Acumatica Cloud ERP - Distribution Edition Module Overview
Sales Order Management
Centrally manage sales activities for quote entry, order fulfillment, shipment creation, pricing and discounting, and inventory stock status. Empower sales and service departments with real-time data to improve customer service.
Key Features of the Sales Order Management Module:
Suggested Item Replacement, Up-Sell, and Cross-Sell: Boost sales with item substitution, up-sell, and cross-sell suggestions to increase revenue and customer satisfaction.
Inventory Allocation for Customer Orders: Ensure accurate and efficient order fulfillment by managing inventory allocation, shipment information, and backorder options.
Flexible Pricing and Discounting Strategies: Manage complex pricing and discount policies with customizable rules and sequences, allowing the system to automatically apply the best discount combination.
Purchase Order Management
Acumatica Purchase Order Management helps reduce costs and improve vendor relationships by automating and centralizing global purchasing processes. Streamline procurement processes to ensure a steady supply of materials while enforcing policy and process controls.
Key Features of the Purchase Order Management Module:
Manual or Automated Purchasing: Convert requisitions to purchase orders and automate replenishment using economic order quantities (EOQ), min and max, and vendor lead times to ensure product availability.
Vendor Drop-Shipments: Link purchase orders or drop-shipments directly to sales orders for seamless integration and efficient order fulfillment.
Landed Costs: Accurately track all costs associated with purchasing, including shipping, handling, and import fees, to ensure precise financial reporting.
Requisition Management
Automate the way you gather requests, obtain vendor bids, create and approve quotes, manage purchases, and fulfill orders for internal or external clients. Eliminate paperwork while providing your sales, service, shipping, receiving, management, and other departments with greater visibility. Requisition Management integrates with Acumatica Purchase Order Management, Inventory Management, Project Accounting, Service Management, Sales Order Management, Acumatica Construction Edition, and Accounts Payable.
Key Features of the Requisition Management Module:
Automate Purchase Requests with Vendor Bidding: Simplify the procurement process by automating purchase requests and obtaining vendor bids to ensure competitive pricing and optimal supplier selection.
Create Sales Quotes Based on Catalog Pricing or Cost-Plus Calculations: Generate accurate sales quotes quickly and efficiently using catalog pricing or cost-plus calculations to meet customer requirements.
Configurable Approval Workflows: Streamline the approval process with customizable workflows that ensure the right people are alerted and involved at each stage, enhancing control and compliance.
Inventory Management
Simplify inventory processes with flexible item management, quality traceability, and robust replenishment to balance supply and demand. Optimize stocking levels to avoid rush orders and stock-outs with increased inventory turns and lower carrying costs.
Key Features of the Inventory Management Module:
Robust Kitting and Disassembly: Efficiently manage the creation and disassembly of product kits to streamline production and inventory processes.
Streamlined Item Management with Matrix Items: Simplify item creation and management with matrix items using attribute variables, enabling easier handling of products with multiple variations.
Powerful Replenishment for Automated Orders: Use advanced replenishment logic to automate orders based on min/max levels, economic order quantities (EOQ), safety stock, seasonality, and lead times, ensuring optimal inventory levels.
Warehouse Management System
Warehouse Management automates operations using barcodes and native mobile apps for faster and more accurate inventory transactions. Gain insights into stocking levels, costs, and warehouse activities across your facilities. Acumatica WMS seamlessly integrates with other applications, including Inventory Management, Sales Orders, Purchase Orders, Service Management, and Production Management with Manufacturing Data Collection.
Key Features of the Warehouse Management System Module:
Minimize Data Entry Errors with Barcode Scanning: Efficient barcode scanning for lot and serial numbers ensures accurate inventory transactions, eliminating over-shipments, under-shipments, and incorrect item shipments.
Automate Transactions from Mobile Devices: Automate pick, pack, ship, put-away, and physical inventory transactions using mobile devices, increasing productivity and reducing the risk of errors from skipped steps.
Role-Based Dashboards for Real-Time Insights: Stay on top of warehouse operations with role-based dashboards for warehouse managers, receiving clerks, and shipping personnel, providing real-time visibility into activities and performance metrics.
Distribution Requirements Planning (DRP)
Generate time-phased plans for optimal inventory availability with Acumatica's Distribution Requirements Planning (DRP) module. Reduce inventory, improve customer service, and avoid shortages and stock-outs that result in costly rush orders. DRP helps wholesale distributors set and maintain stock levels by consolidating demand in user-defined time buckets and recommending actions based on supply and demand transactions or forecasts.
Key Features of the DRP Module:
Time-Phased Inventory Plans: Implement just-in-time strategies to minimize obsolete items and reduce carrying costs for items, kits, and kit components with time-phased purchase and warehouse transfer order planning.
Kit Assembly and Component Recommendations: Receive kit assembly suggestions and kit component supply recommendations to ensure timely availability and optimized inventory levels.
Forecast-Driven Inventory Plans: Optionally drive inventory plans from forecasts, allowing for proactive inventory management and improved readiness for customer demand.
Financial Management
Acumatica Financial Management offers best-in-class accounting applications to manage your entire organization on a single platform. Included in General Business, Construction, Distribution, Manufacturing, and Retail Editions, it provides real-time financial insights through connected project accounting and customer relationship management.
Key Features of the Financial Management Module:
Comprehensive Financial Visibility: Access a complete picture of your financials anywhere, anytime, on any device. Gain real-time visibility into business performance with role-based dashboards and centralized data for staff collaboration.
Automated Efficiency: Automate critical processes with configurable workflows, streamline financials with AI-powered connected apps, and benefit from automated reporting, consolidation, payments, and cash management.
Scalable and Flexible: Add unlimited users at no additional cost, use intercompany accounting for multiple related companies, and seamlessly conduct recurring billing. Leverage robust business intelligence for analysis, financial, and compliance reporting, and slice financial reports by product, department, or any user-defined segment using sub-accounts.
Analytics and Reporting
Acumatica accelerates decision-making with reporting tools that deliver personalized views of your business to every department. Tailor real-time, role-based reports, inquiries, and dashboards with security controls to manage access to sensitive information.
Key Features of the Analytics and Reporting Module:
Personalized Reporting Experiences: Design real-time dashboards with ease, even with little or no training. Customize a "home" dashboard and additional dashboards for each application workspace to deliver the information needed for specific roles.
Multi-Dimensional Reporting: Analyze data from multiple perspectives using subaccounts with segmented keys to break down information into finer details. Create free-form reports with the Analytical Report Manager (ARM) using rows, columns, and units for enhanced performance and easy maintenance.
Custom Reports and Security: Generate custom reports without the need for coding or IT support. Tailor reports to meet the information needs of various roles in your organization, ensuring sensitive data is only accessible to authorized individuals. Produce and share reports in multiple formats including HTML, PDF, Excel, and Word.
Acumatica Payments
Acumatica Payments streamlines payment processing, reducing errors and increasing operational efficiency. By seamlessly connecting Acumatica to financial and banking networks, the Integrated Payment Processing capabilities enable businesses to conduct secure, compliant, and low-cost credit card, Automated Clearing House (ACH), and Electronic Funds transfers.
Key Features of Acumatica Payments:
Optimize Workflows: Enjoy a completely integrated payments solution that optimizes workflows, from accepting credit cards and billing against sales orders or invoices to collecting money during field service appointments. Advanced features like click-to-pay links and a self-service portal make payment processing faster and easier.
Reduce Payment Processing Fees: Lower your costs with a payment processing solution that minimizes fees while boosting sales and customer loyalty. Accept all major forms of payment and utilize features like gift cards and recurring payments to enhance customer experience and retention.
Accelerate Settlement and Reconciliation: Improve your cash flow and bottom line with rapid payment processing, automated Accounts Receivable, and efficient settlement and reconciliation processes. Integrated card readers, mobile payment collection, and built-in security further enhance the reliability and speed of your payment operations.
Acumatica Retail Edition
Seamlessly connect your storefront and back office to create lifelong customers with Acumatica Retail Edition, a true omnichannel solution. This comprehensive suite automates every facet of your business while retaining the flexibility to run things your way. Maximize profitability with connected applications for inventory, multi-channel sales orders, pick-pack-ship, embedded CRM, reporting, dashboards, and robust financials.
Key Features of Acumatica Retail Edition:
Omnichannel Integration: Connect your eCommerce storefront and in-store point-of-sale system with a flexible back-office system that grows with your company. Manage in-store and eCommerce orders, inventory, shipments, returns, customer support, and accounting from one dashboard.
Advanced Inventory Management: Use matrix items to simplify the creation of items with multiple attributes, such as material, color, and size. Increase warehouse operations efficiency with advanced picking methods like wave and batch picking. Avoid overselling by keeping inventory levels updated in real-time.
Innovative Pricing and Promotions: Offer customer-specific pricing, discounts, and promotions to enhance brand loyalty. Utilize Acumatica's embedded CRM to track customer interactions and provide personalized experiences. Generate per-unit profitability reports and reconcile marketplace and eCommerce sales channel statements.
Customer Relationship Management
Acumatica’s embedded CRM solution seamlessly integrates with financials and content management, providing a comprehensive tool to reduce sales cycles, increase close rates, and boost collaboration. Manage leads, contacts, opportunities, and customer accounts all within one unified platform to enhance sales and marketing efficiency.
Key Features of Acumatica’s Customer Relationship Management:
Unified ERP and CRM Processes: Integrate sales and marketing with ERP to maintain accurate, up-to-date customer information across marketing, sales, delivery, and post-sales support. Track client interactions, complaints, purchases, and more to ensure seamless communication and efficient operations.
Real-Time Visibility and Proactive Management: Access real-time reports and dashboards to monitor sales and marketing activities, manage forecasts, quotas, and results. Anticipate customer problems, identify upsell opportunities, and automate reminders for callbacks, follow-ups, and requests to enhance customer satisfaction.
Enhanced Sales and Marketing Efficiency: Streamline lead management and sales processes with automated workflows and integrated tools. Create and distribute emails with branded templates, track activities, delegate tasks, and manage events efficiently. Utilize marketing automation to improve conversions and measure campaign effectiveness, while integrating with platforms like HubSpot for seamless campaign management.
Service Management
Acumatica Service Management offers comprehensive tools for managing contracts, scheduling, and field service activities, tailored for service-driven businesses, wholesale distributors, construction companies, and manufacturers. With a robust mobile application and seamless integration with inventory, purchasing, and project management, Acumatica helps streamline service operations and improve decision-making.
Key Features of the Service Management Module:
Contract and Appointment Management: Efficiently handle contracts for sales, service, and maintenance. Schedule technicians based on their availability, location, skills, and service areas to ensure timely and effective service delivery.
Enhanced Mobility and Field Operations: Equip technicians with a feature-rich mobile app that includes GPS navigation, electronic signatures, credit card payments, mobile expense receipts, voice dictation, and image uploads. This boosts efficiency and accuracy in field operations.
Integrated Inventory and Project Management: Track inventory across warehouses and mobile vehicles, manage inventory replenishment, and ensure availability. Oversee multi-phase projects, compare budgets, and manage billing using various pricing models.