Save the Date: Acumatica Summit 2018 in Nashville

Posted by Ashley Lemus on Thu, Aug 17, 2017 @ 02:27 PM

2018 is Acumatica's 10 Year Anniversary! So, you can bet their annual summit is going to be one for the books.

Acumatica Summit 2018 Save the Date.jpg


Acumatica Summit allows for dedicated time to experience this comprehensive, innovative, and informative cloud ERP. And this year's event is taking place in Nashville, Tennessee, January 28 - February 2, 2018! 

Insightful keynote sessions, a vendor expo, live demos, and hands-on training are only a few of the reasons to sign up for Early Bird Registration Updates:

- Face-to-face interactions with Acumatica's leadership, product, and engineering teams

- Networking with hundreds of industry peers

- Engage with leading ISV providers

- Product certifications through instructor-led trainings by Acumatica developers



So, join the excitement, envision the future, and get
ready to take your Acumatica business to the next level!

 Sign Up For Event Updates Here!


Tags: Acumatica Cloud-Based Solutions, Acumatica Summit

Sage Acquires US ERP Software Firm Intacct For $850 Million

Posted by Ashley Lemus on Mon, Jul 31, 2017 @ 01:15 AM

The UK-based payroll and accounting firm, Sage, has just announced the acquisition of Intacct, a US-based cloud ERP and financial management software company.

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Earlier this week the strategic alliance was confirmed for a whopping $850m to be paid in cash and is expected to be completed within weeks!

Intacct is known as a leading provider of sophisticated and powerful cloud Financial Management Solutions in North America, which is the perfect opportunity for Sage to expand their market in the US territory.

Intacct's CEO, Robert Reid, is rumored to continue running the business, in order to ensure continuity for customers, partners, and employees.  However, the business is said to run under the name Sage Intacct.

This acquisition demonstrates Sage's strong affirmation to winning in the cloud, as well as winning in the US.


"Today we take another major step forward in delivering our strategy and we are thrilled to welcome Intacct into the Sage family. The acquisition of Intacct supports our ambitions for accelerating growth by winning new customers at scale and builds on our other cloud-first acquisitions, strengthening the Sage Business Cloud. Intacct opens up huge opportunities in the North American market, representing over half of our total addressable market."

- Stephen Kelly

CEO of Sage


Read The Full Press Release Here!


Tags: Cloud Business Management, Enterprise Resource Planning, Sage Software

Acumatica Cloud ERP - Best Inventory Management Software of 2017!

Posted by Ashley Lemus on Fri, Jul 21, 2017 @ 02:39 PM

Acumatica is no stranger to winning "Best Of" awards.

That's why we're proud to partner with what PC Magazine recognizes as one of The Best Inventory Management Software of 2017!

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PC Mag has been the leading authority on technology buying, delivering independent reviews of more than 2,500 products per year. 

Their experienced staff develops and performs tests that allows them to identify the best (and worst) products in order to inform their readers for intelligent buying decision. The PCMag Editors' Choice award is recognized globally as a trusted symbol for buyers and sellers of technology products and services.


So, when we heard PC Magazine would be testing 5 of the most popular inventory management software packages, and Acumatica won, we were thrilled! And, of course, we wanted to brag a little.


"With its easy-to-follow navigation, robust reporting, and unusual pricing model, Acumatica is a solid choice for enterprise-scale accounting, ERP, and inventory management."




But before we dive into the full review of Acumatica's Inventory Management Suite, we should provide a little background of what inventory management software is.

To put it simply, inventory management software touches many different levels of your ERP package. It's purpose is to track warehouse items through acquisition, sales, or use processes; locate them across one or many warehouses, and price and inventory so you know the value of items you have in inventory for accounting purposes.  An exceptional inventory management system will also track sales, purchase orders (POs), deliveries, and be tied to point-of-sale (POS) software.  Bar coding, item location, and bin identification are also functions you should look for in an inventory management system.


We're happy to report that Acumatica Cloud ERP's Inventory Management module provides all of these essential functions!

Acumatica PC Mag Pros_1.jpg



 But don't just take our word for it!

 Read The Full PC Magazine Review Here!


Tags: Acumatica Cloud-Based Solutions, Inventory Management, Product Reviews

Sage Summit 2017 Tour - US CA Session Canceled!

Posted by Ashley Lemus on Mon, Jul 17, 2017 @ 04:17 PM


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Earlier this month we announced that Sage Summit will be hosting a local event in Orange County during the first week of June.


However, the highly anticipated Sage Summit 2017 US Session in Orange County has been canceled.

 Sage has been hosting annual events for customers and partners for years, so the concept of Sage Summit is certainly not a new one.

However, this year they decided to do things a little bit differently. Rather than hosting one major event for the entire year, as they've done in the past, Sage decided to provide break-out sessions in 8 additional cities to allow easier access to the event with more specific product demonstrations and interactions. These events have largely become known as Sage Sessions!

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2017's US event was scheduled to be hosted at the Hyatt Regency OC in Orange County, CA, on Tuesday, June 6th.


But, as we just mentioned, this event has since been canceled.


But don't worry!


We're already looking forward to 2018's fun-filled event.  However, there isn't much information yet, so you'll definitely want to sign up for event notifications!


I'd love to receive event updates!


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Tags: Sage Summit, Enterprise Resource Planning, Sage Software, Business Management

Scanco Recognized as Top 25 Logistics Technology Solution Provider

Posted by Ashley Lemus on Thu, Jul 13, 2017 @ 10:15 AM

We're excited to announce that Scanco Software has been recognized as a leading technology provider in the logistics industry!

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CIO Applications, a publication focused on enterprise technology solutions capable of redefining an organizations future business goals, recently released their TOP 25 Logistics Technology Solution Providers for 2017, and Scanco Software made the cut!

 "We are honored that CIO Applications has recognized Scanco Software as a leading technology provider in the logisitics industry. . . This award encourages us to continue designing, developing, and implementing industry leading mobile solutions for managing high-value inventory and streamlining operations in the supply chain."

- Shaun Boros

Partner at Scanco


Scanco has been a leading provider of supply chain and automation software and services since 1989. From basic barcoding to the most complex distribution and manufacturing operations, they've positioned themselves to grow with their customers' ever changing needs.


We'd love to discuss how Scanco, partnered with
Klear Systems, can help benefit your organization!  
For more information please give us a call at (949) 681-8135,
email us at, or complete
the form below and we’ll reach out to you.

I Want to Learn More!


Tags: Scanco

10 Sales Tax Rules to Live By - Webinar Alert!

Posted by Ashley Lemus on Fri, Jul 07, 2017 @ 10:27 AM

Sales tax compliance can be a nightmare but it doesn’t have to be!

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Just knowing some of the fundamental rules will clear up what many businesses struggle with every month.


Join Avalara on July 19th as sales tax expert, Chuck Marcouiller, explains:


  • How the simplest of activities can create nexus in other states

  • The tax implications between ‘bill to’ and ‘ship to’

  • Why collecting exemption certificates is an auditor’s red flag

  • New sales tax rules that determine whether your business is compliant


We hope you’ll register for the presentation “10 Sales Tax Rules To Live By” coming up!


Date: Wednesday, July 19th     

Time: 2:00PM ET / 11:00AM PT

Reserve Your Seat Now!


Avalara is an industry leader in all things Sales & Use Tax! To learn more about how Avalara,
partnered with Klear Systems, can help benefit your organization, Contact Us today!


Tags: Avalara, Webinar, Sales Tax

2017 Mid-Year Sales Tax Changes Webinar

Posted by Ashley Lemus on Mon, Jul 03, 2017 @ 04:29 PM

Did you know most states begin their fiscal new year in July?

This means July is a big month for sales tax across the U.S. as many new laws go into effect. 
Even the sales tax gurus can’t remember of all of the new rules in every state, so why should you?

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Join tax compliance expert, Shane Ratigan, for this complimentary webinar, Wednesday, July 5th, as he explains the new laws going into effect, breaks down what’s being proposed, as well as discussing what's most likely to impact your business:

  • New rules for tax on services
  • More changes to nexus
  • New reporting requirements
  • Sweeping changes for online sellers


Reserve Your Seat Now

Date: Wednesday, July 5th     

Time: 2:00PM ET / 11:00AM PT



Tags: Avalara, Webinar, Sales Tax

Enhance Acumatica with Integrated EDI, Pick, Pack, Ship, and Credit Card Processing

Posted by Ashley Lemus on Thu, Jun 22, 2017 @ 11:16 AM

Joins our friends at Acumatica, Artsyl, Scanco, American Payment Solutions, and Starship to learn how an integrated streamlined EDI, supply chain, shipping, and payment solution for Acumatica saves time and money.

Acumatica EDI.pngComplimentary Webinar

Date: Wednesday, June 28th

Time: 11 AM PST


Learn how Artsyl EDI Intelligent Data Capture allows you to:

  • Automate the purchase order receiving process into Acumatica from retailers
  • Generate EDI files from approved and validated documents
  • Improve Vendor Score Carding
  • Reduce risks of chargebacks associated with incorrect data

Learn how the Scanco allows you to:

  • Streamline inventory
  • Use serial #s to count inventory making this process much less time consuming and error prone
  • Achieve 100% accuracy in picking
  • Stay organized and automatically move fast selling items to the front

Learn how StarShip shipping software allows you to:

  • Eliminate manual re-keying of data into carrier systems
  • Automate third party billing to eliminate double entry and errors
  • Streamline international shipments by associating the Harmonized (Schedule B) Code to line items
  • Able to quickly respond (and be 1 step ahead) to new carrier rules such as recent USPS and other carrier price changes.

Get paid faster by using American Payment Solutions integrated credit card processing:

  • PCI-DSS Compliance Assistance at no additional cost
  • Some of the lowest Amex fees in the entire industry!
  • Next Day Funding Available (Amex included)
  • Access to the Level III Gateway for lower interchange rates


Register Now!

Date: Wednesday, June 28th

Time: 11 AM PST

Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Shipping, Webinar, EDI, Warehouse Management System, Credit Card Processing, Acumatica Enhancements

When State Auditors Head out of State

Posted by Ashley Lemus on Tue, Jun 20, 2017 @ 11:52 AM

Auditors are on the move.

While most businesses expect (i.e., dread) to be audited by their home department of revenue, it often comes as a surprise to learn that state tax authorities routinely send auditors to, or hire auditors from, other states to capture unreported sales and use tax revenue.

Some states go so far as to have remote offices.

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For example, the Texas Comptroller has audit offices in Los Angeles, New York City, and Tulsa, Oklahoma. California has field audit offices in Chicago, New York, and Houston. There are Missouri Department of Revenue offices near Chicago, Dallas, and New York, while the Florida Department of Revenue has offices in Atlanta, Chicago, Dallas, Houston, Los Angeles, New York, and Pittsburg. The Utah State Tax Commission doesn’t specify where all it has sales and use tax auditors but notes that they “spend a majority of their time at taxpayers’ offices looking at detailed sales and purchase transactions” and “travel to locations all over the United States to perform their work.”


Field auditors employed by the Washington State Department of Revenue may audit businesses in multiple states. The Department divides the country into several sections: an Out-of-State North District (Eastern Iowa, Illinois, Indiana, Michigan, Minnesota, Ohio, Western Pennsylvania, and Wisconsin), an Out-of-State South District, and so on. Field audit offices develop and implement audit programs to optimize accurate tax reporting and payment by businesses located throughout the target area.


What do auditors in other states do?

Auditors frequently examine sales by companies that are headquartered in other states but have nexus (a connection strong enough to trigger a tax collection obligation) in the auditor’s home state. Yet a company doesn’t have to be registered with a state to be targeted by that state’s audit division. While many audits are selected by a random sampling of registered businesses, auditors knock on the doors of unregistered businesses whenever evidence suggests that they may owe the state tax revenue. This is true both in-state and out.


Many states have increased audits since the Great Recession, hiring new auditors as needed. New Mexico’s Audit and Compliance Division has added approximately 62 FTE employees since economy plummeted. And in 2015, the Wisconsin Department of Revenue announced that it needed 102 additional auditors and 11 additional agents to help uncover what was estimated to be approximately $80 million in unpaid tax revenue. Many of the new hires are focusing on businesses based in other states.


States work together

In addition to sending auditors to other states, state tax administrators frequently work together. Regional information-sharing agreements between states, such as the following, can greatly help facilitate audits:

  • NESTOA, North Eastern States Tax Officials Association (Connecticut, Delaware, District of Columbia, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, and Vermont)
  • SEATA, Southeastern Association of Tax Administrators (Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, Virginia, and West Virginia)
  • MSATA, Midwestern States Association of Tax Administrators (Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, Oklahoma, South Dakota, Wisconsin)
  • WSATA, Western States Association of Tax Administrators (Alaska, Arizona, California, Colorado, Hawaii, Idaho, Montana, Nevada, New Mexico, Oregon, Texas, Utah, Washington, and Wyoming)


There are other sorts of information-sharing agreements as well. New Mexico shares information with — and receives information from — three tribal governments. And the Multistate Tax Commission Joint Audit Program for member states “provides obvious economies of scale to the states” and “relieves the taxpayer of the burden on multiple ongoing audits.”


Oklahoma to base auditors in other states

Oklahoma doesn’t currently base auditors in other states. Like Utah, it sends auditors to various out-of-state locations as needed, and between 2014 and 2017, it conducted more than 460 audits of remotely based businesses. But a recently enacted law will soon enable the Tax Commission to develop a stronger presence out of state.


HB 1427 authorizes the Oklahoma Tax Commission to create and maintain an Out-of-State Tax Collections Enforcement Division. It enables the Commission to “employ full-time, unclassified, out-of-state tax auditors or full-time-equivalent contracted auditors” to enhance the following:

  • “Sales and use tax collections related to sales or transactions involving residents of Oklahoma and out-of-state vendors with a nexus to the State of Oklahoma”
  • “Collections of any other unpaid taxes owed the State of Oklahoma by out-of-state individuals, firms, and corporations”


The Tax Commission may audit any individual or business it believes may owe tax revenue to Oklahoma. The law takes effect November 1, 2017.


How would your business fare during an audit?

Get your free copy of the Sales and Use Tax Audits Uncovered report to learn more about audit triggers, how to avoid them, and how to protect your business against unnecessary tax compliance risk.

 Download My Free Sales & Use  Tax Audits Uncovered Report!


Tags: Avalara, Sales Tax

Is Customer Forecasting the Silver Bullet for your Inventory?

Posted by Ashley Lemus on Mon, Jun 19, 2017 @ 11:05 AM

The basic thinking behind the concept of customer forecasting is simple: your inventory replenishment planning will be more sensitive and responsive to changes in demand if you factor in your customers changes in demand.

Is Customer Forecasting the Silver Bullet for Your Inventory

That seems pretty simple, right? You get the demand from as many customers as you can, you add that all together, and then you plan your stock replenishment accordingly. This is the sort of JIT (Just In Time) environment that could keep your overhead low by keeping excess out of the warehouse, and that means more profitability.

Sure, that all sounds great, but let’s do some math to see

how quickly this approach can fall apart.


Say you have 10,000 products and you sell product out of 20 locations. Due to longer lead times, you keep a running forecast that looks ahead to the next 12 months. For each of those products, you have 10 customers. That means you need to calculate 10,000 products times 20 locations times 12 months times 10 customers…

that’s 24 million forecasts that need to be checked each month!

That’s not just unreasonable; that’s basically impossible, unless you have an army of workers doing the calculations for you. A process that requires that much labor will ruin the profitability you were hoping to reap from your JIT process.

To be fair, most inventory-based businesses have fewer locations and fewer products than the previous hypothetical. So let’s say your business is a bit smaller and you have one warehouse with a few hundred products that sell to a few primary customers.

Here’s what that might look like:

If you have 100 customers buying a product that sells 20 units a month, then each customer’s forecast is so small that you’ll have too much noise to combine these customer forecasts and create a usable total forecast. When you add up hundreds of “noisy” forecasts with the more reliable forecasts, you just end up with a jumbled mess. It’s better to leave that kind of calculation to a statistical engine and carry just a bit of of buffer stock.


It should be noted that if you add up forecasts from customers that are slightly inflated, you could end up with a combined buffer stock that is far beyond your intended buffer stock level. You should also consider the demand of those customers who don’t provide you with forecasts. The net result is a forecast that’s barely comprehensible and does little to help with replenishment planning.


Let’s go one step further on this quest for useful customer forecasts and ask some questions about the systems needed to make this happen.


Will you collect forecast spreadsheets from each customer? How are you going to combine all that data into a single set so you can build your forecast? Do you have someone who can follow up with your customers if something is amiss, and how will that affect your forecast in the meantime? As you can see, there are more questions than answers here. The odds of this working are simply not in your favor.


What you need is a statistical forecast that takes all the above factors into account without a tedious manual process. Consider how useful it could be if all the data that’s held in your ERP system could be fed into a data-based forecast.

If you’re already an Acumatica user, you know that you’ve got a powerful tool at your disposal for sorting through this kind of data. However, additional help may be required to help build dynamic inventory forecasts to use in replenishment, meaning you’ll want to skip the manual process of compiling individual customer forecasts. That’s the far easier way to prevent stock-outs and keep excess stock to a minimum.

That's why Acumatica offers add-on tools that work with the data you already have in your ERP to build more accurate forecasts, like NETSTOCK.

Inventory replenishment shouldn’t be a guessing game, and it shouldn’t require a massive team spending endless hours collecting individual customer forecasts on outdated spreadsheets. If you employ the right tools for your needs, then you’ll achieve a balance in your inventory that fits with your customers’ needs based on their history with you. That’s the key to inventory optimization and maximizing your profitability in your warehouse.


We'd love to speak with you about how Netstock, partnered with
Acumatica and Klear Systems, can help benefit you organization!

I Want to Learn More!

Tags: Inventory Management, Acumatica Enhancements, Netstock