Question

Order distribution on Customer Portal

  • 21 June 2022
  • 5 replies
  • 36 views

Userlevel 5
Badge +4

Hello,

      Acumatica has its B2B online portal, which customers can place orders directly. However, for a same single portal, it looks like all orders will be assigned to the same branch, which is portal default branch.
      

 

     We are having multiple branches and serving different customers.
Is there a way that the orders to assigned to its specific supporting branch?
   


5 replies

Userlevel 3
Badge

I think you would have to customize the portal in order to do that.

Userlevel 5
Badge +4

Hello, I am not good at customization. And per my knowledge, customizing the portal is a different thing than customizing the main ERP instance.  Correct me if I am wrong, Acumatica has set up limitations on customizing Customer Portal, Only a few can be customized(Like UI element).

I am thinking of a way to go. We can delpoy multiple Portal instances, like
https:// …/cp1
https://…/cp2
https://…/cp3

We give different group of customers different instance URL.

For every instance, it is having its own default branch and the branch is supporting the group of customers.
But this would require a lot of licenses, and probably the hardware would require much.

Is there a simpler solution?
 

Userlevel 3
Badge

Customer Portal is just another site that can be customized.  You would need developers with experience doing so, but that is something that is available from firms with those resources.

Userlevel 3
Badge

As an example, the new Portal Payments feature is a customization package that you import and publish into Customer Portal.  Other developers have developed enhancements to the portal as well. Your requirements could be met more elegantly and possibly less expensively with a customization of the portal. Let me know if you and/or your partner would like a referral to our dev team here at Kensium.

Userlevel 5
Badge +4

@DavidEichner 
Excellent. Thank you. This is also a research phrase question raised from my manager’s friend. Firstly, we have to talk him into using Acumatica. Will let you know if we need further help.
We might choose from online portal or their current POS intergration. 

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 — 2020  Acumatica, Inc. All rights reserved