2019 is coming to an end. However, leading up to the end of the year, there’s a holiday coming up, one that your employees may be heading home for. “Home” means different things to different people. For some, this may mean a few miles down the road, for others, it’s a cross-country flight away. Unfortunately … Read more
Sales keeps the business running, but who keeps the sales team running? The role of a sales manager is by no means an easy one. Whether you moved from rep to management or saw this as the ideal opportunity to move up the ladder, you know that managing a sales team is stressful. Just because … Read more
With Thanksgiving right around the corner, employees are heading home to see their relatives. It’s also a time for us all to take a second to look at the things we are thankful for, possibly eat a bit of turkey, and brace ourselves for the holiday season ahead. Are Manual Processes Replacing Gratefulness with Dread? … Read more
The sales process is incredibly important to your business—why are so many organizations leaving their sales teams with inadequate technology and tools they need to get the job done? Unfortunately, companies leave their sales team high and dry in a variety of steps in the sales process. It could be an issue getting from lead … Read more
Hopefully by now, you’ve upgraded to Acumatica 2019 R2! Acumatica is routinely adding new features and improving on current functions. Below are three quick how-to videos for previously added functions; one is exporting Generic Inquiry Parameters to Excel and Pivot Tables, another is Landed Costs and finally GDPR Compliance for Acumatica. Stay tuned for more short … Read more
No matter how complex your organization is, business success has always relied on a simple concept: Sell products or services that make more money than you spend. No matter how many moving parts exist, how many currencies you operate in, or how complicated the sales process, it all comes down to a simple concept: Your … Read more
If you work in accounts payable, you know that check runs can be a pain, and would welcome any ways to expedite the process of printing checks. Crestwood to the rescue! Did you know that in Acumatica, you can add a digital signature to checks before they print? Here’s how: Adding the Signature to the … Read more
Shipping options in Acumatica have been limited in the past, but now with Acumatica 2019 R2 and the integration with ShipEngine, you have your choice of over 20 different carriers. Think of ShipEngine as a carrier aggregator; whereas, in the past, you had your choice of FedEx, UPS (no ground options), and Stamps.com with limited … Read more
So many things go into the process of getting paid. Even if the quoting, the negotiations, and invoicing went smoothly, the process of getting paid, allocating a payment to an invoice, and accounting for a transaction presents its own challenge. Following last month’s blog discussing the challenges that go into getting the collections process, we … Read more
On the precipice of the next release (be sure to register for your local roadshow here), we’ve decided to take a look back at the mobile app enhancements that users have access to. Acumatica continues to get even better, and here are just a few reasons why. Acumatica Version 2018 R1 Enhanced Addition of Dashboards … Read more
Fabrication companies face an onslaught of challenges. Offshoring, recruitment, commodity fluctuation, and more—but one of the most pressing issues? Many are falling behind technologically. From marketing to management, the phrase “digital technology revolution” is a top priority for fabricators. Why Digital Technology is Right for Fabricators There is good reason for this: the increased presence … Read more
Analysts love to look at software. Whether it’s the ability to execute and market presence, functionality and usability, or any of the other criteria for ranking vendors and products, one of the most important albeit overlooked criteria is whether users like the software. Often, it’s hard to convince someone to review a product, and unless … Read more
There are many good reasons to switch your ERP (Enterprise Resource Planning) solutions to the cloud: cost, convenience, versatility, security, etc. But one especially good reason is the amount and types of risk that can be mitigated with Cloud ERP. What Risks are On-Premise Systems Vulnerable to? One of the major risks that organizations face … Read more
Take a look at your desk. What do you see? A stack of invoices, receipts, or other paper? Open your inbox. How many emails have an attached spreadsheet that needs to be edited? For growing businesses, the use of paper and spreadsheets is common, but as you grow, continued reliance on these is going to … Read more
When you think of the concept of quote-to-cash, there are many steps that go into the process and many areas for improvement. From the initial configuration and pricing to the contract creation and negotiation to sending the invoice, everything needs to move forward quickly and accurately. Following our last blog on the quote-to-cash process discussing … Read more
Tips from Acumatica Development I recently had a request to set a default value on a grid with the value of the field from the line above it. Let’s suppose you want to default the quantity on the Bills and Adjustments screen, with the quantity from the prior line. Consider using the pattern below. … Read more
Revenue is at the heart of your business. You can make the best product or provide the best service in the world, but if you’re not bringing in money, you won’t be in business for long. Few—if any—businesses can survive for long providing a poor buying experience for their customers, and as your business grows, … Read more
Recently, while attending our Acumatica team meeting, the conversation evolved into unfiltered comments from our consultants who are working with the new version, Acumatica 2019 R1. Here’s an overview – highlights, pros & cons, and some questions: Highlights First of all, everyone is excited about how many added features and changes were packed into Acumatica … Read more
Big News…this morning, Acumatica announced they have been acquired by EQT, a global private equity firm that also manages IFS, an enterprise ERP product well-known in Europe. This will give Acumatica a very significant step towards globalization of their systems, specifically to address regulatory and lingual support. At Crestwood, we see this as a positive … Read more
Just as the 1980s NHL Edmonton Oilers needed more than the scoring prowess of Wayne Gretzky and the 1992 USA Dream Team needed more than Michael Jordan, your ERP project team needs a wide range of key players to get the job done. Following a recent blog on the importance and role of an ERP … Read more
Our very own MVP Acumatica Developer, Joe Jacob, recently published a guide to help all you developers convert Dynamics SL over to the Acumatica xRP Cloud Platform. “Joe’s Guide offers a quick reference for those already familiar with the Dynamics SL SDK and are new to the Acumatica development platform. This guide will help direct … Read more
Customer Relationship Management software is one of those necessary products for businesses, but finding the right one for yours is rarely an easy task. Whether you’re in the market for new CRM, are considering a change alongside another business management solution like ERP, or just looking to understand what options are available, it’s important to … Read more
For many fabrication businesses, back-office software is often just something that is “there.” It satisfies your basic business needs, offers finance professionals information, and may facilitate a few processes. However, much of these only meet your needs for so long before they become a hindrance. Whether your business has grown or your software has aged, … Read more
Acumatica Version 2017R2 Improved Marketing Lists and Campaigns – Marketing lists and campaigns have been significantly improved, so user can more efficiently perform marketing activities, track relevant expenses and revenue, and analyze statistical information on campaigns. Opportunity Stages for Each Opportunity Class – Acumatica ERP now provides the functionality that a user can use to … Read more