Acumens Deposit & Special-Order Management

Acumens Deposit & Special-Order Management is an app designed to ease the deposits and special-order management, improve Accounts Receivable and Payable Reporting within Dynamics Business Central and Dynamics NAV. This extension provides businesses with more flexibility and control over their deposit processes, ensuring smoother financial operations and better cash flow management.

A special order allows a customer to make specific requests or instructions, often for an item that is not normally stocked, in addition to other unique arrangements. Special orders fall into these broad categorizations:

The special-order feature tracks the payment of the deposit and uses it to offset the amount due after the order is delivered. The processing of the deposit does not require an open sales order in Business Central. It can be linked to a sales quote or remain as an open deposit pending a sales order when the customer order is processed. The deposit can be paid using cash, credit card, or electronic transfer.

This feature allows the reservation of item quantities for customers in purchase order and transfer order documents. The quantity ordered for a customer cannot be sold or used to fulfil other customer orders. It enhances the calculation of inventory availability that includes quantities reserved for special orders.

Helps track and manage delivery timelines for orders, ensuring transparency and on-time fulfilment. A customer can prepay for a large quantity of an item and request a phased delivery of the quantity ordered. There is full tracking of the outstanding quantity.

This feature allows businesses to combine multiple sales orders and quotes for the same customer and process Deposits in a consolidated manner. Helps streamline the Deposit process and improve efficiency. Offers flexible Deposit setup options, including the ability to calculate Deposit amounts by percentage or to define a fixed Deposit amount.

Enables businesses to use a master list to combine multiple purchase orders and quotes for the same vendor and process Deposits in a consolidated manner. This simplifies the Deposit process and reduces administrative overhead.

The app supports e-commerce and point-of-sale payments, including ACH. It integrates card-present and card-not-present transactions, ensuring a seamless payment process for both businesses and customers. Multiple payment methods are supported, such as EMV and NFC Contactless payments, including Apple Pay and Google Pay, and EMV chips & PIN payment.

This feature provides advanced reporting options that give businesses better insights into their financial status, helping them make informed decisions and manage their cash flow more effectively.