Polaris Business Solutions

Types of Manufacturing Suited for Acumatica

Every manufacturer has a different way of creating its products. Acumatica’s Manufacturing Edition can support many different types of production methods. Below finds a list of the types of production methods that Acumatica supports.


Acumatica’s Manufacturing Module

The manufacturing module within Acumatica is designed to help organizations streamline and optimize their manufacturing processes. Many of the features needed to run a successful manufacturing company are all in one system with Acumatica. Here are some key features and functionalities often associated with Acumatica’s manufacturing module:

  • Bill of Materials (BOM) Management: The module allows you to create and manage bills of materials, which are detailed lists of components, subassemblies, and raw materials required to produce a finished product. This helps in understanding the structure of products and their associated costs.
  • Work Order Management: Acumatica’s manufacturing module typically includes tools for creating and managing work orders. Work orders define the tasks, processes, and resources required to manufacture a product. This can help in tracking the progress of production and managing resources efficiently.
  • Production Scheduling: Manufacturing often involves complex scheduling to ensure that resources (such as equipment and labor) are allocated optimally. The module may include features for visual production scheduling, allowing you to plan and adjust production timelines.
  • Material Requirements Planning (MRP): MRP functionality helps in determining the materials needed for production based on factors like demand, lead times, and inventory levels. This can assist in avoiding shortages or overstock situations.

If you are a manufacturing business looking to streamline your business processes, please reach out to Polaris Business Solutions. We would love to show you a demo of Acumatica. Email info@polaris-buisness.com for more information.

Acumatica CRM Module

Acumatica CRM is fully embedded into Acumatica’s financial modules. Here are some key features and functionalities typically associated with Acumatica’s CRM module:

  • Contact Management: Acumatica CRM allows you to store and manage detailed information about your contacts, including customers, leads, and prospects. This information can include contact details, communication history, and relevant notes.
  • Sales Automation: You can use Acumatica CRM to automate various aspects of the sales process, such as lead assignment, opportunity management, and sales forecasting. It helps streamline your sales efforts and provides visibility into the sales pipeline.
  • Marketing Campaigns: The CRM module enables you to plan, execute, and track marketing campaigns. You can segment your customer and prospect lists, send email campaigns, and analyze campaign performance to improve your marketing strategies.
  • Customer Support and Service: Acumatica CRM often includes features for managing customer support and service requests. This can involve case management to assist customer service teams in providing timely and effective support.
  • Integration: Acumatica’s CRM module is designed to seamlessly integrate with other modules within the Acumatica ERP system, such as financials, inventory management, and order processing. This integration ensures that data is shared across your organization, reducing redundancy and improving efficiency.
  • Mobile Access: Many modern CRM solutions, including Acumatica, offer mobile apps or mobile-friendly interfaces, allowing your sales and support teams to access CRM data and perform tasks while on the go.
  • Analytics and Reporting: Acumatica CRM typically provides reporting and analytics tools that allow you to track and measure various aspects of your customer interactions, sales performance, and marketing campaigns.
  • Customization: Acumatica CRM is often highly customizable, allowing businesses to tailor the system to their specific needs. You can create custom fields, workflows, and forms to match your unique business processes.
  • Security: Data security is a critical aspect of CRM systems. Acumatica typically offers security features, role-based access controls, and data encryption to protect sensitive customer information.
  • Scalability: Acumatica is designed to scale with your business as it grows, making it suitable for both small and large enterprises.


Is your business interested in a fully integrated customer relationship management system? Please reach out to Polaris Business Solutions for more information; info@polaris-business.com. We would love to show you a full demo of Acumatica and how the modules are fully integrated.

Acumatica is the Complete Solution

Acumatica offers a comprehensive cloud-based Enterprise Resource Planning (ERP) solution designed to help businesses manage various aspects of their operations, including financials, sales, inventory, manufacturing, and more. Acumatica’s complete solution provides a unified platform that integrates different modules to streamline business processes and improve overall efficiency. Here’s an overview of Acumatica’s key modules and capabilities:

  • Financial Management: Acumatica’s Financial Management module includes general ledger, accounts payable, accounts receivable, cash management, fixed assets, and intercompany accounting. This module allows businesses to manage their financial transactions, track cash flows, handle vendor and customer interactions, and generate real-time financial reports.
  • Customer Relationship Management (CRM): Acumatica’s CRM module helps businesses manage customer interactions, track sales opportunities, and provide exceptional customer service. It includes features such as lead management, contact tracking, opportunity management, and service case tracking.
  • Sales Orders: The Sales Orders module enables businesses to efficiently manage the entire sales order process, from order creation to fulfillment and invoicing. It includes capabilities for order creation, pricing and discounts, inventory management, order fulfillment, shipping, and invoicing.
  • Inventory Management: Acumatica’s Inventory Management module allows businesses to optimize their inventory levels, track stock movements, manage multiple warehouses, and automate reorder processes. It provides real-time visibility into inventory data to prevent stockouts and overselling.
  • Manufacturing Module: Acumatica’s Manufacturing Module assists businesses in planning and executing their manufacturing processes. It includes features for bill of materials (BOM) management, production scheduling, work order tracking, and material requirements planning (MRP).
  • Project Accounting: Businesses engaged in project-based work can benefit from Acumatica’s Project Accounting module. It helps track project costs, budgeting, time and expense tracking, resource allocation, and project profitability analysis.
  • Reporting and Business Intelligence: Acumatica provides robust reporting and business intelligence tools that allow users to create customized reports, dashboards, and data visualizations to gain insights into various aspects of their business operations.

Acumatica’s cloud-based architecture ensures that users can access the system from anywhere, using various devices. Acumatica’s cloud-based solution enables businesses to choose the specific modules that suit their requirements, allowing for a tailored ERP solution that addresses their unique challenges and objectives. If you think Acumatica is the solution you nee to propel your business in the right direction, make sure to reach out to info@polaris-business.com

2023 R1 – Finance; Additional Updates

With the release of Acumatica 2023 R1, there have been several improvements to different financial management processes, and a few new improvements. See below for an overview of these updates and improvements:


2023 R1 – Delegation and Reassignment of Approvals

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Starting with the release of 2023 R1, users of Acumatica have the ability to reassign the request for approvals and have the ability to delegate approvals to other users. This allows companies to run smoothly, even when necessary approvers are out of the office. When original approvers are unable to approve a request, a new approver can be assigned for a temporary amount of time to create an exception to the typical workflow, the existing approval maps do not need to be updated. See below for some examples of how this works.


The AcumatiCares Mission



As businesses become more aware of their impact on the environment, many are looking for ways to operate in a more sustainable manner. One way that businesses can do this is by implementing an ERP system that is designed with sustainability in mind. Acumatica, a cloud-based ERP software, is one such system that is committed to sustainability. 


Acumatica Reporting Function:


Acumatica’s reporting functionality is extremely robust and accesses the raw data in the system. It provides users several tools to create, manage, and distribute reports. Reports can be presented in a number of different ways to help management make informed decisions about their company.

Each Acumatica module has a set of reports built into the system that can be used out of the box. There are over 250 reports standard within Acumatica. Reports are easily modified by end users using Acumatica’s report designer function and users are also able to create templates for reports that are used on a regular basis. Reports in Acumatica can be filtered down and manipulated by account, sub-account, inventory ID, customer ID, and many other filter settings to get information that users need easily.


Acumatica’s Customer Bill of Rights

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Acumatica has announced an update to its “Customer Bill of Rights,” which sets forth the basic rights customers should expect from their ERP vendor. The company believes that all customers deserve a level of service and assurance that puts their interests first. The updated bill of rights aims to protect customers from practices that create more problems rather than solve them. Acumatica’s commitment includes offering clear fee structures,  fully adaptable and customizable solutions, transparent and fair pricing and agreements, complete security models, accessible data, and more.


Acumatica Multi-Currency Feature

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Does your company deal with multi-currencies? Acumatica has the functionality to stay in control of your finances when dealing with multiple currencies. These advanced features allow users to support international vendors, customers, and others who you may need to manage to run your business. See below a recap of some of the key benefits and main functions of the multi-currency function in Acumatica.