Ideas for Acumatica

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Send Quotes or Orders to clients, and also charge a card on file using the mobile app.

I don't  understand why on the Acumatica IOS mobile app it is not possible to send a client a sales order or quote.  Also you can't even charge a credit card on file to  process an order.  This makes no sense if you are working on the field and need orders to be processed.  You should be able to email a client on site from the app.  These are just simple but extremely important features the app is missing. Please add these features asap! 

  • Guest
  • Sep 24 2019
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  • Jeanne-Pierre van der Gryp commented
    September 30, 2019 06:01

    Supported - See GoCanvas App

    The idea of being able to: send a quote; raise a Sales Order, or Purchase Order, and present the mobile app for signature for proof of delivery of stock (inventory) to a customer is strongly required functionality. Then from the mobile app, directly send email to customer / vendor with the PDF document attached would be a wonderful feature.