Build Custom Products Within Acumatica

BYP is a product category in Acumatica that lets customers personalize products by selecting from various options, including stock, non-stock items, and attributes with fixed or dynamic pricing.

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Tailored Customization and Dynamic

To ensure that your product configuration is built exactly as designed, BYP empowers you to personalize products by setting inclusion/exclusion rules, ensuring precise customization. You can control available options, make certain selections mandatory, or exclude others based on your choices.

For personalized pricing experience, BYP also offers dynamic pricing based on selected options. You can define pricing rules such as fixed price increases, percentages of the base price, or the price of individual components. This flexibility allows the final product price to reflect the exact customizations chosen.

Feature list

BYP is a product category in Acumatica that empowers customers to personalize their products by selecting from a variety of options. These options include stock and non-stock items, as well as attributes that can have either fixed or dynamic pricing.

Inventory Management

Inventory is efficiently managed when BYP is added to Sales Order reducing the component stock via Inventory Issue. Inventory Receipts increase BYP count for efficient shipment and fulfillment.

Rules

Define complex “include” and “exclude” rules to determine which options can or cannot be used with each other.

Returns

Create serialized inventory for each configured BYP SKU, allowing for standard Acumatica operations including returns.

Quote to Order Management

Utilizing our BYP product allows for enhanced user control throughout the sales transaction journey, from generating quotes to managing sales orders, ensuring a seamless and efficient workflow

Price Management

Enable flexible pricing in Build Your Product with various calculation methods. “Effects Base Price” at Options level lets users control pricing when adding options.

Promotional Pricing

Generate sales price worksheets within Acumatica and specify price tiers based on various factors, such as customer type, unit of measurement (UOM), purchase quantity, and promotional pricing for specific periods. Subsequently, synchronize these price worksheets with the ecommerce site.

Commerce Order

Orders placed on the Adobe Commerce (Magento) containing bundle products are seamlessly synchronized with BYP, enhancing the order fulfilment process. Additionally, this product enables the synchronization of orders generated in the ERP system back to the website.

Shipments

After generating a shipment in Acumatica, either through its built-in shipping solution or using third-party shipping software like ShipStation, updates the ecommerce site with relevant shipment details, including tracking information. Additionally, notify customers via email regarding the shipment updates.

Order Lookup

Enhance customer service, analyze past orders, and streamline order fulfillment using Acumatica’s powerful order management features. Additionally, enable customers to access real-time order updates through the “My Account” section on the commerce site.

Reports

Based on the configuration setup on C-Kits preference screen, enables the user to view the Kit and its components for the reports: Print Sales Order; Print Shipment, Print Picklist; Print Invoice

Benefits of Integrating Acumatica and Ecommerce

Improved inventory management

With real-time inventory tracking and synchronization across multiple sales channels, these integrations ensure accurate stock levels and reduce errors related to shipping, inventory, or product details.

Enhanced Customer Experience

The CRM module in an ERP system manages customer interactions, tracks communications, purchases, and preferences, enabling personalized marketing campaigns and improved service.

Accurate Financial Reporting

Real-time sales data from various channels, such as websites, POS, and marketplaces, feeds directly into the ERP, enabling instant financial reporting for informed decision-making.

Data-Driven Decisions

ERPs feature robust dashboards, reporting, and business intelligence (BI) integrations, providing in-depth analytics to understand customer preferences. With accurate trend forecasting, companies can adjust their business strategies effectively.

Audit Readiness

ERP systems enhance auditability by centralizing data management, providing real-time reporting, and maintaining comprehensive transaction logs. They automate compliance with industry standards and enforce security through role-based access controls.

Improved inventory management

With real-time inventory tracking and synchronization across multiple sales channels, these integrations ensure accurate stock levels and reduce errors related to shipping, inventory, or product details.

Enhanced Customer Experience

The CRM module in an ERP system manages customer interactions, tracks communications, purchases, and preferences, enabling personalized marketing campaigns and improved service.

Accurate Financial Reporting

Real-time sales data from various channels, such as websites, POS, and marketplaces, feeds directly into the ERP, enabling instant financial reporting for informed decision-making.

Data-Driven Decisions

ERPs feature robust dashboards, reporting, and business intelligence (BI) integrations, providing in-depth analytics to understand customer preferences. With accurate trend forecasting, companies can adjust their business strategies effectively.

Audit Readiness

ERP systems enhance auditability by centralizing data management, providing real-time reporting, and maintaining comprehensive transaction logs. They automate compliance with industry standards and enforce security through role-based access controls.

Key benefits

Custom Product Configuration and SKU Optimization 

Define stock and non-stock items as configurable options to create custom products, reducing the overall SKU count by using a single BYP SKU to represent all combinations and choices. 

Assist Salespersons with Custom Product Options

Equip salespersons with tools that enable them to effortlessly identify and understand all available choices for custom products. Achieve informed decision-making, better selection process, and ultimately improve customizing product offerings to meet customer needs. 

Advanced Option Management with Configurable Attributes

Utilize attributes as configurable options and define complex "include" and "exclude" rules to manage option compatibility.

Dynamic Pricing and Cost Allocation

Dynamically calculate product prices and automatically allocate costs based on selected options. 

Manage Inventory Allocation and Serialization for Custom Orders

Allocate inventory at sales order creation to prevent overselling and generate serialized inventory for each BYP SKU to support standard Acumatica operations, including returns. 

Comprehensive Tracking and Enhanced Forms for BYP Products

Access serial numbers for previously created BYP products and view selected options on enhanced forms such as Order Confirmation, Pick List, and Shipment Confirmation. 

Bulk Import Products Using Standard Acumatica Import Scenarios

Utilize Acumatica's built-in import scenarios to efficiently bulk-import products, streamlining the process and ensuring consistency across large volumes of data. 

Track Inventory Allocation and Reporting with Reason Codes

Implement reason codes to monitor and manage inventory allocation, enabling more detailed and accurate reporting of inventory movements and adjustments. 

Flexible Shipping Based on Product Availability and Configuration

Enable shipping of products either in full or in part, depending on the availability of selected options and the configured settings, allowing for more adaptable fulfilment based on real-time inventory status.

Utilize BYP for Sales Quotations and Orders

Utilize the BYP system when preparing sales quotations and orders to streamline the process, ensure accurate configuration, and manage custom product options effectively. This integration enhances order accuracy and helps in maintaining consistency across sales documents.

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Frequently Asked Questions

How does integrating ERP with E-Commerce benefit my business?

How does integrating ERP with E-Commerce support multi-channel sales management?

What challenges might arise when integrating ERP with existing systems, and how can they be addressed?

What advantages can my business gain from adopting an omnichannel strategy with multi-channel support?

Why is it important to support multiple e-commerce sales channels like Adobe (Magento), SellerCloud, BetterB2B, and Rithum?

What are the challenges of managing multiple e-commerce channels, and how can they be addressed?

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