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Deploying and Using the B2B Portal, by Doug Johnson

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Acumatica Sales Engineer Doug Johnson shares how to deploy and use the Acumatica B2B portal during the sales breakout track at the Acumatica Partner Summit 2015 in Long Beach, California

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Deploying and Using the B2B Portal, by Doug Johnson

  1. 1. Deploying & Using the B2B Portal Doug Johnson Sales Engineer Better Faster Stronger Version 5.0
  2. 2. Deployment
  3. 3. Architecture • Database • Same DB as Application • Multi-tenancy • Application • Web site with pages • Runs as a .NET application in IIS Acumatica ERP Acumatica Portal Multi-Tenant Database
  4. 4. Deployment Process – Create Portal Acumatica ERP Configuration Wizard • Deploy a new site – Similar to ERP deployment, except select ‘create portal’ • Assign URL – Separate application and path
  5. 5. Deployment Process – Security Acumatica ERP Application • Enable features in portal • Add/remove features screen • Create Roles • External users for added security • Create User Types • Different roles for customer
  6. 6. Deployment Process – Admin Acumatica Portal • Login as Administrator – Configure general settings – Configure B2B ordering • Modify home page – Create a home page to match your needed look and feel
  7. 7. Deployment Process – Inventory Acumatica ERP • Add inventory items to portal • Create categories • Add items to categories • Add rich-text descriptions
  8. 8. Deployment Process – Users Acumatica ERP • Create users • Customer contacts • Vendor contacts • Assign permission • 1 step process • Email notifies user
  9. 9. Use Cases
  10. 10. Use Case – Print/View Statements Acumatica Portal • View/print financial documents • Real-time availability • Reports (AR balance report) • Paperless environment • Email-less environment too!
  11. 11. Use Case – Support Cases Acumatica Portal • Support cases • Create new case • View open cases • See history of cases • Real-time status • Cases update in real-time
  12. 12. Use Case – Account Management Acumatica Portal • Manage account • Update contact information • Add users • Customer Management • Verify use cases for Customer Accounts and Customer Contacts (might be related to parent accounts!)
  13. 13. Use Case – B2B Ordering • Acumatica Portal • View order status – See orders and order status • Create new order – Copy existing order – Browse inventory – Simple checkout process
  14. 14. Add Vendor Screens and Access • Add Vendor Section to Portal • Vendors – Vendor Price Worksheet – Vendor Bills • Add Vendor User – Note permissions Caution: permissions must be closely managed

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