Solution Showcase

Doug Johnson, Sales Engineer

Ali Jani, VP of Product Management & Services

BetterFasterStronger

Version 5.0

Solution Showcase OverviewAgenda:• ISV solutions backed-up by customer

deployments

Retail / Electronic Retail• Classical Conversations (Books,

literature)

• Colorado Components (auto-parts distributor)

• Caswell (electro plating)

Manufacturing• PowerPrime Pumps (industrial supplies,

make to stock)

Classical ConversationsFusion POS: Portable Sales Terminals /

Projects

Requirements and Benefits Requirements

• Mobile POS terminals for event sales

• Integration with EchoSign, carriers, Yahoo, and Drupal website

• Event profitability

Benefits

• Real-time inventory tracking across 80 sites

• Sales tax calculation based on event location

• Scales to process 1,000s of orders per day

• Improved fulfillment processes

Classical Conversations Workflow

OtherPOS andinventory

sites

Sales Rep(on site)

Customer(at event/

fair)

Event(Project)

Warehouse

Sales order, payment details, and shipping information sent

Costs and revenues for the event maintained as a project in Acumatica

Non-carried books received via mail

Shipment scanned via Fusion WMS

4

Payment collected, books taken or ordered

Buy and order books

1

2

3

5

Ship the Order

Classical Conversations

Chris Sanford

CTO, Classical Connections

“Acumatica and FUSION POS help us manage event sales, inventory, and event success factors in real-time across multiple cities.”

Colorado Components & Caswell

Kensium: Ecommerce using Magento

Colorado Components Storefront

Requirements and Benefits

Requirements• B2B and B2C in one site

• Real-time inventory and shipping

• Catalog quick order

Benefits from Integration• Maintain inventory & pricing

in one system

• Automated order processing

• Arm dealers with better information

• Scaled customer-facing processes

CC Dealer

Colorado Components Workflow

Confirmation, charge amount, receipt, tracking

Direct online order

Online orders and inventory inquiries

Pay via credit card

Pay on account

Email confirmation

Order to warehouse

1

Customera

b

Warehouse(Texas)

2

Requirements and Benefits

Benefits from Integration

• Process hundreds of orders without manual intervention

• Maintain inventory/pricing in one place

• Customers get order status and shipment tracking from Magento

Requirements

• Existing storefront with reward points

• Rapid deployment

• Grow without adding employees

Caswell Workflow

Caswell Plating

Lance Caswell

Owner, Caswell Plating

“Acumatica and Cloud9 ERP implemented in 10 days so we could continue growing our business without adding people.”

PowerPrime PumpsMake-to-Stock and Make-to-Order

Manufacturing

Requirements and Benefits

Requirements

• Integrated CRM, accounting, and manufacturing

• Make-to-stock and make-to-order

• Document management for specsBenefits

• Integrated CRM, accounting, manufacturing via web

• MRP sources hundreds of parts with long lead times

• Quotes for custom items integrated with manufacturing

Municipality

PowerPrime Flow

Sales Quote

Quote in CRM

Quote approved, SO created (specs attached)

BOM created, parts sourced

Pump built

Pump shipped and invoiced

1

PowerPrimeSales Rep 2

6

5

4

3

PowerPrime Production

Staging

Production

Test Finishing Quality

• Production Order Maintenance • To

Inventory• Material Planning

• Critical Materials

PowerPrime Pumps

Joel Molina

PowerPrime Pumps

“Working with Acumatica and JAAS allows us to manage our sales and production processes from a single integrated system.”

Innovation will continue …

Retail

Ecommerce

Manufacturing

Thank You, Windows 2003

Thank You, Sage

Thank You, Government

Thank You, Google

For giving us such good placement on your website

Thank You, Seahawks

Thank You, Mitt, Who Founded Bain, Who

Bought…

Thank You, NetSuite

Thank You, Sponsors

Thank You, Partners

We’re In It Together

The Perfect Partner…

The Perfect Partner

Executes Together Differentiates Leverages Partner Program

Challenges UsTakes Share Pursues ExcellenceLeads with Acumatica

What Makes AcumaticaYour Perfect PartnerReason #1Right Product

Reason #2Right Ecosystem

Reason #3Right Programs

Let’s Unlock Business Potential Together

Join Us On The Road

Q&A

And Orlando In Feb 2016

•Know your rooms• Tech Admin S4

• Int Financials S1

• Distribution S7

• Developer S3

• Ecommerce Integration S5

•See you next year!

Staying For Training?

Thank You