sales customer satisfaction
Customer
Satisfaction

Give clients access to their information and shorten the time between call receipt and assignments.

sales equipment
Equipment
Availability

Give your staff what they need when they need it with collaboration tools they can access from remote sites.

sales tracking
Inventory
Tracking

Track Customer & Vendor parts. Specify warrantied parts to avoid confusion, mischarges and objections.

sales inventory

Gain real-time access to available inventory, inventory in transit, reorder quantities, and inventory costs. Efficiently manage your distribution process to improve customer satisfaction while maximizing profit. Manage multiple warehouses, lots, matrix items, expiration dates, and bin locations.

Inventory management software can help you control system-wide inventory across geographically-dispersed locations to efficiently manage your distribution process without losing track sight of costs. Receive inventory to a specific location and drill down to change item default lot/serial numbers, valuation methods, accounts, and more. Manage perishable inventory, automate replenishment, and build or disassemble kits.

sales orders

Optimise sales order entry and fulfillment. Split orders across multiple warehouses, allocate inventory, verify credit limits, issue replenishment orders, accept returns, and more. Improve processes and avoid delays through integrated workflow with notifications and alerts.

Improve ordering, fulfillment, and delivery processes by giving sales and service real-time data using order management software to improve customer service.

With Acumatica Sales Order Management, you can allocate stock for customer orders, manage drop-shipments from vendors, manage customer returns, and tailor workflows and approval processes. Streamline cross-company buy-sell transactions by automatically creating a sales order in one company from a purchase order in another company in the same tenant.

Manage sales activities, streamline procurement processes, and automate order fulfillment for internal or external clients.

This integrated order management system gives you the tools to deliver better customer service, improve vendor relationships, and eliminate paperwork while providing all stakeholders with greater visibility into order management processes.

Acumatica Order Management software is an excellent option for service companies that need to create sales quotes, sales orders, and purchase orders, but without the need to handle inventory and warehouse management functions.

  • Allow service staff remote entry for time and service call management.
  • Know your true costs with integrated project accounting.
  • Give your staff what they need when they need it with collaboration tools they can access from remote sites. Staff can access current job orders, previous customer history, product manuals, and share best practices.
  • Shorten the time between call receipt and job assignment with Acumatica’s scheduling, dispatching, and call center.
  • Create and manage multiple service schedules per customer.
  • Track Customer and/or Vendor parts that may need warranty with Acumatica’s added Inventory functionality. Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections.
  • Maintain a real-time view of your department’s activities across all your company’s operations when field service management is fully integrated with CRM, sales, inventory, purchasing, accounting, and financial reporting.
  • Use Acumatica’s real-time reporting and dashboard analytics to drive insight into all aspects of your department.

Give clients access to their information, such as contracts, financial statements, support cases, and more.

  • Services Revenue and Profitability (Drill to job type and employee)
  • 1st Touch Resolution Rate
  • % of Jobs Delivered on Time and Budget
  • Average Time to Resolve
  • Completion to Invoiced time
  • Upsell/Extra Quote Rate
  • Billable Hour %
  • Overtime Hours
  • Customer Satisfaction

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