Overview This article review the requirements and steps to connect a CIMcloud Website to Acumatica. This is the Getting Connected step for Acumatica customers referenced in this article – Implementation Process (from Sale to Go-Live) Summary The following are the general steps for connecting a CIMcloud website to Acumatica. Detail on…
Overview This article covers how you can copy specific users on Order Confirmation emails based on the account associated with the order. This requires loading a data into a field on accounts with the list of email addresses you want copied. Currently only the Order Confirmation email is set up…
Overview This article provides an overview of the changes in release 2024.02 (CIMcloud internal tag 4.9) Release date: 2/15/2024 Updates and Fixes Page Builder Details on new Page Builder functionality can be found here – Page Builder Adds new “Page Builder” CMS for creating web pages. Adds option to use “Page…
Upcoming Changes to FedEx API FedEx recently announced an upcoming change to their API. We use this API to allow you to return FedEx shipping rates on your shipping methods. Don’t worry! We are aware of this change and are working to update our integration with the new FedEx API…
Overview This feature is part of the Advanced Shipping Price Calculations bundle. With this feature products can be set if they ship for free (no shipping cost applied). Shipping methods can be set if they apply the free shipping to products or not. If a product or products marked for…
Overview The Advanced Shipping Price Calculations bundle is designed to give CIMcloud users advanced shipping rate calculation ability and additional shipping cost functionality. The specific additional features available with this bundle are listed below with links to articles on the specific functionality where available. This bundle is currently designated a…
Overview This article provides an overview of the changes in release 2023.12 (CIMcloud internal tag 4.8) – This is using a new release numbering scheme that better reflects when the the release is available. As reference using the old scheme this would have been release 2022.R1.8. Release date: 12/06/2023 Updates…
Overview CIMcloud has a standard set of data it syncs from Acumatica to the CIMcloud database to display on products. The following is the typical data displayed from Acumatica and where it displays in the CIMcloud platform. There are different features in the CIMcloud platform that can change where the…
Overview CIMcloud has a standard set of data it syncs from Acumatica to the CIMcloud database to display for Accounts. The following is the typical data displayed from Acumatica customers and where it displays in the CIMcloud platform. There are different features in the CIMcloud platform that can change where…
Overview CIMcloud syncs all sales orders to the CIMcloud platform regardless if the order was placed through the website or entered into Acumatica manually or through other sources. As part of the initial integration CIMcloud will work with the client on any specific sales order types that are requested to…
Overview Orders placed on the CIMcloud platform will sync into Acumatica automatically and will populate an order in Acumatica based on the mappings noted below. If the order fails to import for some reason it should trigger notification using the CIMcloud notification system described here – Website Data Exception Reporting…
Summary CIMcloud uses the standard APIs in Acumatica to pull and push data from the CIMcloud platform to and from Acumatica. CIMcloud hosts its “ERP Driver” sync tool for each website on the CIMcloud side. This sync tool has built in features for error reporting, runtime logging, and processes for…
Overview As a standard part of the CIMcloud platform, sites are able to set up search terms that allow for type-ahead dropdowns that can, when searched, do a search on the selected term or direct to a specific page. The match (type ahead) to the created terms only matches based…
Overview This feature allows you to segregate the display of warehouses for users who see inventory by warehouse displays. This includes both Show Inventory for Single Warehouse with Selector to Change and Show Inventory Levels By Warehouse. These feature are part of the Advanced Product Inventory Tools [T] bundle. This feature…
Overview This article provides an overview of the changes in release 2023.09 (CIMcloud internal tag 4.7) – This is using a new release numbering scheme that better reflects when the the release is available. As reference using the old scheme this would have been release 2022.R1.7. Additionally as patch releases…
Overview The Basic Tasks/Ticketing System feature is its own add-on bundle Basic Tasks / Ticketing System and requires the add-on bundle CRM Standard to be in scope. This feature allows users and workers to create tasks/tickets, track these and add notes that can be emails back and forth. What a…
Overview This article covers the functionality of the features – Stop Order if On Hold or Over Credit Limit and Force Orders to Credit Card Only if Over Credit Limit. These features are part of the add-on bundle Advanced Order Entry Tools [U]. “Force Orders to Credit Card Only if…
Overview This article reviews the features and settings available for base product. As of product version 2022.R1.5 (internal version 4.5) many feature that were previously base are now part of bundles Starter Customer Portal w/ CRM & Content Workspaces (ARP) and Product Catalog & Cart/Ordering in Customer Portal + Product Workspace If…
Overview As of CIMCloud version 2022.R1.5 (4.5.0) what was previously handled as Base Package has been broken out into different purchased modules. This is just a labeling change and does no impact feature availability for existing customers. Configurations now contained in these bundles were previously configured behind the scenes. Base…
Overview This article provides an overview of the changes in release 2022.R1.6 (CIMcloud internal tag 4.6). Using new release designation schema this is now being designated as Release 2023.07. Release date: 7/19/2023 Updates and Fixes Speed Optimizations Optimizes when Knockout templates are included to reduce the size of the page…
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