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Clients First Blog and News

Acumatica, Dynamics, ProMRO Cloud ERP Solutions for Manufacturing, Maintenance, Repair and Overhaul, and Service Industries

Job Costing and Quality Control with Real Time Data

June 14, 2021 / 0 Comments / in Acumatica Cloud ERP, Webinar, Job Costing / by Nancy Phillippi

See how one easy to use manufacturing software can drive profitability and productivity!


Freight Auditing for Pacejet

May 29, 2018 / 0 Comments / in Pacejet, Dynamics 365 for Finance and Operations, Clients First Dynamics Partner, freight costs, shipping solution, Uncategorized, Webinar / by Nancy Phillippi

Pacejet continues to improve their shipping solution and the latest helps find incorrect billing which saves you money and saves time for invoice auditing: Freight Auditing.  Just drag and drop invoices into the module, choose the map and click import, run then compare shipping charges you expected, then the carrier invoice charge.   You can also set parameters to only view price deltas in such as rate discrepancies that are not in your favor.  I had no idea that carriers can charge you for address changes.  Pacejet's shipping solution has that issue covered with an Address Validation feature.  

Manufacturing & Distribution Half-Day Event

January 15, 2018 / 0 Comments / in ERP Software, CPE Credits, Distribution, lean manufacturing, lean processes, Manufacturing Software, TMAC, Webinar / by Nancy Phillippi

Lane Gorman Trubitt, LLC (“LGT”) is  partnering with TMAC for an upcoming manufacturing and distribution half-day event. Please join them for 5 complimentary hours of continuing education, not to mention a continental breakfast, lunch, and networking with M&D industry leaders from across the Metroplex.

Satya Kudapa will be presenting on Lean Six Sigma.  He has more than eight years of experience providing professional coaching, mentoring and implementing Quality Management Systems, Lean Six Sigma Principles and Project Management.

If you've ever wondered what a behind-the-scenes view of implementing Lean Six Sigma would look like for your company, or if you are in the process and are looking for expert advice on how to make the implementation as smooth as possible, make sure you don't miss out on a discussion on that topic (and more) led by Will McDade, the CFO of Interstate Batteries.

CPE: 5 hrs
Area of Study: Management
Level: Intermediate-Advanced

Dynamics 365 Enterprise Webinar: Top 5 Reasons to Upgrade

July 26, 2017 / 0 Comments / in ERP Software, Dynamics 365 Enterprise, Dynamics 365 for Finance and Operations, Cloud ERP Software, Dynamics 365 for Operations and Finance Business E, Dynamics 365 Webinar, Dynamics AX, Dynamics AX 2012 R3, Webinar / by Nancy Phillippi

Dynamics 365 Enterprise Demo

Webinar: Manage Changes to Sales Tax on Services

May 18, 2017 / 0 Comments / in Acumatica Cloud ERP, Clients First Texas, Financial Management, Webinar / by Nancy Phillippi

ERPVAR and Avalara will be hosting a webinar on everything you need to know about changes coming to Sales Tax on Services. The webinar will go over the:

Recap: Acumatica Field Services Video

March 13, 2017 / 0 Comments / in Acumatica Cloud ERP, Acumatica Webinar, Field Services Solution, Webinar / by Nancy Phillippi

Thank you to all who attended our Acumatica Field Services Webinar. We had a great time talking with Acumatica's Tom Costa about this very intuitive tool. If you missed the webinar, then feel free to watch a recording of it.   By watching the demo video of the Field Services Edition you will observe the software's clean integration between the employees at the home office and the employees out in the field using mobile devices.


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