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Acumatica Mobile App Customization: A Case Study

This case study highlights the challenge of customizing the Acumatica mobile app and the innovative solution that Tayana Solutions implemented to overcome it. 

(a) Challenges

  • Limited customization options: The Acumatica mobile app’s interface is powerful, but customizing it can be challenging, especially when adding new containers. This limitation can hinder users from accessing necessary information on the go. 
  • Inability to add containers to the stock item screen: The client, specializing in Acumatic Cloud ERP, needed to view real-time stock information on their mobile devices, but the app’s limitations prevented them from adding containers to the stock item screen. This made it difficult for the sales team to make informed decisions about inventory and product availability while meeting with potential clients. 

(b) Solution

  • Utilizing existing features: Instead of trying to add new containers, Mayuri, a software engineer at Tayana Solutions, found a creative solution by utilizing the existing “group” feature within the app. Groups, similar to folders on a computer, help organize information within the app. Mayuri cleverly used groups to display the custom tabs needed by the salespeople. 
  • Adding groups for specific information: Mayuri added specific groups for price management, MSRP (Manufacturer’s Suggested Retail Price), and general item defaults, allowing salespeople to view all necessary information directly on their phones. This innovative approach provided a seamless solution without altering the original app design. 

Benefits 

  • Improved access to real-time data: Salespeople can now access vital stock information on their mobile devices, enabling them to make informed decisions while on the move. 
  • Enhanced user experience: The solution provides a user-centered design that focuses on meeting the specific needs of the sales team. 
  • Increased efficiency: By eliminating the need to switch between devices or access information from the office, the solution streamlines the sales process and boosts efficiency. 
  • Cost-effective: This solution utilized existing app features, eliminating the need for expensive and time-consuming custom development. 

Mayuri’s approach demonstrates the importance of thinking creatively and utilizing existing resources to overcome challenges. This case study provides valuable insights into the potential of the Acumatica mobile app and the expertise of Tayana Solutions in delivering innovative solutions. For businesses facing similar challenges, Tayana Solutions, with their team of experienced consultants, can help customize Acumatica Cloud ERP to meet specific needs. Contact Tayana Solutions at 678-910-2774 to learn more about how they can help optimize your business processes and improve customer satisfaction.