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Top Features of Acumatica Distribution: Product Tour Video

May 26, 2021 by Hector

Home » Blog » Top Features of Acumatica Distribution: Product Tour Video

Schedule your demo of Acumatica’s distribution features by clicking here.

Discover the top features available with the Acumatica Distribution Edition by taking a Product Tour with SWK’s video demo included here. This demonstration will walk you through a comprehensive break down of the functionality of this cloud ERP platform built for all parts of your industry, with automation that streamlines the tedious repetitive processes that generate pain points for your business. Watch the video to learn more, or read through the list below to browse some of the many features in this state-of-the-art inventory and warehouse management software.

Watch the Acumatica Distribution Product Tour video here for more information:

Read through the list of top features with Acumatica Distribution Edition below to learn how they will help you solve your pain points: 

Distribution Software Built on the Acumatica Platform 

Each Acumatica module is built on a modern, flexible platform that delivers the latest software automation and functionality. Every Edition is designed to integrate these components and streamline them for core business and industry needs. These unique characteristics are what make this cloud ERP stand out among other solutions, as well as empower you to solve your pain points and achieve ROI on your technology investments. 

Acumatica UI and UX 

Acumatica delivers a modular, intuitive and seamless user experience through a modern interface, with a wide range of controls that allow administrators to define what employees see in their available menus. A few of the standout user features of Acumatica include: 

  • Admins can create role-based permissions for either broad role groups or individual users
  • Additional user security protections are employed to prevent, detect and remove malware 
  • Specific roles receive their own comprehensive views that can include both system- and user-defined widgets  

Dashboards 

Dashboards are the window for every Acumatica user  to capture the data they need to perform their job. With default and customized menus, your employees will be able to quickly and seamlessly pull up the information they need and even execute on many tasks all from the same screen, with process automation consolidating the number of actions they need to take for time-consuming processes. 

Here are a few of the features users can access with Acumatica’s dashboards: 

  • Add, remove and edit widgets according to role, permission and need in an intuitive plug and play layout 
  • Set up visual cues for each widget to indicate performance without having to drill-down further 
  • Create and define their own metrics and use these to build custom KPI reporting 

Cloud ERP Functionality 

Acumatica is a born in the cloud ERP that can be delivered as SaaS in single-tenant or multi-tenant, a hybrid environment, or on-premise with a perpetual license. No matter your deployment, you will have access to the latest software features, with customers hosted with Acumatica or SWK’s Secure Cloud Hosting able to receive updates in real-time. 

Choose Your Browser 

Cloud software introduces web-based functionality that generates your user view in a URL that can deploy in any browser, including: 

  • Mozilla FireFox 
  • Google Chrome 
  • Apple Safari 
  • Microsoft Edge 

Acumatica Mobile App 

Users are able to download the Acumatica Mobile App on any smartphone or tablet, with much the same functionality (even more for certain modules) and condensed UI. The app is available for devices with these operating systems: 

  • Android 
  • iOS 

Key Features in Acumatica Distribution Edition 

The top features of Acumatica Distribution Edition revolve around the ERP’s ability to integrate data from a variety of touchpoints, condense the data sets into more digestible KPIs and deliver them through intuitive visual formats. The UI supplies users with seamless access to all of these workflows, depending on their role, with comprehensive dashboards that are tailored around a specific set of functions that can be customized with additional widgets and remains connected to all other modules in real-time. 

Financials Dashboards and Integrated Reporting 

Acumatica provides – at least – as much financial management functionality as any other leading ERP on the market, but its true value differentiator lies with how it keeps your accounting department connected to the rest of your business. Accounts payable, accounts receivable, requisitions, sales and more are all integrated with the same workflows, and teams are able to manage, transfer and execute on financial reporting seamlessly in real-time. 

Here are a few features Acumatica Financial Management provides: 

  • Consolidated control of the module’s tools for accountants to condense, breakout and manage user access to critical financial reports 
  • Allow users to scan receipts with their smartphone, submit expense reports and more all from the Mobile app 
  • AP/AR dashboards that allow users to seamlessly review, process, approve and submit bills and invoices from one screen 

Purchase Orders and Requisitions 

The purchasing and requisitions functionality in Acumatica Cloud ERP empowers you to streamline how you create, process, review, organize and submit POs, with the ability to automate and drill-down as you see fit. Leveraging templates and other predefined programs, users can quickly enter and process comprehensive vendor information, along with many other functions that consolidate the amount of manual input needed. 

Other purchase order features in Acumatica include: 

  • Automatically populate fields from vendor records with limited input, such as typing approximate vendor name 
  • Assign preferred vendors for particular Stock Items, allowing the system to auto-populate data linked to a particular Inventory ID 
  • Upload, link to or scan files and documents attach to a PO using either a desktop or from the Acumatica Mobile App 

Sales Manager and Customer Orders 

Sales orders share much the same functionality and visual layout as with purchase orders, including auto-populating information from customer records, which reflects the uniformity and standardization users will find in the Acumatica platform. However, while SOs include many of the same activities featured with POs, there are several deeper levels of drill-down for customer reporting as well as integration with shipping and CRM* functions. 

Additional sales and customer order management features: 

  • Track profitability KPIs as well as individual salesperson performance through the Sales Manager dashboard 
  • Assign Activities to individual users from within a customer profile or associated sales order and maintain records of all actions tied to a particular Activity 
  • Create, manage and auto-populate critical SO data fields such as shipping rates, insurance, discounts, payment information and more 

*NOTE: CRM is not natively included with Acumatica Distribution Edition, but is available for integration with the Acumatica Customer Management module or a third-party solution such as Salesforce 

Inventory and Warehouse Management 

The inventory and warehouse management features in Acumatica allow you to capture real-time visibility into your supply chain, empowering you to keep track of your valuable product KPIs from end to end. Users can seamlessly manage details across multiple locations and for various inventory details, and the mobile app provides additional scanning functionality for applicable devices. 

Here are more inventory control and WMS features available for Acumatica Distribution Edition: 

  • Track multiple warehouse locations and bins, assigning specific Stock Items, Shipping Locations, GL accounts and more to default to these profiles when entered 
  • Set up movement classes and ABC codes to automate Physical Inventory counts by cycle (week, month, year), Inventory Type, Warehouse location and more 
  • Categorize Stock Items according to Class, Lot/Serial numbers, Warehouse, Default Vendor, Valuation Method and more, and automate replenishment workflows based on these fields 

Visual Process Flows for Your Distribution and Value Chains 

Acumatica grants users the ability to develop process flows that links to multiple areas within your system using a diagram of images to represent them. The Distribution Flow dashboard shown at the 3:54 mark in the Product Tour video above is a good example of this tool, with icons for various touchpoints across multiple stages of a distribution value chain, and each linking to the profile of that warehouse, vendor, customer, etc. For more information on how to develop and take full advantage of this dashboard, reach out to SWK at info@swktech.com. 

Third Party Integrations for Acumatica Distribution 

In addition to the plug and play flexibility of its multiple modules, the modular cloud architecture of Acumatica allows for integration with many leading third-party solutions and external services for a wide range of functions, including those below: 

Shipping Software: 

  • StarShip 
  • PaceJet 

Ecommerce Applications: 

  • BigCommerce 
  • Shopify 

Third Party Solutions and Services: 

  • FedEx 
  • UPS 

Talk to SWK Today to See More of Acumatica 

Acumatica is continuously improving their product and users gain access to even more features that those seen here when they implement this state-of-the-art cloud ERP. As the consecutive Acumatica Partner of the Year 2018-2019, SWK Technologies has proven experience with this solution, and we will leverage our extensive knowledge to ensure that your business gets the most out of Acumatica Distribution Edition – reach out to us today to see for yourself. 

Contact SWK Technologies today to see more of Acumatica in action with an even more comprehensive demo and walkthrough.

Talk to the Acummatica Experts


Category: Blog, Acumatica, Distribution, Inventory Management

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