Newsletter: March 2020
Message regarding COVID-19
At AIM, the safety and well-being of our employees and customers is a big priority during this critical time. We are actively monitoring the COVID-19/Coronavirus situation and taking steps to help keep our communities safe. We wanted to share with you some steps we are taking.
In order to limit expose to the virus:
- We are postponing all in-person events
- Limiting all travel and conducting video conferences instead
- Instructing our employees to take proper hygienic steps as outlined by the CDC
- Have all our employees work from home
We are taking every precaution to ensure the safety and health of our communities. We have digital solutions available to help you manage your account and receive customer support.
*We are currently working on getting our main phone numbers forwarded. In the meantime, please send us emails with your questions along with your contact information so that our consultants can give you a call. Please CC support@aimsolutionsinc.com to ensure we are able to assist you.*
How to Pay Vendors from Home using Acumatica
Options for paying vendors from home:
- Pay Bills online and then enter payments in Acumatica after-the-fact. (Recommended)
- Print Checks
- Transmit ACH files to the bank
Pros and Cons
If you have Online Banking, you can set up a Payment Method that does not require printing, and use the new Payment Method to record online payments in Acumatica after-the-fact.
Check forms may be prohibited from leaving the business location due to security measures.
Check forms may not line up the same way when printed at home using a different computer, different browser, and/or different printer.
If the business already uses ACH, then ACH is the first choice for paying vendors from home. If the business does not already use ACH, configuration and testing is required before transmission of ACH payments to the bank can begin.
What is an Acumatica Sandbox?
An Acumatica Sandbox is a separate instance of your Acumatica environment. You can do anything you want in the sandbox – all without impacting your current deployment and your users. This can be helpful to ensure a smooth transition for new rollouts or new employees, or to develop and test new solutions for your organization. The SaaS sandbox environment is for testing only. Any changes you make will be lost when the sandbox is refreshed. A sandbox should not be confused with a test or training tenant on your current instance.
Typically, we request a sandbox for a customer when they are about to upgrade to a new version of Acumatica. In the sandbox environment, you can test out the new features available in the new version and test out all your reports to make sure everything is working properly in the new instance. Acumatica offers a free sandbox to customers when they are upgrading from an older instance to a newer instance. You have 3 months to test out all the features before the sandbox is terminated.
For more information please contact ishika@aimsolutionsinc.com
*Story originally posted on Acumatica Blog*
Manual Hours Down, Efficiency Up: Why Bob Davis Sales Chose Acumatica Cloud ERP
What happens when you replace a legacy ERP with a modern, comprehensive cloud ERP solution like Acumatica? Bob Davis Sales answers that question.
Like most businesses, Bob Davis Sales (BDS) lists growth as their main goal, but the technology they relied on for many years was limiting their ability to achieve it. That all changed when they implemented Acumatica cloud ERP.
“For our company, it’s improved our inventory process, our invoicing processes and, at the end of the day, it’s improved our bottom line. Since we’ve instituted Acumatica, we’re already seeing returns on our investment,” says owner Bob Davis, Jr.
What are those returns and what were their challenges before implementing Acumatica’s distribution management, inventory management, customer management, and financial management software?
Here’s their customer success story.
BDS post-Acumatica cloud ERP
Once BDS implemented Acumatica Financial Management, Acumatica Customer Management, and Acumatica Distribution Edition, they knew they had made the right decision.
“It’s just been a very easy transition and a very easy product to learn,” says Bob Jr. “We’ve seen all kinds of benefits, from efficiencies in our invoicing, even in our inventory all across the different lines of our business.”
Brett agrees. “We can get answers much faster than we were ever able to get in our previous system and that goes a long way in creating a happier customer base.”
Additional benefits include:
- Immediate boost in productivity due to centralizing their three operations and all customer accounts
- Access to inventory, sales, and other information from more than 25 vendors in one system
- Eliminated and automated time-consuming paperwork to transfer products, increasing efficiency
- Reduced invoicing from 30 hours to 2 hours and building reports from an entire day to 30 minutes
- Increased sales team productivity on the road by accessing data anywhere, anytime
Brett says, “It’s made my life a whole lot easier.”
You can check out the video below to hear Bob and Brett talk about their experience with Acumatica cloud ERP.
Is it time for you and your company to increase your efficiency, collaboration, customer service, and ultimately, your bottom line? If so, we recommend you research Acumatica as the cloud-based ERP solution for you.
Brett does, too. “I would recommend Acumatica. I have recommended Acumatica. Just the unlimited user licenses and the customer service you get alone is well worth it.”
