Integrated workflow automation

Simplify business processes and improve efficiency through workflow automation. Eliminate manual, repetitive and error prone tasks, cut costs, reduce risk and save time.

Acumatica Workflow Automation

Workflow automation is one of the biggest timesavers for busy organisations. Empower your employees with integrated configurable workflows to match the way you do business and improve collaboration company-wide.

Acumatica’s background core components allow users to focus on workflows, productivity, and business logic with ease. With the powerful Acumatica Visual Workflow Engine, you can define endless business process situations and actions with transitions; states, actions, values, preferences and enabled fields to control workflows – without any coding.

Dramatically improve data capture and approval processes for tasks such as accounts payable automation, sales order workflow, field service appointments for billing, automating production orders, expense matching, tracking customer returns and issues and OCR scanning.

Provide leaders with dashboards, alerts and notifications as well as reports on what is happening across your operations to ensure no information falls through the cracks. With real-time insights into your processes, you can also identify bottlenecks and inefficiencies, and make fast data-driven decisions to improve your operations.

Create notifications called ‘business events’ – text or email alerts to manage your business by exception

Business events are particular actions, data changes or conditions that require someone’s attention as users perform processes. Configure email or text messages with automated activities based on system data. For example, send customers text messages when orders are ready for delivery or notify warehouse personnel of low stock for open orders.

Harness workflow automation for endless opportunities to automate your operastional efforts resulting in real ROI.

  • Avoid manual errors and long manual processes – create a flow of actions to be taken automatically for all common business processes.
  • Graphical, no-code interface – define and modify workflows visually by dragging and dropping elements to configure and automate business processes.

  • Automate complex processes – involving multiple employees, partners, and customers who are geographically dispersed.

  • Streamline checks and balances with approval mapping – include approvals and/or inspections as well as employee notifications. Business process experts can quickly tailor system-wide workflows.

  • Benefit from pre-built or create custom steps from scratch – pre-built, simple workflows are ready ‘out of the box’, and you can create custom workflows to match any precise and complex processes you may have.

How does commerce ERP software benefit your business?

Commerce ERP Software connects your online sales channels, inventory, fulfilment, finance, and customer management within one cloud-based platform. With Acumatica Commerce Edition, businesses can automate operations, improve inventory accuracy, accelerate order fulfilment, deliver better customer experiences, and gain real-time visibility across every sales channel. The result is greater efficiency, improved profitability, and a scalable omnichannel commerce solution that grows with your business.

Ready to see Acumatica in action? Book a consultation

Accelerate your growth and streamline your processes with Acumatica Cloud ERP Solution  – schedule a no-obligation, custom demo today