Happenings May 27, 2023 – ASWi Blog

    In this issue:

• Day Spotlight
• No Dad Jokes Today
• Acumatica User Tip
• Analyst Report
• Sales 101
• Events, Blogs, Movies
• Webinars, Community

The purpose of a newsletter is an opportunity for the ASWi team to provide you and the rest of our clients with information on all the new ASWi and Acumatica related things (or “happenings”) that you may not otherwise be aware of.

Please feel free to share this newsletter with any/all of your team. Pease let me know if anyone on your team who would like to be added to the mailing list for the next issue and removed.

“No duty is more urgent than that of returning thanks.” James Allen

Memorial Day is an American holiday honoring the men and women who died while serving in the U.S. military.

Some ways to observe Memorial Day are by visiting cemeteries or memorials, holding family gatherings and participating in parades

When multiple companies are configured within the same tenant, you may want to limit access to customer accounts so that they can be viewed by only employees of a particular company, branch, or company group and used in the documents originating from these entities.

Potential Scenarios

You may want to restrict the visibility of customer records in the following cases: – You have customers that work with a particular entity (a company, a branch, or a company group), and you do not want employees of other companies or branches to have access to the entity. – You are using the Multiple Base Currencies feature, and you need to limit the usage of customers to an entity (a company, branch, or a company group).

How Restrict Visibility

You can use the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form to control the visibility of the selected customer.

Cash Accounts

You can restrict cash accounts by branch on the Cash Accounts form to prevent picking incorrect bank accounts based on the logged in branch.

If a user has access to multiple branches, they will be able to see all data for all the branches they have access to on any screen. For reports, most will default to the logged in branch and you can add various filters by branch onto generic inquiries to make it easier to see just information for a single branch at a time.

Would You Like to Know More?

If you would like to have your vendor and/or customer records within your Acumatica Cloud ERP instance restricted by company or branch, please reach out to our Customer Success Manager Keith Wood at keithw@aswius.com.

According to Nucleus Research analyst Samuel Hamway, ERP vendors who use customer feedback to provide high quality, value-centered product improvements are exactly who SMBs should be looking for when seeking to adopt a new ERP system. Hamway uses Acumatica as a prime example and explains why he believes that Acumatica and SMBs have a great future ahead of them.

“Acumatica has long delivered a strong ROI case for Small and Medium-sized Businesses (SMBs) and recently assured this case through introducing value-centric product updates at its most recent Summit. As such, Nucleus is confident that the ERP system will continue to be embraced by SMBs in the coming years.”

This research note provides

– Extensive overview of Acumatica’s product enhancements and usability – Subscriber benefits from Acumatica’s improved reporting and visibility, increased automation, and enhanced scalability and agility – Interviews with three very satisfied Acumatica customers

Download the analyst report

Acumatica’s commitment to delivering a constantly updated, exceedingly user-friendly cloud ERP product is unwavering, which means SMBs can be confident that their Acumatica investment will return superb dividends. To learn more, download Nucleus Research’s note on why Acumatica and SMBs make an unbeatable team. You can download the Nucleus Research analyst report here.

By Mike Weinberg

Sharper Sales Messaging and Sale Calls

The past month I’ve led virtual and in-person sessions for sales teams who have done significant work sharpening both their sales messaging and their approach to conducting sales calls.

Friends, as always, there is so much noise online about sales, about the economy, about AI, about tools, tricks, and techniques. Everyone seems to be (still) looking for the new thing and the quick fix.

Here’s what I can tell you for certain: Those sellers and sales teams focusing on the fundamentals are the ones who are winning big despite circumstances or economic conditions. Instead of looking for the cheat code, may I suggest putting in the work to perfect two of your most critical sales weapons.

1. Craft more compelling messaging – Nothing will more quickly increase your effectiveness or confidence.

2. Revisit how you are structuring and conducting sales calls, particularly early-state sales calls