Client Service Center
This is the first module of our implementation where I am participating in the configuration of the module. Each module has “rules” or configuration setting
that will govern how the software will respond, what features will be available, and what features will be masked from the end users.
Ours is a simple implementation because we don’t carry inventory. We are only going to use the “Non-Stock-Item” list that is available in Acumatica. So we are turning off features related to picking tickets, sales order confirmations, and shipping. For us, Sales Orders will allow us to get detailed reporting of all products and services sold. It will also allow our sales team to create the order that will convert ultimately to the client invoice.
We should have this up and running in about two weeks. I will keep you posted!
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