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

Webinar Alert: Doing Business in Streamlined Sales Tax States

Posted by Ashley Lemus on Wed, Jun 14, 2017 @ 09:59 AM

 Nearly half the country has its own rules when it comes to sales tax. Do you know what this means to your business?

Doing Business in Streamlined Sales Tax States.jpg

SST states have their own sales tax rules. Do you know which states these are? More importantly, do you know what their rules mean to the way you manage your sales taxes? We’ve got the best source of information on hand. Sales tax expert, Scott Peterson, used to work for SST Governing Board and has helped many companies navigate these rules.


In this complimentary webinar he’ll provide tips on how to best manage your sales tax compliance as well as share:

  • Which 24 states participate
  • What specific rules SST states impose
  • Top tips for selling into these locations



 Doing Business in Streamlined Sales Tax States


 Date: Thursday, June 22nd    

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 benefit your organization, please contact us today!

I Want to Learn More!


Tags: Avalara, Webinar, Accounting & Finance, Sales Tax

Go Paperless with DocLink Webinar

Posted by Ashley Lemus on Thu, Jun 08, 2017 @ 09:47 AM

Seeking a more effective way to tackle everyday business tasks?

Document management could be the answer!



Taking the first step toward fixing outdated business practices can be daunting but you need to. Your team needs to creatively and easily expedite processes; they need software to scan/route documents, create alerts, customize forms, automate workflows, and access files from any device.


Let Altec show you how to begin with document management & workflow solution DocLink:


DocLink, Integrated Document Management for Any ERP

Date: Wednesday, June 21

Time: 11 AM PST

Teach Me How To Go  Paperless With DocLink! 


DocLink is a document management and workflow solution that electronically captures documents and accelerates business processes while saving you money.

In any department, with any process and wherever you go, you will earn back time previously lost to antiquated practices and misfiled documents.


Join DocLink to learn where your company needs an efficiency boost and how to get ready to go paperless with any document, any process, anywhere!


DocLink, Integrated Document Management for Any ERP

Date: Wednesday, June 21

Time: 11 AM PST

Teach Me How To Go  Paperless With DocLink!


Tags: Webinar, Doc-link by Altec, Document Management

Sage Software 2017 Quarter 3 Sales Promotions Are HERE!

Posted by Ashley Lemus on Thu, Jun 01, 2017 @ 12:13 PM

Who doesn't love 25% off?

Sage Quarterly Sales Promotions 2.0.jpg

From now until June 30th, Sage HRMS and Sage Fixed Assets customers may received up to 25% off selected modules, licenses, training, and upgrades. Additionally, Sage 100 customers can upgrade to Sage 100c for no more than their current Business Care renewal costs!

Check out the full details below:

Sage HRMS:
  • Off-plan customers can get back on plan and save 25% off Sage HRMS repurchase.  With each additional new Sage HRMS module added, save an additional 25% off license fees*
  • Migrate to Sage HRMS from the Sage Abra Suite and save 25% on the migration license and ESS**  With the purchase of two, or more modules purchased, save an additional 25% on migration licenses and ESS**
  • Receive 25% off new Sage Core HRMS licenses for every add-on solution purchased***  This means customers can save up to 100%*** off the Sage Core HRMS license with the purchase of 4 additional modules!***


Sage Fixed Assets:
  • Sage Fixed Assets customers save 15% on the purchase of all additional Sage Fixed Assets user licenses, modules, training, and their upgrades to the Premier version****
  • Sage Fixed Assets customers save on Business Care reactivation fee


Sage 100 ERP:
  • Sage 100 on-plan customers get fifth user license free when they buy four
  • Winback Sage 100 perpetual only customers save 25% on product licenses when they get back on plan with Sage 100c
  • Current on-plan Sage 100 customers my upgrade to a Sage 100c subscription plan for no more than their current Sage Business Care plan price.****


We would love to give you more information on these fabulous promotions, but they won't last forever.
So, be sure to give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form to the right and we’ll reach out to you.


* Discount does not apply to Maintenance & Support fee and applies to Sage HRMS licensing only.  To qualify, the customer must have been two or more years off plan, and, must return on the latest Sage HRMS platform. 

** If customer has ESS, then discount would apply to Benefits Enrollment.

*** Customer must purchase Gold M&S. Excludes Maintenance & Support and plug-ins for Alerts and Workflow, and HR Actions.

**** This promotion cannot be combined with any other promotion or offer.

Tags: Sage Software, Sage Fixed Assets, Sage 100 ERP, Sage HRMS, Sage 100c

6 Trickiest Sales Tax States Webinar

Posted by Ashley Lemus on Tue, May 30, 2017 @ 10:55 AM

You probably already know that somes states are more complicated to do business in than others. But do you know why?



They have more tax rules and exemptions and a host of policies that might seem wacky compared to the rest of the country.


Hear from a tax expert from our partners at Avalara as he explains what makes these states unique and why you need to pay special attention to them.


Sales tax guru Scott Peterson will explain:
  • Which states made the list…and why
  • Strategies for doing business in them
  • How to navigate complicated sales tax laws


 Register today for: 6 Trickiest Sales Tax States

Date: Wednesday, June 7th  

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

Reserve Your Seat Now


Avalara is an industry leader in Sales Tax Compliance. To learn more about how Avalara, partnered with Klear Systems, Inc. can help benefit your organization, please contact us today!

I Want to Learn More!


Tags: Avalara, Webinar, Sales Tax

Sage HRMS 2017 Now Available!

Posted by Ashley Lemus on Tue, May 23, 2017 @ 12:32 PM

If you're already using a previous version of Sage HRMS, it's time to upgrade!

Sage HRMS 2017 banner.jpg

Sage HRMS is the leading HR solution in the market today. Designed for completeness and easy of use, this solution offers comprehensive payroll processing, training, and benefits administration ensuring your readiness to tackle challenging HR issues.

Sage HRMS 2017 includes:

  • Sage HRMS core improvements and updated Payroll module.

  • Sage Employee Self Service (ESS) and Open Enrollment improvements for new registration, reset passwords, and processing open enrollments for groups of employees.

  • Sage HRMS HR Actions - new version to support Sage HRMS 2017.

  • Cyber Recruiter/Cyber Train - no new version required.

  • Web-based help accessed from core Sage HRMS and Sage ESS.


To learn more about updating your Sage HRMS solution,

download the full Product Release Notes brochure!


Tags: Business Management Software, Sage HRMS, Human Resources

Sage Summit 2017 Tour - US Session Update

Posted by Ashley Lemus on Mon, May 22, 2017 @ 02:45 PM


hyatt oc Sage summit 2017 US session postponed.jpg

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 has been postponed.


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're doing things a little bit differently. Rather than hosting one major event for the entire year, as they've done in the past, Sage has 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 will be largely 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.

However, due to a number of projects in the works, Sage felt it would be best to delay the event until mid-August or September, in order to assure the highest quality of content provided to event attendees.


But don't worry!

A delay like this only allows for more time to get excited!


The single-day Sage Session will focus on local-marketing specifics that allow one-of-a-kind learning, training, and networking experiences for all Sage customers. With endless connection potentials, multiple learning sessions to choose from, and an inspiring keynote address, this event is sure to provide new and innovative ways to grow your business while enjoying a fun and unique interaction with Sage.


With 20 learning sessions this is an event you don't want to miss!


Where:   Orange County, CA

When:    Date To Be Determined


Registration will open soon,

so be sure to sign up for event notifications!

I'd love to receive event updates!


Tags: Sage Summit, Enterprise Resource Planning, Business Management

Go Paperless with DocLink for Sage

Posted by Ashley Lemus on Mon, May 22, 2017 @ 12:18 PM

 Taking the first step toward fixing outdated business practices can be daunting!


But, your team needs to creatively and easily expedite processes; they need software to scan/route documents, create alerts, customize forms, automate workflows, and access files from any device.


That's why Altec wants to help get you started with the exclusive Sage Endorsed document management and workflow solution, DocLink.  Join us:


Go Paperless with DocLink for Sage

Date:   Wednesday, May 24
Time:   11:00 am PST

Teach Me How To Go Paperless With DocLink for Sage!

This highly informative webinar will teach you how to identify where your company needs an efficiency boost and leave you feeling ready to go paperless with any document, any process, anywhere!


We'd love to discuss how DocLink, partnered with Klear Systems, Inc.
can help improve your document management process.


So, give us a call at (949) 681-8135 or

email us at Info@KlearSystems.com 

and we'll reach out to you!

Tags: Doc-link by Altec, Document Management, Sage 100 ERP