Solved

Customer Portal: Can the customer complete data fields about specific product purchases

  • 16 April 2023
  • 2 replies
  • 36 views

Userlevel 6
Badge

Can the Customer Portal be configured so the Customer can input  a few fields of data about specific products the customer purchased?  

icon

Best answer by Kandy Beatty 28 April 2023, 19:43

View original

2 replies

Userlevel 7
Badge +9

Hi Doug,

Like the base Acumatica site, you can customize the Customer Portal site to do just about anything.

Best,

 

David Eichner, CPA

Userlevel 7
Badge +15

Hi @dougmcbride79 

On the customer portal, you can not allow line notes like you can in Acumatica, however when the customer gets to the Checkout, there is a box that they can add notes to that will be added to the Sales Order in Acumatica.

Anything else would need to be customized.  

 

 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved