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SWK Technologies

Software Solutions & Services

Distribution and Inventory

Acumatica Distribution Management

Determine real-time profitability by warehouse, product line, location, or business unit, while reducing costs across your entire supply and distribution chain. Acumatica Distribution Management is fully integrated with CRM, Financials, Manufacturing, and Project Management for visibility across your entire organization.

Improve Customer Satisfaction and Minimize Cost

  • 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.
  • Employ multiple valuation methods. Value your inventory using standard cost, moving average, FIFO, and item specific methods. Select a different valuation method for each inventory item. Make direct adjustments to cost and physical inventory count using report and inquiry screens.
  •  Integrate with CRM. Convert CRM opportunities to sales orders without re-entering pricing and discount information. Customer service can locate orders to verify shipping and delivery status.

Key Benefits

GAIN CONTROL OVER INVENTORY

  • Manage processes with real-time visibility of available inventory, inventory in transit, reorder quantities, and inventory costs
  • Minimize inventory and costs to manage your distribution process more efficiently

STREAMLINE SALES ORDER MANAGEMENT

  • Reduce order times and minimize costs by optimizing the way you quote, enter, and fill orders
  • Set rules to manage complexities such as multiple warehouses, returns, credit limits, and drop shipments

ENHANCE PURCHASE ORDER MANAGEMENT

  • Minimize costs and ensure a steady supply of materials
  • Optimize and automate 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

Features and Capabilities

REQUISITION MANAGEMENT

Organize and simplify complex distribution processes involving multiple products and suppliers. Optimize the way you gather requests, obtain bids, create and approve quotes, manage purchases, and fulfill orders for internal or customer needs.

AUTOMATED SHIPMENTS

Fulfill large shipment volumes using predefined packing rules for specific products. Acumatica automatically determines packaging, generates labels, and confirms shipments for multiple orders with just a few clicks.

CUSTOMER NOTIFICATION

Email customers when sales orders change status and provide tracking numbers when sales orders go from open to shipped.

INVENTORY BIN/LOCATION CONTROL

Create a physical and logical warehouse structure using inventory bins and location controls. For each warehouse location, specify the types of items and transactions that are allowed, the picking priority, and the cost of the items.

INVENTORY LOT AND SERIAL NUMBERING

Track inventory by lot or serial number. Lot and serial numbers can be assigned or entered manually when you receive, issue, or assemble inventory items. Serial numbers can be linked with item-specific valuation methods.

INVENTORY TRANSFERS

Track goods in transit while transferring inventory between locations. Information is kept in a Goods in Transit GL account.

PURCHASE ORDER AUTOMATION

Acumatica generates purchase orders based on inventory stock level and inventory replenishment algorithms. Orders are placed with the vendor that best meets price and delivery time requirements.

PARTIAL AND CONSOLIDATED RECEIPTS

Track when purchase orders are fully or partially received. Consolidate orders from multiple purchase orders into a single receipt. Enter multiple bills for a single receipt.

SALES ORDER DISCOUNTS AND PROMOTIONS

Manage complex pricing and discount policies including volume discounts and multiple discounts per item. Maintain policies for price overrides.

WORKFLOW AND APPROVALS

Create workflow rules for sales orders and purchase orders. Base rules on the type of order, vendor information, discount amount, order amount, or transaction-specific information.

USPS INTEGRATION

Get up-to-date freight costs for each shipment your company handles, print carrier labels, and track shipments using tracking numbers provided by the carrier. Integration for rates, destinations, and services is available in the U.S. only.