Managing Customers in x2x Acumatica and RMH Integration

Managing Customers in x2x Acumatica and RMH Integration is easy and smooth as it gives businesses exceptional control over sales transactions and customer synchronization. With automation and insights, integration offers outright visibility and accounting accuracy for all customer types. For proper handling and management Integration divides customers into three types:

Customers -Walk-In:

Businesses sometimes don’t want to track each and every customer, Integration refers to those types of customers as Walk-In customers. In this case, the solution captures in-store transactions automatically without identifying customers’ identities individually. Walk-in customers’ sales data directly flows into Acumatica, ensuring immediate data availability for financial reporting and order fulfillment without the need of manual entries.

Customers – Named:

There are customers whose record business wants to maintain and have in system. Integrator track and manage sales for these established customers easily. Named customer transactions also update automatically in Acumatica thus, creates a single source of information center for sales history, launching loyalty programs, and planning marketing initiatives.

Customers – Accounts Receivable/Credit:

Gain control over credit sales and receivables with x2x Integration. Credit customers sales data seamlessly integrates with Acumatica to facilitates accurate invoicing, credit limit monitoring, and efficient payment processing. Credit sales and payments integration process involving identified customers include:

• Customers purchasing on credit (often store accounts).
• Capturing details at the point of sale is crucial, as creditworthiness must be verified before the transaction.
• Before processing credit sales, RMH mandates the selection of a specific customer associated with the transaction. Additionally, RMH verifies if the selected customer has sufficient credit availability to complete the purchase.

Transactions and Customer Management:

Consolidating invoices flexibility is also available for smooth processing.

• Consolidated Invoices: Integration generates a single, consolidated invoice for walk-in-customers in Acumatica for all sales within a batch.
• Individual Transactions: For Credit sales, returns, and sales to named customers, integration cater as individual transactions, offering granular insights.
• Flexible Sales Management: Choose whether to put named customer sales to Acumatica individually or as a consolidated batch using integrator.

Customer Download and Sync:

Selected customers from Acumatica are regularly downloaded to RMH with  credit limit and available credit information also they kept updated through the Scheduler.

Customer Upload Control:

• New customers created in RMH and also needs to be in Acumatica (individual named customer sales or credit transactions) are automatically uploaded. The “Upload Customer” option in the  integration solution use to creates RMH (point of sale) missing customers in Acumatica automatically.
• Further, control over customer creation is an empowering feature. Companies with the restriction to store customer creation can deactivate auto-upload option to fulfill their business need.

Managing Customers in x2x Acumatica and RMH Integration is seamless as it caters to most likely business scenarios. These functionalities not only fasten the process but also improves overall operational efficiency.

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