Blog

Happenings November 18, 2023 – ASWi Blog

Written by Admin | March 10 2025
ASWi Customer Newsletter
    In this issue:
  • National Day Spotlight
  • Dad Jokes
  • Acumatica User Tip
  • Productivity Tip
  • Events, Blogs, Movies
  • Leadership 101
  • Webinars, Community
Happenings Purpose

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.

National Princess Day

Happy National Princess Day!

“I am a princess. All girls are.” Frances Hodgson Burnett

Today we get to celebrate the princess in every girl (of all ages) who make our lives better by the gift of their laughter, making everyone them smile, their acts of kindness and hearts of gold.

Celebrate the princesses in your world by hosting a princess-themed party, watching a movie together about princesses. Make some princess-inspired foods, let your young princess(es) play dress up.

FYI re: the picture:

My 25 year old princess (more than) a couple of years ago dressed up as a fairy princess for Halloween.

Dad Jokes | Princess Edition

Q: Which princess is a lover of dad jokes?
A: Ra-PUN-zel.

Q: Which princess would make the best judge?
A: Snow White; she’s the fairest of all.

Q: Why is it a bad idea to ask Elsa to hold your helium balloon
A: She’ll let it go, let it go.

Q: How does the ocean say “Good morning” to Ariel?
A: It waves.

Q: Why didn’t Cinderella make the soccer team?
A: She always ran away from the ball and she couldn’t keep her shoes on.

Q: What did Princess Leia say after planting some trees?
A: May the forest be with you.

A scene from the remake of “The Princess Bride” with an all-potato cast: “Hello, my name Idaho Montoya. You peeled my father. Prepare to fry.”
Q: Who did Princess Leia’s hair for her?
A: Darth Braider.

Acumatica User Tip | Quick Sales Order Processing

Acumatica Cloud ERP has a Quick Order Processing capability that can automate multiple steps in the sales order entry process with one click. This could even include the step of emailing the invoice to your customer.

To Setup Quick Sales Order Processing
Step 1 – Open Order Types from the Sales Order workspace.
Step 2 – Select the Order Type that would like to configure.
Step 3 – Click on the TEMPLATE tab.
Step 4 – Check the Allow Quick Process box.
Step 5 – Check on the QUICK PROCESSING tab

Step 6 – Select the sales order entry actions you want to occur.

Acumatica Cloud ERP has a Quick Order Processing capability that can automate multiple steps in the sales order entry process with one click. This could even include the step of emailing the invoice to your customer.

To Setup Quick Sales Order Processing
Step 1 – Open Order Types from the Sales Order workspace.
Step 2 – Select the Order Type that would like to configure.
Step 3 – Click on the TEMPLATE tab.
Step 4 – Check the Allow Quick Process box.
Step 5 – Check on the QUICK PROCESSING tab

Step 6 – Select the sales order entry actions you want to occur.

Productivity Tip | Use WeTransfer to Send Large Files

Chances are pretty high that someone on your team has received an email from someone at ASWi that has a link to a download one or more files.

We normally will use a site called WeTransfer to transfer files that exceed our Microsoft Outlook’s 20MB file attachment size limit. WeTransfer have two plans available, one that is free to use and two are priced at $10/month and $19/month respectively.

We have been able to use the Free program very effectively to transfer Microsoft Teams meeting recordings and other large files.

Pro Tip
Instead of using WeTransfer’s default “Send email transfer” option, you can select “Get transfer link”. This allows you to copy the WeTransfer- generated hyperlink and put it in your personalized email to the recipient of the file transfer.

Leadership 101 | 10 Leadership Tips & Tricks

By Kindra Cooper, BigCommerce

1. Stay Organized
Proper documentation, time management and automating repeatable tasks can be the difference between boom and bust.

2. Be Flexible
Agile businesses can quickly pivot in response to changing market conditions, while the slow movers struggle not to become obsolete. Lean into your data and be willing to change course. Listen to customer feedback and don’t be too wedded to your own opinions.

3. Automate as Much as Possible
Automating repeatable tasks saves time and ensures small things don’t fall through the cracks.

4. Maintain a Personal Touch
Handwritten thank-you notes go a long way. Or, you can include a simple gift alongside the purchase or offer freebies in exchange for reviews. Use Acumatica CRM to make notes of personal details for each customer so you can offer more high-touch personalizations.

5. Protect Your Intellectual Property
Intellectual property consists of the intangible assets – trademarks, copyrights and patents – that differentiate your ecommerce business from any other. Be sure to protecting things like designs, business ideas and trade secrets. If you decide to register a trademark or apply for a patent, it’s best to seek an attorney’s help to make sense of the legalese and avoid making minor mistakes (eg: omissions in descriptions or drawings, missing deadlines) that can result in your request being denied.

6. Have a Great Website
Your website is the seat of your operations – it’s how many new leads discover your products. Keep the design clean and simple – limit colors, banner ads and pop-ups – and invest time in proper SEO.

Before you build a website, put some serious thought into branding. Branding builds trust and differentiates you from your competitors. State your brand’s value proposition upfront so first-time visitors understand your offer. Use high-quality images (stock images don’t build trust) and hire a professional to take photos of all your products.

Write thorough product descriptions – focus on product benefits, highlight key features and, where possible, tell a story.

7. Create Unique Content
Post unique photos of your business and your employees on social media – people prefer human faces and real, behind-the-scenes footage over stock photos or videos.

8. Don’t Be Afraid of Data Analytics
Web analytics, social media, CRM, operational, and financial analytics provide a readout on business performance.

9. Cut Costs As Needed
Cost control is key to staying afloat. Establish a baseline to measure actual expenses against planned expenses. By looking at budget variances, you can see where your estimates are accurate and where they’re off. Look at where you went off track. What can you cut?

10. Limit Your Distractions
Stick to you original business purpose, Don’t try to be everything to everyone. Work in 1-hour blocks with a 15-minute break for peak productivity.

Morning Motivations Recap

Nearly every weekday, a motivational quote is posted on X/Twitter by @ASWiDelivered and on LinkedIn by @ASWi.

Here are last week’s “Morning Motivations”:
• “Quality is the best business plan.” John Lasseter
• “Disciple is the bridge between goals and accomplishment” Jim Rohn

• “A vision without the ability to execute it is probably a hallucination.” Steve Case

• “I never dreamed about success. I worked for it”. Estee Lauder

Calendar of Events
Date Event/Activity Notes
1/16-18 AED Summit 2024 Las Vegas, NV
1/28-31 Acumatica Summit 2024 Las Vegas, NV
1/22-23 SHOT Week Supplier Showcase Las Vegas, NV
1/23-26 SHOT Show Las Vegas, NV
1/23-25 World of Concrete Las Vegas, NV
1/23-25 National Pavement Expo Tampa, FL
1/23-24 Metal Stamping Technology Conference Nashville, TN
1/29-31 2024 MEP Innovation Conference Orlando, FL
1/31-2/2 AHR Expo Las Vegas, NV
2/8-10 NAHB-IBS Orlando, FL
2/27-3/2 ASD MarketWeek Las Vegas, NV
3/13-17 MCAA San Diego, CA
3/13-18 CONExpo Las Vegas, NV
Movies of Note
Acumatica Community Discussions of Note
Acumatica Webinars
Acumatica Blogs