Acumatica Cloud ERP Software:
Feature Rich with Seamless Integration
Acumatica Cloud ERP Software: Feature Rich with Seamless Integration |
Powerful business finance software – simple enough for small shops and comprehensive enough for complex multi-nationals – that can support your needs today and in the future.
Why Choose Acumatica for Financial Management
Financial management software provides businesses with a full suite of accounting functions to track daily financial operations and generate quarterly and annual financial statements. In addition, it provides tools for reporting, analysis, budgeting, and planning.
Designed for companies with complex requirements, yet easy to use in smaller organizations, Acumatica Financial Management software provide a feature-rich accounting suite, fully integrated with Acumatica’s Customer Management, Distribution Management, Manufacturing Management, Field Services Management, and Project Accounting product suites.
Benefits of Financial Management for your Business
Streamline Operations - Close your books faster with Acumatica’s time-saving automation and workflow. Efficiently handle month-end activities with fewer errors.
Single Version of the Truth - Gain accurate, real-time visibility into business activities and performance with financial reports and personalized dashboards that access the shared, centralized database (single version of the truth).
Work Locally and Internationally - Reach international markets effectively with cloud multi-currency, multi-language, and multi-company capabilities. Acumatica finance management software also offers localized functionality.
Manage Multiple Entities - Use Acumatica’s financial management systems to integrate financials across multiple business entities, including automated reporting, consolidation, payments, and cash management.
Migrate Legacy Data - Users can migrate Accounts Payable and Accounts Receivable historical data from a legacy system to Acumatica ERP, including open balances, original amounts, and dates, without affecting the general ledger.
Financial Management Applications
General Ledger - Create a central repository, fully integrated, with analysis and real-time reporting power.
Accounts Receivable - Automate invoicing and manage collections.
Accounts Payable - Manage liabilities and payments for goods and services.
Cash Management - Control day-to-day transactions, cash balances, funds transfer, and bank account reconciliation.
Inter-Company Accounting - Direct financial reporting, payments, cash management, and inter-entity transfers among multiple entities.
Recurring Revenue Management - Manage recurring billing for accuracy and visibility.
Fixed Assets - Track fixed assets and manage depreciation calculations.
Mobile ERP Applications - Enable employees to enter time and expense, review cases, approve orders, and assign task from anywhere, at any time.
Human Resources Management - Manage and automate employee and company-wide data, including applicant tracking, benefit management, and time and attendance.
Payroll Management - Handle all payroll functions for your company (or multiple companies) with automated functions.
Why Choose Acumatica for Distribution Management
Distribution management software is software that helps companies manage their distribution activities, including warehouse management, inventory management, and purchasing, and integrate these activities with the company’s financials and sales. Wholesale distribution software can help companies improve customer satisfaction, reduce order times, and control costs across the entire supply and distribution chain.
Acumatica Wholesale Distribution ERP Software can help you manage sales orders, track inventory, fill orders, improve purchasing, and provide customer support from anywhere with with distribution management software that is fully integrated with Acumatica’s CRM, Financials, Manufacturing, and Project Management for visibility across the entire organization.
Benefits of Distribution Management Software for Your Business
Improve customer satisfaction while minimizing cost - Efficiently manage distribution processes with real-time visibility of available inventory, inventory in transit, reorder quantities, and inventory costs. Minimize inventory and costs; optimize quoting, acceptance, entry, and fulfillment processes.
Reduce order times - Eliminate delays through automated sales order processing and shipping order generation. Set rules to manage multiple warehouses, returns, credit limits, drop shipments, and more.
Know Where Your Business Is - Ensure a steady supply of materials by optimizing and automating your purchasing process.
Know your true costs - Determine real-time profitability by warehouse, product line, location, or business unit. Use real-time information to control costs across the entire supply and distribution chain.
Distribution Management Applications
Inventory Management - Gain real-time access to available inventory, inventory in transit, reorder quantities, and inventory costs. Efficiently manage your distribution process to improve customer satisfaction while maximizing profit. Manage multiple warehouses, lots, inventory sub-items, expiration dates, and bin locations.
Sales Order Management - Optimize sales order entry and fulfillment. Split orders across multiple warehouses, allocate inventory, verify credit limits, issue replenishment orders, accept returns, and more. Improve processes and avoid delays through integrated workflow with notifications and alerts.
Purchase Order Management - Reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. Acumatica’s online sourcing automates the entire procurement process from vendor quotes to paying invoices.
Requisition Management - Organize and simplify complex distribution processes involving multiple products and suppliers. Optimize the way you gather requests, obtain bids, create quotes, approve quotes, manage purchases, and fulfill orders for internal or customer needs.
Order Management - Manage sales activities, streamline procurement processes, and automate order fulfillment for internal or external clients.
Why Choose Acumatica Customer Management?
#1 ERP and CRM that work together. Customer Management (also called Customer Relationship Management) was built into Acumatica from the very beginning. It is not a loosely integrated module like so many other midmarket ERP products. From marketing, quoting, and sales to delivery and post-sales support, customer information is always up to date and accurate.
#2 Integrated content management. Acumatica provides a consolidated view of all customer records in a single database. This access to all written quotes, invoices, and support cases provides to every member of your team a 360-degree view of all customer activities and records.
# 3 Visibility. Dashboards and reports provide real-time sales data to help your team manage forecasts, quotas, and results. Efficiently communicate and collaborate with customers through the Acumatica Customer Portal. Helpful tools give customers access to information about their interaction with your company and enable activities online.
360-degree view - Gain a complete view of your business with integrated financials, marketing, sales and service. Learn which customers are profitable and which are not.
The Benefits of Acumatica Customer Management
Empower your customers - Give customers access to the financial and case information you choose through your Customer Self-service Portal.
Team approach to sales and service - Share information to build an effective team approach to customer management. Unlimited user pricing removes any impediment to full participation in automated workflow processes that encourage collaboration.
Improve Customer Service - Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sale service requests.
CRM Add-In for Microsoft Outlook - The Acumatica add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact. You can also create new leads and contacts right from your Inbox; create opportunities and cases associated with existing contacts; and log activity and attach e-mail contents to CRM.
Real-time Synchronization with Salesforce - Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems.
Why Choose Acumatica for Project Accounting Management
Project Accounting Software features are integrated with General Ledger, Accounts Payable, Accounts Receivable, Sales Orders, Purchase Orders, Inventory Management, and the Time and Expense mobile application.
Benefits of Project Accounting Management for your Business
Track Project Costs - Gain a complete view of project-related costs for materials, labor, services, and inventory items.
Flexible, Accurate Billing - Vary billing rates by employee / customer, type of work, or specific project. Recognize revenue based on completion percentage or task progress.
Project Accounting Management Applications
Budget Reporting - Compare actual project costs with original and revised budgets using real-time reports. Include all project costs: inventory items, non-stock items, labor, services, and more.
Project Cost Tracking - Get the total view of all costs related to a project including materials, labor, services, and inventory items. Allocate shared costs and overhead expenses to projects based on formulas. Ideal for project-centric businesses including construction, engineering, marketing, consultants, legal, etc.
Advanced Billing - Manage all billing scenarios: cost plus, fixed price, time and materials, milestone billing, and contract-specific pricing. Modify resource billing rates by project, project tasks, inventory item, employee, and account group. Bill labor and materials according to the customer, the type of work being performed, or the specific project contract.
Why Choose Acumatica for Cloud Manufacturing ERP Software
Integrate production planning and shop floor with customer management, sales orders, inventory, purchasing, accounting, and financial reporting to provide real-time coordination of activities across your entire business.
Industries We Serve:
Benefits of Manufacturing ERP Systems for Your Business
One Solution for your business - Acumatica provides feature-rich cloud manufacturing ERP software. Acumatica Manufacturing Edition, formerly known as JAMS*, integrates seamlessly with Acumatica’s Distribution Management, Customer Management, Financial Management, and Project Accounting suites. Acumatica Manufacturing Edition provides real-time coordination of your business activities from one central location.
Grows with you - Powerful and complete functionality for make-to-stock, make-to-order, engineer-to-order, project centric, job shop, batch, and repetitive manufacturing adapts to your business as you grow and change.
Meet your schedules - Respond to demand while optimizing inventory and resources for effectiveness and cost control with Acumatica Manufacturing Edition MRP planning.
Track your costs - Track material and labor costs as you manage your products. Compare standard and planned production costs to actual costs of production.
Manufacturing Management Applications
Bill of Material and Routing - Efficiently plan and manage inventories, costs, and manufacturing processes as well as full revision control. See both engineering and financial views of product structure in the multi-level Bill of Material (BOM)/Routing.
Production Management - Schedule productions on the shop floor and track material and labor costs. Compare standard and planned production costs to the actual costs of the production order.
Material Requirements Planning (MRP) - Satisfy customer requirements while maintaining optimal inventory with the powerful Acumatica Manufacturing Edition MRP planning tool.
Product Configurator - A multi-level, dimensional, rules-based system with non-hierarchical feature selections and configuration evaluation. Use on quotes, sales orders, and/or production orders with real-time price and cost rollup.
Estimating - Create estimates for new or existing items. Convert into bills of material, production orders, or other estimates.
Advanced Planning and Scheduling - Meet customer demands by setting accurate and reliable delivery dates based on availability of resources with Acumatica’s Advanced Planning and Scheduling.
Order Management - Manage sales activities, streamline procurement processes, and automate order fulfillment for internal or external clients.
Why Choose Acumatica for Field Service Management?
Streamline dispatching, reduce response times, and minimize costs with the Acumatica Field Service Edition suite that works with CRM, sales, inventory, purchasing, accounting, and financial reporting. With a 360-degree view of customer activities, improve the overall customer experience and elevate customer satisfaction to earn higher recurring revenues and gain a competitive advantage. All the applications are web-based and fully mobile which is ideal for your field workforce. Unlike other field services applications the user interface provides a seamless transition between applications because the Acumatica Field Services Management is part of Acumatica ERP, not a bolt on application.
Benefits of automating field services operations
Scheduling, Dispatching and Call Center - Scheduling the right people at the right time with the right skills to perform work efficiently is handled quickly with Acumatica Field Service Management. Quickly capture service needs and access customer information, product history, and resources required to shorten time between call receipt and job assignment. Create daily or weekly schedules automatically or using drag-and drop tools on the graphical dispatch board utilizing colors to identify the status of each service order.
Route Planning - Provides a powerful tool for optimizing routes for appointments with ability to filter appointments by several different criteria. Routes are plotted In Google Maps for each service person with lists of required resources (equipment or machine). Graphically displaying the routes visually informs the dispatcher of order status with different colors enabling them to rapidly respond and make route changes. Automatically uses Google map services to optimize the route to minimize the driving time. Since the route is displayed on the technician’s mobile device, the route will change as traffic conditions change.
Google Maps Integration - Utilizes the most popular map provider with an interface familiar to everyone. Real-time graphical information about location, drive time, etc., is available anywhere. Changes to the route are instantly redrawn and available on the technician’s mobile device.
Mobile Service Management - Keep your staff members connected through any device with a browser or with the native mobile Android and Apple iOS (iPad) app. They will be able to access service information and customer data from anywhere at any time. Being a full web ERP, Acumatica can run on the entire spectrum of mobile devices. This is important for the companies that want laptops instead of small devices, like a phone.
Emergency Service Calls - Use the visual tools to add unplanned service calls. Find out how changes to planned routes will affect the team with the least amount of impact to the planned schedule. Have the new service order sent to the technician’s mobile device.
Equipment Maintenance - Records the complete history of the equipment or machine installed at each customer’s site and tracks repair parts in stock. With Acumatica’s integration of sales and service stores the equipment records through quoting, order, delivery, installation, and then service work in the field. It also includes manufacturer, model, configuration, and schedule preventive maintenance orders. Customer equipment can be associated to recurring schedules and contracts in Acumatica Customer Management (sold as an optional application).
Inventory Management - In field services, tools and repair parts are typically spread across multiple vehicles and warehouse locations. With Acumatica, you can get control and keep track of the locations and costs. Since inventory and purchasing are integrated, shortages can trigger replenishment orders. Inventory can be sent to a specific location and when the parts arrive, the dispatcher is alerted to schedule the service appointment for installation.
Service Contract Management - Recurring service contracts are a significant source of revenue. Visibility on renewal dates for each contract helps preserve the revenue. Dashboards can alert the service team of expiring contracts. Your team can create and manage multiple service schedules per customer and fine-tune appointments using the Schedule Calendar Board for staff and resources.
Warranty Management - Normally, Warranty Management is a time consuming, but required, activity. With Acumatica, this task is integrated with the other applications. Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges, and objections. Multidimensional contracts (different warranty periods for different components of the system) help to track warranties from sales to repair in the field, specifying what is covered and what is not. This helps to ensure billing accuracy, improving customer satisfaction.
Dashboards and Business Intelligence - All users of the system can stay up to date with the information that matters to them using Acumatica BI (business intelligence). Personalized dashboards are easily created and turn raw data into rich visuals to track progress and spot trends as they happen. Acumatica’s business intelligence can also leverage Microsoft Power BI to deliver insights from multiple data sources that are key to your business.
Team Approach to Sales and Service - Customer Management (CRM) is part of Acumatica, not a loosely integrated module. From marketing, quoting, building, and installing, and then in field services, the customer information is visible throughout the organization providing a 360-degree field of all customer interactions. When selling equipment, the installation appointment can be scheduled while the user is in order entry. (Customer Management is sold as an optional application).
Track Project Costs - Field Service Management is not just for small projects. When the installations are very large (tasks, people, or equipment) all the costs (time, materials, and expense) to the phases of the project are tracked in Acumatica Project Accounting (sold as an optional application). Compare actual project costs with original and revised budgets in real time.
Service Management Applications
Service Management - The visual Dispatch Calendar Board gets the right people to the right service or job every time.
Equipment Management - Tracks all products related to your customer and schedules preventative maintenance. Sold as a separate application.
Why Choose Acumatica for eCommerce?
Our customers are the best people to answer that question. Watch this 2-minute video on the right and you will get your answer.
With Acumatica manage eCommerce orders, inventory, picking-packing-shipping, returns, customer support, and accounting from one dashboard with Acumatica Commerce Edition.
This complete eCommerce ERP solution tightly integrates a robust eCommerce platform with Acumatica’s Financials, Sales, Inventory, CRM, and Fulfillment systems using Magento with a proven two-way connector provided by Kensium, Acumatica’s preferred eCommerce partner.
That means you can promise your customers more—and then deliver.
Benefits of Commerce Edition for Your Business
Reduce stock-outs and back orders - Connect with Acumatica Inventory Management to optimize your stock levels through automated replenishment.
Get real-time inventory counts across your business with a website that is integrated with the ERP system.
Speed up order processing and fulfillment - Reduce shipping and packing errors by automatically printing barcode labels and pick tickets. Scan picked goods when they are placed in a box, and confirm shipment. Integrate with UPS WorldShip and FedEx Ship stations for even greater efficiency.
Streamline returns and exchanges - Boost customer satisfaction by automating your shipping and receiving workflows. Manage returns for credit with automated reporting and quality control.
Provide a omnichannel experience - Centralize processing and gain a single source of truth. Utilize single stream fulfillment for online sales, counter sales, catalogue sales, and telemarketing sales to serve a wide range of customers. Read more on the Acumatica retail solution.
Offer a world-class eCommerce site - Magento, a leading provider of eCommerce web platforms, offers an open-source product used by thousands of businesses to build, customize, and scale their eCommerce websites. And these customer-friendly websites are integrated with Acumatica. Learn more about B2B eCommerce Software.
Gain a single source of truth - Centralize your processing for all channels. Use single-stream fulfillment for online, counter, catalog, and telemarketing sales. Read more about B2B eCommerce software.
Core Applications of Acumatica Commerce Edition
Advanced Financials - Augment Acumatica’s base financials with advanced financial capabilities, including GL consolidation, sub-accounts, automatic revenue recognition, and intercompany accounting.
Advanced Distribution - Access advanced distribution capabilities, including multiple warehouses, inventory replenishment, automated packaging, lot and serial numbering, and kit assemblies.
Magento Connection - Build your new website on Magento, the world’s most powerful eCommerce platform, and link it with Acumatica. Magento-ERP integration makes Acumatica a comprehensive business management platform that includes eCommerce software solutions and eCommerce accounting software.
Product Configurator - Establish control over your products and give customers the options they’re seeking. Use the multi-level, dimensional, rules-based system with non-hierarchical feature selections and configuration evaluation. Use on quotes, sales orders, and production orders with real-time price and cost rollup.
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