Solutions: Mobile ERP Application

Solutions Mobile ERP Application Acumatica’s Native Mobile App Acumatica’s native mobile app boosts productivity, placing remote access to ERP data in the palm of your hand.View accounts and contacts, manage approvals, start field service appointments, capture field reports and images from job sites, and retrieve real-time information from across your organization.Check the status of an order, review stocking levels by warehouse location, and manage your business by exception. Real-time access Automatic synchronization Extend your functionality Mobile device integration Schedule a Demo Learn how Acumatica’s Mobile ERP app can work for you! Real-time Access Connects to Acumatica in real time – you always have access to up-to-date information. Automatic Synchronization Changes made in the mobile app are updated and synced in Acumatica automatically. Extend your Functionality Expose a variety of functionality in the mobile app using Acumatica’s Mobile Application Framework and the tools and languages developers already use. Develop advanced mobile solutions for your ERP on the Acumatica framework. Mobile Device Integration Leverage the unique capabilities of your mobile device such as the camera or fingerprint reader. Use the Acumatica ERP web interface to capture and upload images with a registered mobile device. Capture an image of a receipt and Acumatica automatically creates the expense receipt using AI with Machine Learning. Schedule a Demo Important Features of Mobile ERP App for iOS and Android Take advantage of a personal mobile workspace with customizable widgets, favorites, and KPIs to support your needs and priorities. Time Reporting Update Acumatica immediately from anywhere, at any time with mobile timecard entry. Approvals Review and complete approvals for time, expense, and sales orders in just a few clicks. Task Management Create an event in the mobile app and edit it in Acumatica CRM at any time. Available on iOS and Android Increase employee productivity by letting your staff work on the devices of their choice. Free Download Download the iOS or Android app from the Apple App Store or Google Play at no cost. Mobile Push Notifications Automatically notify users of business events via the mobile app. For example, the app can notify salespeople of new opportunities. Navigation Tabs Navigate to the most used detail lists by tapping or swiping on the mobile form. For example, users can swipe to view Summary, Details, and Settings on an order form. Upload Images Using a Mobile Device Use the web interface to capture and upload images with a registered mobile device. Capture an image of a receipt and Acumatica automatically creates the expense receipt using AI with Machine Learning. Capture client signatures and attach them to documents. Personal Mobile Workspace Personalize mobile workspace with widgets, favorites, and KPIs to support user preferences and priorities. Signature Capture Capture and attach signatures to documents. Enable users to sign documents, request signatures, and automate recordkeeping of signed documents. Mobile Paystubs Enable employees to access and print paystubs on mobile devices.  Sales Mobility Access customer and prospect account, contact, lead, and opportunity details from any mobile device. Record sales activities while on the road with full access to account financials, order status, and support cases. Construction Mobility Capture time, project issues, change requests, and more. Streamline service expense entry with scanned receipt image recognition from the mobile app. Increase efficiency by creating, editing, or deleting submittals and drawing logs with file or photo attachments and defined workflows from the Acumatica mobile app for project activities. Service Mobility Update appointments on the road or at customer locations using the mobile application available for Android and iOS. Access customer history, take payments, enter expense receipts, and capture signatures directly from your mobile device. Review equipment details and service history while on-site at customer locations. Warehouse Mobility Use mobile apps for automated warehouse and inventory transactions including receiving, put-away, picking, packing, shipments, warehouse transfers, and more. Manufacturing Mobility Scan barcoded reports and labels to report material movement from raw material inventory into production, through downstream manufacturing operations, and into finished goods inventory when production is complete. Clock-in and clock-out of jobs to capture labor transactions to update work in process (WIP). Access Acumatica Anywhere, Anytime with Mobile App for IOS and Android Over the last decade, mobile devices and applications have woven themselves into the fabric of our lives. Generations of digital natives seek information, buy products, manage their financial transactions (and so much more) while on the go. They have come to expect nothing less in their professional lives. So, businesses have embraced mobile applications, which let employees and customers access critical information and activities anytime, from anywhere with any mobile device.  But not all mobile applications are created equal. Acumatica’s mobile application framework empowers remote workers with native apps for expense reporting, time entry, mobile dashboards, and supervisory approvals. Construction and field service workers use mobile apps for field reports, to collaborate with project managers, to report units installed, and to access service appointment details with mobile payment capture and GPS navigation via their mobile device.  Acumatica’s native mobility support distribution and manufacturing environments for automated data capture in the warehouse or factory floor for inventory receipts, picking, packing, shipments, warehouse transfers, production activities, and more. Empower sales with mobile access to accounts, contacts, leads, opportunities, and sales activities with a 360-degree view of customer and prospect transactions including financials, projects, orders, and support cases. Schedule a Demo

Solutions: Construction Management

Solutions Construction Management An ERP solution built for today’s construction industry Acumatica’s true Cloud ERP Construction Management software is built to equip construction firms with powerful business intelligence—because visibility drives success. Instant data access in role-based dashboards Native AI and ML for automation and data processing Superior compliance management Flexible drop-shipping to project sites Real-time connection among workers—field, office, and remote. Schedule a Demo https://www.aimsolutionsinc.com/site/wp-content/uploads/2023/11/Acumatica-ERP-Construction-Edition-Overview.mp4 Construction Management Overview Specialized Construction Industry Solutions Organize your Business Easily Manage Financials Drive Efficiency & Continuity Organize your Business Single source of truth Manage projects, costs, and company-wide capacity with a solution that links opportunities, contracts, schedules, budgets, change orders, subcontracts, and compliance from one screen. Stay ahead of scope changes and cost impacts Manage projects, budgets and track all activities, issues, change orders, project documents, and job costs from one central area. Easily manage labor, budgets, and schedules Give everyone in the field and at the home office an up-to-date snapshot of the project. Schedule a Demo Easily Manage Financials Centralized financial management Use construction accounting software to forecast and manage costs, payroll, profits, cash, and taxes accurately, using revenue balance, percentage completed, and completed contract accounting—with multiple entities, currencies, and languages. Manage subcontractors and materials, using purchase requisitions, inventory control, and advanced warehousing management. Job cost accounting Gain insight to your job costs, including cost to complete, cost at completion, and percentage of completion. This detailed job information will help you accurately estimate future projects. Schedule a Demo Drive Efficiency & Continuity Focus on the project not the paperwork Acumatica simplifies and streamlines document management. No per user fees and role-based security access mean the documents can be shared with internal and external users to accelerate collaboration. Anytime, anywhere, on any device Get a complete view of your project details—including real-time field updates—providing a continuous flow of information between your project team, back-office, and management. Flexible teams and resilient processes Acumatica was built to support modern, distributed teams that need to work from anywhere, adapt to change fast, and maintain continuity of operations. Schedule a Demo A Complete Construction Accounting Application Acumatica Construction Edition is a comprehensive construction accounting system with a wide range of connected applications and optional modules: Keep projects on track and drive business growth with easy-to-use cloud construction software that puts managers, supervisors, subcontractors, and customers on the same page. Construction Management Financial Management Project Accounting Payroll Management Service Management CRM Equipment Management ERP Business Intelligence and Analytics in Acumatica Acumatica for WorkWave Route Optimization Native Connector Built for today’s complex and connected construction industry Acumatica provides a complete, mobile-enabled, cloud-based construction and accounting software solution. This easy-to-use software includes robust financials, job cost accounting, project management, payroll, inventory, order management, service management, CRM, mobile, and more. Built on the world’s best cloud and mobile technology, it provides a complete, real-time view of your business anytime, anywhere. Schedule a Demo Construction Edition Features Providing a complete, real-time view of your business anytime, anywhere. ContractsLinks between contract details and tasks in the project plan include all change orders. BudgetsBudgets directly link to contracts, accounting, and the project plan for managing hard and soft costs, change orders, profits, overheads, and fees in real time. Job CostingCapture labor, material and equipment costs from any device providing instantaneous updates to keep project management and accounting in sync. Simplify the process of calculating taxes for a project – tax zones are specified directly in the project and automatically retrieved and calculated for all invoices, purchase orders, subcontracts, and expenses. Change OrdersControl changes of the project budgeted and committed values and control the profitability of every change initiated by a customer. The change order is a document for profitability analysis and an audit trail of changes to the project revenue budget, commitments, and budgeted costs. Drop-ship workflows connected to change orders improve business workflows while allowing users to manage change orders easily. Daily Field ReportsStreamline field management and ensure everyone is looking at the same information, from subcontractor updates, job site visitors, issue and change tracking, and even job site weather updates. Project BillingConfirm details and automatically generate pro forma, progress, and time and material invoices from one screen, including quick billing. Flexible progress billing by quantity like linear footage, square footage, etc. reduces the project owner’s risk while allowing customers to meet their unique business needs. Joint ChecksPurchase requisitions, contracts and inventory control integrate with subcontracts to simplify project and joint check management. ComplianceManage lien waivers and releases, insurance, certificates, and status updates, providing expiration and other alerts to staff and suppliers. PayrollSupport for multiple unions, locals, classes, benefit packages, and complex wages, as well as certified wages and executive compensation. RetainageManage initial retainage and any changes to streamline invoicing and payments. Retainage tracking is supported for progress billing and time and material billing, plus, project cost commitments are calculated as applicable to retainage in purchase orders. Mobile AppCapture time, expenses, project issues, change requests and more. Productivity increases make your construction projects run more smoothly. Construction Video Resources See how Acumatica Construction Edition addresses the unique needs and processes of rapid-growth sectors. https://www.aimsolutionsinc.com/site/wp-content/uploads/2023/11/Acumatica-True-Cloud-Construction-and-Accounting-Software.mp4 Acumatica True Cloud Construction and Accounting Software https://www.aimsolutionsinc.com/site/wp-content/uploads/2023/11/Cost-Projection-Feature-Acumatica-Construction-Edition.mp4 Cost Projection Feature – Acumatica Construction Edition https://www.aimsolutionsinc.com/site/wp-content/uploads/2023/11/Issue-Materials-to-a-Job-Acumatica-Construction-Edition.mp4 Issue Materials to a Job – Acumatica Construction Edition Schedule a Demo

Solutions: Field Service Management

Integrate and automate the entire quote-to-cash cycle and make smarter wholesale business decisions with a complete, connected, and mobile distribution ERP software.

Solutions: CRM

Solutions Customer Relationship Management (CRM) A Seamless CRM and ERP solution Rapidly respond to customer requests, streamline the customer journey, and improve the overall customer experience with Acumatica’s CRM software. Capture all marketing, sales, billing, finance, and customer data in one solution, right at your fingertips. Get a 360° view of the entire business Provide a Customer Portal for self-service Rapidly respond to customers from anywhere, on any device Seamlessly integrate CRM software with Outlook, Salesforce + more Track performance and spend on one screen Leverage AI and ML to capture customer data and validate addresses Eliminate manual processes and human error Schedule a Demo https://www.aimsolutionsinc.com/site/wp-content/uploads/2023/10/Acumatica_-Customer-Management-CRM-1.mp4 Acumatica CRM Manage Leads, Contacts, Opportunities, & Customer Accounts. 360-Degree View Efficiency & Automation Powerful Integrations 360-Degree View Insights at your fingertips With Acumatica CRM, get an integrated view of financials, marketing, sales, and service. See real-time lead analysis to learn which customers are most profitable, or view lead response time metrics to guide marketing personnel. Stay on top of campaign expenses Track expenses and revenue related to a marketing campaign with the Acumatica Project Accounting module. Quick access to important activities Pin important activities for cases, opportunities, and leads, such as emails, tasks, notes, or phone calls, to the top of the activities list so users can quickly access and keep track of them. Schedule a Demo Efficiency & Automation Responsive service Respond rapidly to customers’ requests at any point in the sales cycle – from first contact, through sales and fulfillment, billing, and after-sales service requests. Track activities, delegate, and reassign tasks, and send alerts. AI-powered automation Use artificial intelligence with machine learning to capture business card contacts using mobile image recognition. Lookup and validate addresses using Google and Bing address services. Eliminate manual processes Easily update quotes or create multiple quotes for a single opportunity, and automatically generate sales orders and invoices based on the quote. Create and manage events on one screen with the event side panel. Eliminate redundant records automatically. Leverage user-defined fields to create custom fields to search, find, and filter records. Automation associates emails with related sales, marketing, and support activities and tasks. Schedule a Demo Powerful Integrations CRM add-in for Microsoft Outlook The Acumatica add-in works with incoming and outgoing email in Outlook. It searches for existing leads, contacts, and employees in CRM and then allows 1-click access to an existing contact. You can also create new leads, contacts, opportunities, or cases right from your Inbox. Real-time synchronization with Salesforce If you’re used to working in Salesforce as the CRM system of record, no problem. Acumatica ERP supports bi-directional real-time synchronization of data between Acumatica ERP and Salesforce CRM, allowing for simultaneous work in both systems. HubSpot Connector Acumatica’s HubSpot Connector enables you to create, launch, and manage integrated marketing campaigns in a future-proof centralized platform. You can synchronize contacts, transfer campaign results, and initiate follow-up sales calls—automatically. Schedule a Demo CRM Functionality All modules are fully integrated with your real-time, end-to-end Cloud ERP system.  Reporting and DashboardsAccelerate decision-making with reporting tools that deliver customized views of your business overall and focused views of departments and functions. Sales AutomationGet a full view of opportunities and contacts. Gain efficiency with a workflow-assisted lead assignment and sales management. Automatically link sales orders to quotes and opportunities. Business IntelligenceDeliver a 360-degree view of customer activities and information with drill-down capabilities, so neveryone in your organization can better serve the customer. Integrated MarketingManage leads, improve conversions, measure campaigns, communicate with contacts, and more. Capture leads from web forms, lists, and events. Send branded emails. Track the best channels for qualified leads. Service and Support AutomationReduce response times and support costs, Create a case from captured web forms or manual entry. Assign and escalate cases per policies. Ensure accurate billing with integrated financials. Extend case management to employees for service requests. Customer Self-Service PortalFurnish 24/7 customer access to account information, support cases, and the latest updates through the online self-service portal. Integrated Document ManagementManage a central repository of customer collateral, email templates, price lists, contract templates, pictures, videos, and other documents. Integrated FinancialsLink campaign response rates and sales performance to profitability. Automatically integrate CRM with billing and finances. Support multiple base currencies in one tenant. Lead ManagementAssign leads to sales or partners according to customized criteria and data. Automatically generate lists based on user-defined criteria, like purchase history, to support custom campaigns. Account and Contact ManagementUse AI with machine learning to capture business card contacts via mobile image recognition. Convert leads into accounts. Link contacts to activities, tasks, opportunities, cases, and documents. Email ManagementCreate emails with predefined, branded templates for rapid distribution. Automatically attach incoming and outgoing emails to CRM activities. Data ManagementConfigure duplicate check rules for contacts and leads. Leverage Google and Bing address services to look up company and contact addresses. Quick Access to Important ActivitiesPin activities for quick access and tracking. Use configurable side panels to automatically display related data for accounts, contacts, opportunities, orders, and support cases without navigating away. Integrate Sales and Marketing Generate More Leads, Close More Sales Acumatica Customer Management delivers customer relationship management (CRM) applications for managing leads, contacts, opportunities, and customer accounts. Optimize Sales and Marketing Get an ERP and CRM that work together. From marketing and sales to delivery and post-sales support, customer information stays up-to-date and accurate. Track client interactions, complaints, purchases, and more. Gain visibility. Get up-to-date sales and marketing data on real-time reports and dashboards that help manage forecasts, quotas, and results. Be proactive. Reduce response times and improve satisfaction. Anticipate customer problems. Identify upsell opportunities. Automate reminders for callbacks, follow-ups, and requests. Increase sales and marketing efficiency. Streamline lead management and sales processes with automated, integrated workflows. Create emails for automatic distribution on pre-defined, branded templates. Prevent delays by automatically tracking activities, delegating and reassigning tasks, and sending automated alerts. Leverage user-defined fields to search and filter records. Get consistent naming conventions. Create and manage events on one screen with side panels. Streamline fulfillment by linking

Solutions: CRM

Integrate and automate the entire quote-to-cash cycle and make smarter wholesale business decisions with a complete, connected, and mobile distribution ERP software.

Solutions: Commerce Connectors

Solutions Commerce Connectors Flexible and Limitless e-Commerce Integrations Native integrations with Amazon, BigCommerce, and Shopify enable you to connect your eCommerce storefront with Acumatica’s financials, inventory, product information, and fulfillment—in real time. Real-time, bi-directional data flow Automated product information sync Simplified promotions and discounts Support for B2C, B2B, and D2C sales Schedule a Demo https://www.aimsolutionsinc.com/site/wp-content/uploads/2023/10/commerce-edition.mp4 Commerce Edition Transform Your Business with Cloud eCommerce Software Acumatica Connector for Amazon Acumatica Connector for BigCommerce Acumatica Connector for Shopify Acumatica Connector for Amazon Supports FBA and FBM Enjoy the flexibility of using FBA (Fulfilled by Amazon) and/or FBM (Fulfilled by Merchant) models. Capture All Amazon Fees Record Amazon fees on individual sales orders and invoices. Produce reports and dashboards to analyze the profitability of Amazon sales. Simplify Amazon Statement Reconciliation Compare Amazon order statements against internal sales orders and easily reconcile the differences within Acumatica. Protect Customer Information Automatically protect customer information via data encryption and pseudonymization solutions. Receive Amazon Rewards as an Efficient Merchant Retrieve and satisfy FBM orders as quickly as possible with automated fulfillment processes. Schedule a Demo Acumatica Connector for BigCommerce Real-time Bi-directional Data Transmit data bi-directionally between your BigCommerce front-end and Acumatica back-office software in real time, as soon as orders are placed and your financials are updated. Product Information Sync Display product information in real -time, including Title, Description, Category, Price, Images, and Metadata. Use custom fields and attributes to filter entities for export to an online store. Organized Online and Offline Orders Online and offline orders automatically sync between your BigCommerce site and Acumatica. Discounts and Promotions Discounts and promotions created in BigCommerce sync to order lines in Acumatica Sales Orders. Schedule a Demo Acumatica Connector for Shopify Real-time Bi-directional Data Transmit data bi-directionally between your Shopify front-end and Acumatica back-office software in real time, as soon as orders are placed and your financials are updated. Give buyers access to past orders of all types (online or offline) within Shopify’s My Account section. Allow customers to see history and ordering information within the Shopify platform to simplify repeat sales and activity reporting. Product Information Sync Display product information in real-time, including Title, Description, Category, Price, Images, and Metadata. Use custom fields and attributes to filter entities for export to an online store. Discounts and Promotions Discounts and promotions created in Shopify sync to order lines in Acumatica Sales Orders. Shopify Plus and B2B on Shopify Support sales to both consumers and business customers within one Shopify platform, or provide a dedicated experience for each type of buyer with unique Shopify environments. Regardless of choice, all orders are seamlessly captured into the back-end ERP system for full visibility and fulfillment – including off-line orders and those from POS devices. Shopify POS Configure import settings for Shopify POS transactions to integrate with in-store sales. Schedule a Demo Acumatica Commerce Connectors – Key Benefits Native IntegrationsThe Amazon, BigCommerce, and Shopify integrations are built into the Retail-Commerce Edition. You don’t need to purchase any additional software. Magento IntegrationWe also provide integration with Magento for an additional fee. End-to-end VisibilityHave clear visibility into your eCommerce site, financials, warehouse, and inventory data – anytime, from anywhere. Data SynchronizationSynchronize data from customers, products, sales orders, and more – making your eCommerce site or POS an extension of your ERP platform. Real-time CommunicationEnsure your eCommerce site is displaying up-to-date inventory and product information and that all sales orders are reflected in your financials and warehouse management system. Manage Commerce RiskImport and place a hold on orders your commerce platform has identified as risky/fraudulent. Protect Customers’ Personal InformationComply with privacy regulations using advanced encryption. Keep buyers anonymous and their personally identifiable information (PII) protected. Adaptable & Unlimited eCommerce Integrations Elevate your customers’ experience, gain greater insight into your business, and drive exponential revenue with a unified commerce platform. The Acumatica Connectors for Amazon, BigCommerce, and Shopify are native interfaces that integrate your eCommerce website with your Acumatica financials, inventory, operations, and reporting – giving you a powerful, comprehensive, real-time platform that will grow with your company. The Acumatica-Magento Connector, built by Kensium Solutions, unites two powerful platforms into one integrated system. Manage all eCommerce-related activities, including inventory, sales, fulfillment, and financials. Schedule a Demo

Solutions: Manufacturing Management

Solutions Manufacturing Management Cloud ERP for Discrete & Batch Process Manufacturing Drive efficiency and develop future-proof agility with our robust manufacturing management software. Access to data anytime, anywhere, on any device End-to-end control over production Support for multiple manufacturing methodologies Automated order management and streamlined procurement Schedule a Demo https://www.aimsolutionsinc.com/site/wp-content/uploads/2023/03/Manufacturing-Edition-Overview.mp4 Manufacturing Management Overview Flexible, Integrated, and Extensible Manufacturing ERP Software Best-in-Class Business and Industry Functionality Future-proof Cloud Platform Increase Customer Satisfaction Best-in-Class Functionality Streamline Processes Improved manufacturing processes reduce scrap, limit costly changeovers, and improve labor efficiency providing a distinct competitive advantage with lower pricing, higher profits, on-time shipments, and better product quality — resulting in more satisfied repeat customers. Improve communications using powerful Business Events to automate customer communications, notifications, and document transmittal. Empower customers with a self-service portal to view order status, check inventory levels, place new orders, and configure products online. Schedule a Demo Future-proof Cloud Platform Grow & Evolve Your Business Utilize modern business technologies such as cloud computing, big data and analytics, additive manufacturing robotics, augmented and virtual reality, and the Industrial Internet of Things for streamlined processes and meaningful insights into manufacturing operations now and in the future. Leverage enterprise-grade security and SOAP or REST APIs to integrate extended business applications such as Manufacturing Execution Systems (MES), Electronic Data Interchange (EDI), CAD/PLM, Rental, Point of Sale, and more. Schedule a Demo Customer Satisfaction Streamline Processes Improved manufacturing processes reduce scrap, limit costly changeovers, and improve labor efficiency providing a distinct competitive advantage with lower pricing, higher profits, on-time shipments, and better product quality — resulting in more satisfied repeat customers. Improve communications using powerful Business Events to automate customer communications, notifications, and document transmittal. Empower customers with a self-service portal to view order status, check inventory levels, place new orders, and configure products online. Schedule a Demo A Complete ERP Suite for Wholesale Distributors Manage every aspect of your manufacturing business in one place, and boost efficiency with a comprehensive, mobile, manufacturing ERP designed for your unique needs. Bill of Materials and Routing Production Management Material Requirements Planning (MRP) Advanced Planning and Scheduling Product Configurator Engineering Change Control (ECC) Acumatica for Arena Native Connector Manufacturing Data Collection (MDC) Manufacturing Estimates Inventory Management Warehouse Management System Order Management Purchase Order Management Sales Order Management Project Accounting Service Management Financial Management Mouse-over to view Manufacturing Operations on a Future-Proof Cloud Platform Acumatica Manufacturing Edition helps manufacturers improve profits, maximize resources, and reduce costs. An extensive suite of connected business applications provides unparalleled manufacturing depth for production, estimating, engineering, material planning, scheduling, product configuration, and manufacturing data collection. Extend your system with native field service, commerce, and project accounting. Streamline activities with role-based dashboards and simplify security with customer and vendor restrictions by branch and pre-defined security roles for engineers, planners, production managers, schedulers, and more. Build better products faster with engineering change control and product lifecycle management (PLM) with certified connectors for CAD applications and quality management. Empower employees with a comprehensive financial and supply chain applications to streamline back-office accounting and customer service activities. Schedule a Demo Configure Industry Applications Acumatica supports multiple manufacturing methodologies, including make-to-stock, make-to order, engineer-to-order, project-centric, job shop, batch, and repetitive manufacturing. Bill of Material Create standard costing and production definitions for bills of materials, routing labor operations, and overhead. Streamline processes with backflushing, phantoms, and BOM compare. Production Management Track material, outside process, and labor costs by work order. Compare the estimated/planned/standard production costs to the actual costs of the production order. Maintain lot and serial traceability throughout the item’s lifecycle with preassigned lot and serial numbers for finished goods. MRP Material Requirements Planning (MRP) generates time-phased manufacturing and purchasing plans for optimal inventory availability tied to demand forecasts and customer demand. Reduce inventory while improving customer service. Manage plans by site or across multiple locations. Estimating Improve manufacturing estimate accuracy. Integrate estimates with CRM quotes and create estimates using material, overhead, labor, and other miscellaneous costs. This is an optional module. Product Configurator Streamline the creation of complex bills of material and routings with the rules-based product configurator. Use options and values to configure finished goods. This is an optional module. Advanced Planning and Scheduling Schedule labor operations against finite capacity constraints. Use rough-cut capacity planning (RCCP) to verify capacity requirements for the master schedule. Visualize your production schedule with a graphical view of production order schedules by work center and machine. Adjust constraint dates and priorities and firm schedules from the visual schedule board. Maximize work center utilization and manage bottleneck resources with scheduling inquiries and reports. This is an optional module. Engineering Change ControlManage version control and updates to bills of material (BOM) and routings while controlling effectivity dates that impact material planning, costing, and scheduling. Gain insights into pending changes with audit capabilities for historical changes. Acumatica for Arena Native Connector Acumatica for Arena Native Connector enables manufacturing engineers to design and modify new and existing parts inside Arena. In addition, connectivity eliminates duplicate data entry, automating the hand-off from engineering to manufacturing. Manufacturing Data Collection (MDC) Print barcoded reports and labels to scan material movement and labor transactions directly from the shop floor in real-time. Side Panels Streamline data access with Side Panels for production, estimating, bill of materials, and MRP. For example, identify critical materials, related project tasks, vendor shipments, and MRP results directly from production orders. State-Based WorkflowsStreamline production status with the visual workflow engine with relevant actions displayed on the production order screen. Order Management Centrally manage sales activities such as quote entry, sales order fulfillment, shipment creation, and price management. Reduce costs and improve vendor relationships by automating and centralizing purchasing processes. For example, automate purchase requests and obtain vendor bids. Inventory Management Manage inventory receipts, warehouse transfers, and transfers to production orders. Track inventory by warehouse, bin, and location with cradle-to-grave lot and serial traceability. Manage inventory valuations, perishable inventory expiration dates, and use matrix items to manage product families. Customer Relationship Management (CRM) Thrill customers and shorten sales cycles

Solutions: Project Accounting

Solutions Project Accounting Powerful accounting tools, unified visibility Manage budgeting, inventory, change orders, time sheets, billing, profitability, and reporting for individual business initiatives. Projects are included in company-wide financial reports with full multi-currency support. Track Project Costs Flexible, Accurate Billing Budget Reporting Control Change Orders Manage Project Quotes Company-Specific Financial Periods Multi-Currency Project Accounting Revenue Recognition Schedule a Demo https://www.aimsolutionsinc.com/site/wp-content/uploads/2023/03/ERP-Overview.mp4 ERP Overview Specialized Accounting & Finance Solutions Total Visibility Into Costs Total Control of Billing Flexible Accounting Total Visibility Into Costs Track Project Costs Gain a complete view of project-related costs for materials, labor, services, and inventory items. Budget Reporting Compare actual project costs with original and revised budgets and forecasts by period using real-time reports. Include all project costs: inventory items, non-stock items, labor, services, and more. Manage Project Quotes Simplify project sales and pricing by supporting complex quote processes, improving project control and management. Create quotes, update them, link them to CRM and track versions. When approved, create projects and provide billing details. Schedule a Demo Total Control of Billing Flexible, Accurate Billing Vary billing rates by employee / customer, type of work, or specific project. Recognize revenue based on completion percentage or task progress. Control Change Orders Improve project management by controlling changes to the project scope, including customer and internal requests. Create a change order with all the documentation attached. Define your workflows and approval processes, and release change orders with full business intelligence visibility and audit trail control. Company-Specific Financial Periods Companies within the same tenant can have different fiscal year-end dates, important for companies that share vendors, stock items, and employees. The company-specific periods are defined at the branch level. Schedule a Demo Flexible Accounting Revenue Recognition Define billing rules to recognize revenue using the percentage of completion or the completed tasks method. All recognition rules are automatically reflected in the GL journal entries. Deferred revenue and recurring revenue models are supported out of the box. Multi-Currency Project Accounting Enter project transactions in different currencies and maintain projects in both the base currency and the project currency. Schedule a Demo Project Accounting Management Applications Acumatica’s Project Accounting application provides visibility across projects, finance, customer accounts, inventory, and related business processes. Project accounting data and workflows extend to the following applications. General Ledger Accounts Payable Accounts Receivable Sales Orders Purchase Orders Inventory Management Time Management Streamline Budgets, Inventory, Orders, Billing, Expenses, and Time Sheets Acumatica Project Accounting is ideal for professional services organizations, such as engineering and construction firms, marketing companies, consultants, and law firms. Project accounting is also beneficial for project-driven manufacturers who make products used in larger projects. Project Accounting software integrates with Acumatica General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Sales Order Management, Purchase Order Management, Inventory Management, and more. Key business benefits: Gain a complete view of project costs, materials, labor, services, and inventory requirements. Vary billing rates by type of work, employee, customer, or project. Recognize revenue for completion percentage or progress.  Enable workers to submit work orders and timesheets remotely.  Review actual revenues and costs, committed costs, and present customer costs. Expense Allocation – Allocate overhead and shared expenses to individual projects, including billable or nonbillable items.  Revenue Recognition – Define billing rules to recognize revenue using the percentage of completion or the completed tasks method. All recognition rules are automatically reflected in the GL journal entries.  Budget Tracking –Include inventory items, nonstock items, labor, services, and more in project budgets. Compare actual project costs with original and revised budgets by period with real-time reports. WIP Support – Keep better track of costs by correctly accounting for work in progress and avoid impacting COGS prematurely. Resource Management – Assign project managers, employees, machines, and other resources to individual projects and tasks. Schedule a Demo

Solutions: Financial Management

Solutions Financial Management Finance at the speed of business Get real-time insights and total control of your bottom line, across multiple entities, lines of business, currencies, and countries. Single source of truth Automated processes via artificial intelligence with machine learning Out-of-the-box and personalized reports Mobile access Unlimited users International capabilities Our award-winning financial management software, streamlines financial management across your entire organization. Schedule a Demo https://www.aimsolutionsinc.com/site/wp-content/uploads/2023/07/Financial-Management.mp4 Financial Management Specialized Accounting & Finance Solutions Streamline Financial Operations Single Source of Truth Integrations Made Easy Streamline Financial Operations Automated and customizable workflows Configurable processes result in consistently applied procedures across all areas of the business. Continuous Closing Make month-end just another day of the month: reduce workloads, close the books faster, and stay compliant. Schedule a Demo Single Source of Truth Real-time insights, anytime, anywhere Track activities, utilization and performance with personalized reports and dashboards pulled from a shared, centralized database. All under one roof Simplify complexity, with a consolidated view of all your financials—across multiple sites, entities, currencies, and even multiple countries. Schedule a Demo Integrations Made Easy Migrate legacy data Migrate Accounts Payable and Accounts Receivable historical data from a legacy system to Acumatica ERP without affecting the general ledger. Plays nice with your other tools AIM Solutions offers Open APIs to ensure seamless integrations and connect your favorite apps under a single pane of glass. Schedule a Demo Financial insights at your fingertips Shared data and cross-team workflows make collaboration seamless, and AI-powered automation drives efficiency. Acumatica is ranked highest in customer experience and product usability, and our platform integrates easily with the tools you already use. Modules available for your real-time, end-to-end Cloud ERP system: General Ledger Accounts Receivable Accounts Payable Cash Management Currency Management Tax Management Deferred Revenue Accounting Multi-Entity & Intercompany Accounting Recurring Revenue Management Fixed Assets Time Management Advanced Expense Management Bank Feeds Project Accounting Payroll Management Reporting, Dashboards, and Data Analysis Toolkit Mobile ERP Applications Acumatica Global Financials Powerful Financial Management Software, Solid Financial Management Foundation Acumatica’s financial management software takes managing your business’ assets, income, and expenses from complex to simple with configurable processes, mobile anytime access, and best-in-class accounting applications resting on a single, future-proof platform. We offer flexible licensing plans and transparent pricing, and we do not charge extra to add additional users. In addition, as your business needs scale up or down based on market changes or seasonal requirements, Acumatica scales with you, ensuring you only pay for what you need when you need it. Schedule a Demo

Solutions: e-Commerce & Retail Management

Solutions e-Commerce & Retail Management Cloud ERP Software for Retail and e-Commerce Seamlessly connect your storefront and back office, and create lifelong customers with a true omnichannel solution. Automate every facet of your business, but retain the flexibility to run things your way. Connect every aspect of an organization. Future-proof operations with AI, ML, and Open APIs. Offer role-based activities and insights to every team member. Streamline the distribution workflow. Consolidate sales and omni-channel order processing. Schedule a Demo https://www.aimsolutionsinc.com/site/wp-content/uploads/2023/07/Superior-Usability-with-Acumatica-Cloud-ERP.mp4 Retail Management Overview A Secure, Integrated, and Future-proof ERP Solution Integrated Future-Proof Secure Integrated Bi-directional, real-time connection between your storefronts and back-end ERP keeps everything up-to-date across your operation. Schedule a Demo Future-Proof Acumatica provides a true omnichannel platform with an open architecture that gives you the flexibility to adapt to changing business requirements. Schedule a Demo Secure Manage all financial transactions using industry best practices, including bank-level security and PCI compliance. User-level permissions assigned by the administrator restrict access to platform data. Schedule a Demo Important Functionality for Retail Companies Acumatica Retail Edition is a comprehensive solution, with a wide range of industry-specific capabilities built-in: Commerce Connectors CRM Inventory Management Customer Self-Service Portal Sales Order Management Financial Management Reporting, Dashboards, and Data Analysis Toolkit ERP Business Intelligence and Analytics in Acumatica Warehouse Management System Cloud ERP Software for Retail and eCommerce Acumatica provides a true, scalable, and mobile cloud platform with open APIs enabling rapid bi-directional connections to customer-facing eCommerce sites, marketplaces, and POS devices. Maximize profitability with a comprehensive suite of connected applications for inventory, multi-channel sales orders, pick-pack-ship, embedded CRM, reporting, dashboards, and robust financials. Consumption-based licensing empowers merchants to extend Acumatica across their whole company and out to external suppliers and customers without incurring additional user fees. Schedule a Demo Specialized Retail Industry Solution Tailored solutions designed to meet the unique needs of today’s online and hybrid retailers. Commerce Connectors Inventory Management Order Management Commerce Connectors Acumatica’s native integrations with Amazon, BigCommerce, and Shopify enable you to connect your eCommerce storefront with Acumatica’s financials, inventory, product information, and fulfillment—in real time. Real-time, bi-directional data flow Automated product information sync Simplified promotions and discounts Flexible and limitless eCommerce integrations Elevate your customers’ experience, gain greater insight into your business, and drive exponential revenue with a unified commerce platform. The Acumatica Connectors for Amazon, BigCommerce, and Shopify are native interfaces that integrate your eCommerce website with your Acumatica financials, inventory, operations, and reporting – giving you a powerful, comprehensive, real-time platform that will grow with your company. The Acumatica-Magento Connector, built by Kensium Solutions, unites two powerful platforms into one integrated system. Manage all eCommerce-related activities, including inventory, sales, fulfillment, and financials Inventory Management Acumatica’s Inventory Software helps you simplify inventory processes with flexible item management, quality traceability, and robust replenishment to balance supply and demand. Robust kitting and disassembly Streamlined item management with matrix items using attributes Powerful replenishment for automated orders Quality traceability with lot and serial control Flexible locations by warehouse, aisle, rack, shelf, and bin 360-degree visibility and the flexibility to work your way Our cloud-based inventory management software helps growing businesses run at the speed of today’s market. The powerful features and born-in-the-cloud architecture empower companies to control system-wide inventory across geographically dispersed locations and drive inventory efficiency without losing sight of costs. Order Management An integrated order management solution empowers companies that don’t carry inventory to streamline processes and get the visibility they need to make smarter, faster business decisions. Know your true costs Reduce order times Improve customer service Simplify pricing and discounts Save time with automation No inventory? No problem. Companies licensed for Inventory Management with Order Management have the full functionality in the Sales Order, Purchase Order, and Requisition Management applications. They can place orders for both stock and non-stock items, manage item substitutions, create cross-sell and up-sell relationships, transfer stock between warehouses, and use barcoding for inventory movement. Companies not licensed for Inventory Management can still place sales orders, create purchase orders, and create purchase order requisitions for non-stock inventory only. Let’s Get Started Contact us today to get started on your custom-tailored business solution. Contact AIM Schedule a Demo Let AIM Solutions show you what we can do for your business. Schedule Demo Careers at AIM Join the AIM Solutions team of dedicated and passionate professionals. Learn More Solutions Providing the best industry management solutions for our clients. Learn More