Usability Enhancements
Acumatica is an industry leader in usability and continues to make improvements in this area in every release. Usability enhancements in 2021 R1 include:
- Link Tiles that enable users to launch activities from their dashboard to save time
- Meter Tiles that give instant visibility to see if a team is meeting goals or not
- The ability to easily share dashboard widgets across the organization
- Funnel Tile to quickly target customer groups
- Visibility Controls for side panels
- The ability to determine the order and availability of icons in side panels
- Financials Dashboards built into the core product that deliver faster implementations and industry leading KPIs across the organization
Advanced Notifications
Acumatica 2021 R1 is making users more efficient in their interactions with customers and vendors with enhancements to Advanced Notifications.
Previous versions of Acumatica have allowed for SMS messages, Text messages, eMail, and more to communicate. Acumatica 2021 R1 takes notification set-up to a new level of ease with no-code and low-code capabilities within Business Events and a new type called “Trigger by Action”.
Once the notification is created, it can be assigned to different screens that can be filtered to send targeted inquiries to the right customers and vendors.
See an example:
Cross Company Sales
Acumatica 2021 R1 includes Cross Company Sales Enhancements that automatically create all relevant documents to minimize the time it takes to enter orders and perform transactions between related companies.
- In-screen translations
- Pre-configured tax calculations and EFT transactions with international banks
- Automated creation of intercompany documents when a PO is generated
- Automated intercompany transactions when sales orders are processed
- Automated invoice creation
- New Generate Intercompany Purchase Receipts & Generate Intercompany Documents Screens which can be scheduled and automated so that they run in the background and receipts can be created automatically
- Automated Intercompany Document Generation tool
These new tools in 2021R1 will save Acumatica users time when processing documents and make it easier to run a multi-entity business.
Generate Revenue with CRM
Acumatica 2021 R1 has enhancements geared toward helping you generate revenue with CRM including:
- Visual Business Card Recognition
- Duplicate Identification and reconciliation during Lead Creation
- Automatic updating of sales opportunity statuses
- Sales Orders, Receivables, and Cases side bar options
- New workflows that simplify closing leads from within opportunities
- The ability to create a Sales Order from the Opportunity
- Automatic Drop-Ship creation
Streamline Sales & Supply Chain through Drop Shipments
Acumatica 2021 R1 helps you:
- Link Sales Orders and Purchase Orders
- Handle customer requests for changes after the Purchase Order has been delivered to the vendor
- Return items directly to the vendor