Invoice Integration in x2x RMH-Acumatica Solution

Invoice Integration in x2x RMH-Acumatica Solution rationalizes business operations by automating data flow, reducing manual entry, and minimizing human errors.  To set up an integration determine specific invoice data that needs to be transferred from RMH to Acumatica. This might include:

• • Invoice Numbers
  • Customer Details
  • Items (products/services)
  • Item Quantities
  • Item Prices and Discounts
  • Tax Information
  • Payment Details

x2x RMH-Acumatica Invoice Integration Benefits:

Invoice Integration in x2x RMH-Acumatica Solution have several advantages, as under:

• Enhanced Cost of Goods Sold (COGS) Calculation: Acumatica utilizes its inventory valuation system to precisely calculate COGS based on integrated invoice data. This leads to more accurate financial reporting and analysis. Moreover, Integrating RMH sales transactions with Acumatica automatically triggers the system’s COGS (Cost of Goods Sold) calculation.
• This calculation precisely aligns with the overall cost and valuation methods employed by your company, ensuring consistency and accuracy in your financial reporting.
• Itemized Sales and Inventory Insights: With detailed breakdowns of sales and inventory movements per item, companies gain a comprehensive understanding of their product performance. Also, the stock levels across various distribution channels.
• Holistic Omnichannel Visibility: Lastly but most importantly integration delivers a 360-degree view of sales and inventory across online and offline channels, empowering effective omnichannel management and improved decision-making.

Invoice Integration Rules:

While the primary focus might be on transferring invoices from RMH to Acumatica, consider if there’s a need for two-way integration (e.g., pulling customer updates from Acumatica back into RMH).

Walk-in Customers

For walk-in customers, where individual transactions may not warrant separate invoices in Acumatica, the integration follows these consolidated processing rules:

• Item and Payment Aggregation: Sales transactions associated with walk-in customers are grouped by item and payment method to create a single, comprehensive invoice for each batch.
• Acumatica Customer Association: This consolidated invoice is linked to a specific customer selected from Acumatica customer list, ensuring efficient data management and reporting.

Named Customers/Identified Customers:

• These are customers recognized at the point of sale, making purchases with cash or credit card (excluding credit sales).
• Capturing customer details at the point of sale builds a valuable database. This date includes buying preferences, potentially including additional information like clothing size. This data helps in designing targeted promotions and personalized offers.

Integration Options:

• Consolidate Named Customers: Combines all purchases by the all the identified customer, grouped by item and payment method, creating a single invoice in Acumatica. In addition, this invoice is associated with the customer selected in the designated field. This approach mirrors the treatment of walk-in customers.
• Separate Invoices per RMH Invoice: Generates separate invoices in Acumatica for each individual RMH invoice associated with the named customer.

By integrating RMH and Acumatica effectively, business’s not only improves operational efficiency but also provide better customer service. Further, for any assistance with specific technical details or have further questions, feel free to ask @ x2x-ecommerce.com!

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