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 le...

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 cu...

Acumatica Version 6 has blasted into Outer Space, this version carries better payload with new features across the ship.   Platform Improvements CRM Outlook Plugin Accounting workflow Improvements Web Services Improvements Business Intelligence & More The Future of this ERP ship looks promising, it gives very much needed boost to power users (IT Managers, CTO's, Technical lead) so they can drive their business in new direction, explore new frontiers in the Cloud space. We have highlighted few improvements with screenshots & examples. Version 6 Improvements: 1. Acumatica Platform Improvements Dashboard and KPI' s, version 6 now allows you to manage your dashboards and share with users, it's more intuitive, new design interface, new KPI charts, Trend charts and website widgets giving your dashboard fresh paint. Generic Inquiries - You can now navigate your entire ERP with nested inquiries or browsers, create your own custom navigation. Piv...

More than any other office application business owners use Outlook or Exchange or let's call it Office 365 the most communicating with customers, vendors and eco-system, nobody likes to see their inbox with hundreds of un-read emails. Acumatica - Exchange Integration comes to rescue, with seamless Cloud ERP integrated feature in version 6.0 you can now Sync and take action on those emails, we call this feature " Cool-Aid ". Business owners are purely dependent on emails, they need productive tools and toys which allows them to do more in less time and less steps . In Acumatica version 6.0 you will be able to Sync your emails, contacts, tasks and events by setting up Sync policies. Not only you can Sync emails but you can take actions based on the context of the email that you receive, examples Create new Case (ticket system) or  Create new Contacts or  Create new follow up task and Sync with your Cloud ERP in just few clicks. Now that saves ton of time ...

Acumatica 2016 Summit kicked off in Orlando, FL at Hyatt Regency Grand Cypress with more  than 600 attendees from Partners, ISV's, Customers and Prospects by far  the biggest Acumatica audience and first Partner-Customer ecosystem summit.  Acumatica highlights include: Acumatica was once again the fastest-growing Cloud ERP solution, growing at 134 percent year-over-year. The company announced its 2,000th-customer milestone, doubling the size of its portfolio in less than 18 months. Acumatica added 24 new Independent Software Vendors (ISVs) to the ecosystem, an increase attributed to the open and flexible architecture of the platform as well as a growing customer base. An additional 60 Value Added Reseller (VAR) partners joined the Acumatica community, ready to help customers worldwide meet the demand for Acumatica services. Acumatica's headquarters is relocated from  Kirkland, Wash.  to  Bellevue, Wash.  this week, bigger office s...

What are electronic and digital signatures? Electronic signatures, also known as ‘e-signatures’, remove the need for ink signatures. They help organizations transact business faster and reduce risk through greater automation, control and visibility. Acumatica Cloud ERP Ver 5.x has great API integration capabilities with re-defined web services and API allows you to automate your business process. Let's review how we were able to integrate e-Signatures for one of our clients during their Order processing workflow. Our client had some challenges with their sales process they are made-to-order apparel service company and often require to customize and deliver the goods. At the time of pickup of the goods, they would like to collect signatures from their customers or truck drivers picking up the goods. We reviewed various e-Sign product services such as echosign from Adobe, e-signature and Rightsignature and most of them are paid services and won;'t tie in with Acumatica a...

Enabling mobility access to Cloud ERP or Enterprise software is uphill battle for ERP vendors and customers. With Cloud ERP gaining huge momentum vendors are switching to web based solutions along with cloud hosting and responsive design to have access on various devices. Acumatica has pushed the envelope even further, offering native app support for Andorid and iPhones, Acumatica's mantra Access anywhere, Any devices and Any number of employees/users can be seen in action. With new version 5.20 Acumatica is now offering mobile workforce to interact with your ERP system in real time, create expense claims, expense sheets, time cards and access to cases and tasks. Watch the video for quick overview of how to access Acumatica on smartphones and features being offered.