Customer Management | Snack Videos

Videos and tutorials focusing on the capabilities of Acumatica in the customer management module. This section will show you how to use Acumatica to better manage opportunities, tasks, scheduling, and other sections to make sure that you stay on top of your customer's buying cycle.

 
 

 

 

 

Entering a Return Order From a Case | Acumatica 2018 R1

A bite sized look at how to enter a return order directly from a case in Acumatica 2018 R1

 

 

 

 

 

Creating an Opportunity |

Acumatica 2017 R2

A bite sized look at creating a opportunity in Cortekx 2017 R2

 

NOT SEEING WHAT YOU ARE LOOKING FOR?

We are continually updating and making new videos to help you along your new ERP journey, but we want to hear what you are looking for.

Fill out the form below and we will try as hard as possible to get you the video you need. 

 
Name *
Name