Integration Streamlines Sales Operations
Sales can now take a generic customer order and, with a push of a button, can turn it into specific parts and have Acumatica automatically create a bill of materials. If the order comes in online, a sales person can view the order in a customer’s cart, add a quote within Magento, and send it to the customer.
Acumatica’s integration with the Magento web site is critical because while many of xByte’s sales may start online, only 10 percent are completed there due to many customers calling for advice on what can be orders in the tens of thousands of dollars.
xByte has also been able to easily link third-party tools to Acumatica. “We have a very close relationship with FedEx, for example,” Brown says. “We were able to work with our existing ship manager tool to pull in all the information to ship out any of our equipment. We didn’t have to rebuild it for Acumatica.”
Higher Warehouse Productivity
Acumatica has significantly improved xByte’s ability to serve customers, automating many invoicing and accounting processes, and streamlining warehouse pick and pull operations.
Prior to using Acumatica, the xByte warehouse team would need to put away 10 to 15 carts containing sometimes more than 40 parts, doing so one cart at a time since it lacked visibility in to the contents of each cart. But with Acumatica, they have that visibility, and it allows them to group like items together for faster re-stocking. “That’s a big time saver,” Brown says, estimating that it will save the warehouse team an hour or two per day that can be reallocated to other productive work.
Increased Visibility Leads to Better Efficiency and Customer Service
XByte is just beginning to create financial dashboards with one-click access that will not only give them more visibility into operations, but also free up the two-person accounting staff so they concentrate on higher value tasks the company would otherwise have to hire more people to perform.
Plus, the better visibility helps xByte improve customer service. “I was at dinner with a customer recently who asked if we had any availability on a part,” Brown says. “With Acumatica, I was able to pull up our inventory on my phone, see exactly what we had, and let them know. It’s very nice to have that web capability, but it’s also been extremely nice to have it on-premises.”