Customer Success Stories Successful ERP Implementation - Pool Source

Pool Source LLC

Wholesale Distributor Optimizes Inventory Using Acumatica Cloud ERP
Acumatica Cloud ERP solution for Pool Source LLC

About Pool Source LLC

Location: Nashville, TN

industry: Distribution


Application Replaced: Other
"Acumatica’s sales, purchasing, inventory, and financial management software helped our swimming pool supplies distribution business reach profitability in year one."
John Gwaltney, Owner at Pool Source LLC

John Gwaltney

Key results for Pool Source LLC

  • Customized pricing to maximize profitability

  • Expert support and service

  • Support for on-site cash sales as well as deliveries

  • Challenges
  • ERP Solution
  • Outcome


Pool Source needed to:

  • Maintain customer specific pricing
  • Design processes for warehouse sales and deliveries
  • Needed to involve multiple users without complex setup and additional fees
  • Use custom reporting

ERP Solution

Pool Source investigated several solutions including both software as a service (SaaS) and traditional solutions. The idea of purchasing a solution that required no client software, on-premise software, or ongoing maintenance expenses was compelling so Pool Source decided to head in this direction.

Both Acumatica and NetSuite offered SaaS solutions, but only Acumatica offered a growth-friendly pricing structure with unlimited users as well as local support for understanding requirements, implementation, and support.

ERP Solution implemented


Acumatica’s distribution capabilities can be customized for specific verticals. In the case of Pool Source, Acumatica implemented special search capabilities, utilized advanced pricing features, imported thousands of inventory items, and delivered two different processes for different types of sales.

Several inventory items have similar qualities, so Acumatica customized the inventory search capability to meet the needs of somebody who wanted to narrow the list of items in a lookup table.

Like many wholesale distributors, Pool Source has different prices for different customer accounts. Some customers have large volumes and pick up supplies on their own while others need supplies for a specific job delivered to a job site. Using Acumatica, Pool Source was able to accommodate both scenarios.

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