order entry/request

  • 2 March 2024
  • 1 reply

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? 

1 reply

Userlevel 7
Badge +10

Hi @scmaxim1 

Is 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.  





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