Streamlining even for the most complex quote-to-cash processes, cloud-based Sage Intacct order management software is sophisticated enough to handle order processing complexity, inventory challenges, and pricing structures. The result? An order-management system that saves time, improves accuracy, and increases profitability.
Automate the order management cycle
Learn how Sage Intacct helps Welltok
- Scale by reducing monthly close by 25%
- Accelerate the quote-to-cash process by 20%
- Automate revenue recognition for compliance
Order management workflows your way
Sage Intacct software removes the manual work from multi-channel order management and conforms to your unique workflow and pricing requirements. 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.
Read how Rapid Ratings uses Sage Intacct to
- Accelerate their monthly close by 40%
- Reduce DSO by 20%
- Achieve software payback within 3 months
Integrated Salesforce order management
Thanks to easy, pre-integrated Salesforce CRM connectors, you can manage the Salesforce quote-to-order cycle by enabling sales and finance to share pricing, order status, and other information and generate orders without duplicate data entry. And a prebuilt integration with Avalara automatically calculates the right sales tax for any order in any jurisdiction across all sales channels.
With Salesforce integration, Sage Intacct helps Traction on Demand
- Accelerate monthly invoicing by 60%
- Cut DSO by 8 days—opening new cash flow
- Improve cash forecasting variance from 10% to 3%
Best-in-class core accounting platform
Transforming a Business with Financial Insight & Automation
Connect Finance and Sales Across Your Quote-to-Cash Process
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.
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Frequently asked questions
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.