Overview
A software and IT solutions company sought Sprinterra’s expertise to seamlessly integrate Acumatica ERP with WorkWave, a leading cloud-based field service management solution.
Challenge
The task was to harmonize WorkWave’s Route Manager with Acumatica’s ERP, enabling a more comprehensive service suite for job estimation, mobile worker scheduling, routing, and customer servicing and billing. The integration had to allow for route optimization, resulting in enhanced logistics operations and reduced operational costs.
Solution
Sprinterra integrated the Route Manager module into Acumatica’s ERP, facilitating easy customization for each customer. Sales orders created in Acumatica could now sync with shipment data from WorkWave, including information like pictures, signatures, notes, and delivery time slots. Sprinterra’s developers also custom-designed additional screens, tabs, and reports in the Sales Order process, and implemented a shipment summary page and Proof of Delivery (POD) report to monitor delivery statuses and address issues effectively.
Benefits
Streamlined integration: With the incorporation of WorkWave’s integration, Acumatica’s clients can now plan shipments more efficiently.
Customization: The integration allows clients to adjust settings as per their specific business requirements.
Real-time visibility: Utilizing reports and lists, clients can track their shipments and promptly handle any issues that surface.
Enhanced issue resolution: The system’s notes, comments, and attachments simplify the process of investigating and resolving shipment-related problems.
Increased efficiency: The integration offers Acumatica’s clients an advanced option for planning and routing, catering to the ever-increasing demands of online deliveries.