Bob Davis Sales saw an immediate boost in productivity not only from centralizing its three operations but by centralizing its customer accounts, many which were also run as separate entities due to their complexity. Historically the company operated as a manufacturer’s representative and consigned inventory, and each of its 24 manufacturers was run as its own company. That meant sales logged into as many as 27 systems a day–27 systems that didn’t talk to each other.
As the company evolved from a manufacturer’s rep to product distributor, the company started carrying its own inventory, which needed to be tracked separately from inventory from manufacturers. Some legacy customers didn’t change their sales models, so Bob Davis Sales still needs to track inventory based upon manufacturer.
“A lot of our peers have the same problem,” Davis explains about the multiple systems and log ins. “We did it that way because someone else did.”
Logging into one system and having access to inventory, sales and other information from more than 25 vendors of various forms in one system is incredibly helpful. In addition to getting used to the single-number inventory system, employees adopted new, more efficient processes, Davis says.
For example, rather than calling or emailing another office to see what might be in inventory, now sales simply looks in Acumatica. Reviewing inventory in stock also means that two locations don’t need to create paperwork to transfer products, which was once quite time consuming. Now the team is more productive and efficient.
Acumatica’s invoicing process makes Davis’ job much easier. “The time I spend invoicing went from 30 hours to 2 hours and I’m doing more now as the industry rebounds,” he says. “It’s just an amazing burden that’s been taken off me.”
Not only can they find information faster, but they build reports faster too. Davis previously spent an entire day creating a single report for a manufacturer, but now it takes a mere 30 minutes. Providing accurate reports quickly to customers boosts goodwill and confidence, he says.
Acumatica has also allowed the sales team to be more productive on the road because they have access to data from their phones, inventory levels aren’t bloated, and they rarely run out of popular items due to Acumatica’s replenishment feature.
“Because we didn’t realize we already had something in another warehouse, we would buy things we didn’t need and carry excess inventory,” Davis says. “In addition, we relied on internal knowledge for special pricing because the old system could only keep track of a few items.”
“We’ve really taken the human element out of things like special pricing and leaned on the Acumatica system, which has paid a lot of dividends,” Davis says. “It’s made my life a whole lot easier.”