Personas Roles

Acumatica ERP provides distribution and retail leaders with role-based dashboards, real-time data, and configurable workflows to boost sales, streamline operations, and enhance customer lifetime value.

What you'll learn

Role-Based Dashboards and Analytics: Empowers executives with real-time insights to manage budgets, track expenses, and optimize decision-making with intuitive dashboards and reports.
Omnichannel Sales and Inventory Management: Seamlessly integrates CRM, POS systems, and eCommerce storefronts, supporting end-to-end order management, returns, and inventory visibility.
Workflow Automation and Approvals: Configurable workflows streamline business processes like procurement, shipping, and customer support, reducing manual effort and errors.
Mobile Accessibility and Collaboration Tools: Mobile apps enable employees to access real-time data, approve transactions, and collaborate from any device, enhancing productivity.
Scalable and Future-Proof: Built on a flexible, modular architecture with open APIs for seamless integration, allowing businesses to grow and adapt to changing market demands.

"Upon flipping the switch for go-live with Acumatica, we were receiving orders, our trucks were out on the road, all was well; we were drinking champagne." - Clyde Attard, Sales Divisional Manager, P. Cutajar & Co.

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eBook

Why Growing Businesses Need ERP

Acumatica Cloud ERP empowers growing businesses to streamline operations, optimize customer satisfaction, and scale seamlessly with a flexible, integrated, and future-proof platform.

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eBook

Use BI Reporting To Gain A Competitive Edge

Acumatica ERP leverages Business Intelligence (BI) and real-time reporting to empower organizations with actionable insights, personalized dashboards, and enhanced decision-making capabilities, driving operational efficiency and profitability.

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Datasheet

Tax Management

Acumatica's Tax Management module simplifies tax calculation, reporting, and compliance by integrating with financial systems, automating tax entries, and supporting multi-jurisdiction tax requirements.

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Infographic

Reporting BI Dashboards

Acumatica's Reporting and Business Intelligence Dashboards provide real-time insights, enabling businesses to make data-driven decisions, optimize operations, and boost profitability with personalized, multi-dimensional reporting.

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Datasheet

Recurring Revenue

Acumatica's Recurring Revenue Management streamlines automated billing, payments, and revenue recognition, empowering subscription-based businesses to maximize cash flow and optimize customer service.

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Solution Brief

Proven Strategies For Labor Shortages

Acumatica Cloud ERP helps businesses overcome labor shortages by optimizing operations, automating processes, and enhancing employee engagement, enabling companies to grow even in challenging market conditions.

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Datasheet

Project Accounting

Acumatica's Project Accounting streamlines budgeting, billing, and revenue recognition, providing professional services and construction firms with tools to manage projects, control costs, and optimize profitability.

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Datasheet

Portal Payments

Acumatica's Payment Portal simplifies the payment process, empowering customers to manage their accounts, view invoices, and submit payments online for faster collections and enhanced customer satisfaction.

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Still have questions?

Have questions about ERP, integrations, or which solution is right for you?

Our team is here to help. Tell us about your operation and we'll map out a clear path forward.

Talk to an Expert +1 (877) 840-6890

info@summitbusiness.com

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+1 (877) 840-6890

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