One of the things that makes Acumatica so user-friendly is its simple drag-and-drop functionality—especially when it comes to filtering your data. Whether you prefer the traditional search, like you would in Excel, or you want to drag a filter up to the top, the system gives you the same clear, accurate results every time.
If you accidentally drag the wrong filter to the top, don’t worry! You can easily move it back and grab the exact field you need. Plus, there’s a handy escape option to quickly remove any filters you no longer want to apply. This makes refining your data fast and hassle-free.
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Discover how real-time dashboards, simplified sales orders, and integrated BOMs can streamline your manufacturing operation.
But that’s not all—let’s talk about one of everyone’s favorite features: customizable dashboards. These dashboards are designed to fit any role within Acumatica. Whether you’re in Accounts Payable (AP), Accounts Receivable (AR), or a Controller, you can have all the key info right in one spot.
Want to see graphs, orders pending approval, or overdue customers? No problem. With just a click on the “design” button, you can customize your dashboard to show exactly what you need. You can even change the color scheme—for example, switching the default purple, red, and gray to something that better suits your style or company branding.
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If you have permission to edit the standard dashboard, your changes will apply for all users. Otherwise, you can easily make a personal copy and customize your own dashboard to your heart’s content.
With these flexible filters and dashboards, Acumatica helps you stay organized and focused on what matters most—making your daily work smoother and more efficient.
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Frequently Asked Questions (FAQs)
Acumatica is a cloud-based ERP system that centralizes accounting, inventory, sales, and customer data to help businesses run more efficiently.
Yes! Dashboards are fully customizable by role or user so your team sees only what matters most.
The Production Manager Dashboard gives real-time updates on order statuses, capacity, labor, and material usage.
It shows pending change requests, approvals, and standard costs—streamlining collaboration between departments.
Yes, sales orders can be entered in just a few clicks with real-time inventory, pricing, and shipping integrations.
Inventory is automatically adjusted after shipments or production events, no manual updates needed.
Absolutely. You can view, edit, and manage BOMs directly from the item screen for seamless production planning.
Yes, users only see what’s relevant to their job function, and permissions can be tailored per role.
You have the option to manually review and release invoices before sending or printing them.
Contact us to see a demo or speak with an expert. We’ll guide you through setup and show you how to simplify and automate your operations.
