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Unlocking the Power of the Acumatica Mobile App | SVAC

Unlock the Power of the Acumatica Mobile App



Are you always on the go? Do you need an easy-to-use solution you can access anytime, from anywhere?

Acumatica's mobile application makes it easy to keep up, no matter where you are.

Key Features and Offerings

The Acumatica mobile app is designed to provide seamless access to your ERP system through your phone or tablet. Available on both the Google Play Store and Apple App Store, the app retains the security structure of the web-based version, so user roles and data restrictions are the same whether on the web-based or app version.

Here are some key features:

  1. User Authentication and Security: The app supports face recognition and voice-to-text capabilities for enhanced security and user convenience.
  2. Personalized User Experience: Customize dashboards, widgets, and filtering options to suit your job functions and daily monitoring needs.
  3. Cross-Tenant Accessibility: Easily toggle between multiple production environments or testing environments, facilitating smooth transitions and testing processes.
  4. Mobile Device Integration: Mobile-specific features such as notifications, facial recognition, and voice-to-text help you stay connected and improve efficiency.

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Benefits of Using Acumatica's Mobile App

Implementing the Acumatica mobile app in your organization can yield significant benefits, especially in terms of real-time access and data synchronization. Here are some of the advantages:

  1. Real-Time Access: Access live data and transactions, ensuring that you always have the most up-to-date information at your fingertips.
  2. Automatic Synchronization: Changes made in the mobile app are immediately reflected in the Acumatica ERP, maintaining data consistency.
  3. Extended Functionality: Utilize the mobile application framework to create custom solutions tailored to your business needs.

Practical Applications of the Mobile App

The Acumatica mobile app is not just about convenience; it’s about transforming how you manage and execute business functions. Here are some practical applications:

Warehouse Operations

  • Inventory Management: Automate warehouse operations by tracking inventory transactions through barcode scanning, enhancing efficiency in receiving, put-away, picking, and packing processes.
  • Production Tracking: Use the app to scan reports and labels, tracking the production process from raw materials to finished goods.

Manufacturing

  • Production Lifecycle Management: Track material movements and production stages using the app, ensuring accurate and timely updates.

Construction

  • Project Management: Edit construction documents, manage subcontracts, and upload photos directly from job sites. The app also supports GPS tracking for better project oversight.
  • Field Reporting: Submit daily field reports, manage project issues, and handle change requests.

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Payroll

  • Employee Access: Employees can access and print pay stubs, request signatures, and manage documents.

Customer Relationship Management (CRM)

  • Lead and Opportunity Management: Organize leads and opportunities, access customer data, and manage marketing activities directly from your mobile device.

Managing Your Business on the Go

The Acumatica mobile app offers a comprehensive suite of features designed to enhance your business processes and improve operational efficiency. Whether you’re in the office or on the go, the app helps your team stay connected and productive.

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© 2024 SVA Consulting

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Authored by: Jon Rosene

Authored by Jon Rosene

Jon is a Practice Manager of Business Applications with SVA Consulting, a member of the SVA family of companies. In his role, Jon’s focus is to understand his clients’ organizational capabilities, requirements, targets, and constraints to develop a purposeful solution while leveraging technology and standardized methodologies as appropriate. His goal is to allow organizations to maintain ownership of their future while being the trusted advisor that provides guidance along the way.

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