Growing your business often means moving beyond traditional paper certificates to a more modern solution. At Biz-Tech Services, we know that offering serialized gift cards can help you increase revenue and reinforce your brand, since they’re a preferred choice for customers today. But before you start processing these transactions, you need to make sure your system is perfectly tuned. This pre-launch checklist is your guide to a successful go-live, making sure every configuration and every data point is validated inside your Acumatica Enterprise Resource Planning system, or ERP.

Required configuration and licensing

Your first step is to confirm your Acumatica environment is ready. The Biz-Tech Gift Card Processing solution needs to be installed on a system with one of the supported licenses, such as PCSR, PERP, or SAAS. Once your licensing is verified, you manage the installation through the Customization Projects form, where you upload the customization package and publish it for your tenant.

Next, you decide how these cards are treated financially. We recommend creating a dedicated General Ledger, or GL, account for your gift card items, to keep those assets clearly organized. On the Payment Methods screen, you create a new payment method specifically for gift cards, and make sure it’s active for both Accounts Receivable, or AR, and Sales Orders. Within that setup, add your gift card cash account under the allowed cash accounts, and select a default gift card item to streamline the payment process for your users later.

Preparing your items and accounts

With the framework in place, you prepare the specific data for the cards you’ll sell. GiftCard Integration provides you two paths here: non-stock items or stock items. If you’re selling digital or non-physical cards, you configure a non-stock item and associate it with your new gift card payment method. For physical cards that need inventory tracking, you use the Stock Items screen instead.

For those stock items, data preparation takes a few extra steps. You create a specific lot or serial class that tracks serial numbers as they’re received. And it’s important to enable the Track Expiration Date option within that class if you plan to have your cards expire, because that date is established during the initial gift card receipt.

Validation and preferences

Before you process your first order via GiftCard Connector, validate your settings on the Gift Card Preferences screen. This is where you map your internal Acumatica items to any external Stock Keeping Units, or SKUs, if you’re importing orders from a commerce platform. If you don’t select the option to use multiple cards in commerce, the system simply defaults to your primary non-stock gift card item during imports.

You also validate your numbering logic. You decide between a structured numbering sequence and random generation. If you choose a structured approach, confirm that you’ve configured an auto-incremental value in the numbering segments. If you prefer more security, you can enable random numbering, which prevents anyone from guessing sequences by generating a unique number only when a quantity is specified on a sales order.

Testing the workflow

Testing is perhaps the most critical phase before go-live, and we suggest starting with the sales process. Enter a Sales Order for a gift card and confirm the system generates the serial numbers correctly, whether manually or automatically. For non-stock items, remember the shipping rule defaults to Ship Complete on the order line. For stock items, validate the receipt process by adding items to a receipt, generating serial numbers, and assigning expiration dates in the line details.

Next, test the payment side. You should be able to select Gift Card as a payment method directly from a sales order, from the Payments and Applications screen, or from an invoice. Verify that the system lets you choose a serial number and that it correctly shows the remaining balance on the card. Finally, run a test return. Use the return order type to process a credit for a gift card, and confirm the system updates the Gift Card History screen with the returned amount.

Go-live readiness and reporting

As you approach your go-live date, the final check is your reporting and visibility. The Gift Card Summary and Gift Card History screens should be your main validation points. The history screen should show a clear audit trail of every transaction, including the original invoice, any payments made, and even voided transactions. And if you use an Application Programming Interface, or API, to connect to external systems, do a final sync to make sure customer information and serial numbers are flowing in accurately.

Go-live readiness means more than just having the software installed. It means having confidence that every gift card you sell is a secure, traceable asset for your business. Once you’ve verified your GL accounts, validated your numbering, and successfully tested a full sale, payment, and return cycle, you’re ready to launch.

To see these steps in action, or to learn how we can help you grow your sales, visit us at biz-techservices.com to schedule a personalized demo.

The post Gift Card Processing Configuration Checklist for Acumatica appeared first on Biz-Tech Services.

Launching a new module inside your Enterprise Resource Planning system, or ERP, is a significant milestone for any growing business. At Biz-Tech Services, we know the key to a successful go-live isn’t just the software itself; it’s the preparation you put in before the first order is ever entered. And when you’re managing inventory held at your customers’ locations, visibility and accuracy are everything. So we’ve put together this pre-launch checklist to make sure your Acumatica environment is fully ready for Consignment Processing.

Phase one: required system configuration

Your first step is the technical foundation. You need to make sure the Consignment Processing customization project is correctly installed in your Acumatica environment. On the Customization Projects form, we recommend you first validate the project to catch any conflicts with your existing setup, and then publish it for your tenant. That uploads the package to your database and compiles the files that switch on the consignment features.

After the installation is verified, move to the Sales Order Preferences form. This is where you define the DNA of your consignment transactions, and you need to confirm that three specific order types are established. First, verify a consignment order type, typically labeled CN, created from the Transfer Order template. Next, make sure a consignment invoice order type, or IN, is set up from the Invoice Order template. And finally, confirm a consignment return order type, or CR, also built on the Transfer Order template. Within these same preferences, designate a default consignment warehouse to streamline your data entry later on.

Phase two: warehouse and customer data preparation

With the core preferences set, your next focus is your warehouse structure. Go to the Warehouses form to identify the locations that will hold consigned stock. For every warehouse you use for this purpose, make sure the Use for Consignment checkbox is selected. This is a critical validation point, because only warehouses with that setting can be chosen as destination warehouses on your consignment orders. Remember, in this workflow your standard warehouses serve as the source of the items, while the consignment warehouse acts as the destination.

Once your warehouses are ready, prepare your customer records. On the Customers screen, go to each client taking part in your consignment program. You can associate a specific consignment warehouse directly with a customer, and this step is vital for accuracy. A warehouse set at the customer level overrides the general default from Sales Order Preferences, so items are always tracked to the right location for that specific partner.

Phase three: process validation and user access

Before you let your team process live transactions, you need to validate the workflow and make sure everyone understands the specific triggers the system requires. A key training point for your staff is the shipment confirmation process. Unlike a standard sale, a consignment shipment needs a second action to move the inventory. Confirm that users know how to find and use the Update Inventory button, under the Actions menu, once a shipment is confirmed.

You should also validate that the system is automating the background tasks correctly. When that Update Inventory action runs, verify that Acumatica automatically generates and releases a transfer-type purchase receipt. That’s the mechanism that issues items out of your main warehouse and receives them into the consignment warehouse. If this step is missed, your inventory valuation and quantities won’t reflect the stock actually sitting at the customer’s site.

Phase four: testing and go-live readiness

The final stage is end-to-end testing of the two most common post-shipment scenarios: selling and returning. First, create a test consignment order and move it to a Consignment, or Partial Consignment, status. At that point, verify that the Consignment Sell Items and Consignment Return Items buttons are properly enabled in the Actions menu.

Perform a test sell to make sure the item selection window correctly shows the available open quantities, and confirm that selecting an item and adding it generates a consignment invoice order. For returns, follow the same steps to make sure a consignment return order is created, and that the Update Inventory action on that return correctly updates your balances.

As a final readiness check, we recommend configuring your physical inventory types for consignment stock. On the Physical Inventory Types form, confirm you have a type created with the Consignment Inventory Count checkbox enabled, so you can count stock held at customer locations. And verify that the system calculates the book quantity by summing the open quantities from your active consignment orders, so when you reconcile, you’re billing the customer accurately for any variances found during the count.

The bottom line

The single most important takeaway for go-live readiness is that consignment success depends on the smooth transition of statuses, from open, to consignment, and eventually to closed once every item is either sold or returned. If your configuration and data preparation follow this checklist, you’ll have the visibility you need to manage your distributed inventory with confidence.

For more on optimizing your Acumatica experience, or to see a live walkthrough of these steps, visit biz-techservices.com for a demo.

The post Consignment Processing Configuration Checklist for Acumatica appeared first on Biz-Tech Services.

When your business prepares to launch a new tool inside your Enterprise Resource Planning system, or ERP, the difference between a smooth transition and a frustrated team often comes down to preparation. At Biz-Tech Services, we’ve found that a structured pre-launch phase makes sure the automation in our Kit Processing enhancement works exactly as you expect from day one. So think of this as your checklist, your roadmap through configuration, data preparation, and validation, so your team is ready for a successful go-live.

Required configuration and installation

Before you can build a single kit, you need your environment technically prepared. First, confirm that your Acumatica system is running on a supported license, such as PCSR, PERP, or SAAS. Once the platform is ready, install the necessary customization packages through the Customization Projects screen. You’ll import and publish both the Biz-Tech license package and the Kit Processing package to activate our specialized tools.

Just as important, make sure the native Acumatica Kit Assembly feature is turned on in the Enable and Disable Features form. This is the foundation our processing engine sits on. Without that native feature active, the Kit Specifications form simply won’t be available.

Data preparation and item setup

With the framework in place, turn your attention to your data. Every item you plan to sell as a kit must first be defined as one, on either the Stock Items or the Non-Stock Items form. On the General tab of those screens, confirm you’ve marked the Is a Kit checkbox for every relevant product.

Next, prepare what we call kit placeholder items. These are non-stock items that stand in for the kit parent on a sales order, after the kit explodes into its components. A vital validation point here is the unit of measure, or UOM. The unit of measure on your placeholder item must exactly match the unit of measure of the kit itself, or the system will warn you during order entry.

Finally, for each kit, you set up its kit specification. This is where you define the components and the revision number, and, most importantly, mark the revision as active and current. Only the current revision is used to explode components when an order is entered, so this step is easy to overlook and important to get right.

Defining your business logic

Once your items are ready, you tell the system how to handle them day to day, on the Sales Order Preferences screen. Here you choose your default explode option. You can have the system automatically break kits into their components, prompt the user to decide each time, or not explode at all. But if the specific item has configyration in Kit Specifications screen, then the setup of individual item would be used.

You also set your price calculation strategy. Your business might price from the kit’s default price, from the components’ default prices, or use a combined approach. And if you’d rather keep the kit intact on the order but still price it from its parts, you can turn on the unexploded kit price calculation by components.

Lastly, think through your shipping logic. Under the Biz-Tech Kit Processing settings, you decide whether to ship the available quantity or only the ordered quantity. Choosing the ordered quantity makes sure nothing leaves the warehouse until every component of the kit is allocated and ready to go.

Validating your options and rules

For configurable kits, validating your rules is a critical pre-launch step. If your kits have options, you set up option categories and option codes inside the kit specification. To keep orders accurate, you can use option rules to create exclusion logic. For example, a rule that makes certain color choices unavailable once a customer picks a particular size.

And if you allow flexibility in the warehouse, confirm that component substitution is enabled. That lets your team swap a standard component for a pre-defined substitute when the primary item is out of stock, without holding up the order.

Testing and go-live readiness

The final phase of the checklist is a thorough testing cycle. We recommend entering several sales orders to watch the kit explosion happen, and opening the component details window to confirm the quantities and warehouses populate correctly. If you’ve enabled kit assembly generation, test creating a kit assembly right from the sales order, so your production and sales workflows are properly linked.

Then confirm the financial flow by taking a test order all the way through shipment and invoicing. Pay close attention to how the system handles the kit placeholder item, and make sure the costs carry forward to the invoice as you expect. And if you run a storefront integration, verify that the setting to fulfill exploded kit items is active, so shipment status syncs back to your store correctly.

The real sign of go-live readiness is when your settings in Sales Order Preferences perfectly mirror your physical warehouse and your accounting workflows. When your testing shows components allocated correctly and prices calculating exactly as your catalog defines, you’re ready to launch with confidence.

To see these features in action, or to get a guided walkthrough of the setup, visit us at biz-techservices.com for a full demo of our Kit Processing solution.

The post Kit Processing Configuration Checklist for Acumatica appeared first on Biz-Tech Services.

Managing a field service business is a constant balancing act. You have your team out in the field using ServiceTitan to deliver great customer service, and your back-office team working in your Enterprise Resource Planning system, or ERP, which is Acumatica. The real-world problem many businesses face is the data gap between these two worlds. When your systems don’t talk to each other, you’re stuck with manual data entry, missed invoices, and inventory numbers that never quite match up.

At Biz-Tech Services, we know your time is better spent growing your business than double-checking spreadsheets. That’s why we built a seamless integration. In this guide, we’ll walk you through the initial setup and connection, to get your ServiceTitan data flowing into Acumatica correctly.

The foundation: the ServiceTitan Store

The most important thing to understand is that the entire integrator rests on one foundation: the ServiceTitan Store setup. Before you can import a single invoice or sync a vendor, you have to configure the Store in Acumatica. If this isn’t set up correctly, the system simply can’t work.

The Store setup is the brain of the integration. It controls everything, from how customers are created to how your warehouses and branches are mapped. To get started, you use the Connection Settings tab to enter your API credentials, and then the Test Credentials feature to confirm Acumatica is successfully talking to ServiceTitan. Once the connection is live, you assign a store code and a description so you can easily identify it.

Mapping your financials and business units

Once the connection is established, you make sure the money lands in the right place. That starts with mapping your General Ledger accounts, often shortened to GL. You tell the system exactly which GL accounts in Acumatica should correspond to your activities in ServiceTitan.

Next comes your organizational structure. Your business likely uses different business units in ServiceTitan to track different types of work, and you map those business unit IDs directly to your Acumatica branches. This makes sure every transaction is attributed to the correct part of your company. You also map your terms, which tells Acumatica how to handle payment timing and due dates based on your ServiceTitan settings.

Managing customers and vendors

A big benefit of this integration is that you don’t have to create the same customer twice. In the Store settings, you turn on the Import Customer option, and the system automatically creates a new customer in Acumatica if one doesn’t already exist. You can even set it to override the billing and shipping addresses, so the most current information from the ServiceTitan invoice is what stays in your ERP.

The same logic applies to the people you buy from. By turning on the Import Vendor option, the system can generate your ServiceTitan vendors inside Acumatica. You can let it create them automatically, or manually map your existing ServiceTitan vendors to your current Acumatica vendor list.

Inventory, warehouses, and trucks

For field service companies, inventory is often the hardest thing to track, and the integrator simplifies it by mapping your pricebook items. When you turn on the Import Item option, the system can generate stock and non-stock items in Acumatica automatically. As a rule, your materials and equipment from ServiceTitan become stock items, while your services are created as non-stock items.

But where is that inventory located? You handle that through warehouse mapping. You take your ServiceTitan warehouse and truck IDs and map them to specific Acumatica warehouses. That way, when a technician pulls a part off a truck, the integrator knows exactly which warehouse inventory to adjust in your financial records.

The workflow: invoices, payments, and purchase orders

With the foundation built, you can look at the actual flow of work. When you turn on the invoice and payment options, you gain a lot of control. You can import invoices with specific statuses, or filter them by date. And if you activate payment, the system imports the payment information along with the invoice. In many cases, when an invoice and its payment are both ready in ServiceTitan, they come in together, and the payment is automatically applied to the right invoice in Acumatica.

There’s one important rule to remember about purchase orders, or POs. In this ServiceTitan connector, you can’t import a receipt or a bill unless the related purchase order has already been imported into Acumatica. The system is built to keep a clean paper trail. When you import the PO first, it can then attach any later receipts or bills to that specific order, so your PO history is always accurate.

Finally, for businesses that prefer a different accounting method, there’s a journal entry option. If you choose not to activate the full invoice import, you can instead bring your ServiceTitan data in as journal entries, posted directly into the General Ledger.

The bottom line

The most important thing to remember is that the ServiceTitan Store setup is the foundation of the entire ServiceTitan integrator. Get the mapping right here, and your data flows seamlessly from the field into your books.

Setting this up correctly the first time saves hundreds of hours of manual correction later. If you’re ready to stop chasing data and start growing your business, we’re here to help. Visit biz-techservices.com to schedule a demo and see this ServiceTitan connector in action.

The post How to Set Up ServiceTitan in Acumatica appeared first on Biz-Tech Services.

Gift Card Processing Configuration Checklist for Acumatica

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How to Set Up Salesforce in Acumatica

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How to Set Up PayPal in Acumatica

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The post The History of Acumatica: From Cloud ERP Pioneer to a Leading Platform for Growing Businesses appeared first on Biz-Tech Services.

Every day, your business relies on two powerhouses: Salesforce for your Customer Relationship Management, or CRM, and Acumatica for your Enterprise Resource Planning, or ERP. But when these two systems aren’t talking to each other, your team is stuck manually moving data between sales, finance, and inventory. That gap leads to slow order processing, outdated customer information, and missed opportunities. At Biz-Tech Services, we designed our integration to bridge that gap, giving you real-time synchronization so everyone in your organization makes decisions from the same up-to-date information.

Let’s walk through how to set up this connection step by step, so you can start seeing a unified view of your business.

Connecting the systems

The heart of the integration is a screen we call the Salesforce Store. Think of it as your central hub, where you define exactly how data flows between the two platforms.

Your first step is to establish the secure connection in the General Info tab. Here, you enter your Salesforce instance address and your API credentials, including your username, password, client ID, and client secret. Once those are in, there’s a Test Credentials button that gives you immediate feedback on whether the connection is valid.

Configuring your order flow

Once the connection is live, you tell Acumatica how to handle incoming sales for SalesForce Integrator. In the Order Settings tab, you define the default order type and the warehouse for every order that comes in from Salesforce.

One of the most important parts of this setup is how you handle taxes. You can use an external tax calculation service, like Avalara, or you can map the system to import taxes exactly as they were calculated in Salesforce.

To keep your shipping and payment data clean, you use cross-reference options. These let you link specific values from Salesforce, like a FedEx Ground shipping method, to the matching ship-via code in Acumatica. That way, when an order arrives, Acumatica knows exactly how to process it without manual intervention.

Managing customers and products

A successful SalesForce integration means your customer data is always in sync. In the customer information section, you decide whether the system should automatically create a new customer record in Acumatica whenever a new order is imported. If you enable that, it pulls in the email, contact info, and customer class automatically.

If you already have a large database in Acumatica, you can use the Export Salesforce Customers screen to push those records into Salesforce as accounts. If a customer has a primary contact, that person is created as a contact in Salesforce at the same time. And you can always confirm a record is linked by looking for the Salesforce Account ID right on the customer screen in Acumatica.

Next, your inventory. Under item settings, you can have the system create new items in Acumatica based on your Salesforce products. It uses the Salesforce product SKU to find a matching inventory ID in Acumatica, and you can even automate unique product IDs with a predefined numbering sequence.

Setting prices and discounts

To keep your sales team accurate, you need consistent pricing. The Price Book Details tab lets you load your Salesforce price books directly into Acumatica. From there, you use the Export Salesforce Price Books screen to add products to a price book or update list prices. Just remember that items must be in your standard price book before they can be added to any custom one.

Promotions are handled through the Export Salesforce Discounts screen. You can create or update discount codes in Acumatica and sync them to Salesforce as either line-level or document-level discounts. That makes sure the price the customer sees in the CRM matches the final invoice in the ERP.

The daily workflow: import and two-way sync

With everything configured in SalesForce Connector, your team uses the Import Salesforce Orders screen. You select a date range, hit Get Orders, and you see all the pending sales. You import them one by one or all at once, turning those Salesforce opportunities into Acumatica sales orders instantly.

The real beauty of this integration is that it’s bidirectional. If you need to update a shipping address, add a new line item, or change a discount code in Acumatica, you use the Sync Orders to Salesforce screen to push those changes back to the CRM. That keeps your sales reps informed about the status and final details of every deal.

Visibility across the business

The ultimate goal of this setup is total visibility. Through the Salesforce Orders inquiry screen, your finance team can see the original Salesforce order details, while your sales team can see the resulting Acumatica sales order number and status, without leaving their preferred environment. We even sync internal notes from Salesforce into the Acumatica sales order, so no piece of communication is lost through SalesForce Connector.

The bottom line

The one clear takeaway is that automation eliminates the manual gaps that slow your business down. By following these setup steps, you make sure your sales and finance teams are always working in perfect harmony.

If you’re ready to see how this integrator can transform your workflows, visit biz-techservices.com to schedule a live demo. We look forward to helping you connect your business for growth.

The post How to Set Up Salesforce in Acumatica appeared first on Biz-Tech Services.

Send PayPal invoices, track payment status, and reconcile — all from inside Acumatica. Generated in NotebookLM from the product PDF.

Managing payments shouldn’t feel like you’re playing a game of tag between two different systems. For many businesses, the gap between their cloud Enterprise Resource Planning software, or ERP, and their payment processor is a source of constant manual data entry and human error. You end up jumping back and forth between Acumatica and the PayPal portal just to see whether a customer has paid.

At Biz-Tech Services, we designed the PayPal Integration to bridge that gap. It lets you send PayPal payment invoices directly from Acumatica, monitor payment status in real time, and update your records automatically when money is received. Let’s walk through how to set it up.

Preparing your tools

Before we dive into the software, your business needs a few things ready. First, you must have a PayPal Business account, because personal accounts don’t support the Application Programming Interface, or API, that invoicing requires. You’ll also need your PayPal API application credentials, specifically your Client ID and your Client Secret.

To find these, log in to the PayPal developer website and create a new application under My Apps and Credentials. That’s where you copy your ID and Secret, for either a testing environment, known as a Sandbox account, or your live production account. Inside Acumatica, make sure the Accounts Receivable, or AR, and Sales Orders modules are active, since those are the primary areas where the integrator lives.

Connecting the payment method

The first major step is telling Acumatica how to talk to PayPal, and we do that by creating a dedicated payment method. On the Payment Methods screen, you create a new record and give it a clear description, like PayPal. The most important part of this step is selecting PayPal in the Means of Payment field.

Once you do that, a new PayPal Settings tab appears. This is where you paste the Client ID and Client Secret you gathered earlier. You also enter the base web address for the PayPal API, which is the Sandbox address if you’re still testing, or the production address for live business transactions.

We recommend using the Test Connection button right away, to verify your credentials are accepted. Finally, add the specific cash or bank account where these PayPal payments should be posted, on the Allowed Cash Accounts tab.

Linking your customers

Now that the bridge is built, you tell the system which customers will use it. Each customer who plans to pay by PayPal needs a customer payment method configured.

When you open a customer record and go to their payment methods, you add the PayPal method you just created. The critical piece here is the PayPal customer email address. That’s the exact address where PayPal delivers the digital invoice. The system pre-fills this email on new payments for that customer, and you can override it for a one-off if you need to.

Sending your first payment request

With the setup complete, you can start sending payment requests. We’ve built three ways to do this, depending on your workflow.

The most common way is from a sales order. If your business collects payment before shipping, you open the order and use the Create Payment button. Once you add the cash account and a payment reference, a Request PayPal Payment button appears. When you select it, the system automatically creates an Accounts Receivable payment record, sends the invoice to the customer, and puts the payment on hold with a status of Sent.

You can also send requests directly from an invoice, if you’ve already billed the customer after a shipment, or from the Payments and Applications screen, for standalone deposits that aren’t tied to a specific document. In every case, the customer receives a PayPal email with a link to pay, and they can even use guest checkout if they don’t have a PayPal account themselves.

Managing the payment lifecycle

Acumatica doesn’t just send the link; it mirrors the state of each invoice from PayPal. It’s worth remembering that Acumatica checks PayPal on demand, rather than constantly in the background. When you want to check the status of a payment, you select the Remove Hold button on that payment record. The system then calls the PayPal API and updates the status. If the customer has paid in full, the status moves to Paid, and the payment is released in Acumatica automatically.

Partial payments, cancellations, and refunds

The integration handles the what-ifs too. If a customer makes a partial payment, PayPal connector notifies the system of the amount received. Acumatica stores that partial amount and keeps the payment on hold, letting the customer use the same link to pay the remaining balance later, and the payment is released in full only once the whole balance is collected.

If you need to cancel an invoice before it’s paid, there’s a Cancel PayPal Invoice button that alerts the customer and removes the record in Acumatica, to keep your books clean. By removing the unpaid Payment, the integrator updates the Payment Status in PayPal as well.

For refunds, you use the standard Void Check or Refund actions in Acumatica. We recommend handling all refunds this way, because the integration automatically tells PayPal to return the money to the customer, while at the same time voiding the payment in your Accounts Receivable records.

Streamlining your reconciliation

To stay on top of everything, we’ve included a Check PayPal Payment Status processing screen. This is your central hub for daily reconciliation. Instead of checking payments one by one, you can see every outstanding PayPal-linked payment in a single grid. You can filter by status, like Partially Paid, and process them all at once to synchronize your records with the latest data from PayPal.

The bottom line

The clear takeaway is that by connecting your payment processor directly to your ERP, you create a single source of truth for your finances, and you cut out the guesswork and manual entry that slow you down.

If you’re ready to see how this integration can transform your billing process, visit biz-techservices.com today to request a full demo.

The post How to Set Up PayPal in Acumatica appeared first on Biz-Tech Services.

Connect the CommerceHub retail network to your ERP with a secure, automated file exchange — generated in NotebookLM from the product PDF.

Scaling your business often means partnering with major retailers like Costco, Home Depot, or Lowe’s. These partnerships are a massive win for your growth, but they bring a heavy administrative burden. Managing hundreds of orders, tracking shipments, and keeping inventory accurate across different platforms can quickly become a manual nightmare. You need your e-commerce operations to talk directly to your back-office system. We designed the Biz-Tech Services CommerceHub Connector for Acumatica to bridge that gap.

In this article, we are going to walk you through the initial setup and connection process. This is the foundation of your integration, ensuring that data flows smoothly and securely between your partners and your Acumatica Enterprise Resource Planning, or ERP, system.

Understanding the SFTP connection

The first thing to understand about CommerceHub is how it handles data. Most modern connectors use an API, or Application Programming Interface, for direct communication. However, CommerceHub integrator is unique because it primarily uses SFTP, which stands for Secure File Transfer Protocol.

Think of SFTP as a secure digital post office. Instead of sending messages back and forth instantly, the systems write information into text files. These files are then uploaded to or downloaded from a secure server. To make this work, we use a tool called FileZilla to manage these transfers. In your Acumatica workspace, our connector acts as the engine that reads these files and turns them into actionable data.

To start the setup, you go to the Mappings screen. This is where you configure the connector’s behavior and define how it should talk to the outside world. You enter your CommerceHub SFTP credentials, including the host address, the port (which is typically twenty-two for secure transfers), your username, and your password. Once those are set, you define the specific paths where the connector should look for files to import, and where it should place files for export.

The power of store codes

Once your connection is established, we need to talk about store codes. Store codes are the heart of the CommerceHub integration, because they let you manage distinct configurations for each of your retail partners.

Your business doesn’t treat a Costco order exactly the same way it treats a Michaels order, and with store codes you don’t have to. Each store can be set up with its own unique parameters. You can define a specific transaction type, a description, and even assign a default customer in Acumatica for that retailer. This level of customization means that when an order comes in, it already fits the specific requirements of that partner.

Mapping your items

For the integration to work, Acumatica needs to know that the item named in a CommerceHub file is the same item sitting in your warehouse. We handle this through the cross-reference tab.

On this screen, you map your Acumatica inventory IDs to the specific item IDs used in the CommerceHub files. This makes sure that when you import an order, the system identifies the products correctly. Without this mapping, the automation would stop in its tracks. We also provide an inventory template screen, where the items you select are marked for synchronization, so you can export accurate quantities back to your retailers.

Managing your data files

Now that the foundation is laid, the connector manages several types of files to keep your business moving.

First are the purchase order files. The Import Purchase Orders screen pulls orders from CommerceHub into Acumatica. While these orders come in under a default customer, the connector is smart enough to override the address information with the actual shipping address from the order.

Next are the acknowledgement files. Once an order is created in Acumatica, it sits in an open status, waiting to be acknowledged. You use the export screen to send a purchase order acknowledgement back to the retailer, letting them know you’ve received and accepted the order.

As you fulfill those orders, the system handles shipment and invoice files. The Export Shipment screen finds every order with a confirmed shipment status and prepares that data for CommerceHub. And the Export Invoices screen sends your billing information once an order has been invoiced or released in your system. The integrator contains a similar Export CommerceHub Shipment processing screen for Shimpents.

Finally, there is the inventory file. You can choose to export your on-hand, available, or available-for-shipment quantities. This keeps your retail partners updated on exactly what you have in stock, which prevents overselling.

Handling errors and failed files

Even with a great system, data issues happen. Maybe a file was formatted incorrectly, or an item ID was missing. We’ve built in two specific places to help you manage this.

The first is the CommerceHub Errors screen. This is a central log where you can see every error message received from CommerceHub across all processes. It gives you the date, the order number, and a detailed message, so you can resolve the issue quickly.

The second is the Import Failed Purchase Orders screen. If an order fails to import during the normal process, it doesn’t just disappear. It moves here, where you can review the failed attempts, fix the underlying issue, like a mapping error, and then process them again, so no order is ever lost.

The bottom line

Setting up your CommerceHub integration correctly means moving away from manual data entry and toward a secure, automated file exchange that treats every retail partner with the specific attention they require. By mastering your SFTP connection and your store code configurations, you turn a complex retail requirement into a smooth part of your daily workflow.

If you’d like to see how the CommerceHub Connector can transform your e-commerce operations, visit biz-techservices.com today to request a full demo.

The post How to Set Up CommerceHub in Acumatica appeared first on Biz-Tech Services.

Generated by NotebookLM from the EZCom Connector documentation — narrator-ready.

Imagine your business is finally landing those massive contracts with national retailers. This is the growth you have worked for, but it comes with a hidden cost. Your office team is suddenly drowning in manual work. They are logging into customer portals, copying order details into your system, and manually updating inventory counts. This manual data entry is slow, expensive, and one small typo can lead to a rejected shipment or a frustrated customer. This is the real-world problem that Electronic Data Interchange, or EDI, is designed to solve.

At Biz-Tech Services, we believe your Enterprise Resource Planning system, or ERP, should be the heart of your operations. That is why we built the EZCom Connector. This integrator creates a seamless bridge between the EZCom EDI platform and Acumatica. The connection is managed by an intermediate server that we control to ensure your data flows accurately and securely. Let’s walk through how to set up this connection step by step so your business can stop typing and start growing.

Installing the Framework

The journey begins with bringing the integrator into your Acumatica environment. To do this, you will use the Customization Projects form. This is the workspace where you add the deployment package we provide.

Once the package is uploaded, you must perform a document validation. This is a critical step where the system checks the new files against your specific version of Acumatica to ensure everything is compatible. After a successful validation, you publish the project. This finalizes the installation and adds the new EZCom menu and screens to your workspace.

Establishing the Connection

Now that the software is in place, you need to tell it how to talk to the outside world. Navigate to the General Settings screen. This is where you configure your Application Programming Interface, or API, connectivity. An API is essentially the language the two systems use to communicate.

Inside the settings, you will enter your account information, your unique API Key, and your EZCom administrative credentials. To make sure the bridge is working, use the Test Credentials action. The system will attempt to reach the Biz-Tech intermediate server and verify your account. If it passes, your system is ready to exchange data.

Configuring Your Trading Partners

In the world of EDI, your customers are known as Trading Partners. Every partner has different requirements, so you must define the rules for each one. On the Trading Partners screen, use the action to retrieve your full list of partners directly from EZCom.

For each partner, you will choose a default Order Type for the Sales Orders that the system will create. You also select which EZCom Statuses should trigger an import. Mapping your inventory is the most important part of this step. Under the Inventory Items tab, you link your internal Acumatica IDs to the codes your customer uses, such as a Universal Product Code, or UPC. If you do not map these items correctly, the system will trigger an error during the import process because it won’t know which product is which.

Managing Inbound Orders and Changes

With your partners configured, you can begin processing transactions. It starts with the Purchase Order, or PO. On the Import Purchase Orders screen, you can fetch orders for specific partners or for everyone at once. Once the list appears, you can choose to import specific orders or use the Import All function to bring them all into Acumatica as Sales Orders.

Business is rarely static, and customers often modify their orders. If a partner changes an order on the EZCom platform after you have already seen it, you can use the Import Changed Purchase Orders screen. This ensures your records stay accurate without any manual intervention.

Acknowledgements and Routing

Once you have an order, your partner needs to know you have accepted it. This is handled through a Purchase Order Acknowledgement, or PO Ack. When you send a PO Ack from the dedicated outbound screen, the system updates the status in EZCom and automatically changes the status of the Sales Order in Acumatica to Closed.

If your shipment requires specific carrier instructions, you can send a Routing Request to tell the partner the goods are ready. When the partner responds, you simply import the Routing Response. The system will then automatically update your shipment with the correct carrier and service details based on the rules you have set up.

Warehouse Integration and Fulfillment

If you use an external warehouse, the integratior keeps them in the loop too. You can send a Warehouse Order that includes item quantities and UPC codes directly to your fulfillment center. When the warehouse ships the goods, you can import the Warehouse Shipment details. This automatically brings tracking numbers and final quantities back into your Acumatica shipment record, saving you from more manual data entry.

The final step in the cycle is telling the customer the goods are on the way and the bill is ready. You can automate this so that Outbound Shipments and Outbound Invoices are sent the moment you process them in Acumatica. If you prefer more control, you can use the dedicated outbound screens to review and send these documents manually.

Your Path to Automation

The one clear takeaway from this process is that integration is the enemy of error. By taking the time to validate your documents and map your items correctly, you turn a complex web of retail requirements into a smooth, automated workflow.

If your team is spending more time typing than they are selling, we can help. Visit us at biz-techservices.com today to schedule a demo of the EZCom Connector and see how we can streamline your business.

The post How to Set Up EZCom EDI in Acumatica appeared first on Biz-Tech Services.

Link the Dsco retail network to your ERP so orders flow in and acknowledgements, shipments, and invoices flow back — automatically.

Selling through retailers means moving fast

If you sell through major retailers, there’s a good chance your orders come through DSCO Connector. It’s the network that connects suppliers like you to the retailers you sell through, passing orders one way and acknowledgements, tracking, and invoices back the other. The catch is the pace. Retailers expect quick acknowledgements and accurate, on-time shipping, and doing all of that by hand between Dsco and Acumatica is slow and risky.

The Biz-Tech Dsco Connector takes that pressure off. DSCO Integration with Acumatica handles retail orders flow in, and acknowledgements, shipments, and invoices flow back automatically. Let’s walk through how you connect them.

Step one: enter your DSCO credentials

Setup starts with credentials. Once the connector is installed, a DSCO Integrator workspace appears inside Acumatica. On the Dsco Store screen you enter your connection details, which are your DSCO access token and the base web address for the Dsco service, and then you press Test Credentials. When the connection succeeds, your store is linked and you can set how everything should behave.

Setting up how orders come in

First, you decide how incoming orders are handled. You choose whether each DSCO order becomes a sales order or an invoice in Acumatica, set a default order type, and pick which Dsco order statuses to bring in. You can also decide whether orders should be treated by DSCO Integrator as automatically acknowledged, or whether you’ll send the acknowledgement yourself, which matters because retailers watch that step closely.

Mapping items and warehouses

Next you connect the pieces the two systems share. The most important is item matching. In the inventory cross-reference, you tell the integrator how to find each product, usually by its SKU, and link it to the right Acumatica inventory item. You also map your Dsco warehouses to your Acumatica warehouses, so orders pull from the right stock and nothing errors out. You can also pick a default customer to stand behind these orders, so each one is booked correctly even though it arrives from the retail channel rather than a named buyer. And you set up your cancellation reason codes in advance, so they’re ready the moment you need them.

The order flow: acknowledge, ship, invoice

With setup done, the order flow runs cleanly. You get and import your Dsco orders, in bulk or one at a time. If you didn’t set them to auto-acknowledge, you send the purchase order acknowledgement back to Dsco to confirm you’ve received the order. When you ship, the connector sends the shipment confirmation to Dsco and sets the tracking number on the order. And when you release the invoice, it sends the invoice across and moves the Dsco order to shipped. Every step the retailer is waiting on happens on its own. Throughout, the order carries its Dsco status with it, so you can always see whether it’s been acknowledged, shipped, or invoiced, and refresh it from Dsco if anything changes on the retailer’s side.

Handling cancellations

Cancellations are covered too. If you need to cancel a whole order via Export Dsco Canceled Orders screen, or just a single line, you do it right from the sales order and choose the matching DSCO cancel code. The integration then sends the cancellation to DSCO for you, so the retailer’s system stays accurate and in step with yours. You can use the Export Dsco Order Item Canceled screen to cansel a single item of order or cansel all the orders to automatically cansell the whole order.

Keeping inventory current

And to keep retailers from ordering what you don’t have, the DSCO Integration allows to keep your inventory current in DSCO. It sends your Acumatica quantities up to DSCO, using the combined total across the warehouses you choose and the measure you prefer, like on hand or available, so the stock they see is the stock you actually have. You can let it publish your live Acumatica quantity automatically, or set a specific number to send, which gives you control when you want to hold some stock back.

The bottom line

Once it’s connected, DSCO Connector and Acumatica work as one. Retail orders flow in, and acknowledgements, shipments, invoices, and inventory all flow back without anyone re-keying a thing. Your team hits the retailers’ deadlines without the manual scramble.

If you’d like help connecting your own Dsco account, the team at Biz-Tech Services does exactly this. Visit biz-techservices.com to book a walkthrough and see your Dsco orders flow straight into Acumatica.

The post How to Connect DSCO to Acumatica appeared first on Biz-Tech Services.