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1、Freight Shipment:How Pacejet and Acumatica Can Help Businesses Achieve Logistical NirvanaOmar Ghazi and Matt McRae2Presented byOmar GhaziSenior Product Manager-IntegrationsMatt McRaePartner Integrations Manager3AgendaIntroductionCustomers SpotlightIntegration WalkthroughExpanded CapabilitiesQ&A|Surv
2、ey Completion43G:Your Partner for the Long Haul5Integration WorkflowSales Order:Shop for RatesShipment:Shop for RatesConfirm ShipmentUpdate Shipment w/Pacejet DataCorrect ShipmentPacejetRequest/Receive Rates for CarrierRequest/Receive Rates for CarrierCreate Shipment with PacejetRetrieve Shipment Pa
3、perworkDelete Shipment in Pacejet,Update Shipment to“Open”Customer Spotlight:Portacool&Kesin Pharma7PortacoolKimberly McElroyVice President,Business OperationsEstablished:1990HQ:TexasGoal:Deliver quality,portable cooling solution to customers across the US and around the worldAcumatica go-live:Jan 2
4、021Pacejet integration go-live:Jan 20218Kesin Pharma(Partner:i-Tech Support,Inc.)Established:2020HQ:FloridaGrowing portfolio of specialty brand and unit-dose products,providing novel formulation options for caregivers and patients seeking to overcome adherence hurdles.Acumatica go-live:Mar 2023Pacej
5、et integration go-live:Mar 2023Michael NottoliSenior Acumatica ERP Consultant9Sales OrderDirect CustomersResellersRetailers Brick&MortarRetailersE-MarketplacesCustomerRecordsShip PreferencesCarrier AccountsShipping TermsSpecial ServicesFreight MarkupRate Shopping(with Auto-Pack)Mode SelectionWorkflo
6、w:Sales Order and Customer RecordsDemo:Sales Order and Customer Records11PickAcumatica BasicAcumatica WMS3rd Party Add-OnPackContainer SetupAcumatica Basic(Shipment Create)Auto-PackScan-PackConsolidationCompliance LabelsItem MasterRecordsFreight ClassCommodity(for Exports)ShipFreight via LTLFreight