Freight Auditing for Pacejet

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Pacejet continues to improve their shipping solution and the latest helps find incorrect billing which saves you money and saves time for invoice auditing: Freight Auditing.  Just drag and drop invoices into the module, choose the map and click import, run then compare shipping charges you expected, then the carrier invoice charge.   You can also set parameters to only view price deltas in such as rate discrepancies that are not in your favor.  I had no idea that carriers can charge you for address changes.  Pacejet’s shipping solution has that issue covered with an Address Validation feature.   Read more

TMAC Manufacturing Event

Manufacturing & Distribution Half-Day Event

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Lane Gorman Trubitt, LLC (“LGT”) is  partnering with TMAC for an upcoming manufacturing and distribution half-day event. Please join them for 5 complimentary hours of continuing education, not to mention a continental breakfast, lunch, and networking with M&D industry leaders from across the Metroplex.

Satya Kudapa will be presenting on Lean Six Sigma.  He has more than eight years of experience providing professional coaching, mentoring and implementing Quality Management Systems, Lean Six Sigma Principles and Project Management.

If you’ve ever wondered what a behind-the-scenes view of implementing Lean Six Sigma would look like for your company, or if you are in the process and are looking for expert advice on how to make the implementation as smooth as possible, make sure you don’t miss out on a discussion on that topic (and more) led by Will McDade, the CFO of Interstate Batteries.

CPE: 5 hrs
Area of Study: Management
Level: Intermediate-Advanced

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Dynamics 365 Enterprise Webinar: Top 5 Reasons to Upgrade

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Dynamics 365 Enterprise Demo

It is time to start working on next year’s budget so why not include a business software upgrade in that budget? You can start by attending our webinar that will be showcasing the latest in ERP (enterprise resource planning) technology: Dynamics 365 Enterprise for Finance and Operations.   This solution can be deployed as a service; SaaS or software as a service or it can be purchased and installed on your own servers.   The best thing about this solution is well, really everything!

Dynamics 365 Enterprise for Operations and Finance  (the new Dynamics AX) is a true Enterprise ERP solution with a global presence.   Multi-company, multi-language, and can support multiple lines of business and operations with one software code-set.

During this free webinar, you will gain insight into the powerful feature set inside the all new Dynamics 365, including:

  1. Easily Create Mobile Apps With Point And Click Functionality
  2. Robust Warehouse Management System all Inclusive
  3. Improved Productivity with Workspaces, Embedded PowerBI Along with Full Office Integration
  4. Flexible Deployment Options, including SaaS on Azure or On Premise
  5. How To Get the Best of Breed “All in one” ERP Without Paying More

Client First is a Microsoft Gold ERP Partner and Cloud Service Provider (CSP) with a team of tenured specialists with core competencies in the implementation and support of Microsoft Dynamics 365 and it’s base code: Dynamics AX. In fact we have over 180 years combined experience in Dynamics AX.  To explore all the capabilities of Dynamics 365 and find out how this business solution can help your manufacturing, supply chain, or MRO organization achieve its full potential.  Reach out to our Texas or Minnesota location and get more information on how Dynamics 365 Enterprise can transform your business.

Webinar: Manage Changes to Sales Tax on Services

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ERPVAR and Avalara will be hosting a webinar on everything you need to know about changes coming to Sales Tax on Services. The webinar will go over the:

  1. Where: what places are being affected by these changes,
  2. What: what those changes are and how they will affect your business,
  3. Why: why there is sales tax on services and what methods states use to tax services.

The webinar will be on May 23 at 11am PT/2pm ET. To learn more information about the webinar, go to their webinar page.

Register for the webinar to save your seat!

Date: Tuesday, May 23

Time: 11 am PT/2 pm ET

Location: Your desk!

Register for Webinar

Recap: Acumatica Field Services Video

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Thank you to all who attended our Acumatica Field Services Webinar. We had a great time talking with Acumatica’s Tom Costa about this very intuitive tool. If you missed the webinar, then feel free to watch a recording of it.   By watching the demo video of the Field Services Edition you will observe the software’s clean integration between the employees at the home office and the employees out in the field using mobile devices. Read more

Exclusive Field Services Webinar Preview

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With our Professional and Field Services Webinar only days away, we thought our subscribers would like to take a look at what we will be showing all who attend. Watch this sneak peek of Acumatica Field Services Edition and don’t forget to register for the webinar on March 9 at 2 PM CST to learn more. Read more

Clients First Field Services Webinar

Attend our Field Services Webinar

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Acumatica’s new field services management (FSM) suite is now available for services companies who need both CRM functionality and scheduling automation. This suite cuts the time it takes to correspond between departments; it speeds the receipt of service request to dispatch by making it easy to communicate and take action wherever you are.  FSM streamlines the trivial parts of the process like scheduling the service call and planning the transportation route. It can also:

  • Quickly capture service needs and access customer information, product history and resources required to shorten time between call receipt and job assignment.
  • Create daily or weekly schedules automatically or using drag-and drop tools on the visual calendar board
  • Record the details of equipment and products installed at each customer’s site and track repair parts in stock.
  • Establish warranty offers for your customers, specifying which parts are under warranty to avoid confusion, mischarges and objections.

If you would like to learn more about it, we will be having a webinar on March 9th, 2017 at 2 pm CST. It will feature Acumatica expert Tom Costa and Clients First’s Bob Turner as the speakers. Follow this link to register today!



Clients First Field Services Webinar



Acumatica Field Services Management Webinar

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Acumatica is finally revealing their new field services solution in a webinar that is open to field services leaders and anyone that’s interested in learning about Acumatica for Field Services. The purpose of this webinar is to inform both potential and current customers of the maintenance, repair and overhaul (MRO) features available, which include:

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Acumatica Webinar: Product Configurator

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Join Kensium Solutions’ webinar on August 29 at 2:00 p.m. CDT to learn about handling matrix inventory items and kits/bundles in Acumatica! The purpose of this webinar is to demonstrate the power of Acumatica‘s Product Configurator and its ability to extend stock and non-stock items, simplify inventory management and improve sales and purchase order management.

Controlling Inventory items in Acumatica
During the webinar, we will be taking a look at various types of product  and how they’re handled in Acumatica. The Product Configurator can create various types of products, including:

  • Configurable/ Matrix Products – A product with many variants that have to be managed independently e.g. shirts or shoes
  • Bundle or a Kit – A product that can be assembled multiple of ways. e.g. designing a laptop.
  • Grouped – Combining several products into a single one e.g. combining dressers and complete mattress to create a bedroom set.
  • Downloads – Video, audio, PDFs, etc.
  • Virtual – A non-physical product e.g. subscription or insurance.

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Watch Dynamics ERP & CAD Integration Webinar Video

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CAD to ERP Integration

I am pleased that we had so much interest in our presentation of CADLink to Dynamics AX.   Of course CADLink works with Dynamics NAV, Acumatica and most all ERP solutions even though the ones we represent are the best!  CADLink is important to us because the customers and prospects at Clients First are either a MRO (maintenance, repair and overhaul) in the aviation or heavy equipment industry or they are a complex discrete manufacturer.  Even our MRO clients have a CAD and BOM requirement since they often are re-engineering and re-manufacturing engines, turbines or other equipment.

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