Supply Chain Integration

Built on the backbone of Acumatica’s General Business Edition, the Distribution Edition provides the Cloud-based ERP functionality to help companies manage their supply chain and logistics activities, including warehouse management, inventory management and sales/purchase order management. The result is improved customer satisfaction, reduced order times and visibility to control costs across the entire supply and distribution chain.

Acumatica Distribution Edition includes Sales Order Management, Inventory Management, Requisition Management, Purchase Order Management, and Warehouse Management System (WMS). More info for each component is provided following and all may be fully integrated with Acumatica’s CRM, Manufacturing and Project Accounting modules.

Sales Order Management

Optimize Sales Order entry and fulfillment with the ability to split orders across multiple warehouses, allocate inventory, verify credit limits, issue replenishment orders, accept returns, manage drop-shipments and more.

• System-Wide Integration—Sales Orders Management integrates with Customer Relationship Management, Inventory Management, Requisition Management, Purchase Order Management, Accounts Receivable and Production Management.
• Inventory Allocation—Configure inventory allocation rules and even create warnings when inventory is over-allocated or unavailable.
• Pricing and Discounting—Manage complex pricing and customer or vendor discount policies with quantity and volume discounts as a percent or an amount. Specify multiple discount rules and sequences or allow the system to automatically apply the best discount combination for individual items, groups of items, and documents. Maintain discounts in single and multiple currencies. Establish rules and policies for price overrides: specify price by warehouse, assign prices based on quantity sold, or set prices using various units of measure (single item, case, pallet, etc.). Import discount information, and apply discounts to opportunities, quotes, sales orders, purchase orders, invoices, etc.
• PO Linking—Link sales orders with purchase orders and allocate received items to specific sales orders. Generate purchase orders automatically or link them manually. Auto-hold sales orders until receiving a purchase order. Sales Order Management also supports drop shipment.
• Real-Time Inventory—Inventory counts, both onhand and allocated, are always real-time inventory data. During the entry of a sales order, Acumatica will notify the user if the quantity is not available or is over-allocated.
• Returns Management—Return Merchandise Authorization (RMA) functionality allows you to receive return goods from customers. RMA orders can be processed as a credit to a customer balance or as a replacement for damaged goods. Every line can be marked with a reason code to specify the return reason.
• Multiple and Partial Fulfillment—Fill orders from more than one warehouse. Split a sales order into multiple shipments from different warehouses based on availability and costs. Track partial ship order balance and manage backorders.
• Shipment Schedules—Specify a different requested ship date for each line item on a sales order. Generate shipment orders according to the delivery schedule and item availability. Restrict shipments for on-hold orders.
• Pick Lists and Replenishment—Generate pick lists according to item availability and the pick priority for each warehouse location. Auto-search other warehouses, issue replenishment orders, and place the sales order on hold until the replenishment arrives.
• Invoice Consolidation—Consolidate multiple shipment orders onto a single invoice, automatically or manually. Optionally update price and discount detail on review before invoice printing and updating accounts receivable.
• Credit Limit Verification—Before releasing a sales order, Acumatica verifies the customer’s credit limit. Orders placed on credit hold are automatically released if a customer payment is entered or if the order amount is decreased. Authorized users can override the credit hold status and force order fulfillment.
• Custom Workflows—Use workflows to automate and modify the quote to sales order conversion process, updates to sales order status, returns and replacement process, or pick, pack, and ship processes.

Inventory Management

Real-time access to available inventory, inventory in-transit, reorder quantities and inventory costs. Manage multiple warehouses with lotted items, matrix items, expiration dates and bin locations.

• Replenishment—Define min and max order quantities, reorder points, seasonality, lead times, safety stock, and forecast models to calculate replenishment.
• Location Management—Setup and manage multiple warehouse locations with stocking locations defined by aisle, row, rack, slot, and bin. Define location defaults for receiving, returns, shipping, and drop-shipment transactions. Prioritize pick locations by item and by the warehouse.
• Sub-Items and Matrix Items—Create and manage matrix items based on size, color, and other attributes and values. Matrix items streamline purchasing and sales processes. Setup sub item codes by SKU to differentiate between product variations such as grade, manufacturer, or other variables.
• Physical Inventory and Cycle Counting—Create movement classes and ABC rank codes to determine physical inventory frequency.
• Pricing, Discount and Promotions—Manage complex pricing and discount policies including volume discounts and multiple discounts per item. Maintain policies for price overrides, customer pricing, and commissions.
• Customer and Vendor Items—Define unlimited vendors by item with a preferred default vendor. Set a minimum frequency for deliveries and minimum or maximum order quantities by item for each vendor. Define cross-references between internal, vendor, and customer items.
• Packaging and UOM—Define variable packaging for inventory items with standard and configurable unit of measure conversions for weight and volume.
• Shipments—Manage shipments with small parcel carriers such as FedEx, UPS, Stamps.com for United States Postal Service shipments, and LTL carriers.
• Kitting and Disassembly—Build kits to stock or to order. Disassemble kits into components. Account for component loss as part of the disassembly process.
• Inventory Valuation—Value inventory using standard, average, specific (actual), or first-in-first-out (FIFO) costing methods. Manage current and pending standard costs with workflows to update costs and revalue inventory. View historical costs over time.
• Item Class Hierarchy—Create item classes using a tree-like hierarchy with parent-child relationships and define the default class for stock and non-stock items.
• Perishable Inventory and Lot/Serial Traceability—Use shelf life and expiration dates to manage perishable inventory with first-expired-first-out (FEFO) picking. Capture and create lot and serial numbers for traceable inventory.
• Non-Stock Items—Manage non-stock items for product warranties, services, labor, or other items. Unlike stock items, non-stock item quantities are not tracked in the system.

Requisition Management

Organize and simplify complex distribution process involving multiple products and suppliers. Optimize the way you gather requests, obtain bids, create quotes, approve quotes, manage purchases, and fulfill orders for internal or customer needs.

Streamline and automate the vendor bidding process for stock and non-stock items. Email requests to vendors, collect bids electronically, and convert winning bids directly into purchase orders.

• Purchasing Integration—Automatically create purchase orders in the Purchase Order module from approved requisitions.
• Predefined Request Lists—Limit requests to a specific list of inventory items by user.
• Hide Inventory Items—Optionally hide your product catalog from users, requiring manual item entry.
• Collect and Organize Request—Bundle requests from multiple sources in a single requisition. Create approval rules based on quantity, request amount and more.
• Request Classes—Set requisition defaults by request class to simplify data entry and reduce errors. Limit selection to a specific list of items, create customer only requests, hide vendor information, hide inventory catalog information, allow multiple vendors per request, and set promised lead times.
• Create Customer Quotes—Create customer quotes to offer a price to customers for requested goods.
• Lead Times—Set lead times for vendor items. Promise dates are calculated automatically by backing out the lead time from the required date for item requests.
• Shipping Instructions—Designate where the vendor should ship the requested items when the requisition is approved, and the purchase order is released. Requests can be made to ship items to any company location, to customer locations, job sites, or other addresses.
• Sales Order Integration—Turn an approved quote into a sales order with one click. Sales orders are managed by the rules within the sales order module and linked to the requisition for easy access.
• Complete Integration—The Requisition Management module integrates with purchasing, order management, inventory management, and all financial modules to automate all processes, eliminate duplicate data entry, and properly account for all transactions.

Purchase Order Management

Reduce costs and improve vendor relationships by automating and centrally managing your global purchasing processes. Acumatica’s online sourcing automates the entire procurement process from vendor quotes to paying invoices.

• Partial and Consolidated Receipts—Track when purchase orders are received. Orders can be partially filled, completely filled, or consolidated from multiple purchase orders into a single receipt. You can modify pricing information during bill entry in Accounts Payable, and the difference will be posted to the designated variance account.
• Simplified Item Tracking—Manage disparate inventory IDs among suppliers and your system. Automatically assign serial and lot numbers when you receive purchase orders.
• Automatic Payment Vouchers—Create accounts payable vouchers automatically when goods are received for complete, partial, or consolidated orders. You can consolidate multiple receipts into a single voucher and enter multiple bills for a single receipt. Also, add one or more prepayment requests to purchase orders, as well as allow purchase orders to be added to prepayment documents.
• Drop Shipments—Create drop shipments to deliver goods directly to a customer location. You can create drop shipments automatically from sales orders or enter them manually by linking to a sales order from the purchase order entry screen. After the bill is entered for the drop shipment order, the corresponding sales order will be released, and an invoice will be generated for the customer.
• Blanket Orders—Aggregate orders for volume discounts. Automatically check for open blanket orders and optionally link to them.
• Landed Cost Functionality—Include shipping, receiving, insurance, and duties in the total cost of your purchase items. Costs can be allocated across several goods using custom allocation methods. You can enter landed cost bills directly in Accounts Payable and associate them with received items. Landed costs are automatically included in the inventory costs for stocked items.
• Vendor Selection and Performance Analysis—Upload vendor price lists with product descriptions, prices, and delivery times. Inventory information, such as costs, quantities, and lead times, is updated each time inventory is received. Review prices from multiple vendors for a purchase order. Statistical information is used to automatically produce purchase orders and analyze vendor performance.
• Multiple Addresses—Enter a ship-to destination for each line item on a purchase order instead of creating multiple orders.
• Audit Trail—Maintain a thorough audit trail of all purchasing transactions, including the identity of users who entered and approved transactions and modified the record. Notes and supporting electronic documents can be attached directly to transactions.
• Reporting and Drill Down—Analyze and manage your purchasing experience through a complete set of inquiry screens and auditing reports with drill-down to the original transactions.
• Simplified Item Tracking—Cross-reference multiple item identifications among suppliers and your system. Automatically assign serial and lot numbers when receiving purchase orders.
• Custom Workflows—Tailor workflows for purchase transactions without coding. Use workflows to change purchase order status, receipt and put-away, approvals, and other processes.

Warehouse Management System (WMS)

Streamline distribution processes by automating warehouse inventory operations in receiving, inventory management and order fulfillment. Improve customer satisfaction and reduce costs with barcode scanners on phones and tablets.

Reduce errors and improve customer satisfaction. Mistakes in order fulfillment lead to costly returns and lower customer satisfaction. Efficient barcode scanning and verification of picked items eliminate over-shipments, under-shipments, and shipping incorrect items.

Automate routine picking, packaging, PO receiving, putting away, transferring, and physical counting tasks with customized workflows and form modes. This eliminates the risk of people skipping important steps, increases productivity, and reduces training costs.

Leverage hands-free operation. Preprinted smart scan sheets allow warehouse workers to perform all necessary system interactions with just a scanner—a handy feature for those who must wear gloves. For example, scan sheets include commands such as complete shipment, next/previous box, and remove item. Audible and visual indicators and warnings provide immediate feedback when incorrect items or more units than purchased are scanned.

• Pick—Generate pick lists and packing slips, including wave and batch picking and bulk processing. Auto group items and shipments, calculate the best path for each picker, and split the wave or batch worksheet into separate pick lists for the available pickers. Use barcodes to speed up picking process. Barcodes on pick lists prevent picking items not included in the order.
• Pack—Provide adequate package size and packing material to ensure safe transport. Support barcodes and lot/serial numbers to ensure accurate order completion. Easily correct errors in amount, weight, items, and so on. Integrate with digital scales and printers to automatically weigh and print labels and packing slips.
• Ship—Select shipping provider: UPS, USPS, and FedEx, as well as international carriers with ShipEngine. Ensure prompt pickup through your preferred carrier. Automate shipment label generation. Set up automatic tracking on all shipments. Notify customers of shipment progress through each stage of order fulfillment.