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Crestwood 360° Sales View

Crestwood Associates

Make it easy for your sales team to sell with all the information you need, at your fingertips. This easy Acumatica add-on from Crestwood provides sales, item, invoice, and customer analysis in one place, instead of jumping from screen to screen. You can improve efficiencies in your sales, items, invoices, and customer areas.

This add-on enables you to view complete sales orders or invoice history by the customer with drill-down abilities in the detailed area. You can quickly find any sales order or invoice by the customer, customer class, order number, shipment number, item number, or item class. Based on the order or invoice history, you can instantly answer customer questions, recommend additional products, create duplicate sales orders with a simple button, and recommend additional products.

You might want to look at the profitability of your customers, sales team, and items. By accessing this 360° Sales View directly within the Acumatica Sales Order screen, you have almost unlimited possibilities of data analysis: profit reports per item, per customer, per sales rep, and more.

Never jump from screen to screen again, with Crestwood’s 360° Sales View for Acumatica, all your data is pulled into a comprehensive and useful screen. View complete sales or invoice information, find orders fast, quickly enter new orders, and analyze your data with this native Acumatica add-on.

Certification:
Acumatica Certified Application
2019 R2
Natively Built with Acumatica
Industry Served:
Cross industries
Customer Reviews:

Key features

  • View complete sales order history

  • Find any sales order or invoice fast

  • Find any sales order fast

  • Quick sales order entry

  • Create and analyze orders quickly

  • One central screen

  • Complete customer history

  • 1-click orders

  • Customer analysis

  • Complete inventory analysis

  • Sales rep analysis

Benefits for Your Business

Benefits for Your Business

About Crestwood Associates

Founded in 1998, Crestwood Associates, an Acumatica Gold Certified Partner, 2-time Acumatica Partner of the Year winner with multiple Acumatica awards, brings you simple, yet powerful, add-on products for Acumatica. As the leading Acumatica partner, we developed add-ons to fill the gaps our clients required. Now we are sharing them with you and your clients.

Standing behind our Acumatica add-ons is a team of highly qualified professionals. The Crestwood team has collected an extensive array of Acumatica certifications, as well as complementary industry credentials. Our associates are located around the country, from our headquarters in Schaumburg, IL to satellite offices in Madison, WI, South Bend, IN, Central and South Florida, and Farmington Hills, MI. For more information, visit www.crestwood.com.

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Resources

360 Sales View Data Sheet

Screenshots

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