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Eliminate Sales Roadblocks: A Simple Acumatica Fix for Credit Holds

This podcast explores a common business challenge faced when using Acumatica: Sales teams often process orders for customers on credit hold without realising it. This leads to frustrated customers, delayed orders, and accounting headaches. Thankfully, a simple fix exists, and this podcast will discuss how one software engineer solved this problem. 

a) Challenges of Unseen Credit Holds

  • Hidden credit holds in Acumatica can disrupt sales processes and lead to customer frustration. Even with powerful ERP systems, sales teams may not be aware of customers on credit hold. 
  • Sales representatives may unknowingly process orders for customers with outstanding balances, resulting in unfulfilled orders and cash flow problems. This creates confusion and frustration for both the sales team and the customer. 
  • This lack of visibility into credit holds ultimately impacts accounting departments, leading to potential delays and impacting the company’s cash flow. 

b) A Simple Solution for a Big Impact

  • Mayori, a software engineer at Tayana Solutions, developed a solution using Acumatica’s customisation capabilities to address this problem. She implemented a clear warning message within Acumatica that alerts sales representatives when a customer is on credit hold. 
  • This simple fix provides a clear and timely notification to the sales team, preventing them from processing orders for customers with outstanding balances. The warning message appears whenever a sales representative attempts to work with a customer on credit hold, ensuring visibility and preventing errors. 
  • This solution has resulted in a smoother sales process, fewer errors, improved efficiency, and better collaboration between sales and accounting departments. By implementing this warning system, clients experienced streamlined internal processes and enhanced collaboration between their sales and accounting teams. 

Benefits: 

  • Improved communication and transparency: The warning message provides immediate visibility into a customer’s credit status, fostering better communication within the company. 
  • Error reduction: By alerting sales representatives to credit holds, the solution prevents the processing of orders that cannot be fulfilled, reducing errors and saving valuable time. 
  • Increased efficiency: Sales representatives can focus on processing orders for eligible customers, leading to a more streamlined and efficient sales process. 
  • Enhanced customer satisfaction: Avoiding delays and frustrations associated with credit holds leads to a better customer experience. 
  • Improved cash flow: By preventing the fulfillment of orders for customers with outstanding balances, the solution helps maintain a healthy cash flow for the company. 
  • Unlocking the potential of Acumatica: This solution demonstrates the power of customising Acumatica to suit specific business needs and improve workflow. 

Call to Action: 

This podcast highlights that businesses using Acumatica don’t have to settle for limitations. Custom solutions can address pain points and streamline operations. For businesses experiencing similar challenges with credit holds or other workflow bottlenecks, Tayana Solutions can offer tailored solutions. They can analyse your business processes and help you leverage Acumatica to its full potential. You can find their contact information in the show notes.