Receipts and Vouchers
Track when purchase orders are fully or partially received. Consolidate orders from multiple purchase orders into a single receipt. Enter multiple bills for a single receipt.
Sales Order Discounts and Promotions
Manage complex pricing and discount policies including volume discounts and multiple discounts per item. Maintain policies for price overrides.