4 Things A Supply Chain Leader Must Be

Posted by Ashley Lemus on Wed, Jul 06, 2016 @ 04:00 PM

The importance of good supply chain management has increased dramatically as organizations realize the benefits of supply chain for driving competitive edge.  Currently, the leading trend is designing the supply chain to be in line with strategic goals in order to boost the bottom line.

Supply chain leaders must develop new skill sets, as well as refine old ones.


In order to facilitate this, supply chain leaders have had to develop new skill sets, as well as refine old ones, as their responsibilities shift towards that of a fully fledged business partner.


Supply chain leadership isn't easy but in order to be successful each leader should possess at least these four qualities:


1) A problem solver

While supply chain executives still need to be experts at managing traditional supply chain functions, such as transportation and inventory management, they most be able to delegate these roles to both employees and new technologies in order to focus on high-level problem-solving skills in order to drive the benefits of supply chain to the overall organization.

To do this, they must have an overview of every facet of the company that is impacted by or has an impact on the supply chain so they can best identify opportunities to cut costs and improve efficiency. They must also have an overview of the entire supply chain in order to see where they may need to work closer with partners, where they may perhaps need to change partners and initiate relationships with firms nearer their base as a result of transport costs or cheaper labor.

2) A communicator

Maintaining good relationships with suppliers has always been vital to good supply chain management, but it has become even more complex as the world has become more globalized. Supply chain leaders must be aware of any delays that could have a knock-on impact down the chain, and any risks that could potentially cause delays, which means they must ensure constant communication in order to help partners better execute their processes.

It is necessary to have an in-depth understanding of the business operations and a natural gift for relationship building in order to achieve mutually beneficial connections with supply chain partners. Long-term relationships with suppliers must be nurtured, and strategic and operational capabilities must be delegated to individual agents to help ensure an ongoing mutually beneficial relationship - and recognize when it is no longer mutually beneficial.

It is also vital to communicate supply chain goals across your own organization to ensure collaboration, and that the goals are aligned with the business’s entire strategy. It is all very well having a great supply chain strategy, however, it is unlikely that it will be successfully executed and the whole farrago is effectively rendered meaningless without full team support.

3) A key business sponsor for IT

According to a recent Deloitte report, ‘Supply Chain Talent of the Future’, 95% of the supply chain leaders said advanced analytics, including optimization and predictive analytics, was the foremost capability of the future and that their companies either currently use them or expect to in the future. Additionally, just 46% said they saw it as a strength today in their supply chain organizations.

Although the supply chain manager does not need to be an expert in IT, they do need to work closely alongside the CIO to make sure they are using all the technology they can to drive improvements throughout the chain, and employ staff with at least an element of IT-savvy. They need to always be on top of the next-generation of technology tools, as well as implementation challenges that are part and parcel of today’s supply chain software solutions.


4) A Risk Manager

The latest A.T. Kearney report, ‘Is Your Luck Running Out? Managing Supply Chain Risk in Uncertain Times’, found that there was a strong understanding in supply chains of the level of latent risk, yet there was a real failure to translate this recognition into a solid plan to actually deal with them should they arise. This would suggest that supply chain leaders are forgetting some of their traditional responsibilities. While this is particularly true in a global supply chain, in which there are constant risks, they now have a wealth of information coming into them, which must be analyzed within seconds and decisions made to address issues before they arise. They must also have contingency plans in place for every possible scenario allowing them to react quickly should disaster strike.

A leader who possesses each of these roles can not only effectively manage a small to medium sized business, but also help it grow!  And while it may feel a bit overwhelming there are plenty of options to help you along the way, including ERP and CRM software.

We would love to speak with you about how Klear Systems 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: Small Business, Supply Chain Management

5 Innovative Technologies to Improve Supply Chain Management

Posted by Ashley Lemus on Wed, Jun 29, 2016 @ 05:22 PM

Since supply chain management is the point of operations that not only determines distribution efficiency but also the quality of the product a customer buys, it is arguably one of the most important business areas in any idustrial facility. 

Enhance customer satisfaction with these 5 innovative technologies to improve supply chain management


Supply chain management is a key component of productivity, which has necessitated a paradigm shift in the process in which it is done.  The adoption of modern technology to enhance efficiency and accountability within the supply chain has been one of the most significant changes.


Modern business is being revolutionized by computer chain management, which is allowing for better visibility and tracking.  This technology allows for real-time monitoring of the entire chain including shipping and invoicing.  A steady rise in portable supply chain technology is also providing an invaluable ability to monitor the supply chain using wireless technology with smart phones, GPS devices and tablets.

Of course, the flexibility in tracking and monitoring the entire chain being offered to logistical managers is the key take away from this revolutionary technology.  Supply managers can now make adjustments on the fly which averts disruptions in the supply chain, which then enhances customer satisfaction.

Many companies are leveraging logistical management software to improve productivity in the supply chain and enable real-time monitoring of the warehousing and distribution process.

In other words, integrating technology in supply chain management ensures:

  • Reduction in operational costs
  • Improved efficiency through reduction of errors
  • Greater customer satisfaction on the other end.


To appreciate the need for supply chain management (SCM) technologies, consider these 5 practical innovations that have been adopted by industry leaders:


  • Radio Technology
    There is no doubt that one of the greatest headaches for any supply chain manager is the increase in anomalies when an order is in transit. This not only leads to losses but will also eventually have a negative impact on a brand. If a product is lost during transit, the supplier not only bears all the costs, but will also have to bear with the ensuing cost of disruption. By adoption of Radio Frequency Identification (RFID) technology, a company can effectively monitor every product in both the production and supply lines. RFID places chips on all items, which helps employees to quickly detect any anomalies in an order. This is an innovative way of correcting a problem before it ruins the entire supply chain. 
  • Advanced Weighing Technology
    One of the greatest encumbrances in the supply chain is in the weighing process. Efficiency is too often greatly compromised by the use of outdated truck scales being used in most industrial facilities. Luckily, modern technology includes the ingenious onboard truck scales, allowing for seamless operations when access to platform scales is not available. The scales enhance productivity by measuring payload weight and the truck’s gross weight to ensure a truck carries the maximum weight right from the point of loading while also saving time and money. The onboard truck scales have also been adopted as a safety guarantee to ensure operators within a warehouse, for instance, only carry the allowed weight on their lifts. 
  • Social Media Revolution
    There are over 1.3 billion active Facebook users monthly. With such numbers, it makes more sense for modern businesses to optimize their supply chain operations by leveraging the power of social media. It is an ingenious way to open more channels and remain in touch in real-time with all stakeholders in the supply chain. This process makes it easy to respond to questions, report in real-time about incidences in the supply chain, report price changes, and also enhance visibility of the company.
  • Transport Management Software
    Computerized supplies management is the future of the business as these systems help to integrate all operation from one panel.  Additionally, it is now possible to have such a panel in your mobile device -- meaning you can organize your inventory data, manage shipping, monitor distribution and create an electronic bill of landing, all in the comfort of your office or while on the go. These features not only help enhance customer experience but also reduces errors in the entire process.
  • Data Analytics
    The information age, as the 21st century has aptly been labeled, is due to the amount of data readily available at any moment. Every new tool is generating copious volumes of intelligence driving data, which the supply chain management can use effectively. Think of all sources of data from RFID, customer surveys, CRM transactions and call center logs and you appreciate that supplies management will soon be driven by big data just like the modern stock exchange market.

The whole idea of adopting technology in supplies management is to simplify the process, thus eliminating redundancy. By allowing a seamless process, modern technology will not only help reduce costs but also minimize the risks imminent in the supply chain. This innovative way to stay ahead of the competition will allow you to enhance customer satisfaction and improve efficiency. 


Want to learn more ways to improve efficiency and enhance customer satisfaction?

We would love to discuss how Klear Systems 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: Small Business, Supply Chain Management

Is Cash The New Cost in Supply Chain Management?

Posted by Ashley Lemus on Wed, Jun 01, 2016 @ 01:09 PM

In today's many organizations are struggling to drive revenue — some may already be seeing shrinking revenue — which naturally focuses attention on the supply chain. The knee-jerk solution would be to seek cost savings by cutting supplier costs, however, squeezing supplier margins could actually end up hurting profits in the long run.

That is why it's time to look at cash as the new cost. Freeing up cash flow instead of cost cutting will not only allow a company to mitigate losses from slow revenue growth, but it will also increase shareholder value through proactive measures like stock buybacks and R&D investment.


So what's the secret? Focusing on reducing days of supply and building a lean-cut yet fast-moving supply chain.


How much can you really cut?

Poor macroeconomic conditions may cause many companies to suffer unnecessarily when their supply chain isn’t optimized for action. In a constant struggle to increase profits while fighting against sluggish growth, CFOs often turn to procurement for a quick fix.

A wave of companies demanding price cuts, which is a quick way to free up cash, is traditionally a sign of a sluggish economy. However, in a down economy, as margins shrink with a company’s revenue, the organization can cut as much costs as it wants and still run out of cash.


What are the real risks of costs over cash?


Suppliers won’t make you a priority. When a customer keeps squeezing supplier margins, they will stop prioritizing that company as a customer. Some suppliers choose to end business with companies after payment terms are extended too far while others will put different clients ahead of you when it comes to last-minute asks or special requests.

Disruptions will hurt more. Without a strong supplier relationship, it’ll become increasingly more difficult to get a response from suppliers after a big disruption floods them with calls. In situations in which a company faces massive losses due to disruptions it helps to have already built up a cooperative relationship with suppliers who could help save your operations.

You won’t even know you’re losing money. Excessive days of supply are by far the biggest waste of money in an operation, but it takes a psychological — and monetary — investment to analyze the supply chain and understand where the organization is holding unnecessary inventory. A single-minded focus on cutting costs just detracts attention from that holistic analysis of spending.


The Missing Cash Flow

Days of supply is one of those concepts that most people are reluctant to tackle for fear of stock-outs and missed sales opportunities, but remember: every dollar of inventory you can take out of the supply chain equates directly to a dollar of free cash flow. 


So how do you reduce days of supply and free up cash flow without increasing risk?


Two ways: build more strategic supplier partnerships, and set up mechanisms to manage issues across the supply chain in real-time.


Strategic Partnerships

Since many companies would rather maintain complete control over their design process they are reluctant to develop products with their suppliers. And while this may offer some intellectual property protection advantages, it doesn’t bode well for the partnership. In fact, companies that develop parts with their suppliers actually benefit the most.


Real-Time Issue Management

Ultimately, the best way to reduce days of supply is to utilize the wealth of data at your disposal to make your supply chain work for you in real-time. Chances are, lackluster technology is shrouding much of the operations in the form of delayed, self-serving, or miscommunicated updates. And because supply chains typically buffer against uncertainty with inventory, poor information leads directly to an increase in days of supply.

In order for supply chain teams to stay up-to-date on both risks and opportunities they need to be organized in a way that promotes open, transparent, and real-time information sharing. Tools and processes need to be in place to contextualize and transform communication into swift decision-making ability.



If you don’t know where your inventory is being held, and how that relates to demand spikes or disruptions, then you can’t safely remove any of it from your supply chain. Real-time issue management provides organizations with the ability to not just know faster, but act faster. 

A company’s supply chain executives want to support company growth while still meeting margin targets — and those achievements start with freeing up cash flow from the entire supply chain, rather than just cutting costs from procurement. Optimizing for fewer days of supply will allow a supply chain to run faster and with more agility, all while providing a cash boost when the company may need it the most.



Want to learn more about supply chain management?


We would love to speak with you about how Klear Systems 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: Supply Chain Management

How to Automate and Streamline Your Workflow within Sage 100 ERP

Posted by Ashley Lemus on Wed, Apr 13, 2016 @ 12:43 PM

Ready to super charge your Sage 100 order processing?

Learn how with integrated e-Commerce, credit card processing, sales tax compliance, supply chain and customer service solutions.

How to Automate and Streamline your Workflow within Sage 100


Date: Wednesday April 20, 2016
Time: 10:00 AM PT / 1:00 PM ET


Trust us, you'll want to register for this!


See how Clearnine/InSynch, Avalara, One Software Solution, StarShip, and American Payment Solutions work together to bring you an integrated streamlined supply chain and customer service automation solution for Sage 100. 

Sage 100 customers can automate the entire workflow from a website purchase to shipping during this complimentary webinar!  


Become better equipped by:

  1. Allowing your website visitors and customers:
    • Place and track orders 24/7 
    • View their customer specific pricing and inventory levels
    • View their sales orders, invoices, payments and shipments
  2. Insuring Sales Tax Compliance
  3. Getting paid faster with Sage 100 integrated credit card processing
  4. Automating Picking and Packing
  5. Automating Shipping Processes:
    • Eliminate manual re-keying of data into carrier systems
    • Multi-carrier/Multi-mode allows you to ship with and rate shop small parcel and LTL carriers from one application
    • Streamline international shipments 
    • Able to quickly respond (and be 1 step ahead) to new carrier rules and price changes



Interested in learning more on how Sage can help improve your business?

Contact Us Today!

I Want to Learn More!


Tags: Enterprise Resource Planning, Sage Software, Webinar, Supply Chain Management

New from Acumatica Cloud ERP: Supply Chain Planning & Forecasting

Posted by Kimberly Tucker on Wed, Dec 16, 2015 @ 10:29 AM

Acumatica Cloud ERP has already established itself as an intuitive offering for businesses that sell warehouse inventory (namely distributors and manufacturers) but a recent announcement from the organization reveals it has gotten even better with the addition of a Planning & Forecast Module.

The new Planning and Forecasting module will enable users to:

  1. Stop wasting time maintaining purchasing spreadsheets


  2. Forecast future sales levels with the dynacast forcasting engine as seen here:


  3. Automatically create purchase orders from forecast as seen here:




Watch the introduction below to see a quick overview of
forecasting, inventory planning and purchase order generation in action.

For more information on Acumatica Cloud ERP,
Please Contact Us Today!



Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Warehouse Management System, Supply Chain Management

4 Ways Sage BI Helps ERP Users Work Smarter, Not Harder

Posted by Kimberly Tucker on Tue, Sep 01, 2015 @ 12:54 PM


When combined with the data powerhouse of Sage 100 ERP, Sage business intelligence software allows companies to take full advantage of their data on all fronts.  This information can be used to analyze an organizations operations, make changes to gain efficiency and therefore increase revenue as a result.

Check out 4 ways to work smarter, not harder with Sage Business Intelligence below:

  1. Gain Informational Insights 24/7
    ERP and business intelligence truly create an all-in-one storage platform for an entire organization's data. For example, customer order information can be connected with inventory management and other operational data to provide a complete picture of a company's output. As a result, business intelligence tools allow companies to make connections between trends that would have not been immediately apparent otherwise taking the guess work out of projecting sales volumes or other important details.

  2. Document & Analyze Customer Behavior
    Because Sage Business intelligence allows companies to use every bit of data they have to their advantage, customer behavior is easily documented and available for analysis. As a result, business intelligence makes it easier to correlate customer behavior to business growth. Combining purchase behavior with data from customer relationship management (CRM) and even social media communications enables organizations to learn a limitless number of new things about their market and use these insights to increase revenue.

  3. Act and Adapt in Record Time
    Business Intelligence data allows companies to quickly adapt. Without BI, a manager is of course able to make a strategic decision based on separate sets of data but this first requires him or her to seek out all of the different data sets then sit down and review them.
    Sage Business intelligence removes these time-consuming stages and automatically generates easy-to-read reports that can be instantly shared via the cloud. The efficiency of business intelligence and ERP enables companies to use their time, resources and energy more effectively.

  4. Forecast The Future
    The forecasting features enabled by Sage Business Intelligence are some of the most beloved. Without BI, operations relied primarily on semi-educated assumptions. By using algorithms on historical data, business intelligence empowers companies to more accurately predict the future. Greater accuracy means stronger growth and fewer mistakes, things all companies can benefit from.

Companies with Sage 100 ERP should strongly consider integrating Sage business intelligence to increase efficiency and do more with the data they already have.

Smart companies track customer behavior, sales and inventory information and then they can use this data more effectively by harnessing business intelligence to piece it all together.


For more information on
Sage Business Intelligence,
please contact us today!

  I Want to Learn More!


Tags: Sage Software, Business Intelligence, Supply Chain Management

Improved Finance, Distribution, Organization Modules w/ Acumatica 5.2

Posted by Kimberly Tucker on Tue, Aug 04, 2015 @ 03:56 PM

We are excited to announce the release of Acumatica 5.2!

In addition to addressing reported issues found in Acumatica 5.1, Acumatica 5.2 includes multiple improvements to the modules in the Finance, Distribution, Organization areas as well as the Customer Portal. 

A few feature highlights of Acumatica 5.2:

  • Microsoft PowerBI Content Pack enables users to import Acumatica data to view in Power BI for rapid, actionable insights
  • Consolidated Receivables for customers who have multiple branches, locations, or franchises
  • Web Service to automatically synchronize currency exchange rates
  • Ability to import Physical Inventory to Acumatica ERP via Microsoft Excel
  • Activities added to Projects in the ‘planned’ status
  • Customer Portal Welcome page has a new look with icons for easy access to links
  • Company Snapshot process improved
  • Relative Date Clauses now use parameters associated to the current date
  • Mobile applets for Employee Time Card and Activity now available

Check out the release notes for
a full description of all features:
 Release Notes for Acumatica 5.2

Catch Richard Duffy's full overview below: 

Acumatica Version 5.2 in Review from Richard Duffy on Vimeo.

These updates are part of Acumatica's ongoing effort to continually improve the product to better serve the end user which is a fantastic trait for a technology company - they really listen!

For more information on Acumatica 5.2
Please Contact Us Today!


Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Business Intelligence, Supply Chain Management, Accounting & Finance

Scanco Enterprise: Cloud Supply Chain Warehouse Management Software

Posted by Kimberly Tucker on Thu, Jun 11, 2015 @ 07:24 AM

Business leaders in all industries know an organization's success depends on having an intelligent warehouse. Without the proper Warehouse Management System (WMS), a mid-sized to large distribution center can suffer from inefficiencies and unrealized productivity. 

SCANCO ENTERPRISE is the most advanced product from Scanco. It will completely change the way the warehouse and the operations team function forever with a seamless ERP integration that only Scanco can offer and instant, real-time communication.


With instant communication, not only to the ERP but the team as well, the need to simplify, streamline and automate every aspect of inventory presents itself.  Additionally, Scanco Enterprise Apps are not just for Windows any more. The cloud-based, technologically advanced software of Scanco Enterprise erases all limitations and will run on IOS, Android and Windows.

Never again lose track of an order with a real-time dashboard designed specifically for the warehouse management team. Instantly see where orders are, stock levels and even notify the team directly to their device when a rush order arrives.

Scanco Enterprise Warehouse Management System Shipping Scanners

Get enterprise-level data anytime by generating reports on history or real time transactions. Instant messaging and group messaging allows the team to be in constant contact so orders can be assigned to users directly, connecting the team and making shipping more efficient than ever before. 

With Advanced Shipping from Scanco Enterprise, waves and directed picking will allow the warehouse team to pick multiple or single orders with one pick list and even guide the users on the shortest path through the warehouse.

Directed Shipping enables the team to skip picking altogether and invoice the customer while showing the best way to ship the orders.  Then, Advanced Shipping from Scanco Enterprise will have you shipping orders cheaper, faster and more accurate than you ever thought possible. 

Scanco Enterprise includes everything essential in Scanco Warehouse Plus:

  • RMA
  • Inventory Adjustments
  • Advanced Shipping
  • Notifications
  • Warehouse Reporting
  • Bill of Materials
  • Auto Update
  • License Plating/Pallet Tracking with ACSG Multi-bin
  • Pack list Printing
  • Dashboard


Scanco Enterprise will turns warehouses into efficient, controlled, well managed machines.  It is an advanced solution designed specifically for advanced warehouse needs. By combining the best in automation technology, Scanco has designed a suite of functionality that can be put to the test.  

As new technologies and warehouse management solutions continue to pour into the market, it can become easy for a business to become complacent.  The idea of relearning a new system or changing the way a warehouse has always performed a certain task can be daunting but there a business can't just let the possibility of increased efficiency pass them by.


We would love to speak with you about how Klear Systems and Scanco can help benefit your organization.


For more information on Scanco Enterprise or
Supply Chain Warehouse Management Software

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, Manufacturing, Distribution, Sage Software, Mobile App, Warehouse Management System, Supply Chain Management

4 Cloud ERP Questions Manufacturers Should Ask

Posted by Kimberly Tucker on Tue, May 26, 2015 @ 11:35 AM

CloudThere are a number of players in the cloud game so consider the following questions when looking for the right cloud solution.

What is the Cloud?

As a professional, you’ve undoubtedly heard and read the buzz about cloud computing. "The cloud" is a term that gets thrown about frequently these days so let us start with a simple definition: The Cloud is a network of servers, some of which perform online services and some which allow storage of and access to data.

Technology companies with a heavy consumer focus are leading the charge in promoting cloud solutions and are battling vigorously for attention and dollars.

Manufacturers however have a different set of priorities than consumers who are primarily concerned with being able to access their music or photos at anytime from anywhere. Manufacturers have an even greater set of concerns that introduces regulatory compliance into the equation.

Highly regulated device manufacturers are focused on innovation, patient safety and operational efficiency but nothing is more important that complying with regulations. Consequently, the prospect of trusting the operation of your business to a cloud ERP solution requires much examiniation.

If you are considering making the move to the cloud, the secret to success is selecting a cloud ERP solution that is built for you; one that supports the unique security, regulatory and software validation requirements of your industry. 

Is The Cloud Secure?

Security can be a major source of anxiety when considering a cloud-based solution in the manufacturing. However, a cloud solution that is designed to meet the specific needs of a manufacturer can easily overcome these concerns. A cloud ERP provider needs to make security, privacy and high levels of information technology (IT) controls of paramount importance when designing a solution.

A viable cloud solution uses stringent infrastructure and operational security measures to protect the underlying network, servers and application, all while controlling access to sensitive corporate data.

Data centers must include state-of-the-art technical security measures, such as electronic or biometric access; up-to-date firewalls and malware protection; and physical security measures, such as perimeter fences and live monitoring. With these measures in place, information in a cloud solution optimized for the specific manufacturing industry you operate within is even more protected than in an on-premise server.


Is The Cloud Compliant?

A cloud-based ERP solution for a manufacturer must be offered in a regulatory compliant IT environment. It should be a robust, highly available solution with all the necessary standard operating procedures to meet the requirements of national regulatory authorities.

It is essential that the solution also supports computer software validation requirements. Many cloud offerings are based on multi-tenant cloud environments requiring frequent upgrades as the entire product is upgraded, often on a semiannual basis.

Deploying a cloud-based ERP solution as a dedicated, single instance provides a qualified IT infrastructure that will be the foundation for your software validation efforts. It will also insulate you from the constant cycle and expense of validation efforts resulting from upgrades, patches and functionality that have not been given a proper risk-based evaluation for their effects on your underlying business and quality processes.


Will My Business Benefit from the Cloud?

Many companies promote delivering cloud ERP solutions. Yet, few are solely focused on the needs global manufacturers. Cloud-based solutions that are delivered on a qualified infrastructure mitigate the variability often associated with on-premise deployments.

A cloud deployment delivers the financial benefit of moving from capital expenditures to operational expenditures, allowing device companies to be more capital efficient. They deliver predictable security, reliability, availability and expense to help minimize risk.

Cloud deployments are simpler and more rapidly deployed than typical on-premise solutions. Some, but not all, deliver the same globally-accessible, full-strength ERP and EQMS capabilities as their on-premise versions



When choosing a cloud-based ERP solution, manufacturers need to ask the right questions before making their selection - or let Klear Systems do a business process review for better insight. It is imperative that manufacturers select a Cloud ERP solution that is built exclusively for their industry and not the generic solution used for a bank, government agency or some other non-manufacturing entity.

They need to select the comprehensive solution that supports the unique security, regulatory and software validation requirements of the manufacturing industry.

Overall, manufacturers must select a solution that delivers predictable costs that are easy to budget and flexible. Only then can they feel confident making the move to the cloud.


For more information on Cloud ERP for Manufacturers, 
Please contact us today! 

I Want to Learn More!


Tags: Cloud Business Management, Manufacturing, Acumatica Cloud-Based Solutions, Enterprise Resource Planning, Warehouse Management System, Supply Chain Management

Acumatica Cloud ERP Version 5.1 is HERE!

Posted by Kimberly Tucker on Tue, Apr 28, 2015 @ 10:12 PM

Acumatica Cloud ERP Version 5.1 Release Upgrade Details

After weeks of speculation and feature rumors, Acumatica ERP 5.1 has officially been released!

The newest version of Acumatica includes multiple improvements to the Finance, Distribution, Customer Relationship Management (CRM) modules as well as the Customer Portal and several new features that will build on Acumatica 5.0 all with the aim of running faster and stronger than ever while improving the ease of doing business.

In addition to improvements in functionality, there is now the option of “Feature Switches” which will turn off currently unused application functionality until you want it turned back on making a much cleaner workspace.

See our list of highlights below or check out the PDF spec sheet for a more extensively detailed view.


New Features and Improvement Highlights

Finance and Distribution

=Changes to Deferred Revenue=
Several improvements have been made in the Deferred Revenue module to comply with US accounting practices. 
The new change addresses the revenue recognition of mixing tangible products (like a computer) with non-tangible products (such as software).

=Invoicing Billable Time through Contracts w/o CRM=
The Time & Expenses module has been updated to allow billing for time of employee activities through a contract even when CRM feature is disabled. The billable time of employee activities is associated with non-stock items that are not included in the contract, this will be presented on the invoice as a separate line.

=Dunning Letters=
When you upgrade to 5.1, the system assigns a dunning level to a document (invoice or memo) that is equal to the level of the last dunning letter that included this document.

=Sales Order Prepayment Option=
Now by using the Create Prepayment button, a prepayment can be created on the Payments tab of the Sales Orders. This will be a great help to users with web order integrations where payments are taken through the website itself (i.e. ecommerce websites).

=Sales Order Approval=
Many businesses have workflows for reviewing and approving sales orders and in most cases approval is required for credit sales. 
With Acumatica, in addition to a credit check, which is performed automatically on saving new sales orders, specific sales orders can be automatically assigned to employees authorized to perform approvals. 

=Sales Order Serial or Lot Specification=
When creating SO and SA sales orders, the items can be reserved by using the Allocations dialog box.

=Delayed Posting to COGS=
If invoices are processes after inventory is issued, Acumatica ERP 5.1 allow delayed posting to COGS accounts by using the Shipped-Not-Invoiced account (and the Shipped-Not-Invoiced subaccount).


Customer Relationship Management

=Email Activity Archival Process=
Emails can now be archived automatically by configuring the archival period on the Email Preferences form.


Customer Portal

=Email Notification for New Case Activity=
New in Acumatica ERP 5.1 , a notification can be sent to the case owner when new note or file is attached to case from the Self-Service Portal.

=Wiki Management Functionality in Self-Service Portal=
A user who has the access rights for editing wikis, can add, delete, edit, and manage wiki articles directly by using Self-Service Portal. 


Cross Application Additions

=New Feature Switches=
The new Acumatica ERP 5.1 has added more Feature Switches to improve connectivity. Feature Switches turnoff application functionality that is not currently being used. With unused features disabled, there is less configuration required and the result is a simplified User Interface.

Feature switches were added to: Overdue Charges, Allocation Templates, Commissions, Translation of Financial Statements, Customer & Vendor Discounts, General Ledger Consolidation, Purchase Requisitions, Advanced Physical Counts, Kit Assemblies, User-Defined Order Types, Allocations, Replenishment, and Approval Workflow.

=Notifications to Preasssigned Approvers=
In Acumatica ERP 5.1 pre-configured notifications can now be assigned to approvers for these documents: Expense Claims, Time Cards, Equipment Time Cards, Purchase Orders, Cash transactions, Requests, and Requisitions.


Platform Improvements

=Feature Switch for "Workflow Automation"=
Workflow Automation feature provides the ability to customize workflows by means of automation steps, and gives you the ability to back up and store automation definitions that include all the automation steps defined in the application.

=Microsoft Active Directory Federation Services Support=
Acumatica 5.1 supports integration with Microsoft Active Directory Federation Services (AD FS) which allows for single sign-on (SSO) regardless of services you use for identity and access management. The domain users authenticate themselves with their AD FS credentials, and then sign in to Acumatica ERP; the roles are assigned automatically based the user domain groups. 

=Locales, Roles, GI and Import Scenarios Now In Customization Project=
Translation dictionaries, access right with roles, generic inquires and import/export scenarios are now available as project items in the Customization Project Editor.

=Optimized GI Performance When Using Placeholder-Based Filters=
Performance of the inquiries filtered by placeholder filters (like @me, @myworkgroups, @myworktree) has been dramatically improved.

=Add Support of OData to Generic Inquiries=
OData is a more streamlined version of Acumatica data which means that applications can understand it easier and do more with it meaning it requires less intervention from the IT department to convert the data into a format that is usable by an accountant.
The ‘Expose via OData’ check-box enables OData access for an inquiry. The system will dynamically update the OData catalogue with your inquiry. The list of inquiries exposed by using OData can then be accessed right from the browser by appending the Acumatica URL.

=XML Sitemap Structure of Mobile Application is Documented=
 The Acumatica ERP Mobile Framework guide describes how to configure the mobile application.


Analytical Report Manager


=Ability to Retrieve Currency Value for Denominated Accounts=
With the report designer you can specify an appropriate amount type, such as Currency Turnover, Currency Beginning Balance, or Currency Ending Balance, in the corresponding box of the Data Source Editor.

=Format Property is Added to Row Sets= 
 It is now possible to define a custom format for specific rows in a row set.  If no formatting is specified on the row set, the system uses the formatting defined for the column in the column set.

=Visibility Condition is Added for Columns/Rows=
By using the new Visible Formula attribute on the Column Sets form, you can define conditions of hiding a column when you run a report.

The following rounding options are now available in the column set of the ARM report: No Rounding, Thousands, Whole Thousands, Millions, Whole Millions, Billions, and Whole Billions.

=Lazy Loading=
The problem of long loading of a report that contains multiple unit sets is solved. Now, each unit set can be loaded on demand by a user request that significantly decreases the loading time.  


User Interface

=Date Picker Usability Improvements=
The way a user enters dates has been improved: typing a date like 3/3/2014 now is transformed to 03/03/2014 automatically.

=Rich-text editor supports Paste-as-Text mode=
The rich-text editor (RTE) now supports Paste-as-Text mode. With the mode on, the formatting of the text is removed when the text is pasted from the clipboard.


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Acumatica 5.1 features for yourself?

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Tags: Cloud Business Management, Acumatica Cloud-Based Solutions, Supply Chain Management, Accounting & Finance