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Bridge the gap between sales and finance.

Promote profitable channels and deliver accurate and timely customer order information.

Highlights:

  • Improve productivity by automating your entire order-to-cash cycle.
  • Increase sales and promote the use of the most profitable channels.
  • Define a wide range of flexible pricing options.
  • Deliver accurate, timely information to everyone involved in the ordering process.

Automate and integrate your quote-to-cash cycle to improve productivity, increase sales, heighten customer satisfaction, speed sales cycles, and drive margins.

Organizations that take advantage of seamless integration between Salesforce and Intacct Order Management software can achieve significant business process improvements. See why we’ve earned a top rating in the AppExchange.

After our latest acquisition, managing daily order and supply chain activities became problematic, and as a result important metrics, such as customer service levels, accounts receivable collections, and budget forecasts, were negatively impacted. Integrating CRM with Intacct lets us consolidate and process financials from multiple business units, track sales and supply chain in real time and enforce corporate accounting policies companywide.
— Greg Bell, CEO and President, Healthx

Configure the quote-to-cash process to match your business.

Take advantage of built-in best practices quote-to-cash processes, or easily configure the system to match processes already in place.

  • Easily generate customer quotes, sales orders, back orders, invoices, returns, credit memos, debit memos, and more.
  • Boost accuracy and reduce data re-entry errors by automatically creating an order in the Intacct order management application from a quote in Salesforce.
  • Take advantage of configurable best practice templates to process quotes, orders, invoices, credit memos, returns, and shippers that fit your own business model - with no programming required.
Automate and streamline the order fulfillment process.

Just enter data once and Intacct Order Management software automatically carries the appropriate data through all of your order management workflow processes.

  • Create a seamless chain of transactions—from issuing quotes and receiving merchandise into your warehouse, to invoicing your customers.
  • Take advantage of full integration with Intacct financial management applications, including Intacct Accounts Receivable, Intacct General Ledger, Intacct Inventory, and Intacct Project Accounting.
  • Take the guesswork out of order fulfillment by letting Intacct automatically check inventory levels, generate shippers, and create backorders.
  • Always know how many items are on-hand, on-hold, and back-ordered with automatically updated running inventory totals.
  • Provide real-time multi-warehouse inventory updates and visibility to purchasing, sales, and distribution.
  • Streamline the services and billing process by automatically creating services invoices from order fulfillment.
Create sophisticated pricing structures.

Easily define a wide range of flexible pricing options—from simple fixed prices, to a chain of price schedules you can use to create virtually any pricing structure.

  • Define prices and discounts for customer groups or individual customers by time periods, for specific products or their entire product lines.
  • Compute discounts, shipping, handling, and other charges for each document using flexible subtotaling.
  • Simplify, automate, and streamline the cumbersome, costly but mandatory process of sales tax compliance with AvaTax for Intacct—a comprehensive sales tax management developed in partnership with Avalara.
Measure all order management activity with comprehensive reporting and dashboards.

Gain visibility into order flows from Salesforce into the Intacct Order Management application, and track and analyze order fulfillment, sales, inventory quantities, and profitability using real-time information.

  • See the selling price of items on price lists, along with quantity price breaks using the price list report.
  • Analyze order inventory with built in order analysis reports.
  • Review and track profitability of individual products, and customer buying patterns and trends using any combination of items, customers, territories, product lines, and sales reps—even calculate commissions based on sales—with the sales analysis report.
Streamline the end-to-end selling process with built-in Salesforce integration.

Help your sales organization get the most out of Intacct using the best quote-to-cash capabilities available with seamless integration to Salesforce.

  • Convert opportunities created in Salesforce to sales orders in Intacct Order Management software.
  • Move accounts and contacts from Salesforce to customers in Intacct.
  • Eliminate redundant data entry along with errors from retyping data.
  • Provide order status and payment status to your sales team from within Salesforce, empowering your front-office team with the back-office information they need to manage accounts, including shipping and billing status, payments, and any outstanding collections actions.