Unlock Your Business Potential with Acumatica Part Five: Acumatica 5.0 Business Process Workflow Wizard

by Jul 28, 2015Acumatica0 comments

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.

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.

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Laura Schomaker

With over a decade of experience at Intelligent Technologies, Inc., I specialize in crafting educational content that demystifies the complex ERP buying process. From managing our digital presence to engaging with our community through blogs and email campaigns, my goal is to equip both current and future clients with the knowledge they need to make informed decisions.