Sage Intacct Order Management

Order Management

Easy and fast, from quote to cash

A customer orders an item or a service, it’s delivered, you get paid. If only it was always that simple. Order management quickly gets complicated when there are problems or changes with an order, when disparate recordkeeping systems don’t talk to each other, and when manual data entry slows you down. Sage Intacct automates the steps and closes the communication gaps in even the most complex quote-to-cash journeys. So you can handle higher order volumes, processing complexity, and pricing structures. All while saving time, ensuring accuracy, and improving profitability.

Enter orders once—and only once

Take the manual work out of order management. Sage Intacct sets up your unique workflow and pricing requirements with easy point-and-click configuration. Now you can simply input orders when they come in. Once the order data is in Sage Intacct, there is no need to enter it again because it will automatically flow to fulfillment, billing, revenue accounting, and all the other places you need. It’s easy, efficient, and accurate.

Make the sales connection

Sage Intacct offers easy, pre-integrated connectors with Salesforce CRM. Sales and finance can share pricing data, order status, and other information, and you can generate orders without double data entry. Need to manage sales tax? Sage Intacct also offers pre-built integration with Avalara, allowing you to automatically account for the right sales tax and comply with the regulations in any jurisdiction.

“Without 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
Measure, report, and improve

Give your sales teams and financial managers a fully dimensional view into the real-time data that matters to them. Follow order fulfillment rates and sales numbers. See inventory quantities. Understand which products, sales reps, or customers are driving the most profit, and why. If you can ask it, Intacct can answer it.

Key benefits
  • Reduce costs by automating more steps in the order-to-cash cycle
  • Improve client satisfaction by getting sales and finance on the same page
  • Grow profits with the ability to see and leverage the true drivers of business performance