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Chuck Oliver

Five Reasons to Make the Switch to Acumatica ERP

Five Reasons to Make the Switch from Dynamics GP to Acumatica Cloud ERP

By | Acumatica Cloud ERP, Manufacturing | No Comments

Five Reasons to Make the Switch to Acumatica ERPFor years, Microsoft Dynamics GP served your company well. But the introduction of Cloud ERP solutions changed everything. Growing businesses need software that is flexible, resilient and innovative. In times of turmoil or disaster, Cloud ERP helps protect your business from prolonged outages with frequent backups and allows your entire team to access the platform from anywhere at any time.

Over the past 12 months, Microsoft has shifted its focus away from Dynamics GP. Our NexTec customers have found huge success in switching from their GP solutions to Acumatica Cloud ERP, winner of Best ERP Software by PCMag and Best Manufacturing Solution by SIIA CODIE Awards.

Below, we highlight the reasons why our customers chose to convert to Acumatica and how you can make the switch to the most adaptable business management solution on the market.

 

Why Convert?

The number one thing we hear from our Dynamics GP customers who have switched to Acumatica is, “I wish I had done this sooner.” Here’s why:

1. Deployment

Implementing a new ERP is a big undertaking, which may be part of the reason you’ve put off making the switch. The good news is that ERP software has evolved to make implementing and learning a new solution easier than ever.

Acumatica is a true cloud and mobile product that makes it easy for customers to choose the applications they want to implement and when. Flexible deployment options, browser-based access and multiple licensing choices make the implementation process much more streamlined than in the past. Acumatica’s screen navigation and module layout are very similar to GP but offer much more robust functionality and its point-and-click conversion tool helps speed up and simplify the conversion process.

2. Integration

Older software solutions have trouble integrating with modern tools for eCommerce or advanced warehouse management. According to a report released by Gartner, organizations must modernize their integration strategy if they want to ensure success. One the biggest roadblocks to this integration strategy is relying on inflexible tools and techniques meant for previous-generation ERP deployments.

Fortunately, a cloud-based solution like Acumatica comes with built-in API automation that simplifies electronic communication with third-party apps. Popular tools like Shopify or sales tax software Avalara are easy to integrate and can help extend your Acumatica software to meet the specific needs of your business.

3. Cost

We get it, switching from Dynamics GP sounds costly and time-consuming. But what if we told you that customers who have already converted from Dynamics GP to Acumatica were able to enhance operational efficiency, improve growth margins and increase sales volume?

By investing in a system built for the new digital economy, you can:

  • Reduce the cost of goods sold
  • Reallocate IT resources
  • Optimize marketing spend

Not convinced? Calculate your ROI with this free interactive tool.

Acumatica Sales Processing

 

4. Scalability

Planning for the future can be difficult without the proper tools in place to help you adapt to changing circumstances. While it’s impossible to be certain about your business’ growth path, having a future-proof business management solution in place will result in a fully connected business that achieves continuity and resiliency no matter what the future holds.

With Acumatica, there is no restrictive per-user pricing model, so you can extend the solution to add more users when needed. In terms of functionality, growing businesses may start by implementing Acumatica’s financial management and CRM features and plug into new tools for distribution management or BI further down the road. Cloud ERP solutions like Acumatica are designed to allow you to start small and expand your business processes when you’re ready.

5. Accessibility

One of the biggest benefits of switching to a Cloud ERP is the ability to access your business information anywhere, at any time, from any device.

Acumatica offers 24/7 system access from any location on any device. Your system’s user interface is responsive, which means that it adapts to various screen sizes and orientations, making workflows consistent no matter how your team is interacting with the system. For employees out in the field, the Acumatica mobile app is incredibly user-friendly and helps make tasks like time or expense reporting simple and efficient.

 

NexTec Group has one of the largest and most experienced teams of certified Acumatica and GP consultants. The dual-product expertise gives us a distinct advantage in helping our customers make the transition to the Cloud. To learn more about switching to Acumatica, check out our Dynamics GP to Acumatica Conversion Guide or reach out to us. We’d love to chat.

 

 

Acumatica 2020 R2

New Features to Look for in Acumatica 2020 R2

By | Acumatica Cloud ERP, ERP | No Comments

Acumatica 2020 R2

If you need a business management solution or ERP (Enterprise Resource Planning) that fits your industry, is flexible, customizable and easy to update because it’s in the Cloud, look no further than Acumatica. It won an Editors’ Choice Award from PCMag.com in both 2018 and 2019, which noted its ease-of-use, customization capabilities, mobility features and pricing model among reasons to consider it for your company.

In the newly released Acumatica 2020 R2 ERP solution, every application module has been enhanced in some way.

New Functionality Added to Acumatica Cloud ERP

No matter your business focus, Acumatica 2020 R2 has a wide range of new features designed to empower users to deliver their best results by working smarter, not harder. The update delivers both usability improvements and added functionality to make Acumatica an even better option for growing businesses.

A Modern User Experience

No matter what you do, your ERP solution is only as powerful as its user experience. As always, Acumatica ERP software has worked hard to deliver improvements to the core product:

  • Automatically create AP documents – Create important financial documents directly from your vendor bills to save time. 
  • Access recently viewed records – Instantly see your most recent records to save time in searching. Acumatica 2020 R2 stores up to 500 of your most recent records for easy retrieval. Records are easily organized by document type to help you dial in on what’s important at the moment. 
  • Gain real-time visibility – Dashboards and common areas automatically refresh so you can trust you’re working with the latest insights and details.
  • Simplify generic inquiries – An intuitive interface allows users to make generic inquiries not related to specific customers, documents or data.
  • Preview query results – Users can get a data preview of query results before clicking through to make sure they’ve found what they need. This can help save time in backtracking and forming new queries.

Vertical-Focused Enhancements

Acumatica has earned a reputation for creating powerful features specific to various industries, and the new Acumatica 2020 R2 is no different. Here’s a look at the superior functionality and enhancements that will help you dominate your market:

  • Cross-company sales capability – This unique feature allows companies to buy and sell from each other to streamline sales growth.
  • Native Shopify integration – Acumatica 2020 R2 connects directly with your Shopify store to supercharge your B2C commerce. This new integration was built on a brand new commerce engine that makes it easy to connect your e-commerce applications.
  • Reduce bad debt – Simplify and streamline the collections process with faster payment and credit card processing directly inAcumatica 2020 R2 the ERP solution.
  • Protect shipments – Postpone shipments until payment is received, helping protect your products and finances and minimize collections and penalties.
  • Flexible appointment scheduling – New appointment features allow your appointments to span multiple days. This makes it easy to log miles, breaks and expenses for single jobs across multi-day projects.

Future-Proof Features

No matter your industry, Acumatica ERP software serves to improve everything from warehouse management to advanced planning and scheduling to distribution. The new launch of its game-changing management solution enables all of the above using features that help you future-proof your business operations:

  • Artificial intelligence and machine learning – AI and ML are the foundation of automation to help you slash time without cutting corners. These features are put to work in multiple aspects of Acumatica’s new ERP software, including automatically generating AP documents and providing real-time insight.
  • Advanced workflow engine – Visually modify workflows to gain a better understanding of how operations are conducted. Easily make changes to your management solution to see how new processes impact the overall ecosystem.
  • OData standards supported – Acumatica ERP software supports the latest OData standards to keep you compliant.
  • Mobile device compatibility – Access critical data in Acumatica from mobile devices in a tailor-made mobile experience.
  • Open architecture – An open platform allows for rapid integrations, scalability and ease of use to position you for future growth.

More About Acumatica

While there are many benefits to selecting Acumatica as your ERP solution, one of the biggest is its ability to innovate. Thanks to its 100% Acumatica partner model, the company can focus a high percentage of its staff on research and development while allowing a selective and well-trained group of Acumatica partners, like NexTec Group, the freedom to customize a solution for customers like you.

Knowing this, the company’s innovation is put on display during its semi-annual updates—times where Acumatica can show off the new features and functionality added to the platform.

Learn More About Acumatica 2020 R2

NexTec Group is proud to be an Acumatica partner. We’ve helped hundreds of customers modernize and grow their businesses with Acumatica and would love to show you how the solution can work for your company. To learn more about Acumatica 2020 R2 and to see a live demo of the product, register for our upcoming webinar or reach out to us

 

Workers installing solar panels.

How an ERP Solution Helps you Address these Five Field Services Challenges

By | Acumatica Cloud ERP, ERP, Field Services | No Comments

How an ERP Solution Helps you Address these Five Field Services Challenges

Field services companies face unique challenges, from contract management and data integration to scheduling, dispatching and route management.

Managing these challenges requires business software designed for the field services industry. An Enterprise Resource Planning (ERP) solution like Acumatica Cloud ERP, brings together finances, dispatching, warranty management, inventory and more into one flexible, robust system. This allows businesses to meet field services challenges head-on and take control of their finance, accounting, technicians, service and customer satisfaction.  

Here’s a closer look at how Acumatica ERP software helps you address five of the most cumbersome field services challenges.

1. First-Time Fix Rates

Returning to a customer site to redo work is costly, which is why it’s critical to get it right the first time. Return work is often due to poor, inaccurate or incomplete information about the customer’s problem, inaccurate location data, incorrect equipment or a mismatch with technician skills.

With Acumatica Field Service Management, scheduling the right people at the right time with the right skills to perform the work is handled quickly and efficiently. By being able to quickly capture service needs and access customer information, product history and resources required for a job, you can shorten the time between call receipt and job assignment and ensure the work is done right the first time.

2. Warranty Management

This time-consuming but required activity can cause headaches for field services businesses who aren’t able to accurately track and manage warranties.

With Acumatica, warranty management is integrated with other applications, helping to make establishing warranty offers for your customers and specifying which parts are under warranty easier and more streamlined. Having the ability to track multidimensional contracts (different warranties for different components of the system) from sales to repair in the field helps ensure billing accuracy, avoids confusion, mischarges and objections, and improves customer satisfaction.

3. Service Contract Management

Maintaining the revenue from recurring service contracts is crucial for most field services businesses. But without visibility into renewal dates for each contract, you could be leaving money on the table. 

An ERP solution like Acumatica comes equipped with dashboards that can alert your service team of expiring contracts and allows them to create and manage multiple service schedules per customer. 

4. Emergency Service Calls

No matter how prepared your services team is, emergency service calls have the ability to derail an entire day’s work. With an ERP solution to help handle unplanned service calls, you can find out how changes to planned routes, scheduling and equipment availability will affect the team with the least amount of impact to the planned schedule. New and updated service orders can be sent directly to the technicians mobile device through your Acumatica system.

5. Siloed Data

Field services companies that keep customer data, processes, scheduling and financials in separate systems risk customer satisfaction and customer retention rates. An all-in-one cloud ERP like Acumatica provides users with a 360-degree view of customer activities, helping to improve the customer experience and elevating satisfaction for higher recurring revenue and a competitive advantage. 

By integrating your customer management (CRM), sales, inventory, purchasing, accounting, manufacturing, project accounting and financial reporting into one system, you can streamline dispatching, reduce response and minimize costs.

Acumatica Cloud ERP helps drive your field services business further. By taking control of your finances, putting the right tools in the hands of your technicians and getting a 360-degree view of your customers, you can exceed customer expectations and increase profits. To learn more about Acumatica delivered by NexTec Group, reach out to us now. We’d love to chat.

Multi-Warehouse Woes: Challenges in Maintaining Visibility across Multiple Locations

By | Acumatica Cloud ERP, Distribution / Supply Chain, ERP, Warehouse management | No Comments

Warehousing and distribution companies pride themselves in being able to provide customers with the products they need when and where they need them. Because warehousing and distribution business is demand-driven, this often means that most companies require multiple warehouses across various state lines, shipping zones or international borders. Any seasoned distributor knows the challenges of employing a multi-warehouse strategy for distribution, but the benefits of this type of approach far outweigh these challenges.

Below, we discuss both the challenges and benefits of running a multi-warehouse strategy for distribution and how cloud-based Enterprise Resource Planning (ERP) software can help increase visibility across locations and provide you with the insight you need to grow your business. 

The Benefits and Challenges of a Multi-Warehouse Strategy

The benefits of opening additional warehousing and distribution centers are clear: you can reduce shipping costs, reduce delivery time and handle more SKUs. But additional locations also makes it much more challenging to maintain accurate stock counts, ensure accurate order processing, efficiently handle taxes and currency and maintain control over inventory storage costs.

Multi-Location operations require increased visibility.

The root of all these challenges can be grouped into one overarching issue most distributors struggle with daily: visibility. 

Warehousing and distribution organizations with good visibility into their operations, inventory, financials and supply chain management are able to deliver on the promises they make to customers.

While the decision to add new locations is an investment that can pay for itself in a variety of ways, it also represents a significant increase in labor, capital and operating expenses. In addition to these challenges, the decision to open multiple facilities requires the implementation of new systems and processes to route and ship orders. Now, instead of having one fulfillment department responsible for every order, multiple fulfillment teams at multiple locations will have to communicate with each other to ensure accuracy and efficiency.

This makes it very easy to end up with mixed messages, inefficiencies or stock-outs at one location, resulting in your business losing the benefits that come from opening the second location in the first place.

How to Increase Visibility across Multiple Warehouses

Whether you are opening your second, 20th or 200th warehousing or distribution facility, visibility between locations is always a concern. With the help of integrated ERP software, however, you can bring together data from across your entire organization to better control inventory, increase profitability, reduce costs and increase customer and supplier satisfaction.

Cloud ERP software integrates operational processes at all of your locations into one solution, providing you with accurate real-time information that helps you better manage your business, anticipate issues and resolve challenges as they occur. Software designed for the distribution industry helps businesses like yours gain complete visibility into their inventory levels from multiple locations, which helps them create proactive workflows for replenishment processes and minimize inventory costs.

But increased visibility into your operations does more than help with just your inventory management processes. The benefits of a cloud-based ERP solution can also help your distribution company:

  • Improve customer satisfaction while minimizing costs

Efficiently manage distribution processes with real-time visibility into available inventory, inventory in transit, reorder quantities and inventory costs. You can also 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.

  • Anticipate future business 

Take a consumer demand-driven approach to ensure a steady supply of materials by optimizing and automating your purchasing process.

  • Understand your true costs

Determine real-time profitability by drilling down on data based on warehouse, product line, location or business unit. Use real-time information to control costs across the entire supply and distribution chain.

Solutions like Acumatica Cloud ERP help distribution companies automate processes and reduce errors in purchasing, order fulfillment, inventory tracking and customer support. By embracing a robust and flexible solution to manage all of your finance, operations, supply chain and distribution processes in one place, you can transform your business and ensure success. To learn more about how Acumatica can work for your distribution business, reach out to us. We’d love to chat.

Construction worker tightening a bolt.

Acumatica’s benefits for distribution, construction, professional and field service

By | Acumatica Cloud ERP, Construction, Distribution / Supply Chain, ERP, Field Services, Professional Services | No Comments
Construction worker tightening a bolt.

Acumatica software helps manage construction costs and provide real-time insights on projects.

Operational efficiency is essential as businesses look to reduce costs and increase output. Simplifying operational complexity can have a dramatic positive impact on your bottom line.

Having the right Enterprise Resource Planning (ERP) solution helps keep your data, employees and operations organized, in sync and performing optimally.

Acumatica is Cloud ERP solution that allows companies to improve their operations in many areas, including distribution, professional services, field services and construction. Acumatica provides unique, function-specific tools that help improve operations in each of those key areas.

Benefits of Acumatica

Acumatica is a leading provider of ERP software designed to automate core functions, reduce data entry and provide a 360° view of customers and processes. It offers exceptional solutions to companies looking to:

  • Streamline operations
  • Automate back-office functions
  • Access real-time information from anywhere and on any device
  • Grow their business with a scalable business platform that can reduce the burden on internal IT resources
Plumber repairing a faucet on a sink.

Efficient distribution systems help dispatch repair teams and lead to better levels of customer satisfaction.

Acumatica and distribution

Your distribution management software is the way to keep customers satisfied, transportation on schedule and inventory under control.

The Acumatica – Distribution Edition helps to manage your supply chain and logistics, from the warehouse to inventory control to order management.

By connecting key data and employees to warehouse management, supply chain management, ordering, distribution, sales and marketing, businesses can see in real-time the status of orders, products, and production. Integrating those functional areas with financial systems and employees gives clear, real-time insights on productivity and logjams.

The distribution applications include:

  • Advanced inventory management
  • Sales order management
  • Purchase order management
  • Requisition management
  • Advanced financials
  • Advanced fulfillment

Here are the main advantages of Acumatica’s distribution management solution:

  • Reduced order times. By automating sales order processing and shipping order creation, your business reduces the time it takes to complete, process and ship each order. Customized rules allow for better management of multiple warehouse locations, returns, drop shipments, and credit limits.
  • Supply management. Automating your purchasing process keeps materials on hand when needed.
  • Better customer satisfaction. Provide customers and support teams with real-time visibility of inventory on location or in transit, reorder amounts, and inventory expenses.
  • Know true costs. Understand detailed profitability metrics by location, product line, warehouse, and business unit in real-time.

Acumatica and professional services

Service industry companies succeed in delighting their clients with insights, information, and results that help address critical needs. For professional services firms, that means acquiring new business, managing projects, and delivering on time.

The Acumatica – Service Edition gives your company a 360-degree view of customer requests, projects, and activities. It provides a seamless, integrated, and transparent view of work being done, status reports, and costs.

Professional services firms need to focus on three pillars of profitability to make a profound impact on their clients’ lives and businesses.

  • Two-way communication that includes active listening
  • A clear understanding of needs, pressures, obstacles, and opportunities
  • Exceptional execution and delivery of what is expected, ideally before the due date and on or under budget

The right ERP solution helps professional services firms achieve those important goals that create stronger business relationships, positive recommendations and reviews, and repeat business. The right solution needs to manage time and financial resources with automated business processes, document management, real-time analytics, and mobile workflows. Your ERP should make it easy for customers, and the employees working on their behalf, to contact, communicate, and get answers quickly.

Acumatica’s professional services solution integrates the following applications:

  • Customer management
  • Project accounting
  • Project cost tracking
  • Financial management
  • Employee time and expense management
  • Advanced inventory management
  • Sales order management
  • Purchase order management
  • Materials requirement planning (MRP)
  • Service and support automation
  • Deferred revenue accounting

For your customers, having these tools available provides significant added value and differentiates your firm from the competition. You’ll also reduce the total cost of ownership by consolidating the most essential business processes in one integrated solution.

Acumatica and field services

Many businesses rely heavily on field services to maintain, monitor, explore, serve, or deliver to customers. With more remotely deployed employees, and the customers they serve, you need solutions that can access, collect, store, display, and analyze information.

Integrating your dispatch services with other available information, reducing response times, and lowering costs all have a major impact on your bottom line and customer retention.

The Acumatica – Field Service Edition works seamlessly and integrates with your sales, marketing, CRM, financial reporting, inventory, purchasing and accounting functions.

Together, these tools give you a complete, 360-degree view of customer activities, interactions, and needs. Improve the overall customer experience while improving customer satisfaction scores, increase your recurring revenue opportunities, and providing your customers with interactions with your brand that set you apart from your competition.

The Acumatica field service management applications are web-based and mobile-friendly, giving you and your employees seamless integration of information in real-time. What’s more, the field services management tools are integrated into Acumatica’s ERP, meaning there are no awkward transitions or clunky functionality as with other third-party add-on options.

Here are the major advantages to the Acumatica Field Services Management Edition:

  • Integrated scheduling, dispatching, and call center. You can capture service needs quickly, access customer information, provide product history, and pinpoint resources needed for fast and accurate response. Automatically create daily or weekly schedules or use drag-and-drop functions on a digital dispatch board with clear indicators of order status.
  • Use on multiple devices. The Acumatica solution works on all mobile devices with a connected browser, including Android and Apple iOS apps (for iPad). Service technicians can access service information and customer data.
  • Improve equipment maintenance. Your Acumatica solution records the history of each machine or piece of equipment at each customer site and tracks available inventory. Integrated with sales and finance, this tool tracks each step for each piece of equipment – quoting, order, delivery, installation, and service work. It also tracks manufacturer, model and configuration and can automatically schedule maintenance.
  • Optimized inventory management. Your tools and equipment could be anywhere – in trucks, warehouses, garages, or customer sites. Gain control and track the location of each tool, resulting in faster service, improved reordering and replenishment functions, and logistics.
  • Manage service contracts and warranties. Service contracts are a valuable revenue source. Automated dashboards can alert service and sales teams of expiring contracts and coordinate appointments. Warranty management tools integrate warranties with other functions, giving you and your customers a clear indicator of timing, covered parts and services, and ensures billing accuracy.
  • Track project costs. Understand the true costs of small or large installation projects, tracking the people, equipment, time, and materials used.
  • Improve collaboration. Collaboration is at the heart of ERP solutions. With field services applications, your sales, customer services, and remote techs can work together to understand and resolve issues faster communicate customer concerns and gain a deeper understanding of other functions.

Acumatica and construction

Track information, understand project costs in real-time and provide crucial information to requisition, purchasing, and finance teams with the Acumatica – Construction Edition.

This end-to-end system includes apps for project management, accounting, job costs, contracts, subcontracts, commitments, compliance, and retainage. Among the major advantages are:

  • Device neutrality. Your employees will use the same software across computers, laptops, tablets, or phones.
  • Integrated functionality. Modern APIs allow for seamless integration with our construction apps, including Hyphen Solutions, Procore, and Smartsheet.
  • Better decisions. Once data is entered, it’s updated everywhere immediately and accessible by all users. There is a unified, single source of truth for all.
  • Improved access. Share real-time information with customers, suppliers, subcontractors, or staff, including self-service dashboards, portals, and reports.
  • Enhanced cost control. With more information available in the moment of need, your construction projects can have better profit margins and clearer control from estimating to close-outs.

The right Acumatica partner

NexTec helps companies in multiple industries, including distribution, professional services, and field services, to improve their operations and reduce expenses with ERP software. NexTec’s teams of consultants and technical experts bring extensive product and industry knowledge to their work.

If you are looking for ERP software, NexTec can help you identify your key requirements and select the right ERP solution for your business. After the right ERP solution is sound, we will help with the ERP implementation, including installation, data, and system migration and employee training, ensuring that there is a seamless and smooth transition that minimizes disruption.

We have extensive knowledge and expertise with Acumatica. Learn why Acumatica is rated highest among cloud core financial suites and how NexTec can deliver great returns on your technology investment.

Take the Acumatica software tour and discover how to lower your operational costs and boost performance.

Acumatica Cloud ERP is getting an upgrade.

Acumatica 2020 R2 – coming soon to a desktop near you

By | Acumatica Cloud ERP | No Comments
Acumatica Cloud ERP is getting an upgrade.

Acumatica Cloud ERP is getting an upgrade.

Acumatica Cloud ERP has been helping organizations of many industries and sizes work smarter, not harder. Now, the launch of Acumatica 2020 R2 makes the benefits of Acumatica even more impactful.

Going live in a Virtual Launch Event on September 16, Acumatica 2020 R2 brings significant changes to the Acumatica Cloud xRP platform, starting with the user experience. Here’s a quick look at Acumatica 2020 R2 and what to expect from the new release.

Improved usability

One of the most notable usability features in Acumatica 2020 R2 is the ability to automatically create AP documents from vendor bills. Machine learning and AI continue to power the ERP to remove tedious, repetitive manual tasks.

Another welcomed feature is the ability to look up recently visited records with ease. The platform makes it easy to access up to 500 recently viewed records instead of having to start the search process from scratch.

Also available on the new rollout is a simplified data retrieval process. Query suggestions and previews save valuable time in typing out full queries and cut out much of the back and forth in looking for the right records.

Growth-fueling tools

Acumatica 2020 R2 includes several new tools to support growth initiatives.

Acumatica 2020 R2 includes several new tools to support growth initiatives.

Financial management and transparency will always be the core of any ERP, and Acumatica continues to improve in this area. New innovations in Acumatica 2020 R2 cater to sales teams, account managers, and AP/AR, as well as Shopify integrations that support eCommerce initiatives. In addition, vertical-specific features for construction, manufacturing, and field services provide revenue growth support.

  • For sales: Cross-company sales opportunities are easier to identify and execute, helping to increase revenue and profits.
  • For accounting: Streamlined bank reconciliation saves valuable man-hours and reduces errors.
  • For account managers: Centralized account management simplifies customer service and interactions and improves account visibility.
  • For Shopify users: The new commerce engine untangles the process of integrating Shopify with your ERP, as well as simplifies the process of tracking shipments, processing refunds, and notifying buyers.
  • For manufacturing: New features promote improved time to market by tracking production outputs, simplified collections, and prevention of overpayment.
  • For field services: New features allow appointments to span multiple days and include related travel and break times.
  • For construction: New pro forma workflows improve billing accuracy and ensure the accuracy of contract caps.

How NexTec delivers more value with Acumatica 2020 R2

For over 10 years, NexTec has built on Acumatica’s modular platform to bring even more value to our customers. Our goal is to help you maximize an already-robust platform and do even more with its features. What’s more, we can custom-tailor Acumatica to your specific industry and needs so that it works the way you need it to work.

The new rollout of Acumatica 2020 R2 has spurred several new developments from NexTec. Our new custom Chargeback Processing, Multi-Currency Processing, and Salesforce-to-Acumatica Connector features allow you to simplify sales and financial tasks above and beyond what’s offered by Acumatica.

Let us help you get out of the chore of time-consuming, error-prone manual tasks and help you work smarter with Acumatica.

Take the Acumatica product tour

Warehouse worker walking down an aisle.

How Acumatica helps manage distribution

By | Acumatica Cloud ERP, Distribution / Supply Chain, ERP | No Comments
Warehouse with worker walking down hallway.

Gain real-time insights into your warehouse, sales and inventory with Acumatica’s Distribution ERP software.

Wholesalers and distributors need Enterprise Resource Planning (ERP) software to help them reduce risk and provide real-time intelligence on key performance indicators (KPIs). Data in real-time means better decisions on distribution management, inventory control, order processing, order management, and stock forecasting.

Learn more about how Acumatica data-driven insights help distribution businesses.

Common challenges in distribution

Distributors industry rel on customers needing a steady flow of products. Yet unpredictable changes in B2C or B2B demand can leave distributors with excess or insufficient inventory.

Supply chain management is another challenge for many in the distribution business. Automation is critical for modern supply chain wholesalers and distributors that need real-time alerts for better ordering and warehouse management.

Distribution relies on speed, so optimizing picking, labeling, compliance, order processing, and shipping are key areas where better efficiency means improved profit margins.

These challenges are why distributors need a top-notch ERP distribution system that can help them manage their supply chain and logistics. Ideally, your ERP application should include inventory management, order management, fleet management, order processing, shipping, and integration with CRM and business intelligence.

Man in a business suit in a warehouse using his tablet.

Learn what’s in your warehouses at any time with warehouse and inventory management tools from Acumatica.

Choose Acumatica to manage your distribution

Acumatica Cloud ERP – Distribution Edition is built to help you manage your logistics and supply chain, improve customer satisfaction, reduce order times, and control costs. The Distribution Edition is cloud-based and fully integrated with manufacturing, field service, project accounting, and Acumatica CRM. The Distribution Edition includes:

  • Warehouse management
  • Advanced inventory management
  • Requisition management
  • Sales order management
  • Order processing
  • Purchase order management
  • Advanced financials

Here’s how Acumatica – Distribution Edition can help your business.

  • Key Performance Indicators. Most businesses use common KPIs such as cash flow, sales, and margins to measure performance at a point in time. Acumatica – Distribution Edition includes dashboards and reports with KPIs that matter to distributors, including inventory turnover ratio for high- and low-turnover items, on-time shipping ratio, and profitability by item.
  • Warehouse Management. Use barcode scanners and customized workflows to automate core warehouse functions, including picking, packaging, purchase order receiving, reshelving, transferring, and counting. Workers can use preprinted smart scan sheets for hands-free operations while lot and serial number tracking reduce mistakes.
  • Inventory Management. Acumatica helps you know what’s in your warehouse at any moment. With Inventory Management, you can segment inventory by class, know product availability across multiple warehouses, highlight out-of-date stock, and set reorder points. Use multiple valuation methods to manage costs accurately across multiple locations.
  • Sales Order Management. Integrate your sales workflows with automation tools that save time and improve customer experiences. With Sales Order Management, you can set up status change alerts and predefine order types with inventory allocation rules for better workflows, order processing, and document management. You can also set up volumes, quantity discounts, and preferred pricing for individual customers.
  • Requisition Management. Eliminate paperwork with automation software that streamlines complex purchasing processes, including sales quotes, approvals, and vendor bidding.

Acumatica – Distribution Edition is designed to solve your most significant business challenges. NexTec Group is a gold-certified Acumatica partner and has deep experience in ERP implementation. If you are a wholesaler, distributor, or manufacturer, we can help you streamline your distribution processes and get up and running with Acumatica. Learn how to manage your distribution business in the Cloud today. Manage your business in the cloudAdditional distribution resources

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Multi-warehouse woes: challenges in maintaining visibility

Top 4 pandemic challenges for manufacturers and how to solve them

Top 4 pandemic challenges for manufacturers and how to solve them

By | Acumatica Cloud ERP, Manufacturing | No Comments

Like all other industries, manufacturing faces several challenges during the COVID-19 pandemic and beyond. Here are four challenges to consider, along with some ways to turn challenges into opportunities.

Top 4 pandemic challenges for manufacturers and how to solve themChallenge 1: Access to data while working remotely

To socially distance and keep the virus at bay, many manufacturing employees need to work from home but still have access to the information they need for their daily work. However, a strictly on-premise ERP (Enterprise Resource Planning) solution landlocks information and requires employees to be physically present onsite in order to get the data they need. In the wake of the COVID-19 pandemic, that is no longer a sustainable option.

A cloud-based ERP solution enables your workforce to access essential systems from anywhere at any time. Your business operations can continue to run smoothly even when your offices sit empty.

A cloud-based ERP also integrates with collaborative tools, enabling your staff to maintain productivity and work together on projects already in development, ensuring your company does not miss a beat, despite the changed circumstances.

Challenge 2: Supplier management

The COVID-19 pandemic has had a major impact on the manufacturing supply chain. Many manufacturers that once relied heavily on imports and parts from suppliers in other countries now find themselves scrambling to find new sources either in-country or from areas less affected by COVID-19.

The World Economic Forum notes on the subject: “In the near term, it is expected that companies will begin seeking out a more diversified supplier base while looking to develop a flexible, but cost-efficient, supply chain. For the longer term, however, companies will need to undertake a more holistic analysis, which may lead to more drastic changes, such as moving supply chains nearby, or to different countries, as well as increasing the digitalizing of supply chains, with a view of creating a more sustainable operation for the future.”

Manufacturers that have moved to a cloud-based ERP system are better able to meet supply chain challenges during a crisis. That is because Cloud ERPs offer modern supply management tools with data and analysis available in real-time that provide a clear view of the status of supplies and the needs across the company. With up-to-date information, you can forecast and reallocate supplies and costs as needed, giving you the agility and flexibility that older ERP systems may not offer.

Challenge 3: Traceability and product recall management

Pandemic or not, manufacturers always face the challenge of product traceability and product recall management. However, in light of increased scrutiny and emphasis on product safety and consumer health, the ability to track products and immediately initiate recalls when problems are detected is essential.

Cloud-based ERP software integrates information from multiple disparate sources into a single source of truth, giving you end-to-end visibility into your products, from raw materials through sale and distribution. That means you can instantly track specific products, initiate a product recall if needed, and oversee all tracking operations from anywhere at any time via the device of your choice.

Challenge 4: Maintaining a 360-degree view of operations

With some staff working remotely, your production teams working in staggered shifts to accommodate social distancing mandates, your product lines shifting to meet new market demands, and your supply chain partners changing rapidly, getting a clear picture of operations is a little like trying to hit a moving target.

The right ERP solution addresses that challenge by pulling all the data you need from multiple sources into one system so that you can easily use it for analysis and reporting. With intuitive dashboards and built-in reporting capabilities, you can quickly get a 360-degree view of your company and gain the insights you need to make good decisions, whether you are dealing with a global pandemic or not.

Acumatica: A Cloud-Based ERP for Manufacturers

Acumatica Cloud ERP – Manufacturing Edition is made specifically for the manufacturing industry. It offers a complete, multi-site manufacturing control and planning system for manufacturers of any type, including make-to-stock, make-to-order, configure-to-order, engineer-to-order, project-centric, job shop, repetitive, and batch manufacturing.

It is a complete manufacturing automation solution that integrates shop floor with sales, accounting, ordering, projects, and inventory in real-time. With Acumatica, you can know exactly where you stand at any moment with real-time reporting and analytics. It also enables real-time collaboration with staff, customers, and suppliers from a single source of truth for your company.

NexTec is proud to be an Acumatica Gold Certified Partner. Since 1994, NexTec Group has been in the business of software, and as a leading reseller of Acumatica, we have helped manufacturers just like you to implement the solution and realize the benefits of Acumatica. Take the Acumatica product tour today and discover how to streamline your manufacturing business.

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Female construction worker with orange hard hat and vest.

Acumatica: Ideal for Field, Professional and Oilfield Services

By | Acumatica Cloud ERP, ERP, Field Services, Oilfield Services, Professional Services | No Comments
Female construction worker with orange hard hat and vest.

Oilfield services companies need solutions that allow for precise project accounting, data collection and analytics.

If your company is in the business of service, such as a professional firm or a resources exploration company, you need a way to keep everyone connected.

With the right ERP (Enterprise Resource Planning) software, you’ll have the power to connect your business’s core components with your service teams and help them be more productive and coordinated. As a result, you’ll have better outcomes for your business and your customers.

An ERP in the Cloud is even better because service teams will be able to access ERP data no matter where they are and at any time as long as they have an internet-enabled mobile device. Field service management, professional service management, and oilfield service management will all benefit with a Cloud ERP.

A Cloud ERP solves these common challenges for service companies:

  • Unites teams and departments with the bigger picture
  • Helps meet customer expectations for reliability and on-time delivery
  • Helps ensure compliance with local, state, federal, international, and industry mandates
  • Centralizes company and client knowledge that all teams can access

Acumatica Cloud ERP is designed to deliver on the greatest needs of field service management, professional services, and oilfield services. Here’s how:

Field Service Management

Field service management operations have to address a wide range of customer demands and complexities in scheduling, operational efficiency, and logistics. Among the common challenges are:

  • More product complexity as the variety of and technology used in products grows. Items such as refrigerators, washing machines, and HVAC systems are increasingly “smart.” These connected devices require technicians that can address mechanical and digital issues
  • Increased competition in both product sales and service providers
  • Ever-increasing customer demands and expectations
  • Staff turnover due to retention challenges and an aging workforce

Professional Service Management

Professional service firms are selling an intangible product – time and knowledge. Their challenges are related to workload management and balancing client services with sales and marketing. Consulting, law, accounting, and other professional services businesses are looking for:

  • Streamlined professional service management
  • Commercialization of data and insights delivered via automation solutions
  • Technology that can automate complex processes by breaking them into simple components such as research, data analytics, document assembly, contract management, and project management
  • Data agility for better collection, storage, reporting, and usage of large amounts of information that provides faster, accurate insights and solutions for clients
  • Efficient technology that lets employees focus on critical, strategic tasks instead of administrative responsibilities

Oilfield Service Management

Complex oilfield service management projects occurring in multiple geographies require tools to collect and transmit large data sets in real-time that can inform key decisions. Oilfield services companies often grapple with:

  • Managing and planning for risk
  • Maintaining financial control across projects in different areas and under different legal structures
  • Supporting upstream players via repair and maintenance of wells and drilling equipment, drilling rig leasing, and seismic data processing
  • Real-time visibility into production costs, yields, and outcomes
  • Data sharing across multiple systems
  • Improved production planning
  • Compliance with multiple regulatory mandates
  • Optimizing field logistics and the supply chain
  • Tracking equipment and other assets

These challenges are among the core reasons to use a Cloud ERP.

Work on site.

Field services companies are facing increasingly complex products and more demanding customers.

Advantages of a Cloud ERP for services companies

Why are more service companies turning to Cloud ERP to help manage their businesses? Because Cloud ERP brings all departments together into one system and allows everyone to access data and reports any time and anywhere.

Here are some of the advantages of choosing a Cloud ERP:

  • Integration. Eliminate costly third-party integration services, expensive add-ons, and increase efficiency with a completely integrated system that provides a single source of truth and can be used across the company.
  • Accurate, efficient data. With one data source, there’s no need to re-enter information in different systems, resulting in fewer errors and more accuracy.
  • Streamlined operations. Processes for working together and sharing data are streamlined with everyone working in one Cloud ERP across the company, including finance, customer relations, distribution, project management, operations, project accounting, and service management.
  • Anywhere access. With cloud-based access and mobile applications, users can access information, files, and reports from any internet-connected device at any time and from any location.
  • Security. Service companies have legal and regulatory mandates for how data is collected, stored, and used, especially client data. A top-notch Cloud ERP is very secure using the most rigorous encryption and software protection.
  • Lower operational costs. With Cloud ERP there is no on-premise equipment to install, configure, maintain, and upgrade.
  • Production planning.  Companies can use predictive analytics to maintain production schedules and keep up with demand.
  • Scalability. As your business grows, your Cloud ERP scales with you.
  • Relationship management. By giving your off-site teams access to information. They will be able to answer customer questions and know the current status of the account while on the job. In addition, you can give your partners, suppliers, and customers access to their own data so they will be able to see the status without making a call to your office. Management will benefit from a 360-degree view of customer interactions with sales, marketing, finance, fulfillment, and customer service.
  • Customer management. Manage leads, contacts, accounts, and cases with a consolidated view of all prospects and customers.
  • Automated sales and marketing. Integrate your Cloue ERP with sales and marketing automation tools that track, manage, and assign leads to sales teams, resulting in shorter sales cycles and increased closed-business rates.
  • Contract and order management. Use company-defined sales workflows to expedite orders and contract creation and execution with tools to handle discounting, flexible pricing, variable service rates, and long-term or warranty-specific support cycles.
  • Adaptability. Cloud ERP is designed to respond to ever-evolving and changing customer demands for better service, incorporating cloud computing, business intelligence, analytics, automation, e-commerce, and mobile technologies.
  • Better insights and productivity. Business processes intelligence tools and dashboards deliver insights into client trends and purchasing patterns that increase billable hours and staff productivity.
  • Integrated document management. Share invoices, customer interactions, inquiries, and contracts across disciplines to provide consistent and coordinated service. Automated and rules-based workflows route documents, track activity, avoid delays, and signal when a step in the process is behind schedule.
  • Logistical control. Dispatch calendar boards optimize travel routes, rearrange appointment orders, schedule, and dispatch employees to the right job at the right time.
  • Time and expense management. Make timesheet and expense report entry easy for your employees, subcontractors, and partners with capabilities on mobile devices. Accelerate project cost collection and reporting by consolidating expenses and allocating shared expenses.
  • Project accounting. Manage project budgeting, billing, and profitability across projects, employees, materials, resources, and tasks. Project accounting integrates with general ledger, accounts payable, accounts receivable, and inventory management.
  • Improved cash flow. Fulfill orders and requests faster with fewer mistakes which translates to faster collection and reconciliation.
  • Collaboration. Cloud ERP streamlines internal collaboration and partnership with freelancers, contractors, partners, and customers.
  • Employee empowerment. With a single source of data and a complete view of client engagement, employees have a more complete understanding of relationships, can make better decisions, and can deliver better service.
  • User-friendliness. Cloud ERP lets users customize views, displays, reports, and dashboards using fields and data that are most relevant to their work. Browser-based drop-down menus, point-and-click functionality, and visualizations make the platform easy to use quickly.
  • Software integration. Cloud ERP can integrate seamlessly with other work productivity applications such as the Microsoft Office. It can also integrate with credit-card processing, barcode, project management, e-commerce, print, promotion, and supply chain solutions.
  • Reliability. Because Cloud ERP lives in the Cloud it can be accessed even when the company itself is shut down because of adverse weather or a pandemic.
  • Data recovery. Cloud ERP backs up data and includes recovery services, ensuring minimal disruption and fast restoration of your data in case of a natural disaster or a cyberattack.
  • ERP vendor support. Your Cloud ERP vendor can customize your ERP solution to the way you work and support you with the functionality you need in your business.

Acumatica Cloud ERP

Acumatica Cloud ERP – Service Edition is designed with the service industry in mind. Its applications meet specific needs for field services, professional services, and oilfield services providers, including:

  • Financial Management
  • Project Management and Accounting
  • Inventory Management
  • Equipment management
  • Warranty management
  • Service contract management
  • Scheduling, dispatching, and call center
  • Route planning with maps
  • Mobile ERP accessibility
  • Dashboard and business intelligence
  • Emergency service calls
  • Business Process Management
  • Sales Order Management
  • Purchase Order Management
  • Time and Expense Management
  • Service and Support Automation
  • ERP Vendor Expertise and Ongoing Support

As a gold-certified Acumatica partner, NexTec Group has helped many field service, professional service, and oilfield service companies implement Acumatica and maximize it for their unique company needs. Our skilled consultants have extensive knowledge and experience in the service industries and can help you configure Acumatica and integrate your other systems to build a strong, integrated business management system. We provide training, insights, and support to ensure your business gets the most return from your investment.

To learn more about how NexTec and Acumatica deliver exceptional products that solve your services company’s most critical business needs, take a tour of the cloud ERP for growing businesses today!

Additional resources

Here’s how Acumatica can save your field service business

How to choose an Acumatica partner

The Acumatica difference: 5 reasons growing companies choose the fastest-growing ERP solution