Introduction to a Modern Cloud ERP Solution
Savvy business owners are moving to cloud-based enterprise resource planning (ERP) software for ease of use and remote flexibility. Cloud-based ERP software lets team members access data information from the internet or extranet, making it easy to communicate and collaborate anytime, anywhere.
Overview of Acumatica Modules
Acumatica is the premier cloud-based ERP system and one of the fastest-growing ERP solutions. It offers modules designed to optimize your business' performance by fitting to your unique business needs or adjusting as it changes. The 2023 Acumatica modules include Financial Management, Construction Management, Manufacturing Management, Commerce Connectors, Project and Field Services, Inventory Management, and Warehouse Management System. In addition to all this functionality, Clients First also has created an embedded suite of modules for the MRO (maintenance, repair and overhaul) industry, ProMRO.
Acumatica's Financial Management software elevates your accounting experience and streamlines your financial operations. This ERP solution includes efficient tools such as a general ledger, cash management, accounts payable, accounts receivable, banking, multi-currency and reporting. Additional Acumatica modules like deferred revenue accounting, contracts, fixed assets, payroll management and more, can be added as needed so you only get what you need from a financial management system. Financial Management is the core of Acumatica with convenient mobile access and unlimited system users.
From labor to project handling, Acumatica's Construction Management software provides ideal solutions for the biggest challenges. This module helps you organize your construction projects, deal with supply chain issues, budget for job costs, and deal with change orders. You can also link contract details, upload daily field reports, and share project billing reports with the Construction Management module. Clients First works with specialty construction companies that manufacture materials, then install them. A good example of this type of company would be Texas Scenic. In addition to the Construction modules in Acumatica, we also developed a tool to help with the set building called ProMTO or Material Take Off.
Get immediate insights and analytics for all your make-to-order and make-to-stock manufacturing projects with Acumatica's Manufacturing Management software. It equips you with complete control of your production, including bill of materials, material requirement planning, labor management, and costing. This ERP solution also provides additional modules including Estimating, Engineering Change Order (ECO) Production Scheduling, Project Manufacturing, and Product Configurator with 24/7 access anywhere or anytime.
Online business owners can seamlessly integrate orders with Amazon, BigCommerce, and Shopify to support their eCommerce storefront with Acumatica's Commerce Connectors software. This robust eCommerce solution integrates your financials, inventory, client orders, and data insights to assist you in managing all your eCommerce activities.
Acumatica's comprehensive Inventory Management software gives you control over your business' inventory. With this effective ERP solution, you can automatically replenish inventory, maintain stock in multiple warehouse locations, and oversee pricing and discounts. This Inventory Management software also lets you track sub and matrix items, default to preferred vendors, and manage non-stock items such as warranties.
The Projects module is versatile and a must for any company that provides services and needs to track any costs for customers or internal jobs. Open manufacturing work orders from Projects, open Field Service tickets, assign specific inventory to projects, complete purchase orders, enter time and expenses, assign equipment and staff, and track all the costs associated with these activities.
Field Services / Service Management
Scheduling your team to assist customers just got a lot easier with Acumatica’s Field Services modules. Inherent within Acumatica is the mobile application that along with Field Services can provide GPS tracking, route management, calendar management, and ultimately improve communications with dispatch, your staff and your customers. Track warranties, schedule preventative maintenance and break fixes in one easy-to-use ERP system.
Warehouse Management System
Using Acumatica's Warehouse Management System can reduce errors, increase customer satisfaction, and maximize your warehouse efficiency. You can easily generate picking and packing lists, create shipping labels from your preferred shipping provider, and get automatic tracking on shipments. In addition, this ERP solution helps you manage and optimize all your warehouse operations.
ProMRO by Clients First
We can't forget our very own module for the maintenance, repair and overhaul industry; ProMRO. This suite of tools is focused on the aviation and heavy equipment MRO.
ProMRO for Acumatica is designed for the small to mid-sized MRO that needs to run lean but still have the deep functionality needed to ensure costing and compliance needs are being met in one easy to use solution.
There are many more modules with super fun feature functionality like the Outlook Integration! Watch a short video on YouTube of the Outlook feature.
The team at Clients First Business Solutions can support you in choosing the right Acumatica modules based on your cloud-based ERP needs. Acumatica is user-friendly, and we can assist in setting the modules up for you and teach you how to use our modern ERP software. Contact us today to learn more about Acumatica and how it can help improve workflow and financial efficiency for your business.
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