Getting Started with Acumatica
Updated January 28, 2025

Getting Started with Acumatica

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Manufacturing

Modules Used

  • FInancial Management Suite
  • CRM, MRP

Overall Satisfaction with Acumatica

We are changing from using SAGE as our ERP to Acumatica implementing Manufacturing, CRM, Financial, Ecommerce.

Pros

  • Cashflow
  • MRP
  • CRM

Cons

  • Don't know yet. We are in the process of implementing.
  • We save $150K annually by getting off of SAGE which requires AVD go access.
7-12 months
Using MRP, we expect to have less stock outs so we can better plan our purchases thereby meeting our customer's shipping timelines. Also, connecting Shopify to Acumatica.
Provides cradle to grave integrated manufacturing order processing for our customers.
Acumatica is 21st century online. Sage is 1980's old server based.

Do you think Acumatica delivers good value for the price?

Yes

Are you happy with Acumatica's feature set?

Yes

Did Acumatica live up to sales and marketing promises?

Yes

Did implementation of Acumatica go as expected?

Yes

Would you buy Acumatica again?

Yes

We expect to use Acumatica in our warehouse using barcoding and mobile devices to have up to date information. Also, we anticipate connecting Shopify, Avalara, ShipStation to Acumatica and we are replacing Hubspot with CRM.

Acumatica Feature Ratings

10.0
Accounts payable
10
Accounts receivable
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Journals and Reconciliations
Not Rated
Configurable Accounting
Not Rated
Standardized Processes
Not Rated
Not Rated
Billing Management
Not Rated
Cash and Asset Management
Not Rated
Travel & Expense Management
Not Rated
Budgetary Control & Encumbrance Accounting
Not Rated
Period Close
Not Rated
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Order Orchestration
Not Rated
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Not Rated
Dashboards
Not Rated
Standard reports
Not Rated
Custom reports
Not Rated
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Award Lifecycle Management
Not Rated
Project Financial Management ()
Not Rated
Not Rated
Project Planning and Scheduling
Not Rated
Task Insight for Project Managers
Not Rated
Project Mobile Functionality
Not Rated
Definable Resource Pools
Not Rated
Not Rated
Bids Analyzed and Compared
Not Rated
Contract Authoring
Not Rated
Requisitions-to-Purchase Orders Integrated
Not Rated
Supplier Management
Not Rated
Not Rated
Risk Repository
Not Rated
Control Management
Not Rated
Control Efficiency Assessments
Not Rated
Issue Detection
Not Rated
Remediation and Certification
Not Rated
Not Rated
Transportation Planning and Optimization
Not Rated
Transportation Execution Management
Not Rated
Trade and Customs Management
Not Rated
Fulfillment Management
Not Rated
Warehouse Workforce Management
Not Rated
Not Rated
Production Process Design
Not Rated
Production Management
Not Rated
Configuration Management
Not Rated
Work Execution
Not Rated
Manufacturing Costs
Not Rated
Not Rated
Forecasting
Not Rated
Inventory Planning
Not Rated
Performance Monitoring
Not Rated
Not Rated
Proposal Management
Not Rated
Product Master Data Management
Not Rated

Using Acumatica

30 - mfg, Accounting, sales, fulfillment, marketing
  • MRP system
  • Accounting system
  • manufacturing
  • CRM
  • Use attributes for BOM approval
  • labor reports
  • integration to other time saving apps
  • integration with other time saving apps
We can see out data for the first time, ease of use and seemless integration

Evaluating Acumatica and Competitors

Yes - SAGE 100 on AVD
  • Cloud Solutions
  • Ease of Use
ease of use for all users
I wouldn't change my process.

Acumatica Implementation

Make sure your VAR can keep up with you. Insist that sample transactions are taken from cradle to grave by the VAR prior to customer testing. Then do customer testing, make needed changes, VAR test again, customer testing again before go live. Also make sure that all standard financial statements are designed and ready to go before go live.
  • Implemented in-house
  • Third-party professional services
Blytheco
Change management was a big part of the implementation and was well-handled
  • VAR testing of transactions from cradle to grave was insufficient
  • Financial Statements were not ready upon implementation
  • Insufficient training

Acumatica Training

  • Online Training
  • In-Person Training
not enough time
It is there to use but it takes time.

Configuring Acumatica

Just right
No - we have not done any customization to the interface
No - we have not done any custom code
None

Acumatica Support

We had issues right after go live where we were unable to save transactions after they were entered. This was an Acumatica bug that was finally fixed after weeks of ongoing complaints about it,
ProsCons
None
Poor followup
I don't know what premium support is.
Yes - No, as noted previously, it took way too long to get this bug fixed. It cost us many man hours lost.
No yet.

Using Acumatica

Folks can use it with very little training.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
None
  • Dashboards
  • open order report
  • budgeting
  • GI's
  • dashboard customizations by user
Yes - But it doesn't work for my team, only me.

Acumatica Reliability

Integrating Acumatica

  • workforce go
  • Velixio
  • File import/export

Upgrading Acumatica

Comments

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