Published on: Jul 29, 2024 1:14:28 PM by Cailee Hanson
Updated on: July 29, 2024
If you’re looking for efficiency and streamlined operations, Acumatica’s Customer Portal offers a comprehensive solution to help businesses and their customers manage various interactions seamlessly. Here, we delve into the key features and benefits of the Acumatica Customer Portal, illustrating how it enhances user experience and operational efficiency.
The Acumatica Customer Portal is an extension of the Acumatica ERP system, designed to provide customers with a self-service platform. Here's a detailed look at its features:
Customers are able to handle many tasks independently, such as updating contact information and managing orders, reducing the need for constant interaction with support staff.
Customers can view their financial statements and related documents, providing transparency and quick access to important financial data.
Customers have access to up-to-date pricing and inventory levels, ensuring they always have accurate information when placing orders.
Integrated case management enables customers to view, create, and manage support cases directly through the portal, streamlining the support process.
The portal can serve as a knowledge base where customers access Wiki pages and other documentation, enhancing their understanding and use of your products or services.
Customers can view and download various documents, such as invoices and contracts, facilitating better record-keeping and transparency.
Customers can place orders directly through the portal, making the purchasing process quick and efficient. The integrated online catalog provides detailed product information, including images and descriptions.
The portal supports online payments, allowing customers to pay invoices directly, thus simplifying the payment process.
Customers can personalize their portal experience, tailoring it to their preferences and needs.
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The Acumatica Customer Portal has a seamless integration with the Acumatica ERP backend. This integration ensures real-time synchronization of data for a cohesive experience for both customers and backend users.
Key integration points include:
Profile Management: Changes made by customers to their profiles on the portal are immediately reflected in the Acumatica backend. This includes updates to contact information and the addition of new contacts.
Order Processing: Orders placed through the portal are automatically created in Acumatica, streamlining the fulfillment process. Customers can track their order status and view detailed order information.
Payment Management: Payments made via the portal are instantly recorded in Acumatica, ensuring accurate and up-to-date financial records.
Case Management: Support cases created on the portal are seamlessly transferred to Acumatica, where support staff can manage and resolve them efficiently. Updates made in Acumatica are visible to customers on the portal, facilitating transparent communication.
User Experience: The user interface of the Acumatica Customer Portal mirrors the familiar Acumatica backend interface, reducing the learning curve for customers.
Easy Navigation: Modules are clearly labeled and accessible, allowing users to quickly find and manage the information they need.
Document Access: Customers can easily view and download their invoices, payment records, and account history reports.
Order and Inventory Management: The portal provides detailed views of past orders, enabling customers to reorder with ease. The catalog feature allows for filtering by categories and real-time inventory levels, enhancing the shopping experience.
Payment Processing: The payment module simplifies invoice payments, supporting multiple payment methods and providing real-time payment confirmation.
Support Case Management: Customers can create and track support cases, ensuring they receive timely assistance and can follow up on their queries.
For more information or to see a demo of the Acumatica Customer Portal, reach out to us at SVA. We are here to help you leverage the full potential of your Acumatica system.
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Cailee works as a Business Solutions and Pre-Sale Consultant at SVA Consulting. She collaborates with prospects and clients daily to grasp their needs, leverage technology to align with their business objectives, and identify opportunities for organizational growth. Cailee plays a pivotal role in driving the success of numerous eCommerce, CRM, and digital transformation projects for clients. Cailee's understanding and identification of ever-evolving industry trends assist her in providing quality service to clients to help them reach Measurable Results. With a degree in Entrepreneurship from the University of Wisconsin-Madison, Cailee infuses each project with an entrepreneurial perspective to drive success for all stakeholders involved.
