Perfecting Distribution and Retail-Commerce Quote-to-Cash Processes with Acumatica

Quote to Cash Distribution Retail Commerce 1 1 1

A Digital Transformation Playbook for Progressive Manufacturers

This document elucidates how Acumatica refines distribution and retail-commerce quote-to-cash processes, focusing on managing leads, inventory, purchasing, shipping, and accounting. It details every step of the quote-to-cash process, accentuating the role of item definition, lead generation, pre-quote activities, quote creation, and more.

Phase 1 – prepare and sell
Phase 2 – procure and fulfill
Phase 3 – account and analyze

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Testimonials

We implemented Acumatica and with the help of Acumatica, reached out to PC Bennett. We met Tim, highly impressed with him. Tim said all the right things, knew his stuff about automotive companies, using the BigCommerce edition.

– RPUI

Feels so right to be with them (PCB), you don’t see a partner that chooses one platform. Extremely ballsy. For a company of her stature, to choose Acumatica says a lot about the faith in the platform and its future.

– SG Racing

We challenge Patricia and her team. She probably bangs her head after talking to me, but we have that in common, that tendency to never be satisfied with good enough, to keep asking the tough questions to ultimately get to a better place. I love that about her. And she’s built a team that emulates that.

– Auto Action

They (PC Bennett Solutions) just know Acumatica so well. Their depth of knowledge was great, and working with owner Patricia Bennett was the same; everyone has been so helpful.

Beth Morrisey
VP of Finance and IT | Danforth Pewter

Game changer for us was the ability to set-up a Finished Good Item with its Bill of Materials, issue a Production PO, and issue several component level POs from various manufacturers that are all tied together. No more manual reconciliation.

Bob Bourriague
COO at Ubio Labs, Inc.

Flexibility in customization, unlimited users, support from our provider and access from any device were top reasons for our satisfaction.

Curt Norton
Controller | C&O Nursery

Our payroll requirements are unique, and a critical part of our buying decision was the ability to pay directly from an imported file vs manual data entry into the system. With payroll being time sensitive, this is a big plus.

Lilly Estrada
Human Resource & Payroll Mgr. | C&O Nursery