Complete Guide to Acumatica ERP
What Is Acumatica ERP?
Acumatica ERP is a fully cloud-based platform designed to support small and medium businesses to accelerate growth and meet their targets. As a one-stop solution for enterprise resource planning, the Acumatica software comes with dedicated solutions for financial reporting, cloud computing, project accounting, inventory management, and more.
How Acumatica ERP Can Transform Your Business
With an ERP solution in place, such as Acumatica, you can minimize your company’s downtime while driving productivity. Specific tools such as those for project management and accounting automate tedious manual processes such as computations and data entry, eliminating risks of clerical error as well.
By streamlining your business, you and your team members can focus on more critical tasks, such as making business decisions.
Companies Using Acumatica
According to the market reference platform Featured Customers, thousands of companies use Acumatica Cloud ERP Software, including the American fast food chain KFC, the Cesar Chavez Foundation, and the Las Vegas Chamber of Commerce.
Companies like Acumatica for its versatility. Acumatica is built to suit any size business, and is a favorite of small businesses and businesses looking to grow without outgrowing their software systems.
General Info About Cloud ERP Benefits
The Acumatica ERP software has become a preferred brand for small and mid-sized businesses because of its cost and scalability. Of course, like any other ERP solution in the market, there are advantages and disadvantages to choosing one product over the other.
Acumatica Pros and Cons
Pros
- Covers most business needs such as accounting, distribution, manufacturing, inventory and order management, construction, CRM, payroll, point of sale, eCommerce, and project accounting.
- Flexible deployment options
- Scalable
- Interface is easy to use
- Pay only for what you use
- Flexible upgrade schedule
- Free trial that you can install on your own server
- Low code, no code customizations available
Cons
- Plethora of features and customization options can feel overwhelming
- Pricing is a bit complicated
- Relatively young product
Acumatica Workflow
One particular feature of this ERP platform is the Acumatica Workflow Engine. It lets you generate workflows for each screen in your platform. Define states and conditions and set the actions in response to each event. More importantly, thanks to an intuitive object-based interface, all these can be done without coding.
Learn More About Implementing Your Own Acumatica ERP
Cloud ERP Capabilities
Financial Management
The Acumatica Financial Management Suite is a modern, award-winning solution that streamlines all your financial management processes. It offers automation and customization for your financial workflows, with preloaded tools for the following needs:
- General Ledger
- Accounts Payable
- Accounts Receivable
- Cash and Currency Management
- Taxation
- Recurring Management
- Fixed Assets
- Project Accounting
- And more
Commerce Integrations
Specifically designed for businesses in the retail and eCommerce industries, leverage Acumatica integration with major commerce platforms. Set up your online store and connect with Amazon, Shopify, WooCommerce, BigCommerce, and more. Manage your cash flow and inventory, and stay on top of your customer relationship in real time.
There are dedicated Acumatica modules, called Connectors, seamlessly connected to each of the major commerce platforms’ native environments. For example, the Acumatica BigCommerce Connector lets you enjoy the benefits of the native commerce platform as you integrate it into your ERP system.
Construction Management
The Construction Management edition is dedicated Acumatica accounting software that lets you focus on making the best decisions based on accurate pricing and labor estimates.
Streamline your construction project management process, accelerate full job cost accounting, and enjoy real-time updates with true and optimized mobile apps.
Acumatica has built-in AI to automate data processing with role-based dashboards to give your team access to the information they need in real time to get the job done.
Customer Relationship Management
Gain unprecedented insights into all aspects of your business with the Acumatica CRM module. Leverage cloud-based, device-flexible software that seamlessly integrates your customer relationship management needs with the rest of your ERP platforms.
Integrate all your sales and CRM marketing campaigns in a single location, all while staying on top of customer support needs with the Acumatica CRM module.
Inventory Management
Regain control of your full inventory process with Acumatica Inventory Management software, regardless of whether you operate one or multiple sites. With real-time inventory levels at your fingertips, never lose crucial stocks on the floor ever again. Direct inventory across different locations, with access to detailed information such as lot or serial numbers.
Automate inventory replenishment or optimize future purchase orders based on consumption rate. Accelerate business growth by cutting down on overstocking and ensure consistent delivery without fail from understocking.
Manufacturing Management
Acumatica Manufacturing Management is designed to adapt to different manufacturing methodologies. Whether you operate on make-to-order, make-to-stock, job shops, repetitive manufacturing, or anything else, you can set up real-time coordination across different processes to ensure quality manufacturing results.
Automated manufacturing data collection capabilities on top of engineering change control and material requirements planning features ensure that quality and consistency become ingrained in your manufacturing operations.
Getting Started with an ERP? Moving to a New ERP?
We have a suite of services to deliver the perfect ERP for your business.
Business Consulting
Data Migration
System Training
Custom Financial Reporting
Order Management
For most businesses, more sales from satisfied customers drive growth. Avoid getting overwhelmed and overextended with the Acumatica Order Management system. Make sure all costs involved with fulfilling orders remain transparent, and the deliveries remain on time, even as your company grows.
With its features, you can place orders for stock and non-stock items, create item substitutions and replacements, and open up additional opportunities for upselling and cross-selling.
Payroll
Streamline payroll operations with minimized disputes and automated filing through the Acumatica Payroll solutions. You can quickly set up, modify, and generate reports on your corporate payroll services directly from any web browser. More importantly, you can receive timely and accurate updates to all taxation requirements.
Also, manage your PTO with visibility over negative balances, set individual accrual dates, and monitor carryover hours.
Project Accounting
Manage all aspects of your project—costing, billing, work orders, quotations, and more—with the Acumatica Project Accounting platform. With unprecedented visibility into each project’s requirements, challenges, and progress, you and your team members can focus on making critical decisions to optimize the profitability of each endeavor.
Reporting, Dashboards, and Business Intelligence
Leverage the power of AI and machine learning in deploying full business intelligence (BI) solutions for your business. Extract relevant information from massive data sets and present them in actionable visualizations that cater to your stakeholders, thanks to the massive library of report and dashboard formats.
Service Management
With Acumatica Service Management, you can easily capture your service needs and make assignments without losing valuable time. Moreover, you can remain updated with changes on-site or on-the-go. With full integration to the rest of your ERP platform, you can tap inventory, purchasing, and project management without leaving your native environment.
Warehouse Management System (WMS)
Warehousing remains one of the most persistent logistical challenges, especially among small and mid-sized businesses. With the Warehouse Management System, however, you can minimize errors and speed up tracking, inventory, and location of every item across your warehouse locations.
Equipped with barcode scanning capabilities, you can automate inventory checking and set prioritized picking queues. Minimize errors from data entry and documentation losses with Acumatica support for full paperless digital solutions.
Multi-Entity and Intercompany Accounting
Flawlessly manage multiple entities with streamlined accounting and financial management tools that reduce the time you need and the risks of committing errors.
With data-backed reports at every turn, you can generate multidimensional reports that address local and intercompany requirements. You can compartmentalize the report from the platform, ensuring security by role without redundancy with this tool.
Acumatica ERP Product Editions
To accommodate the different needs of clients of varying sizes and industries, Acumatica offers different product editions. Experience the same cloud-based power, accessibility, security, and flexibility with customized module lineups to meet your unique needs.
General Business Edition
For most industries, Acumatica General Business Edition is enough to meet all your ERP needs. This single, complete system contains modules for Financial Management, Customer Management, Project Accounting, and the Toolkit for Reporting, Dashboards, and Data Analysis.
Distribution Edition
Control costs and drive profitability in your distribution, warehouse, and logistics operations with Acumatica Distribution Edition. Powered by the Warehouse Management System (WMS), you can streamline warehouse operations by reducing lead times and making it easier for your team members to gain the information they need.
Managing a Supply Chain?
| Check out these blogs: |
Manufacturing Edition
A complete ERP solution for businesses in the manufacturing sector, your Acumatica Manufacturing Edition gives you insight into all aspects of your business. Pursue growth opportunities with a future-proof platform that offers its services straight from the cloud.
On the ground, visual scheduling, flexible product configuration options, data collection, and MRP capabilities empower your employees to focus on their tasks without worrying about the small details.
Construction Edition
The Acumatica Construction Edition is perfect for general contractors, subcontractors, and other businesses in the construction industry. Whether residential or commercial, you can monitor your costs and progress in the office, on-site, or anywhere in between.
With integrated modules for AIA reporting and a CRM database, this construction management software lets you put your compliance and customer satisfaction goals on the same page.
Retail-Commerce Edition
Unify the storefront and the back office and accelerate growth with the Acumatica Retail-Commerce Edition. This omnichannel solution takes the tedious migration, and integration needs out of the equation, with its built-in capability of connecting with some of the world’s largest commerce platforms.
Additionally, enjoy basic ERP services such as inventory and finance on top of customized linkage channels that make connecting with customers and suppliers easier.
Role-Based Views
The benefits of Acumatica ERP software include tailored views designed to meet the needs of different roles within the organization. Customized views for Acumatica user roles enhance workflow based on each individual’s unique needs, increasing their effectiveness in performing that role.
ERP Solution for Business Lead
As a decision-maker, access to relevant information at a glance is important. Business leads must have the details they need when they need them—and that’s where the Acumatica ERP Solution for Business Lead comes in.
Make institution-wide decisions backed by real-time and accurate information. Focus on improving profitability and customer satisfaction, and arrive at choices that will drive the entire business unit forward.
ERP Solution for Finance Lead
Being in charge of the company’s finances is crucial in any organization, and the Acumatica ERP Solution for Finance Lead offers access to all corners of your finances. Monitor payables and receivables, payroll, taxes, and assets in a customized dashboard that lets you check critical details anytime, anywhere.
Reconcile multiple books, eliminate computational errors, and streamline the cash flow in and out of your company. Good financial health is a cornerstone for a successful business.
ERP Solution for IT Lead
Ensuring the condition of your full IT infrastructure is a challenge made more bearable with the Acumatica ERP Solution for IT Lead. By streamlining the IT management environment, condensed in a custom dashboard accessible through web browsers or mobile devices, your IT administrators can check overall health without running multiple platforms simultaneously.
More than the technical aspects, this customized role-based ERP solution also helps manage IT expenditures with scheduled maintenance and staffing capabilities.
Learn More About the Acumatica Edition for Your Industry
ERP Solution for Operations Lead
The Acumatica ERP Solution for Operations Lead aims to help your operation heads manage the many gears of your business processes. With access to suppliers, equipment, staffing, and schedules, Acumatica makes it easier to set appointments and distribute workload to ensure every part functions at its maximum efficiency.
Applicable for a wide range of industries, it helps you generate reports that are accessible to both technical and non-technical stakeholders and draw information, even without IT support.
ERP Solution for Professional Services Lead
Customer relationship is key for accelerated growth for businesses in the professional services industry. With the custom Acumatica ERP Solution for Professional Services Lead, access CRM and ERP almost instantly and make decisions that meet your client’s needs without putting your company at a disadvantage.
Additionally, access to relevant historical data such as previous work orders or issued invoices lets you manage multiple clients and ensure optimal profitability for your team.
ERP Solution for Sales and Marketing Lead
With the integrated ERP and CRM environments in a single solution, the next step for your Sales and Marketing Lead is to leverage the additional convenience and speed offered by this tailored ERP solution.
Monitor sales performance, launch and track marketing campaigns, and keep an eye on all related expenditures without juggling different dashboards and screens.
Industries
Different industries face different challenges, grab different opportunities, and pursue different goals for sustained growth in their respective markets. To help them sharpen their competitive edge, Acumatica offers industry-specific solutions to help you accelerate the adaptation of an ERP designed specifically for your needs.
Construction
Businesses in the construction industry often have to juggle multiple projects at once, often at different stages. Acumatica for construction gives your project leads and managers the headstart they need with unprecedented visibility over costing, labor, and processes.
Manufacturing
Manufacturing heavily relies on robust logistics and efficient processes, and getting Acumatica for manufacturing can help you achieve just that. Its flexible production methods allow for a variety of process and discrete manufacturing methodologies. Its inventory, order, and customer management tools will ensure that you are optimizing your resources across your enterprise to boost profits and productivity.
Want to Escape the Hassle of Setting Up an ERP?
Kissinger Solutions can help! |
Commerce (Retail, eCommerce)
With its proven track record of elevating small and medium-sized businesses, Acumatica has established a strong foothold in the commerce industry. Set up your storefront, automate your back-end processes, and integrate seamlessly with Amazon, BigCommerce, and Shopify to leverage their networks and benefits for your company’s growth.
Managing inventory is a crucial part of most businesses, especially those in the logistics sector. You can grasp system-wide inventory health with dedicated Inventory Management Software and make decisions on the fly. Optimize your stocks and achieve consistent delivery, improving the customer experience and accelerating your company’s progress.
Services
Identify service needs and quickly respond to them—this is the core benefit of a Service-focused Acumatica ERP system.
By accessing the right stakeholders at the right time, you optimize value for your reports and the services you deliver. Gain access to various display options, custom reports, and personalized dashboards to help you communicate with the right target using the right medium.
Distribution Management / Wholesale Distribution Management
Consolidate all supply chain and logistics activities in one place with the Acumatica solution for distribution companies.
Complete your streamlined work environment by connecting your multi-site supply chain needs with your financial, sales, marketing, and customer relationship platforms. Manage orders, inventory levels, and customer concerns with this customized solution.
Acumatica Implementation
Before setting up the perfect ERP platform for your business, a structured implementation process helps identify the solution that fits your needs and will help you meet your business goals. The results of this Acumatica consulting guide the rest of the process.
An Acumatica consultant will assess your business’s needs and determine what capabilities you require from Acumatica. They will then provide you with a plan and cost estimate to build out your complete ERP solution.
Acumatica Modules
Financial Management Modules
General Ledger
Serves as the central ledger or logbook of all your transactions and financial reports; is integrated with the rest of the platform; has real-time reporting power.
Accounts Receivable
Lets you automate invoicing, scheduling, and management of collections; also offers alarms and alerts to notify relevant stakeholders of certain events.
Accounts Payable
Manage your liabilities and ensure your suppliers and subcontractors receive on-time payments; can be automated to make recurring deductions on your behalf.
Cash Management
Gain insights on your day-to-day cash flow, check cash balances, facilitate fund transfers, and set up bank account reconciliation processes with this tool.
Currency Management
This tool offers seamless insights across different currency accounts and your overseas business locations for businesses engaged in international trade.
Tax ManagementFlexible for centralized and individualized tax configurations; offers a one-stop management portal for taxation management, reporting, and compliance.
Deferred Revenue Accounting
Account for future revenue projects accurately and comply with revenue recognition standards ASC 606 and IFRS 15.
Kissinger Associates serves clients in a variety of industries including: |
Multi-Entity & Intercompany Accounting
For groups of companies or multi-site enterprises, streamline the generation of consolidated reports for local and institution-wide presentations.
Recurring Revenue Management
Manage your recurring billings for increased visibility and accuracy; works with the payable tool.
Fixed Assets
Track your fixed assets and the depreciation computations for each of them.
Time Management
Gain insights on employee time information or man-hours required for tasks or projects; including capabilities for mobile time entry and flexible approvals workflow.
Advanced Expense Management
Tool for automation of expense management processes. Allows smart expense matching tools, push notifications, and automated transaction feeds for faster response times.
Bank Feeds
A linkages tool connecting your Acumatica ERP to over 14,000 financial institutions for bank transactions and data transfers
Project Accounting
Gain insights into the costs involved in every active project, internal or external; offers tools for budgeting, time monitoring, inventory, and billing.
Payroll Management
Cut down on staffing costs and enjoy increased accuracy with a full payroll solution.
Reporting, Dashboards, and Data Analysis Toolkit
An add-on that offers pre-made formats for reports and dashboards and a data analysis platform that makes it easier to identify trends and analyze datasets.
Mobile ERP Applications
Enable portable access to the platform. Let employees log their time and expenses, review data, make approvals, and submit reports anytime, anywhere.
Project Accounting Modules
Project Cost Tracking
Gain insights on the costs of a project: services, materials, labor, and others; let you allocate shared costs and overhead expenses.
Advanced Billing
This tool lets you track cost plus, time and materials, fixed prices, and other contract-specific billing items for a more detailed billing environment. Lets you make adjustments to resource billing rates as needed.
Time Management
Gain insights on employee time information or man-hours required for tasks or projects, including mobile time entry capabilities and flexible workflow approvals.
Advanced Expense Management
Tool for automation of expense management processes. Allows smart expense matching tools, push notifications, and automated transaction feeds for faster response times.
Distribution Modules
Inventory Management
Simplify inventory processes with tools for item management, traceability, and replenishment solutions for optimized inventory levels.
Sales Order Management
Manage all sales activities in one place, with tools for handling quote entries, order fulfillment, shipment, pricing, and inventory level inquiries.
Purchase Order Management
Reduce costs and improve relationships with your vendors by simplifying and consolidating all your purchasing processes.
Requisition Management
Streamline the requisition of multiple materials and services from multiple suppliers; manage vendor bids and quotations, and approve purchases with this module.
Warehouse Management System
Reduce errors and lead time in conducting warehousing processes, increasing productivity and accelerating growth.
Customer Management
Optimize leads and manage relevant customer information in a single location, making it easier for your sales and marketing teams to reach out to them.
Commerce Connectors
A set of integration packages simplifying integration between Acumatica clients and Amazon, BigCommerce, and Shopify.
Acumatica POS Powered by IIG
An automated point-of-sale system whose data is automatically added to the relevant ERP platform, reducing manual processes and risks of errors and inaccuracies.
ERP Business Intelligence and Analytics in Acumatica
Extract key insights, trends, and patterns from multiple data sources for a streamlined reporting experience.
Financial Management
Streamline financial management processes with automated workflows, accelerating closures and compliance.
Service Management
Offers tools to maximize personnel dispatch capabilities, accompanied by role-based security and multi-dimensional reporting, to capture and respond to service needs quickly.
Construction Applications:
Construction Management
Enjoy increased visibility and easier reporting with this tool, leaving you to focus on overseeing your construction business.
Project Accounting
Gain insights into the costs involved in every active project, internal or external; offers tools for budgeting, time monitoring, inventory, and billing.
Equipment Management
Monitor equipment usage, scheduling, and health for easier maintenance and upkeep.
Acumatica for WorkWave Route Optimization Native Connector
Maximize your services with optimized routing and scheduling for service appointments, including travel time and breaks.
Payroll Management
Cut down on staffing costs and enjoy increased accuracy with a full payroll solution.
Customer Management
Optimize leads and manage relevant customer information in a single location, making it easier for your sales and marketing teams to reach out to them.
ERP Business Intelligence and Analytics in Acumatica
Extract key insights, trends, and patterns from multiple data sources for a streamlined reporting experience.
Financial Management
Streamline financial management processes with automated workflows, accelerating closures and compliance.
Service Management
Offers tools to maximize personnel dispatch capabilities, accompanied by role-based security and multi-dimensional reporting, to capture and respond to service needs quickly.
Manufacturing Applications:
Bill of Materials and Routing
Create production specifications and detail inventory requirements for a project, all done on a single screen.
Production Management
Regain control of your production planning and scheduling processes, reducing job costs and increasing productivity.
Material Requirements Planning
Generate accurate requisition and manufacturing plans for optimized inventory levels.
Advanced Planning and Scheduling
A centralized tool for scheduling tooling, machining, and work. Features finite capacity scheduling, visual scheduling, and rough-cut capacity planning for businesses.
Manufacturing Management
Generate plans with automated support for different manufacturing methodologies, cutting down on time needed.
Product Configurator
Set up product configurations and change them anytime for faster product loading, including accelerated generation of BoM reports.
Engineering Change Control (ECC)
Stay updated on changes on your version control and BoM documents. Monitor and adjust effectivity dates for seamless material planning, scheduling, and cost.
Manufacturing Data Collection (MDC)
Gather shop floor data for accelerated material and labor transactions, with integrations for mobile devices, barcodes, and scanners.
Acumatica for Arena Native Connector
Manufacturing engineering environment that automates BoMs, version changes, and items with actual inventory levels, expediting the engineering to manufacturing life cycle.
Manufacturing Estimates
Tool for generating cost estimates for new items, with provisions for markup on fixed and variable elements.
Inventory Management
Simplify inventory processes with tools for item management, traceability, and replenishment solutions for optimized inventory levels.
Sales Order Management
Manage all sales activities in one place, with tools for handling quote entries, order fulfillment, shipment, pricing, and inventory level inquiries.
Purchase Order Management
Reduce costs and improve relationships with your vendors by simplifying and consolidating all your purchasing processes.
Requisition Management
Streamline the requisition of multiple materials and services from multiple suppliers; manage vendor bids and quotations, and approve purchases with this module.
ERP Business Intelligence and Analytics in Acumatica
Extract key insights, trends, and patterns from multiple data sources for a streamlined reporting experience.
Not Sure If Your Business Management System Is Up to Speed?
Project Accounting
Gain insights into the costs involved in every active project, internal or external; offers tools for budgeting, time monitoring, inventory, and billing.
Customer Management
Optimize leads and manage relevant customer information in a single location, making it easier for your sales and marketing teams to reach out to them.
Financial Management
Streamline financial management processes with automated workflows, accelerating closures and compliance.
Service Management
Offers tools to maximize personnel dispatch capabilities, accompanied by role-based security and multi-dimensional reporting, to capture and respond to service needs quickly.
Retail-Commerce Applications:
Commerce Connectors
A set of integration packages simplifying the integration process between Acumatica clients and Amazon, BigCommerce, and Shopify.
Customer Self-Service Portal
Generate a fully-automated environment for online shoppers, leveraging Acumatica solutions to ensure the optimal customer experience.
Inventory Management
Simplify inventory processes with tools for item management, traceability, and replenishment solutions for optimized inventory levels.
Sales Order Management
Manage all sales activities in one place, with tools for handling quote entries, order fulfillment, shipment, pricing, and inventory level inquiries.
Reporting, Dashboards, and Data Analysis Toolkit
An add-on that offers pre-made formats for reports and dashboards and a data analysis platform that makes it easier to identify trends and analyze datasets.
Warehouse Management System
Reduce errors and lead time in conducting warehousing processes, increasing productivity and accelerating growth.
Customer Management
Optimize leads and manage relevant customer information in a single location, making it easier for your sales and marketing teams to reach out to them.
Financial Management
Streamline financial management processes with automated workflows, accelerating closures and compliance.
ERP Business Intelligence and Analytics in Acumatica
Extract key insights, trends, and patterns from multiple data sources for a streamlined reporting experience.
Service Industry Applications:
Service Management
Offers tools to maximize personnel dispatch capabilities, accompanied by role-based security and multi-dimensional reporting, to capture and respond to service needs quickly.
ERP Business Intelligence and Analytics in Acumatica
Extract key insights, trends, and patterns from multiple data sources for a streamlined reporting experience.
Equipment Management
Gain visibility for customer equipment under warranty, as well as your own equipment in need of repair or maintenance.
Financial Management
Streamline financial management processes with automated workflows, accelerating closures and compliance.
Acumatica for Work
Wave Route Optimization Native ConnectorOptimize routes for service to maximize resource allocation
Project Accounting
Gain insights into the costs involved in every active project, internal or external; offers tools for budgeting, time monitoring, inventory, and billing.
Construction Management
Enjoy increased visibility and easier reporting with this tool, leaving you to focus on overseeing your construction business.
Customer Management
Optimize leads and manage relevant customer information in a single location, making it easier for your sales and marketing teams to reach out to them.
Manufacturing Management
Generate plans with automated support for different manufacturing methodologies, cutting down on time needed.
Purchase Order Management
Reduce costs and improve relationships with your vendors by simplifying and consolidating all your purchasing processes.
Inventory Management
Simplify inventory processes with tools for item management, traceability, and replenishment solutions for optimized inventory levels.
Requisition Management
Streamline the requisition of multiple materials and services from multiple suppliers; manage vendor bids and quotations, and approve purchases with this module.
Trying to Determine the Health of Your Distribution Business?
FAQ:
What Is Acumatica ERP?
It is a cloud-based platform that helps companies automate their business processes, with specialized tools for financial reporting, project accounting, inventory management, sales management, eCommerce integration, and more.
What Is Acumatica used for?
As a management solution, it helps you transition from basic accounting tools to achieving full ERP functionality for your organization. Acumatica lets you choose the services and features you need, offering cost-effectiveness and scalability for growing businesses.
What Does Acumatica Do?
Acumatica is a technology provider behind the Acumatica Cloud-Based ERP solution designed for small and medium-sized businesses.
What Does Acumatica Cost?
Acumatica costs largely depend on your subscription services, usually billed monthly or annually. Modules and applications can be added and removed at any time.
Acumatica ERP pricing for small businesses can be as low as $10,000 per year. At the same time, larger mid-market organizations can reach $40,000 or more for their Acumatica cloud ERP pricing, depending on their modules and requirements.
How To Install Acumatica Locally
Although Acumatica is native to the cloud and is accessible through web browsers, some businesses prefer to install a copy of the ERP on their local IT infrastructure. To get you started, follow these four steps:
- Update your servers and workstations to meet the minimum operating requirements for Acumatica.
- Install the Acumatica ERP Tools through the following Install Wizards:
- Acumatica ERP Configuration Wizard
- Acumatica Report Designer
- Debugger Tools
- Start deploying an instance on your server through the ERP Configuration Wizard.
- Set up the ERP by changing login information.
Credits: ThisIsEngineering
How To Upgrade Acumatica to the Latest Version
- Within the Acumatica ERP environment, go to the Updates tab, then the Apply Updates screen.
- Select “All Version” under the Major Version Tab.
- Choose your preferred product build from the available list of versions and click the “DOWNLOAD PACKAGE” button.
- After completing the download, click “INSTALL UPDATE.”
How To Install the Acumatica Report Designer
You can install the Acumatica report designer by running the Acumatica Report Designer installation package, included with the rest of the Acumatica ERP Tools. Choose the destination directory and confirm the installation.
Which Companies Use Acumatica?
According to Featured Customers, an online reference platform designed for B2B business software and services, thousands of companies are using Acumatica with reviews and case studies on their platform.
Some of the companies using Acumatica ERP are:
- BLD Brands
- Blue Fin Distribution
- Boulder Creek Stone Products
- Curran Young Construction
- KFC
- Macabe
- Nucleus Research
- xBite Technologies
Is Acumatica Open Source?
Although Acumatica has a very open framework to accommodate integrations with third-party solutions, it cannot be considered an open-source software, unlike Odoo.
Is Acumatica a Good ERP?
It’s safe to say that Acumatica is one of the best ERP platforms available in the market. It has many features that cover most business needs, is used by many companies worldwide, and has received multiple recognitions as a brand.
How To Use Acumatica
After installation, users can run Acumatica ERP and choose the corresponding window for the module they need. Additionally, you can set a schedule for a personalized demo.
Acumatica Integration with Active Directory
This update allows Acumatica ERP users to tap Microsoft Active Directory and Microsoft Azure Active Directory to leverage their centralized access management for increased system-wide security.
Looking to Get an ERP for Your Business?
Learn more about how Acumatica can boost your bottom line
Acumatica and Salesforce Integration
You can connect the industry-leading Salesforce CRM with your Acumatica ERP for added versatility. This integration facilitates the safe and seamless exchange of information between the two platforms.
Acumatica and Shopify
For users of Acumatica in the retail and eCommerce industries, Acumatica offers native integration with Shopify. This Acumatica Connector for Shopify facilitates bi-directional data transfer between the two platforms, leading to synchronized product and inventory information for a streamlined store management experience.
Acumatica and Smartsheet
Smartsheet is a visual project scheduling tool offered as a SaaS solution. With the new integration tool, you can harness these capabilities and use them as a part of your Acumatica ERP processes.
Acumatica and HubSpot
Intended to elevate sales and marketing capabilities further, the integration between Acumatica and HubSpot allows your teams to manage the entire sales funnel in a single, accessible platform. HubSpot’s demand generation can direct its leads into the Acumatica CRM marketing platform.
Credits: Lukas
Acumatica vs. NetSuite
Although both are cloud-based ERP platforms, Acumatica takes the lead with its support for full cloud-based, on-premise, and hybrid setups. NetSuite mainly relies on the traditional SaaS multi-tenant deployment method.
In terms of pricing, NetSuite also follows the per-user subscription model. At the same time, Acumatica bills its clients based on the computing resources or modules used, with no restrictions on the number of devices or users.
Acumatica vs. SAP
For customers looking for stability, you won’t go wrong with either option. However, the older SAP platform is known for its lack of support for browser and mobile device access, which Acumatica readily offers.
In terms of integration, SAP has endless customization options and third-party solutions for every conceivable need. For many businesses, SAP is too big (and too expensive) to justify. Most businesses don’t need the bells and whistles that come with the standard SAP installation, and might find that their operations are hampered by its endless options.
Acumatica vs. Odoo
Odoo is a fully open-source platform, allowing developers to create custom solutions to meet their unique needs. Although Acumatica has an open framework, there are still restrictions on user access to the platform’s codes.
However, in terms of core services, Acumatica is better optimized. One notorious gap in Odoo is its support for spreadsheets and related environments, with the lack of features making processes like accounting time-consuming.
Acumatica vs. Sage 100
In terms of pricing, Acumatica charges depending on the active modules and resources whereas Sage 100 is priced based on the number of concurrent users. The other primary difference between the two companies is that Acumatica is a cloud ERP system while Sage 100 is primarily an on-premise solution (which can alternatively be hosted in the cloud).
Companies looking for true cloud deployment will choose Acumatica with default mobile and native browser access, while those looking for the benefits of an on-premise solution will gravitate to Sage 100.
Acumatica vs Sage Intacct
Sage Intacct is the lightweight accounting solution from Sage and is playing catch up in distribution and manufacturing functionality. Both solutions are easily deployed due to being a Saas ERP. However, Acumatica has the strong functionality that you would expect from an ERP.
Acumatica vs. QuickBooks
In terms of scope, Acumatica has a wider reach with its full ERP and CRM capabilities. QuickBooks is restricted to basic finance management such as accounting and payroll.
Acumatica vs. Salesforce
As a dedicated CRM platform, Salesforce takes the lead in customer management. However, Acumatica can cover the basic CRM requirements on top of its renowned ERP platform. You can use the Acumatica – Salesforce integration to get the best of both worlds.
Acumatica Outlook Integration
Available as an add-on to the Acumatica native environment, this integration lets you use Microsoft Outlook as your team members’ business email. Export and attach files from the Acumatica ERP platform, communicate with Outlook, or automate sending files and documents.
Acumatica OData Excel
OData is a communication platform that connects apps like Microsoft Excel with your Acumatica ERP in secure channels. It helps maintain secure data transfers when exporting or importing files from Excel spreadsheets into the ERP environment.
Credits: Pixabay
Acumatica API
Formally designated as the Acumatica Web Services Application Programming Interface (API), this environment lets users expose business functionality and data while enjoying speed, reliability, and convenience. The Acumatica API also lets you tap into external business and operation support systems for use within the Acumatica environment.
Acumatica REST API
Modeled after contract-based API, Acumatica REST API is a type of API that conforms to the REST architecture style. Having this uploaded lets you load and call REST commands as you use Acumatica ERP on your native browser.
Some Acumatica REST API examples include drawing records, creating new databases, or filtering data using custom commands.
Acumatica Amazon Integration
The Acumatica Connector for Amazon lets you connect your ERP-CRM platform with the rest of the Amazon network. You can leverage Fulfilled by Merchant (FBM) and Fulfilled by Amazon (FBA) models, capture all Amazon fees as they occur, and streamline your account reconciliation with the platform.
Acumatica Demo
For interested users, you can try an Acumatica demo to test its capabilities and how well it will respond to your business needs. Designated Acumatica VARs like Kissinger Associates often facilitate this.
Acumatica Licensing Guide
The Acumatica Licensing Guide is a published document that offers additional information about the scope and limits of the Acumatica platform as a SaaS solution.
Acumatica User Roles
Acumatica offers a layer of customization to correspond to your team’s different roles. It determines the modules and features relevant to that particular position, such as business, finance, sales, and IT.
Acumatica Upgrade
Acumatica lets its users upgrade the platform on their schedule, at their discretion. Released versions of the app are available under the Apply Updates screen.
Acumatica Web Service Endpoints
Acumatica Web Service Endpoints refer to connection points or specific locations in the data stream where active server pages and other files relating to the ERP platform are exposed. It can be extended and modified within the Acumatica API.
Acumatica Webhooks
A webhook can be considered a type of API triggered by events instead of requests, as with most API structures. It is one of the customization features of Acumatica, allowing for a range of capabilities, such as setting up custom push notifications.
Acumatica WooCommerce
The WooCommerce Connector for Acumatica facilitates the connection of your Acumatica CRM and ERP capabilities with the WooCommerce platform. Aside from connecting with the platform, it also opens up omnichannel sales integration with other sales platforms.
Acumatica Workflow Automation
Automating transactions and workflow is made easier thanks to the Acumatica Workflow Engine. Customize how screens and modules respond to certain events or conditions. The best part about this feature is that it is object-based, allowing non-programmers to modify workflows without coding.
Migration to Accumatica ERP
Acumatica supports full migration from legacy ERP systems. You only need to set up your Acumatica database, map the legacy ERP data to correspond with the new database fields, and start the data transfer process.
Acumatica Pricing Info
Acumatica implements a “pay for what you use” scheme, in which clients are billed based on the modules or apps they have subscribed to. It lets growing companies pay for the power and capability instead of variable user seats, with the Acumatica implementation cost being a case-to-case scenario.
Also, Acumatica doesn’t have predetermined pricing tiers, unlike other ERP developers. It offers custom pricing aligned with each customer’s needs. You can check out more at their official Acumatica pricing webpage.
That said, every implementation is unique, and a simple Acumatica pricing calculator won’t give you a sense of the full cost of what your business needs from Acumatica. Our Acumatica experts can consult with you to determine all your business needs and give you a better estimate of what it will all cost. Contact us for a consultation today!
Ready to Get Started with Acumatica?
Drop us a line today!
