KB20210818/01: Sage Intacct Tip & Trick – Order Entry

Automate from Quote to Cash for Easier, Faster Order Management

Order management gets challenging when you need to make corrections or changes, when you need to enter data manually, and when disparate recordkeeping systems don’t talk to each other. Sage Intacct Order Management closes the gaps and automates even the most complex quote-to-cash processes. So, you can handle higher order volumes, sophisticated workflows, and complex pricing structures—all while saving time, ensuring accuracy, and improving profitability.

Advantages of Order management

• Enter Orders Once, and Only Once

Save staff hours, costs, and reduce errors. Simply input a new order once and you’re done: the order automatically flows to fulfillment, billing, revenue accounting, and everywhere else you need it to go. Sage Intacct Order Management automates your unique order management workflows and pricing requirements using easy-to-configure templates.

• Measure, Report, and Improve.

Give sales and financial teams the clearest view of relevant, real-time data. Track your order fulfillment rates, sales numbers, and inventory quantities. See the true drivers of business performance, such as which products, sales reps, and customers are driving the most profit—and why. If you can ask it, Sage Intacct can answer it.

• Make the Sales Connection

Improve customer service and customer satisfaction with a financial management system that integrates seamlessly with Salesforce Sales Cloud. Sales and finance groups can share pricing data, order status, and other information, while you generate orders and subscription invoices—without entering the data twice.