Cloud 9 ERP Solutions Blog

Inventory is a big factor in many businesses. Inventory records are the most likely area of the business to be computerized and every ERP system and CRM system...

 

The process of comparing ERP systems is a big undertaking. Most products offer similar features and it isn’t always easy to see how they might benefit your business or which are more essential. But this is something you need to do, considering that implementing or replacing an ERP system is a decision that will affect your business for years after the fact.

 

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Caswell Plating, a supplier of do it yourself metal finishing supplies, migrated their business to Acumatica ERP from Everest software.  

What's more, Cloud 9 ERP Solutions and Caswell Plating managed the task in only 10 days.

Acumatica's Customer Contract Billing Suite allows you to maintain and process automated billing for many types of scenarios:

• Retainer type contracts.  Customer prepays $5,000.  Use this retainer until depletion.  Then either renew contract , or bill a la carte.
• Yearly, Quarterly or Monthly Contracts.  Setup, Recurring and Renewal rates where activate contracts can provide services under a specific umbrella.
• Special Rate Contracts that have a specific term

Contracts, which are part of Acumatica's Accounts Receivable module, have templates for quick setup, options to bill 3rd parties, and automatic schedule billing making the process seamless and easy.

The ERP Technology Value Matrix 2016 from Nucleus Research has published and we are thrilled to announce our inclusion in the leader quadrant. Acumatica received top marks for usability, beating all of our competitors in this area!

Acumatica is eligible for Section 179 tax deductions, but time is running out.  December 31 is right around the corner.  

Acumatica, the Cloud ERP, is growing with businesses faster than any other ERP Software.  And there are many reasons why.  Such as:

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INTRODUCTION:

Interested in using the Acumatica CRM Plug-in for Outlook?  This post will show you how to install and use it.

The Acumatica Outlook CRM Plug-In recognizes email addresses and provides you with options to either create the contact in Acumatica or log the activity to a contact, opportunity, or support case.  This is done right from within Outlook Desktop or Outlook Web Access.

Requirements:

Outlook or Outlook Web Access, Office 365 and Acumatica 6.0

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