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Join The Answer Company, Acumatica's #1 Canadian Partner, for an in-depth demo tutorial on Sales Order Processing within Acumatica ERP. In this video, we'll guide you through every step of the process, from creating a new sales order to invoicing and shipping, ensuring you make the most out of Acumatica's powerful ERP system. Discover how to efficiently use the search functionality to select customers, add stock items based on historical data, manage shipping settings with real-time rates from multiple carriers, and handle different payment methods. We also cover the seamless workflow from sales order entry to the shipping clerk's dashboard and conclude with invoicing and updating the General Ledger. Whether you're new to Acumatica or looking to enhance your sales order management skills, this tutorial provides valuable insights to streamline your processes. Timestamps: 0:00 - Introduction to Sales Order Processing in Acumatica 0:19 - Creating a New Sales Order 0:30 - Adding Stock Items and Managing Inventory 1:30 - Shipping Settings and Carrier Integration 1:45 - Payment Settings and Methods 1:56 - Emailing Sales Orders and Quotes 2:15 - Dashboard Navigation for Shipping Clerks 2:30 - Creating Shipments and Generating Tracking Numbers 2:45 - Picklists & barcodes 3:30 - Invoicing 4:00 - Releasing the invoice - Journal Entries, GL The Answer Company is the #1 Canadian Acumatica partner with deep industry experience in Distribution, Manufacturing, Construction and General Business. Contact Us Today: Discover the difference Acumatica can make for your business. Contact us for a personalized consultation and find out how we can help you achieve operational excellence. Email: [email protected] Phone: 1-866-670-6686 Website: www.theanswerco.com #acumatica #acumaticademo #cloudERP #Acumatica #ERPsoftware #erpconsulting #AcumaticaPartner #erpimplementation #distributionerp #manufacturingerp #constructionerp #cloudsolutions