Scribd
Upload
28 views6 pages

Acumatica ERP for Distribution & Retail

This document introduces Acumatica, a role-based ERP software solution for distribution and retail organizations. It describes how Acumatica provides real-time data and configurable workflows to help executives strategically manage operations and boost sales. Key features highlighted include role-based dashboards, analytics and reporting, mobile access, and tools to streamline warehouse management, ordering, shipping, inventory management, and other business processes.

Uploaded by

jaenal abidin
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
28 views6 pages

Acumatica ERP for Distribution & Retail

This document introduces Acumatica, a role-based ERP software solution for distribution and retail organizations. It describes how Acumatica provides real-time data and configurable workflows to help executives strategically manage operations and boost sales. Key features highlighted include role-based dashboards, analytics and reporting, mobile access, and tools to streamline warehouse management, ordering, shipping, inventory management, and other business processes.

Uploaded by

jaenal abidin
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Acumatica Role-Based ERP Software

for Distribution and Retail-Commerce


A Solution Brief for Growing Distributors

Boost Sales and Improve Customer Lifetime Value with Role-Based


Dashboards, Real-Time Data, and Configurable Workflows
Enterprise Resource Planning systems are complicated. Disconnected systems and manual data entry result in
untimely and inaccurate information. Employees struggle to get the information they need to make decisions,
spot trends, or react to issues as they arise. Distribution and commerce leaders are forced to access multiple
systems with outdated reports to gather information to manage daily activities and long-term strategic objectives.

There is a better way. Modern ERP applications like Acumatica empower distribution and retail-commerce
executives to exceed customer expectations for increased customer lifetime value (CLV) with minimal customer
churn, reduced customer acquisition costs, and increased sales to loyal customers.

Gain new insights with a holistic view of your entire business from a single, connected platform. Empower
executive leaders with role-based dashboards to strategically monitor the information they need to manage their
area of responsibility. Empower employees with configurable workflows to better serve customers.

This Solution Brief explores the world of modern-day ERP applications like Acumatica. It shows how wholesale
distributors and retail-commerce organizations align information and workflows to capture, retain, and grow sales
with connected applications to provide a world-class customer experience.

Warehouse Quality
Management Management Distribution Service & Project
Warehouse/ Sales Management
Page 3 Page 5 Shipping &
DC Executives
Receiving Page 4 Page 5
Page 3
Page 5 Purchasing
Page 4

Warehouse/Distribution Remote
Center Workers

Retail
Front Office Customer
Sales & Storefront Support
Page 4 Page 4
INTRODUCTION
Streamline Operations with a Modern ERP Platform
Built on a modular and adaptable platform with Open APIs for rapid integration, Acumatica
is designed for the way distribution and commerce professionals operate today and in the
future. Its flexible architecture allows for low code or no-code customization and added
capabilities such as data visualization, artificial intelligence, and machine learning. As a
result, all your business processes share the same data, information is available anytime,
anywhere, and everything revolves around the customer.

“Upon flipping the switch for go live with Acumatica, we were receiving orders, our
trucks were out on the road, all was well; we were drinking champagne.”
– CLYDE ATTARD, SALES DIVISIONAL MANAGER, P. CUTAJAR & CO. LEARN MORE

ROLE-BASED SECURITY ANALYTICS AND REPORTING


Control access to menus, screens, and fields Acumatica offers a collection of native
by business entity with flexible user roles. reporting, flexible inquiries, insightful
dashboards, and powerful analytic resources
COLLABORATION TOOLS to make your job easier and more productive.
Extend Acumatica to customers and vendors
with no additional user license fees. EMBEDDED EMAIL
Automate customer, vendor, employee, and
WORKFLOW AND APPROVALS other email communications without leaving
the system.
Create and modify the business process and
approvals workflows visually to match the way
you do business. TIME MANAGEMENT
Capture employee time for payroll, human
BUSINESS EVENTS resources, and costing for field service, project
accounting, manufacturing, and other activities.
Configure email or text messages with
automated activities based on system data.
For example, send customers text messages when TASK MANAGEMENT
orders are ready for delivery or pickup or notify Create, assign, and manage tasks and activities
warehouse personnel of low stock for open orders. across departments with ample flexibility and
optional project integration.
DOCUMENT MANAGEMENT
Attach documents to transactions and WIKIS AND DOCUMENTATION
records in the system with flexible search Create a knowledge base of business practices,
features to find documents when you need them. warehouse procedures, and tips using built-in
wikis to empower employees with information.
MOBILE APPLICATIONS
Access Acumatica using the iOS and Android ACUMATICA UNIVERSITY
native app or any web browser on any device. Acumatica’s Open University is a free internet
Dedicated mobile apps are provided for CRM, portal with Acumatica educational resources
sales orders, project timecards, and more. for everyone interested in the Acumatica product
offerings and technology.
DISTRIBUTION AND RETAIL-COMMERCE LEADERS
Top distribution and commerce executives, including operations managers, distribution center
(DC) general managers, and vice presidents of supply chain demand access to information in real-
time to manage their businesses strategically. Arm executives with dashboards, alerts, and reports
to understand what is happening across their operations.

Executive leaders rely on real-time information to streamline operations and balance supply and
demand. Know what is happening with real-time data and automated notifications when situations
impact sales, order fulfillment, transportation, and warehouse operations. Stay connected with
mobile apps to approve timecards, expenses, and requisitions. Manage budgets with detailed
views into operational costs. For example, Acumatica can automate picking, packaging, receiving
and put-away, and inventory transfers using handheld scanners. Further, optimize picking using
wave and batch strategies.

• Measure Results with Role-Based Dashboards •  Manage Relationships with Embedded CRM
• Gain Insights with Real-Time Reports and • Manage Projects with Native Project
Inquiries Management
• Track Budgets and Expenses in a Single System •  Stay Connected with Mobile Application

DISTRIBUTION FLOW
West Coast

Prepare Replenishment Prepare Replenishment Customer 1


Standard

Supplier 1 Warehouse 1 Retail 1


Counter Purchase

Create Purchase Order Create Transfer Order

East Coast
Customer 2
Wholesale

Online Order

Customer 3
Supplier 2 Warehouse 2 Retail 2 Wholesale Plus

Phone Order
Create custom workflows for every distribution scenario, including online, in-house, and retail sales, warehouse transfers, returns
and exchanges, order picking and packing, shipping, and field service operations.

WAREHOUSE AND DC MANAGEMENT


Warehouse and distribution center managers, warehouse workers, shipping and receiving employees,
and transportation and logistics managers never have to leave Acumatica to manage daily activities
with native and connected applications. Access live order information from connected commerce
and in-house sales orders. View live inventory across warehouse locations. Acumatica includes a
native warehouse management system (WMS) with connectivity to mobile applications.

Every order flows into Acumatica for fulfillment. Advanced replenishment helps managers balance
supply and demand with min/max stocking levels and safety stock. Other features include
physical inventory and warehouse transfers. Create pick lists for warehouse employees, process
packaging with integration to scales. Automatically print documents such as labels and shipment
confirmation. In addition, Acumatica supports omnichannel sales, returns, and exchange processing
for wholesale distribution and retail-commerce businesses.

•  Omni-Channel Order Management •  Packing with Custom Units of Measure


•  Advanced Picking with Barcodes • Shipment Processing with Shipper Connections
•  Receipt and Put-Away with Bins •  Inventory Management
SALES, COMMERCE SALES, AND RETAIL SALES
Manage showroom and retail sales with Acumatica Point of Sale powered by IIG. Most ERP
applications connect to CRM for sales automation and commerce storefronts for online orders. Still,
few provide a 360-degree view of the business and access to the ERP application’s inventory and
sales order information. Acumatica CRM connects sales with the information they need to manage
opportunities effectively with increased win rates. In addition, native commerce connectors
for BigCommerce, Shopify, and Shopify POS streamline data transfer between Acumatica and
commerce applications.

Chief revenue officers, category managers, commerce directors, sales representatives, store
managers, and other sales and marketing employees access a 360-degree view of account
interactions with embedded CRM and connected commerce storefront applications. Leverage
native email to send quotes to customers with DocuSign integration for electronic signatures and
automated quote approval workflows. Access online sales information with connected commerce
storefronts to analyze online orders. Reserve inventory stock for customer orders, see what
inventory is available for sale, how much is on order, and view stocking levels across locations for
warehouse transfers.

•  Gain Insights with Dashboards and Analytics •  Build Relationships with Embedded Support
• Communicate Effectively with CRM and •  Boost Sales with Integrated Marketing
Native Email • Stay Connected Anytime, Anywhere, on
•  Manage Your Pipeline with Lead Assignments Any Device

PURCHASING
Buyers and purchasing managers play a crucial role in every distribution and commerce business.
Plan purchases based on replenishment settings such as safety stock, reorder points, min and max
purchase quantities, and manage supplier relationships with insights into volume discounts for
improved profits. Create and approve requisition requests with approvals workflows, mobility, and
vendor bidding.

Modern cloud ERP applications like Acumatica make it easy for purchasing executives to automate
and streamline procurement with flexible purchase orders, native requisition management, blanket
purchase orders, and advanced inventory replenishment options. Use your mobile device to
approve requisition requests, manage vendor relationships with embedded CRM, and automate
procurement with flexible workflows and connected applications for EDI transactions. Acumatica
Business Events alert you to late orders, damaged product receipts, or low stock by warehouse
location.

•  Manage Vendor Relationships with CRM •  Improve Fulfillment with Barcode Scanning
•  Automate Procurement with Replenishment • Automate Vendor Collaboration and
•  Forecast Demand with Flexible Options Communication
•  Control Costs with Requisition Management

CUSTOMER SUPPORT
Customer support representatives and other support staff must have accurate and timely customer
information to manage issues efficiently. Order history, shipment tracking, accounting, and other
details are essential to identify and resolve customer issues for returns, exchanges, installation and
service questions, and additional information for customer support requests.

Acumatica empowers customer support representatives with a complete view of customer


accounts. View invoices, statements, support contracts, order history, notes, and prior
communication activities. Access product information, schedule field service, or process returns
and exchanges. Create and assign tasks with built-in notifications and configurable approvals
workflow. With Acumatica, customer support agents deliver unparalleled customer support and
services to retain and grow customer relationships.

• Gain a 360-Degree View of Customer Transactions •  Empower Customers with Self-Service Portals
•  Automate Case Assignment and Escalation •  Improve Customer Communication
•  Create Support Notes and Tasks •  Configure Flexible Rules for Customer Billing
OTHER DISTRIBUTION AND COMMERCE ROLES
Tailor Acumatica for other distribution and commerce roles, including field service, project management, quality control,
and more. Create custom workspaces by role and control access to applications, reports, and data with multiple levels
of security. Acumatica empowers every distribution and commerce employee with cross-departmental workflows and
connected, real-time data from all parts of the business.

“If the warehouse has low inventory for an item, it is immediately exposed to purchasing
to place the order for more. We now have real-time visibility to pertinent data.”
– BEN ROTHE, GENERAL MANAGER AND CEO, PREMIER 1 SUPPLIES LEARN MORE

FIELD SERVICE AND SHIPPING AND RECEIVING


PROJECT MANAGEMENT Acumatica connects to your
Acumatica’s service management, favorite shipping applications,
equipment management, and scales, barcode label printers,
project accounting applications and other systems providing a
extend the application for cohesive system for preparing
distributors and retail-commerce customer shipments. Embedded
businesses who install, maintain, warehouse management (WMS) streamlines the receipt
and service equipment or offer project management and put-away process with mobile apps for ruggedized
and billable consulting services. Manage customer or scanners or smartphones. Create dashboards to monitor
company-owned equipment, track equipment warranties shipments and receipts and access real-time reports with
and service history, and dispatch field service technicians notifications to improve business processes.
based on skill or certification. Create multi-task projects
with flexible billing and project reporting. OTHER DISTRIBUTION AND
COMMERCE ROLES
QUALITY MANAGEMENT Acumatica’s flexible dashboards, workflows, and
Acumatica provides reports security support various distribution and commerce
and inquiries to manage vendor roles, including promotion and merchandising staff,
performance with lot and serial delivery personnel, brand managers, advertising
tracking for quality control. In executives, cashiers, digital marketing, and others
addition, connected marketplace in the organization.
applications provide advanced
quality management for non-conformance, corrective
actions, inventory quarantine, and more.

Create dashboards to monitor in-house, retail, and commerce storefront orders, spot labor shortages, and identify low stock
inventory for planned orders. Drill into data for deeper insights and stay abreast of changes with automated email and text alerts.
Boost Sales and Exceed Customer
Expectations with a Future-Proof,
Role-Based ERP Application
Wholesale distributors and retail-commerce businesses using
legacy ERP systems struggle with disconnected systems and
manual processes. Data silos and disjointed workflows create
barriers to growth, limiting executives from effectively managing
their supply chains and daily business activities.
“Our technology costs are
Acumatica provides distribution and retail-commerce executives now 33 percent cheaper
with real-time information anytime, anywhere, on any device to
stay on top of issues, take strategic actions, manage operations,
and we have 10 times the
improve product quality, and contain costs. Take action on functionality. Our organic
late inventory receipts, identify vendor quality issues, and spot traffic is up 45 percent
commerce storefront trends with powerful business analytics.
and we are selling more
Acumatica provides a complete suite of distribution and because we are off NetSuite
commerce applications for a world-class customer experience
resulting in higher customer lifetime value and reduced customer and on Acumatica.”
retention costs with less effort. Boost sales, automate warehouse
DAVE MUNSON
operations, optimize inventory, and streamline purchasing. FOUNDER AND CEO
SADDLEBACK LEATHER
Connect your commerce storefront with back office order
fulfillment and accounting operations. Last-mile features such
as matrix items, kitting and disassembly, stock reservations,
warehouse management, advanced wave and batch picking,
and requisitions simplify item and inventory management.

Acumatica Cloud ERP provides the best industry and


omnichannel business management solution for transforming
your distribution and retail-commerce company to thrive in the
new digital economy. Built on a future-proof platform with an
open architecture for modern technologies, rapid integrations,
scalability, and ease of use, Acumatica delivers unparalleled
value to small and midmarket businesses.

ABOUT ACUMATICA
Acumatica Cloud ERP provides the best business management
solution for digitally resilient companies. Built for mobile and telework
scenarios and easily integrated with the collaboration tools of your
choice, Acumatica delivers flexibility, efficiency, and continuity of
operations to growing small and midmarket organizations.

Business Resilience. Delivered.

Learn more about how Acumatica can work in your business by visiting us online at [Link].

Common questions

Powered by AI

Acumatica assists warehouse and distribution center managers in optimizing operations through features like a native warehouse management system (WMS), mobile applications, and advanced replenishment capabilities. Strategies include automating tasks such as picking, packing, and inventory transfers, using handheld scanners to improve accuracy and efficiency . With configurable workflows and real-time visibility into inventory levels, managers can maintain optimal stock levels and timely fulfillment. Mobile apps and dashboards also allow managers to oversee operations remotely, enabling quick adjustments to changing demands. These strategies streamline operational workflows, reduce errors, and enhance the overall efficiency of warehouse operations .

Acumatica ERP enhances customer experience by integrating various features such as real-time data visibility, role-based dashboards, configurable workflows, and mobile applications. It streamlines operations for distribution and retail-commerce, offering a 360-degree view of customer interactions and inventory management. This integration allows employees to have the accurate and timely information needed to address customer needs effectively, thereby increasing customer lifetime value and reducing churn . With a single platform offering comprehensive insights across all channels, Acumatica empowers executives and front-line employees to exceed customer expectations efficiently .

Acumatica facilitates improved interdepartmental collaboration through its connected applications and workflows, which ensure that all parts of the organization operate with a unified data set. Features like embedded CRM, automated notifications, task assignments, and wikis for knowledge sharing empower departments to work together efficiently by breaking down information silos. Additionally, the role-based access and customizable dashboards help in sharing tailored and relevant insights between departments, thus enhancing cooperation and strategic alignment across the organization .

Acumatica’s ERP system contributes to reducing customer acquisition costs and increasing sales to existing customers through enhanced customer relationship management (CRM) features and data-driven insights. The system’s ability to provide a 360-degree view of customer interactions helps in personalizing marketing efforts and optimizing communication strategies, leading to more effective lead conversions . Real-time data allows businesses to predict customer needs and tailor offerings, thus increasing loyalty and repeat purchases. Furthermore, integrated marketing tools and automated workflows streamline customer engagement processes, lowering acquisition expenses and maximizing the return on marketing investments .

Integrating analytics and reporting functionalities within Acumatica’s ERP system provides comprehensive, real-time data access crucial for managerial oversight. Managers gain the ability to analyze metrics and trends quickly, enabling informed decision-making processes. Role-based dashboards, native reporting, and flexible inquiry methods facilitate the distillation of complex data into actionable insights, supporting performance tracking and strategic planning . Moreover, these analytics tools help identify areas needing attention, contributing to efficient resource allocation and cost control, thus enhancing the organization's overall performance .

Acumatica's ERP system supports omnichannel sales by integrating order management across various sales channels, including online, in-house, and retail storefronts. It offers features like real-time inventory visibility, native commerce connectors with platforms like BigCommerce and Shopify, and seamless connectivity between back-office operations and customer-facing applications . This integration streamlines the sales process, ensuring that all channels have consistent and up-to-date information, minimizing errors and improving the customer experience. The ability to manage and fulfill orders from multiple channels in a unified system provides significant advantages, reducing operational complexity and increasing sales efficiency .

Role-based dashboards in Acumatica provide executives and managers with real-time insights critical for strategic decision-making. They enable personalized monitoring of key performance indicators and operational metrics tailored to specific roles within an organization. This ensures that leaders can quickly identify trends, manage risks, and prioritize actions to align with business objectives. The dashboards foster a proactive management approach by delivering up-to-the-minute data on inventory levels, sales performance, and customer interactions . By centralizing information, role-based dashboards facilitate a coherent and integrated view, aiding strategic alignment across all functional areas .

Acumatica improves procurement and inventory management through automation features like advanced replenishment settings, automated alerts for low stock or late deliveries, and integration with barcode scanning technology. These features enable automated processing of purchase orders and inventory management tasks, reducing manual effort and minimizing errors . By streamlining these processes, Acumatica helps manage supply and demand more effectively, ensuring that inventory levels are optimized, costs are controlled, and supplier relationships are enhanced through better accuracy and data-driven decision-making .

Acumatica's mobile applications significantly enhance workforce productivity by providing remote access to the ERP system on any device. This ensures that employees can manage tasks, approve requests, and access critical business information anywhere and anytime. The mobility supports real-time decision-making and quick reactions to changes in business conditions, which are essential for maintaining operational efficiency. Additionally, the app functionality for CRM, sales orders, and project timecards allows for streamlined processes and reduces delays associated with being tethered to a desktop, thus increasing overall productivity .

Acumatica’s security and user role configuration offer significant advantages by allowing organizations to control access to sensitive data based on user roles. This ensures that employees only access information relevant to their responsibilities, reducing the risk of data breaches and improving compliance with industry standards. Flexible user roles enhance security by delineating clear boundaries for data access, thus protecting critical information while promoting accountability. Furthermore, customization of access promotes efficient workflows by enabling users to focus on operations pertinent to their role without unnecessary complexity .

You might also like