Acumatica ERP is designed for agile businesses, offering seamless integration with collaboration tools. It provides intelligent, industry-specific functionalities for commerce, construction, distribution, field service, and manufacturing. The user-friendly interface, accessible from any device, is highly customizable and equipped with AI-driven features for effortless usage. The platform includes customizable reports, dashboards, and advanced reporting tools for comprehensive insights. With open APIs and low-code capabilities, it allows rapid integration and flexible customization without the need for a developer. Acumatica's licensing model enables unlimited user additions, promoting transparency and data accessibility as your company grows. The platform prioritizes data security, offering multiple hosting options and state-of-the-art data encryption. Interactive help screens and free online training through Acumatica University further enhance the user experience. Overall, Acumatica stands out as a future-proof ERP solution, delivering exceptional value to rapidly expanding organizations.

In today's market, businesses manage inventory across various locations and companies, often dealing with transit and consigned inventory complexities. Acumatica's cloud distribution and warehouse software simplifies routine operations and exceptions. It allows defining workflows for efficient service and cost management, including order pricing and allocation. Acumatica alerts you to unexpected issues, providing real-time details for effective problem-solving, such as limited inventory and supply shortages. It also integrates with carriers, allowing flexible fulfillment adjustments to maintain service levels and minimize unexpected costs. Acumatica eases business updates, enabling quick modifications to warehouse setups, shelving, and logistics operations. It helps businesses navigate complex changes, like acquisitions and market expansions, with comprehensive reporting and analytics. The system facilitates seamless expansion, supporting various functionalities such as showrooms, packaging, and field services. Acumatica offers a comprehensive cloud ERP system, featuring financial accounting, business intelligence, and document management. It supports mobile warehouse management, providing accessibility and security, based on resource usage. Explore our product demos for more details and reach out to us to discuss your business needs.

Acumatica's award-winning financial management solution is tailored for the global economy, supporting multi-language and multi-currency capabilities. It seamlessly integrates with other Acumatica modules, such as A/P, A/R, cash management, taxes, and fixed assets, under the general ledger, providing a comprehensive end-to-end cloud ERP system. Real-time dashboards offer analytics and alerts, enabling efficient monitoring of activities like A/R balances and bill payments. The system simplifies data entry and supports existing business processes, automating defaults based on vendor and inventory selections. It facilitates data import and real-time data transfer through web services, ensuring data consistency and accuracy. Acumatica allows the maintenance of customer and vendor balances in any currency, with built-in reporting tools enabling easy data extraction and analysis. It provides drill-down capabilities for detailed troubleshooting and auditing. Acumatica supports various payment methods and assists in managing both receivables and payables efficiently. With advanced financial features, automation, and multi-currency support, Acumatica aids in streamlining operations, ensuring faster book closing, and providing real-time visibility into business activities. For more information, please contact your local Acumatica reseller www.attivoerp.com/ or reach out to us at info@Acumatica.com.

Learn about Acumatica's improved customer payment processing, optimizing transaction speed and resource allocation. The video covers four distinct payment application methods, each catering to different scenarios. Scenario one showcases the automated payment application process for customers with multiple open invoices. In scenario two, the A/R clerk saves the payment, later applied by the accounting team. In scenario three, customers authorize payments for all open documents using an existing method. This involves creating a zero-amount payment and selecting relevant documents. Scenario four demonstrates the quick creation of a new invoice within the applications tab, with the ability to load and apply any available credit memos. These updates in the 2019 R2 version of Acumatica streamline payment processing for enhanced efficiency. For more information, reach out to an Acumatica reseller or consult the documentation on help@Acumatica.com.

Acumatica's item class hierarchy feature facilitates organizing and classifying items with parent-child relationships. This feature streamlines reporting, inventory cycle counting, and other functions. The demo highlights the item class hierarchy structure, demonstrating its efficiencies and applications within the system. Acumatica 2017 R2 introduces various enhancements, including new screens and filtering options, allowing for more effective management of item classes. The update enables the configuration of availability calculation rules and the application of updates to associated child classes. Acumatica 2017 R2 provides comprehensive support for companies with complex item structures, making it easier to manage parent-child relationships and utilize item class hierarchies across various Acumatica functions. For more information about Acumatica 2017 R2 or item class hierarchies, please contact your local Acumatica reseller or reach out to us at info@Acumatica.com.

Internal Inventory Transfers using Acumatica ERP

Acumatica CRM seamlessly integrates with ERP, providing a unified organizational truth. It offers sales and marketing automation, streamlined support management, and comprehensive lead-to-customer tracking. Leads from various sources are efficiently managed through the CRM workflow, with automated assignment rules and detailed activity tracking. The system facilitates personalized dashboards for each user, ensuring a focused view of key sales metrics and leads. The Acumatica Outlook plug-in streamlines lead management directly from the email inbox. Lead information is captured and organized, with the option to categorize leads based on specific criteria and source information. The CRM workflow guides lead progression through different stages, facilitating efficient collaboration between marketing and sales. Opportunities are managed with detailed pricing information and customizable stages to enhance the sales pipeline. Marketing lists and campaigns can be easily created and managed within Acumatica, allowing for targeted and personalized mass email campaigns. The system provides seamless integration with external marketing tools like HubSpot. Support Management within Acumatica CRM ensures effective case handling and timely resolution. The system's native mobile app extends CRM capabilities to smartphones and tablets, enabling on-the-go lead and case management. Overall, Acumatica CRM provides a comprehensive view of customer relationships, enhancing customer service, lead management, and marketing campaign tracking. For more information, please contact us at www.attivoerp.com/.

Acumatica Accounts Receivable simplifies A/R management, offering seamless handling of documents, reports, invoices, credit terms, and contracts within Acumatica ERP. Integrated with various modules, it provides real-time, comprehensive data analysis. Automated reports, including the A/R aged past due report, offer instant insights into invoice details and customer balances. Customizable emails can be automated for customers surpassing credit limits or overdue days. The system facilitates credit verification, enabling setting credit limits and terms per customer. Detailed batch information is accessible when invoices are released to the general ledger. A/R contracts, tailored to customers and items, are managed automatically based on configured activation and expiration dates, triggering timely renewal notifications. Acumatica supports A/R statements and a robust dunning letter system, allowing for the printing and release of letters based on defined conditions. Moreover, it enables the setup of recurring A/R or A/P transactions, scheduled at various intervals. With a host of comprehensive reports, Acumatica streamlines the entire accounts receivable process. For more detailed information, reach out to us at info@attivoerp.com or your local Acumatica reseller.

Acumatica Returns and Exchanges: Easily manage returns to enhance customer satisfaction and minimize costs. Three scenarios—'return for credit,' 'return for replacement,' and 'RMA'—allow for credit provision, item replacement, or alternative exchanges, maintaining inventory and documents within Acumatica. Using the order type screen, set up the workflow for return processes. The 'return for credit' option deactivates the issue operation, enabling credit memo creation. In the 'return for replacement' process, auto-issue the replacement upon receipt of the defective item. The 'RMA' scenario permits returns with alternative items or credit provision based on price differences. Efficiently process returns and improve customer service teamwork with real-time data flow across sales, customers, shipping, and finance teams. For more information, please contact your local Acumatica reseller or email us at info@Attivoerp.com

Acumatica is a user-friendly cloud-based ERP system for manufacturers, demonstrated through the case of the Acme cabinet company. The company, known for producing stock and custom cabinets, is expanding to serve the quick ship market with a new product configuration feature. The video showcases a seamless process from customer order to delivery, highlighting the system's capabilities in sales configuration, inventory management, scheduling, and field service. Acumatica's accessibility across devices and flexible payment structure are also emphasized.