E-Automate Useful but Showing its Age.
Use Cases and Deployment Scope
We use E-Automate for everything from quoting customers to sending POs, tracking service calls, and handling all of our invoicing and accounting needs. Because a lot of what we do is with different parts of the US Federal Government, we need to track hundreds of contracts with tens of thousands of pieces of equipment and supplies on order. E-Automate provides us a good framework system for the most part, though some aspects of what we need are either difficult or unnecessarily roundabout, or are locked behind additional paywalls from ECI. By and large, the system works for what we need it to do. I would just prefer to see aspects like bulk uploading of "child" customer locations (locations nested under a "parent" or primary customer) be more straightforward and simplified.
Pros
- Entering and tracking Sales Orders.
- Converting Sales Quotes into Orders.
- Tracking Service Calls.
Cons
- Linking Purchases Orders - E-Automate regularly loses line item quantity counts and won't let us link POs with the last 1-3 quantity
- Bulk uploading of nested/"child" customers is clunky and time consuming to set up
- Tying together all costs for contracts, service calls, etc is clunky and in many ways not possible.
Likelihood to Recommend
If you need a system to place and track sales quotes, sales orders, purchase orders, and service calls then E-Automate is perfect. However, if you want to be able to easily bulk upload customers and contracts or if you want to be able to quickly and easily track contract profitability, customer costs, etc, then you'll likely want/need a secondary or different system to do so.
