Quote to Cash

Strive for success with excellent customer service…



Providing outstanding customer service ensures customers continue to buy from you again and again. Accomplish this by providing quality support, speedy service and accuracy of information provided. All of this under one solution that will help sustain your business growth.

Outstanding service requires a team

An exceptional team is key to outstanding customer service. A team who is dedicated to listen to customers and respond to customer requests on a timely manner. The entire team must have access to real-time information and accurate reporting. Real-time dashboard views is critical and key to knowing:


    • What the customer ordered previously, has been quoted


    • Updated stock status of all items and product, future stock availability dates and quantities


    • Shipment status including backorder status


    • The customer’s shipping and billing preferences and past experiences


    • Accounts receivable balances and payment history


    • Any outstanding orders, RMA’s or returns on record (and reasons)


    • Any other customer details and information including comments, notes, ratings and complaints



To best serve your customers, you must know your customer.

*Gain visibility and provide better customer service with Acumatica.

Order Process Integration

The sales “order-to-cash” or “quote-to-cash” cycle incorporates numerous applications, including:


    • customer management (CRM)


    • quoting


    • order entry


    • eCommerce


    • EDI


    • purchase order management


    • inventory & warehouse management


    • shipping & receiving


    • data collection


    • document management


    • invoicing


Acumatica offers a single fully-integrated solution that incorporates and automates the entire quote-to-cash cycle.

With an extensive and fully-integrated solution, distributors benefit from cost savings as well as:


    • Variability of Scale: Efficient and accurate fulfillment of orders of all sizes from single items to large units and multi-product orders


    • Flexibility and ability to combine related products and items from different suppliers into one order


    • Upselling opportunities revealed through the aforementioned understanding of the customer, history, needs and preferences

A more realistic notion of Customer Demand

The best projections begin with accurate past data and current demand, leading to better judgement about what products and services are in demand. Having an accurate count of stock in the right place leads to better customer support, higher revenue and excellent inventory investment. Acumatica’s integrated solution captures and delivers the data that highlights this successful process.

The importance of e-Commerce

This is now a “wired eCommerce business world.” Distributors who do not, at the very least, have plans to implement eCommerce functionality, have already fallen behind.

Critical eCommerce infrastructure, essential to continued success in today’s world of business, includes:

A dynamic website with accurate pricing, discount offers, delivery dates and crss-sell / up-sell offer opportunity support.

A web storefront that leads potential customers through the selection and buying process easily to the shopping cart and successful sales.

An order processing system that also handles EDI orders and manages ASNs.

Acumatica’s e-commerce solution is tightly integrated with customer management, order entry, inventory, order fulfillment and accounting.

Key Features


    • Automated Order Processing


    • User specific order types


    • Contract Management


    • Real-time inventory


    • Multiple and partial fulfillment


    • Carrier Integration


    • Invoicing


    • Customer Service and Support automation


    • Drop Shipments


    • Pick list and Replenishment Orders


    • Credit Limit Verification


    • RMA and Reason Codes