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Deploying &
Using the B2B
Portal
Doug Johnson
Sales Engineer
Better
Faster
Stronger
Version 5.0
Deployment
Architecture
• Database
• Same DB as Application
• Multi-tenancy
• Application
• Web site with pages
• Runs as a .NET appl...
Deployment Process – Create Portal
Acumatica ERP Configuration
Wizard
• Deploy a new site
– Similar to ERP deployment,
exc...
Deployment Process – Security
Acumatica ERP Application
• Enable features in portal
• Add/remove features screen
• Create ...
Deployment Process – Admin
Acumatica Portal
• Login as Administrator
– Configure general settings
– Configure B2B ordering...
Deployment Process –
Inventory
Acumatica ERP
• Add inventory items to portal
• Create categories
• Add items to categories...
Deployment Process – Users
Acumatica ERP
• Create users
• Customer contacts
• Vendor contacts
• Assign permission
• 1 step...
Use Cases
Use Case – Print/View
Statements
Acumatica Portal
• View/print financial
documents
• Real-time availability
• Reports (AR ...
Use Case – Support Cases
Acumatica Portal
• Support cases
• Create new case
• View open cases
• See history of cases
• Rea...
Use Case – Account
Management
Acumatica Portal
• Manage account
• Update contact information
• Add users
• Customer Manage...
Use Case – B2B Ordering
• Acumatica Portal
• View order status
– See orders and order status
• Create new order
– Copy exi...
Add Vendor Screens and Access
• Add Vendor Section to
Portal
• Vendors
– Vendor Price Worksheet
– Vendor Bills
• Add Vendo...
Deploying and Using the B2B Portal by Doug Johnson
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Deploying and Using the B2B Portal by Doug Johnson

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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

Published in: Business
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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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