Wholesale Distribution

Acumatica gives you control of your wholesale distribution business through real-time dashboards to improve ordering and invoicing, better manage inventory, and efficiently deliver customer service. Our wholesale distribution software gives you the control you need.

Control operating costs

Streamline your entire business process with our wholesale distribution software to improve inventory returns and reduce dead stock. Automate your entire supply chain, including leads, bids, orders, shipments, and payments. Acumatica is web-based so you can access your business data and documents from headquarters, warehouses, remote offices, and while traveling. All you need is a computer and an internet connection.

Involve everybody

Unlimited user pricing allows you to involve employees, partners, and customers so you can automate ALL business processes - even processes that span offices, warehouses, and external partners. Acumatica gives you the option to switch between on-premise and SaaS deployments so you can minimize software costs while improving your wholesale distribution processes.

Control pricing

Maximize revenue opportunities through Acumatica's flexible pricing features. Set pricing algorithms based on your latest costs or compute deal-specific prices. Use customer classes to set prices for preferred customers and define customer categories. Create customer specific pricing for key accounts.

Features built for distributors

The Acumatica Distribution Management Suite is software built for wholesale distributors. Everything you need is included in one integrated package.
In The News

Article in Industrial Distribution Magazine explores web software benefits and 10 key questions to ask.

Nov 2011: Article - Page 28


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Key Features
  • Automated order processing and e-commerce
  • Inventory management
  • Replenishment and transfers
  • Fulfillment, shipping, and logistics
  • Invoicing and billing
  • Returns and reordering
  • Sales automation and service management
  • Drop shipments, back orders, requisitions
  • Landed costs
  • Interface with barcode scanners

Discrete Manufacturing

JAAS Advanced Manufacturing Software (JAMS) provides a complete manufacturing automation solution integrating your shop floor with sales, accounting, ordering, and inventory. JAMS integrates with the Acumatica Financial Suite, Distribution Management Suite, Customer Management Suite, and Project Accounting Suite to deliver a powerful and complete solution for make-to-stock, make-to-order, engineer-to-order, project centric, job shop, batch, and repetitive manufacturing companies.

JAMS provides real-time coordination of all your business activities from one central location. Your employees, partners, and customers can create dashboards that deliver real-time information to speed decision making and improve business processes.

JAAS Systems is a leading provider of manufacturing software. We have been developing software to help manufacturing companies of all sizes since 1999.

JAAS Systems and Acumatica have partnered to provide a robust manufacturing solution for the Acumatica marketplace. In addition, we are an Acumatica Value Added Reseller (VAR), which gives us insight into the needs of VARs and what it takes to successfully implement an independently developed product.

We have brought this experience and knowledge forward to deliver a powerful manufacturing product for the Acumatica VARs and their end users.


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Key Features

Bill of Material/Routing

  • Integrated BOM/Routing
  • Revision Control
  • Reference Designators
  • Multi-level BOM Routing
  • Multiple Costing Methods and Capabilities

Production Management

  • Production Order Tracking
  • Scheduling
  • Labor Tracking
  • Production Order Changes
  • Lot/Serial Tracking
  • Production Performance

Material Requirements Planning (MRP)

  • MRP Tickler
  • MRP Exception Messages
  • Full Regeneration
  • Master Production Scheduling
  • Forecasting

Excel-Based Reporting

Are you copying and pasting your data into Excel? Discover the BizNet Excel Suite, the most innovative and intuitive reporting solution on the market pre-built for Acumatica. It creates a user-friendly, drag and drop environment with real time access to the most accurate and current data. Built upon fundamental business disciplines and controls, BizNet solutions reduce the time spent updating spreadsheets and make it easy for Microsoft Excel users to connect, analyze, and share real time information.

About BizNet Software

BizNet Software, Inc. is a market leader for Microsoft Excel in-memory, cloud-enabled reporting and business intelligence. Founded in 1996 to take the mystery out of databases, BizNet focuses on Microsoft Excel reporting solutions guided by financial and business professionals with a real-world understanding of corporate financial, operational and technical requirements. BizNet Software is endorsed by over 200 partners, 15 software publishers, and currently has over 20,000 users in over 2,100 companies in 30 different countries.

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Key Features

100% Excel
Real Time Business Data
Drill-Down to Transaction Level Details
Drag & Drop Reporting and Analysis
No Additional Hardware Required
Fully Implemented Within a Day
Anyone Can Build Reports Within Minutes

Construction Project Management

Spitfire Project Management combines the Collaborative strength of web-based project management with the deep integration into Acumatica for project costing and financial management.

Spitfire’s Browser-based Project Management has Owners, Architects, Engineers, General Contractors and Subcontractors collaborating with ease and efficiency – Anytime, Anywhere, on Any Device.

Solutions include comprehensive Document and File Management, Automated-workflow, Routing and Watchdog Alerts. Spitfire’s continuously monitors critical data points throughout your business and pro-actively sends action alerts to the appropriate person(s) whenever outside accepted norms. A fully integrated solution that brings project and financial information together into one seamless system!


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Key Features

Full Web-based Collaboration with all project partners
Document & File Management
Workflow and Routing
System driven Alerts to Manage by Exception
Project Budgets/Forecasts & Analysis
Bid Management
RFQ/RFI Management
Change Order Processing
Compliance Tracking
Subcontract & PO Mgmt.
Submittal Processing
Daily Field Reports
Detailed Project Accounting with Productivity Analysis
Schedule of Values Billing (AIA Type Invoicing)
AR and AP Retention Mgmt.
Suite of reports
Integrated Financial Accounting

Warehouse Management

Savant ADC provides small and mid-market companies with a scaled down version of Savant’s robust WMS solution. Unlike most automated data collection (ADC) solutions that have evolved from technology integrators with often little or no industry expertise, Savant ADC was developed by supply chain professionals who have worked with global distribution and manufacturing companies in the design and implementation of warehouse automation.


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Key Features

Key Features
• Role Based Security
• Crystal Reporting Engine
• Multi-Language Support
• Detailed Transaction, Audit and Productivity Reporting
• Customizable Grids with Sorting and Filtering
• Receive Product
• Manage Inventory Movement
• Supports both Physical Inventories and Cycle Counts
• Inventory Adjustments
• Directed Picking
• Full Pallet and Item Picking
• Integration into Savant’s Other Supply Chain Modules
• Supports Multiple Hardware Platforms


UPS Worldship® Integration

By adding AcuShip to your existing Acumatica system you'll gain automatic, two-way communication between your Acumatica software and WorldShip®. That means that you can initiate WorldShip® shipments right from inside Acumatica. AcuShip will also automatically import WorldShip® information into Acumatica such as weight, costs, and tracking numbers. AcuShip connects Acumatica to UPS Worldship® and helps companies who are utilizing both systems to dramatically increase efficiency by greatly reducing manual entry and potential for errors.

Key Features
* Integration between Acumatica and UPS WorldShip® for both Small packages and Freight
* Automatically export/import shipments on a scheduled basis
* Will bring Shipping Address, Name, Shipping method and other fields into UPS WorldShip®
* Will bring back to Acumatica important data such as shipping costs, weight, and tracking numbers
* Can be installed on multiple workstations where UPS WorldShip® is installed
* Easy-to-use configuration screen
* Monitor detailed export/import activity from inside Acumatica
* Confirm shipments in Acumatica automatically

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AcuConvert - Dynamics SL Converter

AcuConvert is a Microsoft Dynamics SL to Acumatica conversion utility that simplifies the process of moving SL data tables to Acumatica by converting masterfiles, setup, and full data history. AcuConvert will convert system information including Companies, Branches, Users, Sub-Account Segments, Masterfile Segments and Numbering Sequence as well as Module Setups. The Acumatica system will be configured for use immediately following conversion.

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CurveCommerce has partnered with Acumatica to deliver a fully integrated ERP and eCommerce Platform. The CurveCommerce System incorporates all of the flexibility and functionality of Magento® eCommerce software with time-tested usability and state of the art marketing techniques. The result is a user-friendly website framework which generates superior sales performance and outstanding conversion rates while seamlessly passing information quickly and securely between Acumatica and the website.

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Acumatica customers can utilize BenefitMall for innovative outsourced payroll services. In business for over a quarter century, BenefitMall is among the nation’s top five payroll providers. BenefitMall makes payroll convenient and cost-effective, regardless of company size. Payroll clients can take advantage of a full range of services including secure and convenient online processing solutions, payroll tax payments and filings for all federal, state and local agencies, multiple check, direct deposit and paycard options and personalized client service from a designated team of BenefitMall payroll professionals. In addition to payroll, BenefitMall has a suite of services including, HR solutions, 401(k) administration, timekeeping solutions, insurance services, Section 125 and more.

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Electronic Data Interchange (EDI)

DiCentral is a leading cloud solution provider that stands out for its unmatched expertise in Supply Chain Optimization by providing an EDI / B2B solution that is completely integrated to Acumatica’s Cloud ERP. DiCentral’s EDI-Integrated Suite for Acumatica is a fully hosted, seamless, and AS2 enabled solution that achieves true optimization of business practices for which EDI has always been intended.

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Service Management

The Service Management Suite for Acumatica allows Acumatica to provide the best integral and versatile solution for Service companies or companies that requires Scheduling or Field Services.

With Acumatica Service Management we can help you streamline, reduce response times and costs, and improve first-time fix ratios, resulting in increased revenues and customer satisfaction that ultimately give you a competitive advantage.
Our Service Automation solution and Scheduling enables you to effectively manage the entire service lifecycle of your service orders and appointments, helping you get paid quicker and lower support costs – And less paperwork!

Service Management suite is built in Acumatica and seamlessly integrates all service processes with the Financial, CRM, Distribution and Project suites for a complete and comprehensive enterprise wide solution to provide a 360 degrees view of your business.

The Dispatch Calendar Board is beautifully and cleverly crafted.  Get the right people to the right service or job every time.

Once you get an inbound Call from a Customer, quickly capture service needs and access customer, site, history, and resources information to shorten the time between call receipt and service or job assignment. Track resource commitments, match services to the best available resources, and schedule and if required generate work orders. Manage daily or weekly schedules automatically or using drag-and-drop tools.

A Comprehensive Solution

  • Scheduling, dispatching and call center
  • Recurring services scheduling and contracts
  • Custom forms - BETA
  • Customer portal and self-service
  • Mobile service management – Android & Apple iOS
  • Route management – Google maps integrated
  • Parts management, inventory & BOM
  • Customer equipment and product maintenance - BETA
  • Cloud computing – Acumatica native module!

Industries Served:

  • Wellness, Healthcare and Education Services
  • Industrial Manufacturing & Equipment
  • Life Sciences & Medical Equipment
  • Residential & Commercial Services
  • High Tech Manufacturing
  • Communications Equipment
  • Energy & Utilities - Oil and Gas
  • Real Estate and Facility Management


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Key Features
  • Scheduling, Dispatching and Call Center
  • Recurring Services Scheduling and Contracts
  • Customer Portal and Self-Service
  • Mobile Service Management
  • Parts Management and Inventory
  • Customer Equipment Maintenance BETA

Sales Tax Automation

The proven leader in sales tax decision automation.

For most businesses sales tax is an obligatory, complex nightmare. Automating this process saves time, money and effort. Avalara AvaTax dynamically delivers instantaneous sales tax decisions based on precise geo-location in more than 11,000 taxing jurisdictions. The system automatically considers hundreds of thousands of taxability rules and the latest jurisdiction boundaries to deliver the right rate and tax calculation, every time.

AvaTax removes the guesswork by integrating seamlessly with existing business systems from ERP, financial, and billing systems to eCommerce shopping carts and Point of Sale systems. Rates are calculated “behind the scenes” and automatically applied to each transaction. As your business continues to grow, AvaTax is built to grow with you. This cloud based Software-as-a-Service (SaaS) is tailored to meet each customer’s specific needs and eliminates additional hardware costs.

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Professional Services

Acumatica delivers software that you can access from anywhere so you remain productive whether you are in your home office, at a client site, or traveling. Unlimited user pricing allows your entire organization to collaborate on projects without losing control.

Advanced Services Accounting

Advanced accounting features streamline your standard sales process and deliver the flexibility to account for the "one-offs" that are critical to completing sales. Sales contracts can be configured to automate customer specific pricing, special terms, maintenance payments, subscriptions, and professional services work.

Contract Management

The Accounts Receivable Module allows you to create customer specific contracts that incorporate products, services, and billable hours. Labor rates, services, and products can have different rates for individual clients. All Employees can enter time sheets that link to specific contracts without installing client software.

Report time and expenses from anywhere

Acumatica is web-based so you can enter Timesheets and submit expense reports from anywhere without requiring access to a specific computer. Approvals and workflow can be customized to your particular business and can also be completed from anywhere.

Features built for service companies

Acumatica was designed to meet the needs of service companies. Everything you need is included in one integrated package.

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Key Features
  • Advanced general ledger for project specific tracking
  • Contract management linked to employee timesheets and expenses
  • Pipeline management and CRM
  • Customized workflow and approvals

Software & Technology

Acumatica gives you control of your software and technology business through real-time dashboards so you can track sales invoices, payments, recurring billing, customer maintenance plans, and more.

Accounting for the 80/20 Rule

Advanced accounting features streamline your standard sales process and deliver the flexibility to account for the "one-offs" that are critical to completing sales. Sales contracts can be configured to automate customer specific pricing, special terms, maintenance payments, subscriptions, and professional services work.

Automated billing and revenue recognition

The Revenue Recognition Module allows you to create deferral schedules with different components so each item on an invoice can be treated differently. All common recognition methods are supported and you can create deferral codes to simplify and automate your billing process.

Works from multiple locations

Acumatica is web-based so you can gather and share data with offshore offices, remote sales offices, and home offices. Unlimited user pricing allows you to involve employees, partners, and customers so you can automate ALL business processes - even processes that span continents.

Features built for technology companies

The Acumatica Financial Management Suite was designed to meet the needs of technology and software companies. Everything you need is included in one integrated package.

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Key Features
  • Recurring revenue management
  • Advanced revenue recognition
  • Integrated support cases and service management
  • Pipeline management and CRM
  • Order and billing management

Hosting Provider Solution

Acumatica delivers a web-based accounting solution for hosting providers. Sophisticated financials, real-time dashboards, and custom reporting allow you to track profitability by product, reduce delinquent payments, manage cash, and improve your level of service. Since it is web-based, Acumatica can be accessed from anywhere with a web-browser - just like the services you offer.

Financial Management for Hosting Providers

Advanced services accounting

Advanced accounting features include deferred revenue, automated recurring payments, multiple currencies, and much more. The Acumatica Financial Suite includes a general ledger, accounts payable, accounts receivable, cash management, referred revenue, tax management, currency management, and an employee portal.

Integrated back-office

Acumatica includes ordering, ecommerce, invoicing, collection, case management, and payments functionality in a single integrated package. If you prefer, use the web-services API to integrate with your existing systems.

Works where you do

Acumatica is web-based so you can access and act upon real-time data using any device with a browser. This makes you productive whether you are in your office, at home, in your datacenter, or traveling.

Grows with your business

Acumatica is priced for unlimited users so you can involve employees, external partners, vendors, and customers in your business processes. Flexible invoicing and accounting allows you to respond quickly to pricing changes and other market developments.

Features built for service companies

Acumatica was designed to meet the needs of hosting providers. Everything you need is included in one integrated package.

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Key Features
  • Advanced general ledger
  • Invoicing with recurring revenue
  • Automated tax computation
  • Integrated support and case management
  • Reporting tools for product specific tracking
  • Customized workflow and approvals

Retail Services

Acumatica delivers a centralized view of your business so you get real-time status of orders, inventory, and profitability by location and product. Acumatica is economical for multi-location retailers, franchise operators, as well as regional and national chain stores.

Control Your Retail Operations

Control operating costs

Streamline your entire business process - from ordering to inventory, invoicing, and accounting. Acumatica is web-based so it's easy to link your franchises, warehouses, offices, and retail locations without the hassle of VPNs, private networks, and customized telecommunications solutions.

Integrate Point of Sale (POS) and Ecommerce orders

Acumatica's integration services and API make it easy to integrate all your sales environments to gain a centralized view of your business. By delivering a complete view of your business across online sales, telesales, and retail sales operations, Acumatica allows you to optimize inventory, ordering, and profitability. Integrate ecommerce, credit card readers, scanners, touch screens, and all-in-one POS stations.

Optimize inventory, ordering, and sales

Unlimited user pricing allows you to involve employees, partners, and customers so you can automate ALL business processes - even processes that span multiple locations and external partners. This allows you to make informed decisions regarding ordering, pricing, promotions, inventory overhead, and your bottom line.

Features built for retailers

Acumatica includes several features for retailers, franchise operators, and restaurants. Everything you need is included in one integrated package.

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Key Features
  • Real-time credit card processing
  • Real-time reporting across multiple locations
  • Time sensitive pricing and promotions
  • Advanced inventory management
  • Inventory sub-items for size, color, style
  • Purchasing and replenishment
  • Fulfillment, shipping, and logistics
  • Service management
  • Integrated customer management and marketing

Non-Profit Accounting Software

Non Profit Plus powered by Acumatica is a commanding addition to the award winning financial suite of Acumatica. Providing functionality specific to not for profits and non government organizations including fund accounting, encumbrance processing, grant management and fund management. This enables Non Profit Plus to be the choice of executive directors and chief financial officers when selecting accounting software to carry their organization into the future.

Non Profit Plus has gone through great pains to ensure and provide functionality to define and manage the proper distribution of transactions entered on a daily bases and the elimination of commingling of cash for restricted Fund use without overcomplicating or hindering the data entry process. Funds are automatically self-balancing based on system definition while maintaining Accounts Payable and Accounts Receivable control account details by fund. Over budget messaging is a standard and definable option within the system.

Utilizing the inherent strength and depth of Acumatica’s querying and dashboard capability provides graphical presentation of captured information instantly by user; enabling each user to react and accomplish tasks assigned or jobs needing to be performed.

Grant management defines the ability for an organization to track grants (pure sense of the definition) or other funding sources where specific reporting or presentation of information will assist in better managing the flow of data within the system. This can be accomplished by defining and tracking of the data within organizations fiscal year or outside and beyond the organizations fiscal year (ex) 22 month expenditure statement report with actual, encumbered, budget and remaining budget by funding source.

Please feel free to contact us to schedule a discovery meeting or an online demonstration.

Non-Profit Focuses:

Advocacy and Community Animal Welfare
Arts and Culture Organizations Colleges
Environment and Conservation Organizations Faith Based Ministries
Food Banks Human Services
Low-Income Housing Organizations Municipalities
Museums Non Government Organizations
Philanthropic Foundations Private Schools
Public and Private Charities Social and Recreation Clubs
Social Welfare Organizations Theatre Groups
Veterans Organizations  


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Key Features
  • Fund Accounting
  • Encumbrance Processing
  • Fund Management
  • Grant Management

Planning and Forecasting

Built around the Dyna-Cast™ forecasting engine, the module predicts next months’ sales using focused forecasting. The planning engine takes this forecast, looks at current inventory, and tells you what to buy and make. The benefits over traditional min/max and spreadsheet-dependent practices are immense: distributors can cut purchasing overhead; manufacturers can reduce planning and scheduling costs.

mbsPartners specializes in mid-market solutions for a variety of industries, including distributors and manufacturers.


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Key Features
  • MRP/DRP: Implement “best practices” material requirements planning using proven methods.
  • Supply Chain Network: Connect multiple warehouses in a supply chain network.
  • Balance Supply and Demand: Let the system tell you what to buy, when to buy it, and how much to order.
  • Create Purchase Orders Automatically: Automatically create purchase orders from system-generated recommendations

Web Based Financial Reporting

Renovo's web-based financial reporting solutions offer advanced financial report writing and currency translation integrated with Acumatica's general ledger. Renovofyi, our financial report writer, utilizes an intuitive and user friendly interface to provide access to reports anytime and anywhere, using on premises or cloud deployment. By streamlining the design, compilation, and distribution of financial reports, Renovofyi increases productivity and provides Acumatica users the information they need to make sound business decisions.

Founded in 2009, Renovo is committed to a vision of advancing the world of financial reporting with innovative on-demand financial information solutions. Our senior leadership team brings over 75 years of experience in ERP, finance, and technology together to develop, support, and implement financial intelligence solutions for businesses across the globe.


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Key Features
  • Access Anytime, Anywhere
  • Security Controls
  • Distribution Flexibility
  • Accounting Aware
  • Drilldown to Details
  • Data Component Audits
  • FRx Conversion
  • Intuitive Report Design
  • Cloud or On-Premises Options