Acumatica is a cloud ERP system designed for the SMB market. Acumatica includes functionality for financial management, customer management, project accounting, distribution management, manufacturing management, field service management, and multi-channel order management.
Benefits of Acumatica include:
Relative to other ERP systems, Acumatica is well-regarded for the flexibility it presents to end-user organizations. Acumatica can be purchased on a perpetual license basis (for internal or 3rd party hosting) or licensed as a hosted, SaaS solution. Acumatica also offers unlimited users in its licensing model, which is unusual for ERP applications. The Acumatica platform is optimized for Microsoft SQL server, but also presents the option for organizations to use alternate databases like Oracle or MySQL. Additionally, Acumatica’s Web Services API and development framework offer ample opportunities for end-users to extend program functionality.
Wondering if Acumatica is right for your organization? To better understand if it is a fit for you, explore data detailing the functional requirements, anticipated spending ranges, and company attributes of 50 businesses who recently considered purchasing Acumatica.
Acumatica offers a wide range of ERP functionality including:
Pricing for Acumatica is dependent on a number of factors including deployment choice (in-house versus SaaS hosted), functionality, and selected support/services.
Based on recent activity, 70.3% of buyers who considered Acumatica had spending ranges in the tens of thousands of dollars range (USD) for their estimated total cost of ownership over a 3 year period. The median expected spending range for reviewers of Acumatica was $50k.
Customized pricing for Acumatica is available and additional Acumatica cost data can be found below.
Acumatica offers flexible licensing that allows for either the purchase of a perpetual license (for internal hosting) or a software-as-a-service monthly fixed rate (software hosted by Acumatica).
Another unique factor for Acumatica licensing is that costs are not dependent on user count. Acumatica licenses include unlimited users.
Licensing costs for Acumatica are determined by which applications are selected for licensing. For organizations who choose the SaaS option and have Acumatica host the software, costs will also depend on how much computing power and data storage is provided by the selected hosting plan.
Acumatica can be purchased directly through a network of licensed value-added resellers.
Certified resellers can provide licensing as well as additional services for consulting, support, and services.
Acumatica is designed for use by companies in a wide range of industries.
Based on recent review activity, Acumatica is most commonly considered by companies in the following industries: distribution, professional services, manufacturing, commercial & service, and non-profit.
For a detailed breakdown of buyer reviews by company industry, see below.
Acumatica is designed for organizations in the small and medium-sized business (SMB) market.
Based on recent review activity, the median employee count for organizations who recently reviewed Acumatica as an option for a software acquisition was 50.
For more data pertaining to the target organizational size for Acumatica, see below.
Acumatica is a fully web-based application that uses a web browser for the user interface. As such Acumatica natively provides cloud access to users, whether purchased on a perpetual license basis and deployed on a corporate server or licensed as a SaaS offering hosted by Acumatica.
Certified sellers of Acumatica offer a variety of services including implementation planning, training and support.
Additionally, Acumatica hosts a customer portal which provides access to product downloads, a searchable knowledge base, and product documentation. Also, Acumatica offers a premier support program option which provides online case management, chat support, and emergency after-hours support.
Yes. In addition to providing configuration tools within the software suite, Acumatica provides a web application development platform (Acumatica Framework) for the development of business applications.
A variety of 3rd party add-on products have been designed to integrate with Acumatica and offer additional functionality. A list of add-on products can be found below.
Acumatica includes a broad offering of functionality typical of ERP programs including: financial management, customer management, project accounting, distribution management, manufacturing management, field service management, and multi-channel order management.
|Accounts Payable||Yes||Vendor prepayments; prepaid expense recognition; payment approvals workflow|
|Accounts Receivable||Yes||HTML, PDF, Excel invoice options; recurring billing support, contract templates; credit card processing; AR customer portal|
|Equipment Management||Yes||Equipment maintenance scheduling; location tracking; warranty management|
|Bank Reconciliation||Yes||Bank statement import; reconcile balances while adding bank charges, interest, and other transactions|
|Benefits Management||No||Acumatica certified 3rd party add-on software available|
|Bill of Materials||No||Acumatica certified 3rd party add-on software available|
|Billing||Yes||Recurring billing; multiple formats for invoicing; customer portal|
|Budgeting||No||Acumatica certified 3rd party add-on software available|
|Business Intelligence||No||Acumatica certified 3rd party add-on software available|
|Cash Flow Management||Yes||Cash account reporting; cash requirements prediction; cash account access control; unlimited currencies|
|Commissions Management||Yes||Commission calculation; AR commission tracking|
|Credit Card Processing||Yes||Accept PCI-compliant credit card payment; connect to bank processing center with included plug-ins|
|Customer Relationship Management||Yes||Customer reporting and dashboards; sales automation; marketing lead management and campaign performance tracking|
|eCommerce||No||Cash account reporting; cash requirements prediction; cash account access control; unlimited currencies|
|EDI||No||Acumatica certified 3rd party add-on software available|
|Employee Records||No||Acumatica certified 3rd party add-on software available|
|Estimating||No||Acumatica certified 3rd party add-on software available|
|Field Service Management||Yes||Scheduling, dispatching, & call center; route management; contract management|
|Fixed Asset Tracking||Yes||Multiple depreciation methods; purchase order integration|
|Fund Accounting||No||Acumatica certified 3rd party add-on software available|
|Fundraising Management||No||3rd party add-on software available|
|General Ledger||Yes||Central repository for collecting and analyzing|
|Human Resources||No||Acumatica certified 3rd party add-on software available|
|Inventory Control||Yes||Inventory sub-items; multiple valuation methods (standard, moving, FIFO); multiple warehouses; lot and serial tracking; transfers|
|Job Costing||Yes||Expense allocation; revenue recognition; budget tracking; link timesheets to specific projects|
|Manufacturing Execution System||No||Acumatica certified 3rd party add-on software available|
|Material Requirements Planning||No||Acumatica certified 3rd party add-on software available|
|Payroll||Yes||Pay groups for processing multiple period payments; earning codes; deductions and benefits|
|Point of Sale||No||Acumatica certified 3rd party add-on software available|
|Project Management||No||Acumatica certified 3rd party add-on software available|
|Purchasing||Yes||Automated purchase orders based on stock replenishment levels; multilevel approvals|
|Quotes||Yes||Sales quotes; quote-to-invoice conversion|
|Recruitment and Talent Management||No||Acumatica certified 3rd party add-on software available|
|Sales Forecasting||No||Acumatica certified 3rd party add-on software available|
|Sales Order Management||Yes||Flexible discounts & promotions; shipping integration; multiple & partial fulfillment; pick lists; RMA with reason codes|
|Time Tracking||No||3rd party add-on software available|
|Warehouse Management (Advanced)||No||Acumatica certified 3rd party add-on software available|
|Work Order Management||Yes||Service scheduling, dispatching, and call center; job assignment|
Acumatica is a common ERP choice by companies spanning a wide variety of industries.
Pricing for Acumatica depends on a variety of factors including: selected module suits, deployment preference (internal/SaaS), bandwidth/storage (SaaS only), and implementation and support requirements. Unlike many other ERP solutions, however, user count does not affect Acumatica pricing, as Acumatica licenses support unlimited users.
The following chart displays a breakdown of the estimated maximum spending range reported by recent software buyers who considered Acumatica for a purchase.
Acumatica is designed for use by organizations of varying company sizes. The median size of organizations who consider Acumatica is 50 employees, based on review activity.
Acumatica offers numerous opportunities for customization of product functionality. Configuration options include the ability to set up input validation, screen customization (including theming), and user level personalization. The Acumatica Framework allows for development of custom business applications on the Acumatica platform. Additionally numerous add-on products have been designed for use in conjunction with Acumatica.
The following is a list of some of the most popular 3rd party add-on products designed to augment the functionality of Acumatica:
|EBizCharge||Century Business Solutions||Credit card processing integration|
|Electronic Funds Transfer for Accounts Payable||SWK Technologies||Accounts payable|
|UnForm Document Management||SDSI||Document management|
|Shopping Cart Elite||Shopping Cart Elite||Ecommerce|
|B2B Gateway||B2B Gateway||EDI|
|JAAS Advanced Manufacturing Software||JAAS Systems||Manufacturing management|
|Kensium Magento Connector||Kensium Solutions||Ecommerce|
|Product Configurator||Kensium Solutions||Product configuration|
|FusionRMS||Fusion Software||Retail management|
|Spitfire Project Management System||Spitfire Management||Project management|
|Fusion Warehouse Management||Fusion Software||Warehouse management|
|InfinityHR||Infinity Software Solutions||Human resources|
|Edisoft Merchant Cloud Services||EdiSoft||EDI|
|Positive Pay for Accounts Payable||SWK Technologies||Positive pay|
|Imperium||Integrated Business Systems||Property management|
|Warehouse Management Solution||RIC Group||Warehouse management|
The Accounts Payable (AP) Module allows companies to manage liabilities for purchased and received goods and services.
The AP module helps you automate payment processing, predict cash requirements, track vendor balances, and gather statistical information. Highlighted Features
Acumatica allows you to enter prepayment requests, issue prepayments to vendors, and apply prepayments to vendor invoices once they are received. You can assign prepayments to the same GL account as the customer AP balance or designate a dedicated prepayment account. The vendor prepayments balance is kept separate from the regular AP balance in order to maintain deposits as an asset account.
Each AP line item can be assigned a deferred expense schedule to you can accurately recognize expenses in the proper reporting period. Acumatica will automatically split the expense between the prepaid expense asset and expense accounts and recognize the expense after running the prepaid expense recognition process.
The AP module automatically calculates Use and VAT Taxes and prepares reports for tax filing and reporting. Each vendor can be assigned a default tax zone which includes the list of the applicable taxes and reporting municipalities for the vendor. This default information can be overridden during the bill entry. Tax calculation options include multiple number of tax items per document line, deduction of tax amount from the price, and tax on tax calculation. Acumatica also supports Withholding tax calculations.
The Accounts Receivable (AR) module allows companies to manage receivables and automate billing operations tasks.
The AR module is used to enter customer invoices, send customer statements, collect and apply payments, verify customer balances, track sales commissions, and deliver customer reports.
Acumatica allows you to automate the creation and delivery of customer invoices and statements. Acumatica can format statements for printing or generate documents in HTML or PDF formats for delivery via email. Copies of all documents are stored with the customer record for future reference and auditing.
An integrated credit card processing facility automates bank card processing while providing flexibility to manually enter charges, void transactions, and issue refunds. Acumatica includes inquiry screens to view credit card transactions and issue warnings about expiring credit cards. You can connect to any bank processing center by using one of the included processing plug-ins or by building a custom plug-in using our SDK.
Acumatica provides deferred revenue calculations to support your revenue recognition requirements. While entering invoices, you can assign a deferred revenue code to each line item. The deferred revenue code describes the recognition schedule that is used to post revenue to a designated liability account for tracking deferred revenue. When you run the deferred revenue process, Acumatica will recognize the current part of deferred revenue and generate the appropriate transactions.
The Cash Management (CA) module allows you to manage day to day operations related to cash transactions, cash balances, funds transfer, and bank account reconciliation.
The Cash Management module is integrated with the General Ledger and other financial modules.
The Cash Management module is seamlessly integrated with the General Ledger, Accounts Payable, and Accounts Receivable modules. All cash account transactions entered in these modules will automatically be collected by the Cash Management module for clearing and reconciliation. Transactions entered in the Cash Management module which are linked to a vendor or customer account will create entries in the Accounts Payable or Accounts Receivable modules and update the appropriate balances.
Acumatica allows you to transfer funds between bank accounts and track funds that are in-transit. If you transfer between accounts in different currencies, Acumatica will automatically calculate the realized currency gains or losses. You can also record any associated bank expenses directly in transfer form.
Acumatica simplifies the process of reconciling your account balances with bank statements. For each bank account you can enter the statement information provided by the bank and reconcile it with cash account transactions in the system. While performing the reconsideration you can add bank charges, bank interest, and record any omitted cash related transactions directly from the reconciliation screen.
The Currency Management (CM) module provides functionality to support multiple currencies so you can do business internationally and manage international subsidiaries.
Once activated, operations in multiple currencies become available through all the financial modules.
Acumatica automatically calculates realized gains and losses from foreign currency transactions entered into the other financial modules. This can include receiving payments from customers, issuing payments to vendors, and transferring funds between accounts.
Acumatica can compute and create adjusting entries for unrealized gains and losses associated with AP liabilities and AR assets recorded in foreign currencies. Before closing the financial period, you can run the unrealized gain and loss calculation process to prepare auto-reversing entries in the GL for all open documents recorded in foreign currencies.
Acumatica provides financial statement translations so you can manage subsidiaries that operate in a foreign currency or submit your financial statements in a foreign currency. You can define the appropriate rules for translating GL account balances and Acumatica will perform the translation of the trial balance into a foreign currency following FASB-52 standards. Translation gains and losses are automatically calculated. You can automate the consolidation of financial statements from multiple subsidiaries by using this functionality in combination with the consolidation features in the GL module.
The Customer Management Suite provides a web-based customer relationship management (CRM) application for managing leads, contacts, opportunities, and business accounts.
Integrated financials and content management foster a team approach and deliver a single consolidated view of all customer contacts. Dashboards and reports provide real-time sales data to accurately manage forecasts, quotas, and results.
Below is a list of features that just scratches the surface of what the Customer Management Suite Provides:
Acumatica provides sales tools which improve information flow, reduce sales cycles, increase close rates, and improve sales efficiency. Sales teams are provided with a complete view of leads, opportunities, and contacts so they are aware of all activities which influence the sales decision. Lead assignment and workflow help manage sales processes to improve efficiency.
Acumatica provides marketing tools to manage leads, improve conversions, measure campaign performance, communicate with contacts, and improve productivity. Marketing teams can capture leads from web forms, purchased lists, advertisements, direct mail, events, and other sources. Captured leads can receive branded email offers. Lead reports help you track the best channels for obtaining qualified leads.
Acumatica provides service management tools to reduce response times, improve customer satisfaction, reduce support costs, and accurately bill transactions. Support personnel can capture inquiries from web forms or enter them manually to create a case. Once created, cases are assigned and escalated according to policies that you set. Integration with financial modules ensures that cases are billed according to client support contracts.
Acumatica provides reporting tools which help improve forecasting, improve information flow, measure conversion rates, and reduce deviation from sales targets. Reports and dashboards can be customized to provide a real-time view of the key performance indicators - executives can view overall trends, marketing can view conversion rates, and salespeople can follow the purchasing patterns of top customers.
The Deferred Revenue Management (DR) module allows you to automate and accurately account for situations where you need to recognize revenue in future time periods. Automate any deferred calculation by assigning a schedule to any transaction line item or inventory component.
Acumatica’s advanced deferred revenue functionality is included at no extra cost with the Acumatica Financial Suite. Integration with other financial modules provides accurate accounting of both deferred revenues and deferred expenses. Highlighted Features
Acumatica automatically calculates deferred revenue accounts according to schedules that you establish. As time passes, deferred revenue is automatically recognized so your financial statements are automatically updated.
Create revenue recognition templates and assign them to line items on revenue transactions. Each template can specify start date, recognition method, percentage to recognize immediately, number of occurrences, and time within the period to generate transactions. Each template can be linked to accounts, subaccounts, and inventory components.
Create deferred schedules based on deferred templates or create custom schedules to model complex requirements. Each schedule can be linked to specific transactions and line numbers on any income document.
Recognize revenue evenly across financial periods, prorate recognition by the number of days, or recognize revenue when payments are received. This level of flexibility allows you comply with all recognition requirements - even in situations where revenue collection is uncertain.
Deferred templates can also be applied to transactions in the Accounts Payable module so you can amortize expenses. Deferred schedules can be linked to Inventory items so Sales Orders and Purchase Orders are processed according to the proper accounting rules.
The Employee Portal (EP) module allows companies to automate the process of entering timesheets, submitting expense claims, and assigning work.
Acumatica makes it easy to involve everybody in your organization because there is no client software to install and access permissions prevent users from viewing other modules or information.
Using only a web browser, employees can submit expense claims with scanned receipts and supporting documents. Once submitted, the expense claim will be assigned for approval according to predefined assignment rules. After the claim has been approved, Acumatica will create a bill in accounts payable to initiate the reimbursement and will generate a customer invoice if expenses were designated as billable to a customer.
While working from anywhere, employees can complete worksheets where they document activities for the day. Timesheets allow workers to specify a customer, a contract, worked hours, and billable hours. Once approved by a supervisor, timesheets can automatically update contract usage and generate a customer bill.
Employees can create tasks associated with documents and assign these tasks to other employees or work groups. The task inquiry screen provides a central location where employees can see tasks that were assigned from any module as well as see tasks that have been escalated for follow up. Acumatica makes it easy for employees to add their task list to a dashboard and drill down inside to view task and document details.
The Fixed Assets (FA) Management module provides complete visibility into your assets and depreciation calculations. Using this module you can add fixed assets from AP purchases, import them from a file, or add them individually. Depreciation schedules are automatically created and detailed reports are available.
The Fixed Assets module is integrated with all other financial modules and sold separately from the rest of the financial suite.
Select from a huge number of predefined depreciation schedules or create your own. Acumatica supports accelerated cost recovery system (ACRS), modified ACRS, straight-line, declining-balance, sum of years’ digits, remaining value, flat rate, units of production, and custom methods. Each depreciation method can include different averaging conventions as well as useful life and recovery periods.
Integration with the Purchase Order Module allows you to easily convert purchases into fixed assets without re-entering data. Eligible purchases are automatically displayed to simplify the conversion process.
Acumatica provides multiple depreciation books, multiple calendars, special depreciation bonuses, and tax benefit recapture capabilities to help you accurately account for complex tax rules. Learn more in the additional features section below.
The General Ledger (GL) module provides a central repository for collecting and analyzing your financial information.
Entries can be made directly into the GL or they can be made from other application modules and then posted to the General Ledger module.
Acumatica allows you to define the structure of your GL accounts and sub accounts. By defining segments, segment lengths, and segment values, you can meet your reporting and analytical requirements. You can easily extend your account structure and change account values after your initial implementation. Changes are immediately reflected across the system.
Acumatica allows you to control which users and roles can view and create transactions for specific GL accounts and sub accounts in order to protect sensitive data and improve the accuracy of data entry. Use the “on-the-fly” entry feature to restrict the list of available sub accounts based on pre-defined combinations of segment values. This simplifies order entry for complex sub account structures.
Acumatica allows you to import financial data from different entities to create consolidated financial reporting and analysis. The import process works even if entities keep their books in different currencies or have different account and sub account structures. Corrections for minority interests, inter-company transfers, and other transactions are preserved inside the consolidating company ledger so they are not affected with subsequent consolidations.
The Inventory Management module provides real-time access to available inventory, inventory in transit, reorder quantities, and inventory costs so you can efficiently manage your distribution process to improve customer satisfaction while maximizing profits.
The inventory module is a key component of the Distribution Suite and is integrated with the Financial Suite as well as the Order Management and Purchasing Management modules.
Acumatica allows you to value your inventory using standard cost, moving average, FIFO, and item specific methods. You can select a different valuation method for each inventory item. A set of report and inquiry screens provides up-to-date valuations and allows you to make direct adjustments to cost and physical inventory count.
Acumatica allows you to manage multiple warehouses with location specific inventory quantities, allocations, and costs. For each warehouse you may specify the access rights to determine the group of people who can access warehouse information and enter inventory transactions. In order to trace inventory valuation in the GL, you can assign multiple warehouses to specific inventory accounts.
Acumatica allows you to track inventory by lot or serial number. Lot and serial numbers can be assigned or entered manually when you receive, issue, or assemble inventory items. Serial numbers can be linked with item specific valuation methods to account for the cost of inventory per lot/serial number. Inquiry screens and reports will provide you an option to find out the lot/serial item history.
Control your manufacturing business from first customer contact all the way through fulfillment and invoicing. Acumatica provides real-time data so you get up-to-the-second status of orders, production, inventory, shipping, invoicing, and support. This allows you to optimize inventory, production, and on-time performance.
Streamline your entire business process - from materials planning to production to shipping, invoicing, and accounting. Acumatica is web-based so you can access your business data and documents from headquarters, factories, remote offices, and while traveling.
Unlimited user pricing allows you to involve employees, partners, and customers so you can automate ALL business processes - even processes that span offices, factories, warehouses, and external partners. This allows you to make informed decisions regarding production, sales flexibility, inventory overhead, and your bottom line.
The Acumatica Manufacturing Suite is software built for manufacturing companies. Everything you need is included in one integrated package:
Managing a non-profit is more complicated than following and executing your mission statement. Acumatica delivers the tools you need to intelligently manage your financials to maintain compliance with IRS reporting requirements and better manage your funds.
Utilize Acumatica sub-accounts to separate programs that have funds ear marked for a specific purpose. With sub-accounts you can categorize expenses so they track to a specific program. Vendor expenses can be allocated to a specific program so real-time reports notify you of program balances.
Acumatica includes two report writers that allow you to customize and create new reports. All reports can be added to menus and selected from dashboards so they are easy to find. Reports are delivered in real-time and include only data that users are authorized to see. The Acumatica account structure allows you to create one report that automatically produces budgets and expenses for all funds - even new funds that you create.
The Acumatica Financial Management Suite contains all the key features you need in one integrated package:
The Sales Order Management module allows you to optimize the way you quote, approve, and fulfill sales orders. You can split orders across multiple warehouses, verify credit limits, issue replenishment orders, accept returns, and more.
Integration with other Acumatica modules provides your entire organization with visibility into your ordering and fulfillment processes. Since Acumatica requires no client software and is priced by server, you can keep costs low and while involving everybody.
Acumatica provides integrated workflow so you can automate order processing and eliminate unnecessary steps. You can configure order statuses, status transitions, notifications, alerts, and actions that should be automatically triggered during order processing.
Acumatica includes a predefined set of Order Types for common distribution operations and allows you to define custom order types to meet specific order processing requirements. For each order type you can specify inventory allocation rules, workflow scenario, and the type of document that will be generated in the accounts receivable and inventory modules.
Acumatica allows you to manage complex pricing and discount policies. You can setup quantity and volume discounts as a discount percent or an absolute discount amount. In cases where multiple discounts apply, you can specify the rules and sequences for applying discounts or allow the system to automatically apply the best discount combination. Discounts can be maintained in single and multiple currencies. You can establish rules and policies for price overrides.
The Project Accounting Suite manages budgeting, inventory, time sheets, billing, profitability, and reporting for individual business initiatives. You create projects that are included in company wide financial reports.
Project Accounting features are integrated with the general ledger, accounts payable, accounts receivable, sales orders, purchase orders, inventory management, and the employee portal. Highlighted Features
Track expenses related to materials, labor, services, and inventory to gain a complete view of project related costs. Allocate shared costs and overhead expenses to projects based on formulas that you establish.
Manage all billing scenarios including cost plus, fixed price, time & materials, milestone billing, and contract specific pricing. Modify resource billing rates by project, project tasks, inventory item, employee, and account group. This provides the flexibility to bill labor and materials according to the customer, the type of work being performed, or the specific project contract.
Project budgets can include inventory items, non-stock items, labor, services, and more. Real-time reports compare actual project costs with original and revised budgets.
Acumatica improves the accuracy of employee timesheets by making the process more convenient. Employees, partners, and contractors can enter timesheets from anywhere using any device with a browser. This allows them to enter information from the office, a client site, or while travelling. The same convenience applies to expense reports.
Assign project managers, employees, machines, and other resources to individual projects and tasks. Establish billing rules and options for each task.
The Purchasing Management module automates your supply chain and reduces the cost of acquiring materials. Acumatica automates the entire procurement process - vendor quotes, issuing purchase orders, receiving orders, creating AP vouchers, and analyzing results.
Web-based functionality makes it easy to deploy throughout your entire supply chain, and server-based pricing makes it economical to involve everybody in your organization.
Acumatica automatically generates purchase orders based on the inventory stock level and the inventory replenishment algorithms. Orders are placed with the vendor that best meets the price and delivery time requirements that you specify. Drop shipment purchase orders can be automatically prepared based on the information in open Sales Orders.
Create different approval rules based on the type of order, vendor information, order amount, and other order specific information. Purchase orders must be approved by a designated person before they can be printed and sent to the vendor.
Acumatica tracks when purchase orders are received. Orders can be partially filled, completely filled, or consolidated from multiple purchase orders into a single receipt. Acumatica automatically creates accounts payable vouchers when goods are received for complete, partial, or consolidated orders. Multiple receipts can be consolidated into a single voucher and multiple bills can be entered for a single receipt. Pricing information can be modified during the bill entry in Accounts Payable and the difference will be posted to the designated variance account.
The Requisition Management module allows you to organize and simplify complex distribution processes involving multiple products and suppliers. The screens optimize the way you gather requests, obtain vendor bids, create quotes, approve quotes, manage purchases, and fulfill orders for internal or external clients.
Integration with other Acumatica modules eliminates paperwork while providing sales, service, shipping, receiving, management, and others with visibility into your requisition process. Since Acumatica requires no client software and is priced by server, you can keep costs low and while involving everybody.
Acumatica saves time and eliminates paperwork by automating the process of collecting and fulfilling requests for internal consumption and for external distribution. You can authorize users to select from a your entire catalog, limit requests to specific items, or require users to enter descriptions. Acumatica automates the entire process including collecting orders, obtaining supplier bids, sending sales quotes, approving quotes, issuing purchase orders, receiving goods, fulfilling orders, creating invoices, and collecting payments.
Acumatica organizes how your departments and team members participate in the requisition process. Approval maps and authorizations ensure that the right people are alerted when they need to perform activities to deliver orders promptly while maximizing margins.
Eliminate paperwork and speed the bidding process by emailing requests for proposals to multiple vendors. Award the entire proposal to a single vendor or select multiple winners for different line items on the request.
Create sales quotes based on catalog pricing or cost plus algorithms. Print or email quotes to customers. When the quote is approved, automatically generate sales orders and purchase orders to fulfill your sales requests.
Acumatica delivers a centralized view of your business so you get real-time status of orders, inventory, and profitability by location and product. Acumatica is economical for multi-location retailers, franchise operators, as well as regional and national chain stores.
Streamline your entire business process - from ordering to inventory, invoicing, and accounting. Acumatica is web-based so it’s easy to link your franchises, warehouses, offices, and retail locations without the hassle of VPNs, private networks, and customized telecommunications solutions.
Acumatica’s integration services and API make it easy to integrate all your sales environments to gain a centralized view of your business. By delivering a complete view of your business across online sales, telesales, and retail sales operations, Acumatica allows you to optimize inventory, ordering, and profitability. Integrate ecommerce, credit card readers, scanners, touch screens, and all-in-one POS stations.
Unlimited user pricing allows you to involve employees, partners, and customers so you can automate ALL business processes - even processes that span multiple locations and external partners. This allows you to make informed decisions regarding ordering, pricing, promotions, inventory overhead, and your bottom line.
Acumatica includes several features for retailers, franchise operators, and restaurants. Everything you need is included in one integrated package:
Acumatica delivers software that you can access from anywhere so you remain productive whether you are in your home office, at a client site, or traveling. Unlimited user pricing allows your entire organization to collaborate on projects without losing control.
Advanced accounting features streamline your standard sales process and deliver the flexibility to account for the “one-offs” that are critical to completing sales. Sales contracts can be configured to automate customer specific pricing, special terms, maintenance payments, subscriptions, and professional services work.
The Accounts Receivable Module allows you to create customer specific contracts that incorporate products, services, and billable hours. Labor rates, services, and products can have different rates for individual clients. All Employees can enter time sheets that link to specific contracts without installing client software.
Acumatica is web-based so you can enter Timesheets and submit expense reports from anywhere without requiring access to a specific computer. Approvals and workflow can be customized to your particular business and can also be completed from anywhere.
Acumatica was designed to meet the needs of service companies. Everything you need is included in one integrated package:
The Tax Management (TX) module stores system taxation settings and provides tax audit and tax reporting functionality. Taxation settings are used across the system to provide consistent collection of sales, use, and VAT taxes.
Acumatica gives you control of your wholesale distribution business through real-time dashboards so you can improve ordering and invoicing, manage inventory better, and deliver efficient customer service.
Streamline your entire business process to improve inventory returns and reduce dead stock. Automate your entire supply chain, including leads, bids, orders, shipments, and payments. Acumatica is web-based so you can access your business data and documents from headquarters, warehouses, remote offices, and while traveling. All you need is a computer and an internet connection.
Unlimited user pricing allows you to involve employees, partners, and customers so you can automate ALL business processes - even processes that span offices, warehouses, and external partners. Acumatica gives you the option to switch between on-premise and SaaS deployments so you can minimize software costs while improving your distribution processes.
Maximize revenue opportunities through Acumatica’s flexible pricing features. Set pricing algorithms based on your latest costs or compute deal-specific prices. Use customer classes to set prices for preferred customers and define customer categories. Create customer specific pricing for key accounts.
The Acumatica Distribution Management Suite is software built for distributors. Everything you need is included in one integrated package:
Ratio of reviewers by organization size.
Ratio of reviewers by sector.
we selected Acumatica because it was the most flexible and robust manufacturing package we demo’d. We chose Cloud9 because they were the most accommodating. Our contacts at Cloud9 were tenacious but never pushy. They scheduled calls and demos around our schedules, even when we made last minute changes. We also wanted a VAR with local offices for implementation and subsequent support. The combination of Acumatica’s functionality combined with Cloud9’s delivery, was a good match for us.
We just purchased the software and are undergoing implementation right now.
It could handle customer discounting for us and it interfaced and had an add-on for Fusion for our POS needs for our stores. That was very important.
I would not recommend it. Compared to a simple program like Quickbooks, it’s nice to have more robust features, but I feel a solution like a Microsoft product is more efficient.
It handled accounting very well, that’s about the best thing I can say. It’s also very nice to have the wonderful reports it can produce.
Has a lot of bugs, we had to hire a consultant to install it. It cost way more to install then they (company we bought it from) said it would. We had to hire a separate company from the one we purchased it from to install it. This company ended up having employee turnover and it was a nightmare. A lot of paying extra for features. All we wanted was a nice program that we could install and not rely on support to fix something routinely.
Acumatica has been a great ERP for our growing company. The core features have met most of our needs. For all additional needs our Acumatica partner has been able to easily help us extend and customize.
The Acumatica platform rivals the power and flexibility of large ERP systems like SAP or Oracle
There is currently not a complete Warehouse Management module.
We just recently purchased Acumatica and will be implementing it later this year. We like that it is distributor focused and a cloud based solution
We are just starting to implement it now. It seems like it has all of the flexibility we need as we are a unique organization. It has a not for profit, charity, insurance company, guarantee company and trust so we needed a lot of flexibility in the way that our transactions were reported.
Acumatica is ERP software that is able to manage all aspects of your business. Designed from the ground up to be truly cloud-based, provides a rich user environment and the speed of client-based solution.
Their unique value is the licensing is not user based which allows unlimited users to gain access to the system. In addition, you have your choice of deployment; SaaS, Private Cloud, or Hosted Cloud.
Acumatica is a younger player in this marketplace. Some areas of the software are lacking. However, they are well funded and are making significant progress. They were at v1.2 when I purchased and we just installed v4.1. The product is getting more and more refined and continues to provide tangible value.
The product is very powerful and does the majority of what you would expect from accounting software. The Project Module canned reports leave much to be desired. Once the product is in place and stabilized, it works really well. Our problems have been with upgrades to the newer version.
Importing feature in Accts Receivable; emailing of invoice feature; running and posting of credit cards from within the AR module.
Upgrades have been horrible. Bank rec is in a weird format (it works, but it takes getting used to); the workflow is not totally intuitive.
Flexible, easy to use, lots of options out of the box
Easy access via internet and use on multiple devices. Lots of options
No personalized comment capability on invoices. No versions on revised PO’s or SO’s. Only provide credit card access via authorize.net would be nice if it connects to any company. Credit card number encoding should show first few digits as well (cant tell type of card)