Hello, everyone. This is John Grande coming to you once again from DimeSoft Business Solutions and as most of you know, I'm the guy who is thrilled to be talking to you about Acumatica ERP.
Today, we are going to show you something a little bit different. We're gonna show you DimeSoft's Custom Browsers inside of Acumatica.
So let's go ahead and jump inside the cloud and take a look.
So here are inside of the system and to give you a point of reference and show you where we are, let's go ahead and take a look at a sales order. Now for anyone who has spent any kind of conservable time inside of Acumatica, you kind of have an idea of how to search for things. So, for example, if I was looking for a specific search order, I would go here inside of the sales order screen and I could either do it the long way by clicking on these arrows, looking for my sales order. I can go up here to order number in this little window. Click on the magnifying glass. Of course, this is going to bring me up to all of my sales orders. If I know a sales order number, I can type it in here. It'll populate it for me. I can double click on it. I could also go to universal search and manually enter in the sales order number and do a search and it would come up.
These are things most of us already know, but what we have done here at DimeSoft is make things easier, especially for those who are coming from older legacy systems that have more of a browser type of search. We've created a welcome kit for you to make it a lot easier, so I'll expand that arrow. You'll see I have a sales order browser right here and here are all of my sales orders. I can click through a page. You'll see that it includes not just sales orders, but any kind of sales order type, such as an accounts receivable batches, quotes, etc. If I happen to know my sales order number, I can type it up here in the screen. It'll search and find it for me. You can see here it is and we've put these browsers throughout the entire system, not just sales orders. You can search for shipments. You can search for invoices. Again, throughout the entire systems. If I wanted to look up a customer or get a list of my customers, I can go into my AR and just go to a customer browser that we've created.
Of course, drill down capability, just like anywhere else inside of Acumatica, so if I wanted to get to this customer, I'd just click on that hyperlink. It'll open it right up. Filters apply as well. So, for example, if I'm in my purchase order browser, you'll see I already have a filter that's created so I can search for purchase orders that have not yet been received, etc. Could look up receipts. Could look up invoices, etc. Like I said, these are throughout the entire systems.
So thanks for taking the time to sit through this video. If you'd like more information regarding our customization capability here at DimeSoft for Acumatica or have any questions or would like some information, please feel free to give me a call directly at 951-928-1990, extension 212. Or you could drop me an email at jgrande@DimeSoftinc.com. Thank you very much and I'll be looking forward to our next video together.