Order Management Software

Achieve 25% faster quote-to-cash cycles.

Order Management Software

See how Sage Intacct accelerates and streamlines quote and order-to-cash processes.

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Automate the order management cycle

The Sage Intacct Order Management software module is a part of Sage Intacct Accounting. It streamlines even the most complex quote-to-cash processes. It’s 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.

Order management accounting software with complete automated processing 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.

Order management accounting software with complete automated workflows

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.

Order management accounting software with Salesforce integration

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%

Sage Membership

Anyone with a subscription to Sage software has automatic access to all the benefits of Sage Membership.

Helping you and your business grow with Sage Membership

Core Financials

Best-in-class core accounting platform

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.
Laurie Riedel
VP of Finance and Administration, Plexxi

Frequently asked questions

How is Order Management different from Accounts Receivable?

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.

What kinds of transactions are in Order Management?

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.

What’s available for integrating my sales system or CRM with Order Management?

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.

How does Order Management deal with deferred revenue and revenue recognition?

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.

What kind of visibility do I gain with Order Management?

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.