01
Account facts are scattered
Reps search the ERP, spreadsheets, email, and the website to answer a simple account question.
Acumatica for Sales | ERP-Native B2B Buying Path | Nomad
Buying path / Sales / Acumatica
Sales on Acumatica.
Give reps live Acumatica account pricing, order history, and 1-click reorders.
Preview
The first move
Where sales feels it.
- Account facts are scattered
- Quotes live in email
- Reorders are a chore
01 / The reality
The sales reality on Acumatica.
Sales needs live sync for projects, warehouses, and customer groups.
02
Quotes live in email
Prices, terms, and product rules get re-created in a document instead of coming from the system.
03
Reorders are a chore
A customer wants the same thing again, and the rep rebuilds the order from memory.
On Acumatica
Where Acumatica adds extra work.
Acumatica price classes and warehouse stock can look different on the website and in the branch.
Acumatica projects and customer groups can hide the right ship-to address or contract.
Order errors in Acumatica often show up after the sales order is created.
02 / What the ERP knows
What Acumatica already knows.
We wrote and support our Acumatica integration in-house — syncing all the business data in Acumatica and running your Acumatica pricing, inventory, credit, and order rules live on your website.
01
Customer and location details
Accounts, contacts, ship-to addresses, and links for each customer.
02
Prices and stock
Contract prices, price classes, warehouses, and stock levels.
03
Sales orders and bills
Orders, shipments, bills, and the money trail.
03 / The buying path
From Acumatica to sales.
Four steps to launch on Acumatica.
01
Map the account
List the account structure, roles, and buying links.
02
Map the ERP link
Confirm who owns customer, price, and order data.
03
Set up the buying path
Product catalog, prices, quotes, and orders placed with a rep.
04
Test the rep path
Check the account, quote, and reorder cases reps use.
04 / Questions
Questions for your Acumatica team.
Bring these to the first working session.
The ERP and the sales system may both have a view. Decide which one the website follows.
Map approvals, terms, and prices before the demo.
Confirm the supported records and the team that owns the connection.
05 / Keep going
See how this path fits the rest of the site.
Start with a role, an ERP, or a B2B workflow.
The next moveBring Acumatica.
Bring Acumatica.
We’ll bring the sales path.
Tell us what Acumatica owns and where the sales work breaks. We will map the path honestly.