Food Distribution Experience

Acumatica Food Distribution/Service Management Experience

Summary

My Acumatica Food Distribution/Service Management experience consists of analyzing the business process requirements of a regional food distributor company. I created GL accounts, the preferences for Finance, vendors, item classes, price classes, posting classes, items, employees, users, purchase preferences, purchase orders, purchase receipts, bills, vendor payments, customers, sales order preferences, sales quotes, sales orders, shipments, invoices, customer payments, import scenarios and access rights. I tested the sales pricing in the Nexvue Foodservice software solution using Prime pricing and Sales Order Guides. I discussed the interface with BFS Dakota WMS.

Details

My Acumatica Food Distribution/Service Management experience with a regional food distributor company. consists of the following major functions:

Analysis of the business process requirements of a regional food distributor company..
- Observations of the current business processes and process flow
- Documenting the gaps
Implementing Acumatica
- Set up of ERP instances on a local server as a pilot
- Configuration
  - Added employee classes
  - Adding departments
  - Adding work calendar
  - Added employees
  - Adding users
- Configuring the finance and distribution suites regarding preferences
- Finance suite
  - GL
    - Adding fiscal periods
    - Adding GL accounts
  - AP
    - Adding vendor classes
    - Adding vendors
  - AR
    - Adding customer classes
    - Adding customers
- Distribution Suite
  - Inventory
    - Adding item classes
    - Adding posting classes
    - Adding price classes
    - Adding items
    - Adding ship via
    - Adding shipment methods
  - Purchasing
    - Create purchase order preferences
    - Ship via codes
    - Create POs
    - Create Purchase Receipts
    - AP:Create Bills
    - AP: Create payments
  - Sales
    - Create Sales Order preferences
    - Create a sales quote
    - Create a sales order including related items and landed costs
    - AR: Create an invoice
    - AR: Create a customer payment
  - Imported customers and items using import scenarios
  - Created access rights by user role and user.
  - Creates restriction groups
NexVue Prime Foodservice software solution
- Create Prime Pricing
- Create a Sales Order Guide