Manage Sales Orders, Track Inventory, Improve Purchasing, And Provide Customer Support From Anywhere
Determine real-time profitability by warehouse, product line, location, or business unit, while reducing costs across your entire supply and distribution chain. Acumatica Distribution Edition includes Sales Order Management, Advanced Inventory, Requisition Management, Purchase Order Management, Advanced Fulfillment, and Advanced Financials. It is fully integrated with CRM, Manufacturing, Field Service and Project Management for visibility across your entire organization.
IMPROVE CUSTOMER SATISFACTION, 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 byoptimizing 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.
PROJECT ACCOUNTING FEATURES AND CAPABILITIES
Set up projects to bill cost plus or fixed contract cost. Apply markup at the customer level and vary according to labor and service type to provide maximum flexibility.
Link Timesheets to Specific Projects
Employees can enter timesheets in the employee portal or enter activities linked to projects in CRM. Either option links hours to specific projects and budgets.
Integrate with Other Modules
Project features are available in the GL, AP, AR, Sales Order Management, Purchase Order Management, Employee Portal, and Inventory Management modules. Simply select the modules where you want Project Accounting to appear.
Use templates to quickly create new projects with preset configurations. The scalability of the cloud allows you to include multiple users working on multiple concurrent projects.
Assign tasks globally or for individual projects. Assign tasks specific billing rates by project, job role, and individual resources. Expected revenues are automatically generated in project budgets.
Add Project Activity Directly
Easily add activities using either Microsoft Project or CRM. Information is integrated and used later in worksheets and billable data.
Reverse Un-Billed Transactions
If a bill was generated and applied incorrectly, it can be reversed and regenerated.
Create Billing Rules
Handle the most complex billing rules and easily calculate project revenue based on key project-specific attributes.
Review which user entered and changed the details of any project transaction. Any potential auditing process will be simplified with notes and supporting electronic documents that are automatically attached to transactions.