Skip to main content

Posts

Showing posts from October, 2016

Proposal Report - Opportunities as Sales Quote in Acumatica CRM

Proposal report/Quotation Custom Workflow  Acumatica CRM module automates your incoming emails and lets you create new leads or opportunities for your sales team and define their sales funnel, however it's bit cumbersome to have your sales people convert those lead to Business Account and then to Customer just to create a Sales Quote, way too many steps while the probability of prospect accepting quote is less than 50%, so how do we speed up things in Acumatica?

We knocked few steps and built our custom workflow to treat Opportunity as Quotes by tweaking Opportunity screen and adding custom report, now all your leads can be converted to contacts and create new opportunity and track them till they are "Won" with new Quote report.

Workflow 
A - Create Leads and validate and cleanse them
B - Create Opportunity for Contacts/Business Accounts, generate Quote reports, if won then proceed with sale documents
C - Convert Opportunity to Sales Order, discard other leads and treat the…

Proof Of Delivery - Implement Acumatica eSignature Plugin

How do I provide Proof of Delivery or Proof of Shipment with e-Signature? Think about running business operations capturing signature for delivery of goods, scanning those documents and attaching to your file system, manual process and time consumption resulting in lower efficiency and prone to mistakes.

Proof of delivery with e-Signatures lets you o automate your shipment process, improves efficiency, no paper work and best of all you can stay in compliance for HIPAA and other governing rules.

Many proof of delivery and chain of custody processes are largely paper-based, increasing the risk of mistakes, disputes, and lost or misplaced shipments.

Acumatica eSign can replace costly and paper-based systems with electronic signature capture, and complements existing workflow processes within Acumatica to make them more efficient, accurate, and cost effective. We can apply this plugin to your sales process, purchasing and shipments, extend it your project accounting or any custom pages/…