Acumatica’s Customer Self-Service Portal and Its Benefits

Posted on: August 31, 2021 | By: Jim Bertler | Acumatica

Acumatica is not only a comprehensive ERP cloud solution, but also has CRM components so that your company’s CRM and ERP can be integrated for maximum efficiency in a digital economy. The CRM capabilities in Acumatica are vast, so today we are going to focus on the Customer Self-Service Portal feature. Self-service portals give customers access to their own information such as past and current products and services. These portals...


Making Adobe Comments in Acumatica

Posted on: August 30, 2021 | By: Jim Bertler | Acumatica

Making sure all of your business’s data and reporting are correct is crucial in running a successful, profitable company. When reviewing key documents, it’s important to be able to make note of any mistakes, changes, or areas of confusion so that others can be aware. Luckily, In Acumatica’s 2020 Summit, they give a brief overview of how to add Adobe comments into any Acumatica page so that you can ensure...


An Overview of Production Orders in Business Central

Posted on: August 23, 2021 | By: Jim Bertler | Microsoft Dynamics Business Central

Business Central is equipped with a multitude of functions that make management of operations simple. In Business Central, you are given the power of visibility, so you can comprehensively follow a product from placement to fulfillment. One of the central components of manufacturing is production orders because they are the first step in planning future manufacturing, monitoring current manufacturing, and staying aware of finished manufacturing. In today’s post we are...


Acumatica: A Professional Services Client’s Success Story

Posted on: August 16, 2021 | By: Jim Bertler | Acumatica

Reading about the features and benefits of different ERP systems often is not enough when buyers are trying to find the best solution to fit their needs. It’s often more helpful to look at other users who suffered from similar problems and examine how they solved these issues through the implementation of a specific solution.  Acumatica Cloud ERP has innumerable advantages over competitors, but today we are going to discuss...


Project Accounting Made Simple in Acumatica

Posted on: August 15, 2021 | By: Jim Bertler | Acumatica

When conducting project-based business, it can be difficult to balance timelines and budgets because of the complicated nature of the demands within a project as well as the clients’ and project managers’ needs. In order to be successful in professional services, it is important to remain informed about and have authority over the finances of any given project.  Acumatica Cloud ERP is designed to satisfy both the needs of the...


Acumatica Success Story of M3 Technology Group

Posted on: August 4, 2021 | By: Jim Bertler | Acumatica

M3 Technology Group, initially founded in 2002, is a thriving ITS base building infrastructure provider with over 100 employees at 4 different branches. Prior to switching to Acumatica, M3 Technology Group relied heavily on server based software systems that required manual entry for every single new sales order they got. Not only this, but they also juggled different data between different systems so there was a lack of organization, meaning...


Business Central: A Guide to Using Jobs

Posted on: August 4, 2021 | By: Jim Bertler | Microsoft Dynamics Business Central

In Microsoft Dynamics 365 Business Central, you can schedule projects involving company resources and track the costs associated with these projects, including employee hours, inventory items, and other forms of resource consumption. Business Central is a web-based ERP solution designed to streamline all business processes and make management of any services easily accessible anywhere in the world because it is cloud-based. In this blog post, we will walk you through...


4 Features of Business Central to Aid Manufacturers

Posted on: August 3, 2021 | By: Jim Bertler | Microsoft Dynamics Business Central

Microsoft Dynamics 365 Business Central has the notoriety of being a comprehensive business management solution with the added benefit of being cloud-based. It aids in the management of finances, projects, operations, reporting and analytics, supply chain, and sales and service. Each area has its own key benefits for your business, but one major benefit of using Business Central to increase productivity and profitability of your organization that isn’t mentioned is...


How Distributors can Benefit from Acumatica 2021 R1

Posted on: July 20, 2021 | By: Jim Bertler | Acumatica

With online sales being at the forefront of business today, Acumatica has launched the 2021 version of R1, providing distributors with a comprehensive cloud ERP system, accessible from any device and designed to aid in business management and help grow your business. In this blog post, we will examine 3 important new features that will change the way you manage your business virtually. Shopify POS Pro Integration for Acumatica Distributors...


3 Vital Steps to Take as You Move Your ERP System to the Cloud

Posted on: December 12, 2018 | By: Guy Logan | ERP Selection

Transitioning your ERP software to the cloud sounds like an easy switch, but, there are a few important steps to take before diving right into the cloud. In order to smoothly transition to the cloud, your organization must be fully aware of the transition that is about to take place. While transitioning your ERP to the cloud, it is important to make security a priority. Continue to make sure your...