Quoting software for Acumatica
Acumatica quoting and order entry,
with your reps in control.
A buyer sends an RFQ for tooling or abrasives using a competitor's part numbers. ChannelFlex converts them to your Acumatica items where it can and flags the rest with ranked options. Your rep reviews the draft quote, and the approved quote becomes a sales order ready for Acumatica.
How it fits
From request to approved order for Acumatica
An MRO request can carry the number from an old box, a catalog page, or another supplier's invoice. ChannelFlex checks those references against your Acumatica items.
The RFQ lands in your inbox
A maintenance planner emails six lines of inserts and end mills, a purchasing agent attaches a spreadsheet, a shop forwards a photo of a handwritten list. Each one goes to ChannelFlex, by forwarding or through a shared mailbox. ChannelFlex reads every line, quantity, and unit in whatever part numbers the buyer had handy.
Competitor numbers converted to your items
A competitor number with no clear equivalent, or a request that leaves the brand open, gets flagged with ranked options. The rest are converted to your catalog items with a confidence score and tied to the right customer. Your rep picks the brand where the buyer left it open and approves the quote.
A sales order ready for Acumatica
The approved quote becomes a sales order for Acumatica with the customer, your part numbers, and the quantities and units on every line.
What IT provides
- Your item and customer records from Acumatica, with a note on stock or non-stock items to leave out
- A sales contact to review the customer account, item matches, quantities and units before approval
We confirm the records and access your Acumatica setup needs before work starts.
What stays in Acumatica
- Pricing, customer price classes, and margin rules
- Inventory and warehouse availability
- Customers, credit limits, and terms
- The sales order of record, priced and invoiced in Acumatica
Your team keeps working in Acumatica the way it does today.
Which desks run it
Built for the desks that run Acumatica.
Every trade writes its requests differently. Pick yours to see what your reps actually get and how ChannelFlex reads it.
Running a different ERP?
Running something not listed? We work with many more. See every ERP
Questions
Questions about ChannelFlex and Acumatica.
No. Acumatica keeps your items, customers, pricing, inventory, and sales orders. ChannelFlex prepares the quote from the RFQ, including the part number conversions, before it becomes an order.
Your item and customer records from Acumatica, with a note on stock or non-stock items to leave out. A sales lead then reviews the customer, item matches, quantities, and units on the first drafts.
The early work is a catalog check and a pass over a batch of your recent RFQs, to see which competitor and manufacturer numbers your buyers use most. Then your reps run real requests through ChannelFlex and compare each draft's conversions and quantities with the RFQ before approving.
Your rep. The rep sees each line with the match ChannelFlex chose, the confidence behind it, and ranked options on anything it couldn't place. The rep picks the brand where the buyer left it open, corrects any line, and approves. Nothing goes to the customer before that.
The approved quote becomes a sales order ready for Acumatica with the customer, item numbers, quantities and units. The original request and the rep's changes remain together, so the desk can check an order line against what the buyer sent.
Bring your IT questions.
We'll walk a sample request from the inbox to an approved order for Acumatica, and leave time for whatever your team needs to know about the setup. About 30 minutes.