Summary of "PrintShop Online Art Approval Demo, Powered by Acumatica Cloud ERP - InfoSourcing, Your Print Expert"

The video demonstrates the online art approval process within the Aimaa Print Shop, powered by Acumatica Cloud ERP. It contrasts traditional methods of art approval, which involve emailing PDFs or images for customer review, with a more modern, streamlined approach that allows for online approvals through a web-based system.

Main Financial Strategies and Business Trends:

Transition to Online Processes: Emphasizes the importance of moving from conventional email-based approvals to an integrated online system, enhancing efficiency and customer experience.
Customer Empowerment: The online approval system allows customers to review and approve artwork at their convenience, using any device, which can lead to faster decision-making.
Automation and Integration: Utilizes Acumatica's tools to automate the approval process, reducing manual updates and improving tracking of job statuses.

Methodology/Step-by-Step Guide:

Upload Artwork: The user uploads the final artwork to the job within the Print Shop module.
Send Approval Request: A request for approval is sent to the customer via email, including a link to review the artwork.
Configure Approval Workflow: Set up statuses for the artwork (e.g., ready for artist, supervisor, or customer approval) and enable the online approval module.
Customize Email Templates: Configure notification templates for emails sent to customers.
Submit Approval: The user clicks a button to send the approval request, which triggers the email with the necessary job information and a link for the customer to approve or decline.
Customer Review: The customer accesses the link, reviews the artwork, and submits their approval or decline.
Status Update: The system automatically updates the job status based on the customer’s response, recording the activity in the CRM.