Customer Management (more commonly known as CRM) is seamlessly integrated with the complete ERP. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.
Supplementary Video: Customer Support & Case Management
Acumatica Sales Order Management
Improve your company’s ordering, fulfillment, and delivery processes by giving sales and service real-time data using order management software to deliver better customer service. Happy customers are more likely to order more often.
Acumatica Purchase Order Management
A purchase order system from Acumatica helps you reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. Acumatica’s online sourcing automates the entire procurement process from vendor quotes to paying invoices.
Acumatica Purchase Requisition
Requisition management software minimizes the complexity of purchasing multiple products from a wide range of suppliers. Rather than relying on email and spreadsheets, you can use requisition software to automate the way you gather requests, obtain vendor bids, create quotes, approve quotes, manage purchases, and fulfill orders in one online location.
Acumatica Customer Portals
With Acumatica you can create robust portals that can be accessed by third parties like your customers, partners, and vendors. They can access information pre-selected by you, track their progress through your process, submit tickets, and payments.
Acumatica Inventory Management
What’s in your warehouse? Acumatica gives you a real-time view of your inventory and allows you to segment inventory by class, define flexible valuation methods, identify out-of-date inventory, know your current inventory availability across multiple warehouses, set replenishment reorder points, and associate purchase orders with preferred vendors for each item. Watch this video to learn how to manage inventory more effectively with Acumatica’s Distribution Suite.
Acumatica Project Accounting & Job Costing
Monitor and manage project costs, revenues, and budget for projects. Define projects and tasks, then populate projects with employees, resources, and equipment. Manage projects of any complexity across different project types and industries and roll costs up to financial reports.
Acumatica Intercompany Accounting
Intercompany accounting is a crucial process for any company that has at least one subsidiary. It involves removing from the financial books any transactions that occurred between the company’s entities. This intercompany reconciliation greatly reduces the chance of inaccuracies in the company’s financial statements.
Acumatica Fixed Asset Management
Maintain complete visibility of fixed assets and depreciation calculations. Add fixed assets directly from AP purchases, import from a file, or add individually. Select from a large inventory of pre-defined depreciation schedules or create custom schedules for accurate accounting and reporting. Track tax and reporting scenarios independent of general ledger postings.
rovide customers a multi-channel ordering experience while improving operating efficiency. Acumatica delivers a retail ERP and eCommerce software solution for small and mid-sized companies that improves the in-store experience and automates how online sales orders are taken and fulfilled.