Acumatica Distribution Edition Case Study

Acumatica Distribution Edition enables food distribution company to eliminate double data entry and streamline reporting in the cloud.

Find out how a 20-year old produce broker specializing in apples, pears, and cherries automated their flow of financial data, cut data-entry time in half, enhanced reporting, and enabled remote access with the help of Cortekx and the Acumatica Distribution Edition.

Customizable to fit your needs

Your finance team may relate to the team at Consolidated West Distributing who were suffering because critical data was in spreadsheets and QuickBooks. For those who have a more operational focus than financial, it's even more important to present data in a way that makes sense to them and Consolidated West could not link its sales management system to its accounting software. After 10 years, their CFO, Ron Krieger, grew frustrated with QuickBooks’ limitations, especially as the company’s operations grew: “It’s not applicable to a sophisticated business like ours.”

The Acumatica Distribution Edition is equipped with custom-fit reports for each user to provide the right data for the right people throughout the organization. Reports are delivered in real time and specific data can be restricted to authorized users with a set of reporting tools that can be used to deliver customized views of the business to every department in the organization.

Enhanced report building

The switch to Acumatica has saved Ron and his staff a lot of time with automated reporting. “You want to know what your true profit is, and your balance sheet; you want to know how your cash and Accounts Receivable and Accounts Payable are doing,” he says. “Instead of having to take all the information from one program, and use it in another program – which got all mixed up and I’d have to go redo everything and spend a lot of time – here it automatically comes over from the sales program to Acumatica.”

“Acumatica has completely changed our business. I just look in the accounting and all the information from the sales is in there...For our business that’s a big deal."

CFO Krieger adds, “Acumatica has completely changed our business. I just look in the accounting and all the information from the sales is in there...For our business that’s a big deal. I have to supply financial statements every quarter for the bank for different things; now it just takes me a minute to print it off.”

Acumatica distribution management with Analytical Reporting Manager (ARM) allows the team at Consolidated West to generate free-form reports using any combination they choose for rows, columns, and units so they can easily:

• Specify numerous, non-continuous ranges in the data source for accounts, sub-accounts, and branches in the general ledger.
• Sort rows within a report from ascending to descending order.
• Allow amounts to be rounded to the nearest dollar, thousand, million, or billion.
• Merge unit, column, and row set data sources in scenarios where unit, column,
  and/or row set data point to potentially overlapping ranges.
• Perform calculations relative to a value contained in another row

Distribution made smarter with Acumatica and Cortekx

The right data at the right time in the right hands can make a huge difference for your short-term and long-term operations. If you’re looking to centralize your data, educate your people, and ultimately work smarter, get to know more about Acumatica, customized and implemented through the ERP experts at Cortekx.

At Cortekx we have successfully implemented over 170 ERP solutions since 1995.  Our mission is to help you find and implement the right software with the right configuration for your needs, team up with you and your staff to work together to bring about change, and realize that change as it positively impacts your bottom line. Get to know more about how Cortekx works, how they can help, or contact us for a free consultation.