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

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!

Acumatica PC Mag Best Inventory Software 2017_1_1.png

 

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."

 

- PC MAG

 

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

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

Webinar Alert! Automate Order Processing With Acumatica Cloud ERP

Posted by Ashley Lemus on Thu, May 11, 2017 @ 10:44 AM

Automate Order Processing with an Integrated e-Commerce, Supply Chain and Customer Service Solution

 

Automate Order Processing with an integrated e-commerce, supply chain, and customer service solution webinar.png

Join our friends at Acumatica, Kensium, JAAS Systems, Scanco, American Payment Solutions and, StarShip to learn how an integrated streamlined supply chain and customer service automation solution for Acumatica saves time and money. 

 

Complimentary Pre-Recorded Webinar

I'm Ready to Automate My Order Processing!

 

During this complimentary pre-recorded webinar learn how Acumatica customers can automate the entire workflow from a website purchase to fulfillment by:

 Allowing your website visitors and customers using Kensium to:

  • Place and track orders 24/7 
  • View their customer specific pricing and inventory levels
  • View their sales orders, invoices, payments and shipments

 

Automate the following manufacturing processes in JAMS for Acumatica:
  • Monitor job status, review refine and improve estimating, job planning
  • Confirm quotes are accurate before production begins
  • Determine material availability
  • Notify purchasing of shortages
  • Identify scheduling bottlenecks and what can be promised
  • Keep jobs on schedule with drag and drop scheduling scenario tools
  • Configure custom products and services
  • Speed up quoting, estimating, order entry and production process to deliver more product with less cost
  • Track live shop floor information against work ticket
  • Labor tracking – productive or non-productive

 

Automate Pick, Pack Processes in Acumatica:
  • Reduce time in picking orders and eliminating mis-picks
  • Getting a real time view of inventory levels inside Acumatica
  • Seamlessly integrate with Acumatica
  • Strengthen supplier relationships

 

Automate Shipping Processes in Acumatica:
  • Eliminate manual re-keying of data into carrier systems
  • Multi-carrier / Multi-mode allows you to rate shop and ship small parcel and LTL carriers from one application
  • Streamline international shipments and automatically generate associated documents
  • Create custom emails and labels to strengthen your brand and drive repeat business

 

Get Paid Faster with Acumatica Integrated Credit Card Processing using American Payment Solutions:
    • 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

 

Complimentary Pre-Recorded Webinar

I'm Ready to Automate My Order Processing!

 

Tags: Acumatica Cloud-Based Solutions, Webinar, Supply Chain Management, Order Processing

3 Guides You Really Need to Know to Start Your ERP Investigation

Posted by Ashley Lemus on Tue, May 02, 2017 @ 11:06 AM

Do you know what to look for when investigating new business systems or IT infrastructure?

Do you feel as if you are missing out when you hear buzz-speak about cloud-based solutions, business intelligence & analytics, and ERP?

  What-You-Need-To-Know-To-Start-Your-ERP-Investigation.jpg

 

Then you’ll want to download these 3 new guides that cut out the hype and focus on what you really need to know to drive your business forward:

 

Move Beyond Buzz-Speak

In the software industry, there’s a lot of buzz (and a lot of buzzwords!) about all things cloud, automation, business intelligence, and more.

Google doesn’t do much to remove the buzz-speak around these topics, making it difficult for the average business owner to find helpful content that enables them to make informed and smart choices about their business processes. Do a simple search for any of these three topics and you’ll feel just as lost as when you started.

Cloud-based solutions, business intelligence & analytics, and ERP play a critical role in improving business processes, lowering operating costs, and increasing your business’ bottom line—making understanding these topics key for any business.

Acumatica's business technology experts put together these three short guides as a way to move beyond the buzz-speak and help you to understand some of the issues facing companies like yours:

  • What is the cloud? What does it mean to use “cloud-based” systems?
  • Is business intelligence more than just an executive dashboard?
  • What automated tools are out there for better managing inventory?

 

Benefits of the Cloud

Acumatica Cloud Benefits.jpg

Cloud computing (“the cloud”) has quickly become one of the leading technology topics in the world, despite the fact that few people really understand what it is and how it impacts their technology choices today.

This guide explains what you need to know about cloud computing to help you make informed decisions about your IT deployment and infrastructure.

You will learn:

  • What exactly is the cloud
  • Business applications that run in the cloud
  • The differences between SaaS and on-premise business applications
  • Saas deployment options: single-tenant or multi-tenant
  • Why you should beware of legacy applications “re-engineered” for the cloud
  • Choosing the right deployment option for your company

See how cloud computing can improve your business processes by downloading this free guide today.

 

Business Intelligence: More than a Dashboard

Acumatica Business Intelligence.jpg

Nearly every ERP system on the market now also offers a Business Intelligence (BI) module to provide more flexibility and advanced data visualization (graphics). BI is mostly recognized as the source of the executive dashboard that contains graphical displays of major high level measurements like sales, production statistics, inventory level and the like, with alarms and drill-down capabilities.

More than simply arranging data into convenient and attractive formats, however, BI includes analytics as well as data warehouse/data mining capabilities. BI provides the tools that can turn data into knowledge and insight.

This guide will show you how smart businesses can tap into this incredible resource.

You will learn:

  • How business intelligence works
  • The robust reporting found in business intelligence
  • How to combine related data into meaningful metrics
  • How creating your own analysis provides for a deeper understanding of key data

Learn how to get the data you need to make smart business decisions by downloading this guide today.

 

5 Tools for Inventory Management

5 Tools for Inventory Marketing.jpg

Inventory is a big factor in many businesses, particularly in manufacturing. Inventory records are the most likely area of the business to be computerized and every ERP system and CRM system is built around an inventory management function.

Basic inventory management maintains what’s called a perpetual inventory record. Simply stated, the system accepts inventory movement reports (transactions) and maintains a continuous record of the quantity on-hand. Of course, inventory management software does a lot more than that.

In this guide, we outline some of the tools that can and should be integrated with inventory management to give you the control and visibility you need to support efficient operations.

You will learn:

  • Bar-code data collection
  • Cycle counting
  • ABC Analysis
  • Integrated planning and execution
  • Lot tracking and traceability

Discover how these five tools can improve your inventory management process by downloading the guide today.

 

A Smart Investigation

These resources provide a balanced view of what’s out there right now, and what you should be considering as you investigate ways to improve your business processes. Move past the buzz-speak and get the information you need to make the smart choice for your business.

 

Have further questions about ERP or other buzzwords you’d like to be better defined?
Let us know!

 

Give us a call at (949) 681-8135,
email us at info@klearsystems.com

 

Tags: Acumatica Cloud-Based Solutions

Acumatica 6.1 Product Update Available

Posted by Ashley Lemus on Thu, Apr 27, 2017 @ 04:29 PM

Acumatica 6 is the Best Cloud ERP out there! And now with the most recent update available it's even better than ever!

 
Acumatica 6- Best Cloud ERP Out There.png

The cloud-based ERP system is always working on technology that sits at the forefront of its field that will directly impact and accelerate their customer businesses by helping increase productivity and cash flow while allowing for streamlined operations.

 

That's why the developers at Acumatica spent this past year focusing on the new and improved version: Acumatica 6!

 

With the primary focus of the version being to keep the system flexible and easy to deploy, Acumatica is added a continuous release cycle option for current customers.  This option is offered in addition to the long-term support currently being offered, giving customers the choice to decide which upgrade process best fits their business needs. 

 

But that's not all to be excited about!  Here are 3 reasons we love Acumatica 6:

 

1. Acumatica 6 plays well with others.

Acumatica 6 supports REST (representational state transfer) API (application programming interface) with web services, making it now the most flexible Cloud ERP product out there.  REST interfaces continue to ensure their platform is the most adaptable and customizable in the industry.

 

2. Acumatica 6 is even easier to integrate.

The rise in popularity of new and innovative programming languages and technologies only makes the advances in Acumatica 6 even more important.

Simply put, REST API makes it easier to integrate with these newer languages, which in turn makes it easier to integrate with other programming demands.

Not only does this integration help programmers but the system is able to process and generate massive amounts of data allowing it to be much more user-friendly.

 

3. Acumatica 6 handles more languages.

And finally, Acumatica 6 facilitates localization and the use of Cloud ERP in multinational environments. For example, if you have multilingual employees, you will be able to easily store data in a language-specific manner.  This feature largely benefits those who do business in more than one language. 

 

 

But even the best can always stand to be improved.  That's where the Acumatica 6.1 update comes in! This newest update includes bug fixes and enhancements on modules such as Organization & Project, Finance, Distribution, System & Platform, and Documentation.

 

 

If you are not on the most current version of Acumatica
but would like to learn more please let us know:

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

I Want to Learn More!

 

Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Business Management Software, Small Business

Acumatica Integrates DocuSign Into its Cloud ERP Platform

Posted by Ashley Lemus on Wed, Apr 19, 2017 @ 03:47 PM

At the Acumatica Summit earlier this year, it was unveiled that a new DocuSign integration into the already robust Cloud ERP platform was in the works.

 Acumatica Enhancements.jpg

Adding to the multiple business applications and services Acumatica interacts with, in what we call the multi cloud world, means more options that best serves Acumatica customers.  

Without this integration, users of Acumatica managed the document signing process as a separate stream and manually uploaded documents. Now, the integration is built right into the document management system, where users can work across many different documents (including sales orders, contracts, invoices, purchase orders and more) and route them for signing via DocuSign.

 

Acumatica-and-DocuSign-Integration.png

 

Using DocuSign’s eSignature REST APIs, the following key features were developed with this integration:

  • Creating envelopes and preparing documents for signing
  • Sending documents for signing and tracking the status
  • Managing documents centrally
  • Sending documents from CRM, Financials, Distribution, and other modules

 

“Everyone is still talking about the cloud . . . But it’s no longer realistic to think of today’s on-demand services as existing in one big cloud. Let’s face it: to get all the functionality your business needs, you have to tap into multiple separate clouds, each with its own capabilities and requirements. Businesses that fail to recognize this reality doom themselves to a future of standalone business processes and data silos—and they limit their potential for success.” 

- Jon Roskill, Acumatica CEO

 

This partnership with DocuSign allows for every type of business to benefit – from HR to Sales to Manufacturing – and is available across all Acumatica modules.

 

For a more in-depth look, DocuSign highlights the integration and provides a demonstration here:

 

 

 

Acumatica provides cloud-based business management software that enables small and mid-size companies to accelerate their businesses.

Built on cloud and mobile technology and a unique customer-centric licensing model, Acumatica delivers a suite of fully integrated business management applications, such as Financials, Distribution, CRM, and Project Accounting, on a robust and flexible platform. 

 

 

We would love to speak with you about how Klear Systems and a
DocuSign integration with Acumatica can benefit your organization.

Give us a call at (949) 681-8135 or
email us at info@klearsystems.com 

 

Tags: Acumatica Cloud-Based Solutions, Document Management

Webinar Alert: Automate Manufacturing & Order Fulfillment Processes

Posted by Ashley Lemus on Mon, Apr 17, 2017 @ 03:20 PM

Join our friends at Acumatica, JAAS Systems, Scanco, American Payment Solutions, and StarShip to learn how an integrated streamlined manufacturing and order processing solution for Acumatica Cloud ERP saves customers time and money!

 

Acumatica Manufacturing Processes.png

 

During this complimentary webinar learn how Acumatica customers can automate the entire order fulfillment process from purchase to shipping by:

Automate the following manufacturing processes in JAMS for Acumatica:

  1. Monitor job status, review, refine and improve estimating, job planning:
    • Confirm quotes are accurate before production begins
    • Determine material availability
    • Notify purchasing of shortages
    • Identify scheduling bottlenecks and what can be promised
    • Keep jobs on schedule with drag and drop scheduling scenario tools
    • Configure custom products and services
    • Speed up quoting, estimating, order entry and production process to deliver more product with less cost
    • Track live shop floor information against work ticket
    • Labor Tracking – productive or non-productive
  2. Getting paid faster with Acumatica 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
  3. Automated Pick and Pack in Acumatica:
    • Reduce time in picking orders and eliminating mis-picks
    • Getting a real time view of inventory levels inside Acumatica
    • Seamlessly integrate with Acumatica
    • Strengthen supplier relationships
  4. Automate Shipping Processes in Acumatica:
    • Eliminate manual re-keying of data into carrier systems
    • Multi-carrier / Multi-mode allows you to rate shop and ship small parcel and LTL carriers from one application
    • Streamline international shipments and automatically generate associated documents
    • Create custom emails and labels to strengthen your brand and drive repeat business

 

 You won't want to miss this highly informational webinar:

 

 Enjoy This Complimentary  Prerecorded Webinar!

 

We would love to speak with you about how Acumatica, JAAS,
Scanco, APS, and Starship can benefit your organization. 

Give us a call at (949) 681-8135 or
email us at info@klearsystems.com

 

Tags: Manufacturing, Acumatica Cloud-Based Solutions, Webinar

ERP Version Upgrades: To Upgrade, or Not to Upgrade?

Posted by Ashley Lemus on Thu, Apr 06, 2017 @ 04:09 PM

Avoiding an EPR version upgrade due to the many challenges you're sure to face?

What are the costs and benefits to upgrading your ERP system?

 

You aren't alone.  Many companies continue to use the same ERP system they've had for years for fear of disruption to their current functionality. Not to mention the time and effort it will take to learn and train on the new system.

 

Here are 3 reasons it's in your organizations best interest to upgrade:

Deferred Costs

There's no question that a successful upgrade requires plenty of careful planning and execution and if not performed properly, can lead to an upgrade avoidance.  However, many organizations don't talk into consideration that an upgrade avoidance ends up costing more in the long run. That's because the upgrade costs are actually deferred, rather than eliminated, and essentially multiply as the gap widens between their current ERP system and the new and improved version.

Unsupported Versions

The risk of skipping an upgrade must not be overlooked, as many businesses quickly end up on unsupported versions leading to even bigger software issues or security vulnerabilities.  Additionally, remaining on an older version will likely separate your business from the community norm.  This is because community collaborations for old/outdated versions end up getting little to no attention resulting in a shortage of resources your organization used to rely on.

Missing out on Functionality Improvements

New software means new functionality enhancements! If utilized to their full capability these enhancements will certainly become a clear competitive advantage as they'll help improve productivity.  Cloud-based solutions, such as Acumatica, for example, allows authorized personnel to access any information necessary in real time.

 

The cost and effort associated with avoiding system upgrades is not only risky, but ultimately limits your business.  That is why businesses must protect their ERP systems and plan for frequent, well executed upgrade regimens that will allow them to stay on current and supported versions.

 

We would love to speak with you about how Klear Systems can
help bring your system up to speed and benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

 I Want to Learn More!

 

Tags: Acumatica Cloud-Based Solutions, Business Management Software

Intelligent CRM: Improving Customer Relationships with AI

Posted by Ashley Lemus on Tue, Mar 21, 2017 @ 12:43 PM

By focusing on achieving a higher conversion rate, rather than getting more leads, an intelligent CRM can increase your sales without inflating your marketing budget.

  Intelligent CRM results in improved customer relationships-1.png

 

This happens as the AI platform behind your CRM makes it easy to build true one-on-one relationships with your potential customers.


What Results Can You Expect?


Not only will you experience the results every B2C marketer desires, but with an intelligent CRM, the processes are done for you.

 

This means three things:

1. Less time and money to get the same results.
2. Improvement of your conversion rate on current leads.
3. You can justify scaling your lead-generation efforts.

 

Normally, it would take an agency by your side to make this magic happen. Now, even small business owners have enough insights to make educated judgments.


How AI-Powered CRMs Boost Conversions

Gone are the days where marketers would try to read, sort and analyze their data in more effective ways. Today, intelligent CRM software options cut the guess work out by using AI superpowers to choose the most appropriate models. Now marketers are able to identify where leads drop off, as well as how each sales channel should by engaged. As a result, all your B2C marketing efforts can now go toward high-value conversion optimizations.

 


Responses and Response Timing

Response timing is everything when attempting to satisfy and sustain a customer base.

Sure you'd love to offer customers 24/7 support, but wouldn't it be even better for your models to execute in real-time? 


Imagine sending an automated, "Thank you!" email once a shipment arrives at a customer's house. What about upselling an accessory or reminding your customer of an abandoned shopping cart?

 


Personalized Recommendations to Sell Better


You pay for ads for your e-commerce store but what if you could give personalized recommendations based on individual user behavior?


This is the truest sense of one-on-one B2C marketing. It's what every professional sets out to achieve. With an AI customer relationship management system you can automate this processes, ultimately saving your SMB time and money.


Think about when you're on Facebook. The ads you see are often products you recently looked at. It's annoying when your kids catch hints of their Christmas gifts, but it can be a game-changer at the end of a B2C cycle.

 


Bring Big Changes, Without the Risks


Discover the differences caused by your marketing strategy changes so your organization can make adjustments accordingly. 


Small tweaks here and there should allow you to increase conversion rate will increases, hopefully resulting in more sales for your business. However, without an AI-powered CRM helping you, it's more of a guessing game as to how each set of leads will perform.

 

As an intelligent CRM software works dynamically with the rest of your ERP system the result is a more custom one-on-one B2C marketing model. Experience less drop off, a stronger conversation rate and a higher advertising ROI.

 

We would love to speak with you about how Klear Systems
and an efficient CRM can benefit your organization.

Give us a call at (949) 681-8135,
email us at info@klearsystems.com
or complete the form below and we’ll reach out to you.

 I Want to Learn More!

Tags: Customer Relationship Management, Acumatica Cloud-Based Solutions, Sage Software, Small Business