order entry/request

Question

I was hoping to get my field service reps in a position that they could essentially place orders through Acumatica, and admin would have an approval workflow to review and approve the order into production. Native Acumatica sales order module is just too many steps for the field reps to have to do

Currently, they just have an app where they select a customer, a product, and the quantity, and that order request gets emailed to the respective admin team. The hope is that there’s native functionality in acumatica that can replace our current app.

Anyone have any insight? CRM module possibly?

DavidEichner · Accepted Answer

Hi @scmaxim1Is the app they are currently using able to be customized to make API calls into Acumatica instead of being emailed to the respective admin team? If so, that might be the best approach for your organization.Best,David

scmaxim1 · Answer

Unfortunately it will not integrate with Acumatica, Ideally we would have the rep enter an order in Acumatica but we need to limit the amount of data that they can see. We want to be sure that when they’re entering an order for their customer, that they’re only able to see products that are acceptable products for their customer, and that they dont have to be overwhelmed by the amount of fields that data can go into. The most ideal situation would be almost a form, that they can input data into, and then it would be sent over to an admin for review and processing.

The benefit here is that they don’t have any dual entry, where they enter a request into an email, and then admin has to re-enter it into the system.

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