Acumatica Sales

Creates customer accounts holding all the information needed to do business with each customer, including addresses, locations, contacts, payment settings, and financial, purchase, and mailing preferences.

Sets up revenue and expense recognition by turning on Deferred Revenue Management and defining the deferral codes it needs.

Sets up the base configuration, entities, and initial terms needed before a business can begin drafting contracts.

Links customer accounts representing franchises, branches, or other units into parent-child hierarchies, so billing and credit can be managed at the group level.

Manages deferrals end to end, with deferral codes assigned to stock and non-stock items driving automatic recognition schedules, adjustments, and contract revenue.

Controls how sales orders, invoices, and shipments are processed and printed, including required steps configured per order type on Order Types (SO201000) and Sales Orders Preferences (SO101000).

Sets up ready-made email mailings for sending customer documents out of the sales order and accounts receivable subledgers.

Handles revenue recognition for packages sold as multiple-deliverable arrangements (MDAs), splitting a single package price across components with different recognition treatment.

Defines payment due dates, cash discount conditions, and single- or multiple-installment terms that a buyer must meet to purchase on credit, configured through the Credit Terms (CS206500) form.

Records a customer order for inventory-tracked goods as an SO- or SA-type sales order and processes it through to shipment.

Manages contracts for recurring route-based services, specifying which services are performed and how often under the customer agreement.

Handles ongoing contract operations after activation, such as changing terms, canceling the last recorded action, renewing, and terminating a contract.

Groups support cases into classes to streamline case distribution, problem-solving information capture, and performance reporting for the support team.

Records the services delivered under an active contract as contract usage, which is the basis for billing runs, with the record type varying by the scenario a business is tracking.

Corrects a released sales invoice, either through a correction invoice that supersedes it or by canceling the original and issuing a replacement, or no replacement at all.

Prepares and sends project quotes to customers before a project exists, then converts an accepted quote directly into a project.

Bills recorded contract usage according to scenario-specific rules, covering ongoing services such as hosting or connectivity as well as maintenance agreements tied to a warranty period.

Ships a sales order in full or across multiple partial shipments based on shipping rules set at the system, customer class, or order level.

Identifies, prevents, and resolves duplicate records across leads, contacts, customer accounts, vendor accounts, and business accounts, heading off redundant outreach and inaccurate reporting.

Creates service contracts with billing terms tailored to the company's process, including options to bill as services are delivered.

Tracks emails, tasks, events, and other activities exchanged with leads, contacts, prospects, and customers, giving marketing and sales teams a shared communication history.

Records funds received against a sales order, whether collected in advance or at time of shipment, so businesses can track what has and has not been paid.

Generates a prepayment invoice carrying the sales order's items and tax on the prepaid amount, either created directly from the order or linked after being created manually.

Creates business accounts for prospective customers; these can subsequently be extended into customer or vendor records, and linked to related leads and contacts.

Tracks a potential deal through the sales pipeline, copying settings from the related business account or contact, validating the address through a third-party provider, and assigning owners by sales territory.

Estimates revenue using opportunity stages and generates related documents, including sales quotes, service orders, sales orders, and invoices, as a deal moves toward close.

Tracks a case through creation, reassignment, escalation, and resolution, including billing settings, related activities, and commitment-time tracking.

Analyzes lead source, lead processing, and campaign data through generic inquiry forms that marketing teams can customize.

Links a purchase order to the sales order that triggered it when items are bought from vendors only after a customer orders them.

Generates a matching sales order automatically for a purchase order placed between companies or branches under the same tenant, once intercompany sales has been set up.