Toon Six Advisor

Distributor of Fabric Rolls

• The distribution company imports fabric rolls from overseas, and gets flat rolls (remnants) from the US furniture manufacturers. The distribution company distributes them to retailers and manufacturers. There is a branch for fabric rolls and one for flat rolls. 

• Planned the project and reported the status of it via MS Teams and Smartsheet,

• Developed the detailed business requirements and documented them in MS Teams.  VIdeo recorded some operations, and discussed them via MS Teams, 

• Developed the detailed functional requirements (logical design) aka the Acumatica possible solution. Tested the major transactions and discussed them with the client. Special solutions were documented for factoring, container shipping management and work order planning. They were discussed with the client since I worked at  the client site for about 6.5 months. 

• Installed the Acumatica Cloud ERP instance with several tenants for testing, training and customization.

• Configured the Finance and the Distribution suite using as much as possible current GL accounts, vendor coding, customer coding and item coding. Two companies and two branches for each company were configured. 

• Created classes for vendors, customers and items that really made sense and that represented their vendor expense groups, market segments and product lines.

• Migrated the data from Sage 100 (MAS90) to the Acumatica Cloud ERP.

• Provided Excel files populated with data imported from Sage to the client so that the client could easily clean out data and assign classes. All these Excel files were stored in MS Teams folders that were properly structured for the client. This enabled simultaneous access to Excel files, and enabled fast editing of the Excel files by the clients and me. ​

• Ran the Acumatica import scenarios

• Provided the client access to basic real vendor, customer and item data so that they could test purchases, sales and payments. Provided them proper user instructions and trained them. 

• The client could see every day the work planned for that day, and the work done the day before. All this was in MS Teams. 

• Staying full time at the client side enabled me to fully comprehend the business requirements rapidly and accurately. It also enabled me to see the business processes in action, to understand the daily challenges, to understand why the client did certain transactions a certain way, to understand their terms and codes, and to capture their pain points and priorities. It enabled me to show the client during the functional requirements phase how the Acumatica cloud ERP can make it easier to do their transactions. A mutual respect and appreciation was quickly developed. 

Bike Reseller​

• Obtained master data for vendors, customers and stock items.​

• Created an ERP instance with several tenants. A tenant had one company with two branches.

• Created proper classes in Acumatica for the above entities. Their ECommerce sales categories were used for item classes

• Created four custom demos:

  • One for accounting including subaccounts and credit card processing​

  • One for purchasing including landed costs and blanket purchase orders

  • One for sales including sales commission, sales prices and returns

  • One for inventory management

Food Distributor

• • Business requirements analysis and development of Acumatica solution

  • Implemented the Acumatica solution consisting of the finance suite and the distribution suite. See details.

  • Implemented the NexVue Prime Foodservice solution software

  • Implemented import scenarios and security access rights

  • Proposed two customizations: listing only substitute items of the customer in the Sales Order, calculating the PO quantity for next week based on the past shipment quantities or the past SO quantities. Documented the functional requirements.