Thanks for continuing to follow our blog series covering the best new features offered by Acumatica 5.0. In case you missed any of the previous 4 posts in the series, you can catch up by clicking any of the links in the list below.
- Unlock Your Business Potential with Acumatica Part One: Acumatica 5.0 Gen. Features and Enhancements
- Unlock Your Business Potential with Acumatica Part Two: Acumatica 5.0 User Interface
- Unlock Your Business Potential with Acumatica Part Three: Acumatica 5.0 Single Sign-On (SSO)
- Unlock Your Business Potential with Acumatica Part Four: Universal Search
Acumatica Workflows
If you’re not familiar with them, workflows are a handy little feature that many business software systems include. They allow you to automate a variety of tasks, saving you and your staff valuable time on data entry. Basically, you set up a process or decision tree in the software that tells it what actions to take after a triggering event occurs. Some of the popular uses for these workflows are handling sales orders, completing purchase orders, configuring modules or closing periods. Once you establish a workflow in the system it takes care of all of the necessary steps to complete a task each time that task is initiated.
For this particular topic, I think a visual is probably easier to follow than a written description. So, take a look at this brief video that shows 3 common uses for the Acumatica 5.0 business process workflow wizard. It covers 3 purchase order requisition workflow possibilities, internal requests with and without vendor bidding, and a customer request-quote-order process.
Now that you see how powerful the Acumatica 5.0 business process workflow wizard is, you’re probably excited to discover what other ways this unique cloud ERP system can help make your business more efficient. If so, please visit this webpage.
Still have questions about Acumatica or whether it’s right for your business? No problem. Our friendly experts are here to help. Contact us today!
And, stay tuned for the next post in this series where we will dive deeper into the finance and distribution enhancements offered by Acumatica 5.0.
