Benefits of Integrating CRM with ERP It’s more important than ever to stay connected to your customers and what better way to do it by integrating your CRM with your ERP.Knowing what’s happening during each step of the sales cycle (marketing, quoting, sales, delivery and post-sales support) requires a standardized customer management system that the … Continue reading Benefits of Integrating your CRM with your ERP
How to Make the Most out of your Meetings In recent years the business world has changed as we know it. Working remotely has become the new normal and with that comes navigating new challenges on how to stay focused in a new environment. Only around 50% of meeting time is being effectively used. These effectiveness … Continue reading How to make the most out of your meetings
Sanitation needs have been on the rise, and with the ever-growing threat of new viruses, there has never been a better time to evolve. Janitorial businesses must manage the ever-changing world of today. What’s the Problem? However, their outdated, disconnected technology for managing, inventorying, and distributing their products, has not evolved as much. As a … Continue reading How Cloud ERP Software Transforms the JanSan Industry
Push notifications in Acumatica enable you to build integrations with little to no code.
For this, we will be Automating the update of the Default Price, on the Stock Item, by the Markup % when the Current Cost changes. The Cost is updated by updating the Pending Cost. We will be using the SalesDemo tenant data in Acumatica version 21.105.0023.The Stock Item being used is AMCOTTON.This is the setup: … Continue reading Using a Business Event to Automate a Task
Within Acumatica you have the flexibility to create a price list at a base level, by using customer grouping (Customer Price Classes), and use specific customer pricing through the use of the Sales Price (AR20200) form or Sales Price Worksheet (AR202010) form
Part of managing and getting the most of your Acumatica ERP license is creating a plan for regular version upgrades. All of our customers have the same question: “When to upgrade and why?”.
Financial reporting is the heart of any business. The ability to produce accurate, timely and useful reports is arguably the most important function in the entire accounting process.
Wikis are created to help organize information that is process and knowledge-based and can be managed by a particular group or department within an organization.
Lunch is on us! Join us on April 20th to take a deeper look into the new updates and features from the 2021 R1 release. All attendees will receive a $35 Grubhub voucher to enjoy lunch during the overview.