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Streamline Your Acumatica Sales Data: Unlocking US vs. International Insights

Discover how to overcome the challenge of separating your US and international sales data in Acumatica, leading to more informed business decisions and efficient reporting.

(a) Challenges: The Pain of Combined Sales Data in Acumatica

For businesses operating in both the United States and international markets, a significant challenge often arises when trying to analyze sales performance by region. You need to be able to see your sales data clearly broken down to make informed decisions regarding market inventory and financial forecasting. However, a common problem highlighted in the podcast is that Acumatica doesn’t always provide an easy, out-of-the-box solution for separating this crucial data.

Many businesses find themselves stuck with generic reports that lump all sales data together. Imagine looking at a massive report where all sales figures are in a single column, making it impossible to discern what revenue is generated domestically versus internationally. This lack of clear segregation forces users into manual and time-consuming processes like filtering and sorting data. Another common workaround is exporting this combined data to spreadsheets, which can be very inefficient and prone to errors. Ultimately, the inability to easily separate US and international sales data hinders a business’s ability to gain valuable insights for strategic planning.

(b) Solution & Benefits: Leveraging Acumatica's Generic Inquiry for Data Clarity

The podcast delves into an elegant solution developed by DA, an associate functional consultant at Tiana Solutions, to tackle this very challenge: utilizing Acumatica’s powerful generic inquiry tool. Generic inquiry is described as a robust feature that allows users to create custom reports within Acumatica. Think of it as a way to ask Acumatica specific questions about your data and have it presented in a tailored report.

The key to DA’s solution lies in building custom formulas within these generic inquiries to manipulate the data. Specifically, the formula developed looks at the AR invoice reference number. In this particular scenario, invoices starting with “INV” are identified as originating from the US, while invoices beginning with “INT” are classified as international. The formula works by checking the first three characters of each invoice number. Based on these prefixes, it then directs the corresponding sales data into the appropriate column within the custom report. This clever approach acts like a “traffic cop,” efficiently directing data to its correct category.

The significant benefits and advantages of implementing this solution are numerous:

  • Automation of Data Separation: Once the formula is set up, it runs automatically in the background, eliminating the need for any manual sorting or filtering.
  • Clear and Organized Data: Businesses gain access to clear, organized sales data that distinctly separates US and international figures, right at their fingertips.
  • Time Savings: The automation drastically reduces the time and effort previously spent on manual data manipulation in spreadsheets.
  • Informed Decision-Making: With readily available regional sales data, businesses can make more informed decisions regarding market inventory, financial forecasting, and overall business strategy.
  • Customized Reporting: This solution showcases the power of Acumatica’s generic inquiry tool for creating highly customized reports tailored to specific business needs.
  • Increased Efficiency: Streamlining the data analysis process leads to increased efficiency in generating reports and gaining business insights.
  • Scalability: This automated solution can easily handle growing volumes of sales data without adding to the manual workload.

If your business faces a similar challenge in separating your sales data within Acumatica, or if you’re looking for ways to further customize your Acumatica system to gain deeper insights, the podcast suggests reaching out to the experts at Tayana Solutions. Their team, including experienced professionals like DA, can help tailor Acumatica to your specific requirements. You can contact them at 678 910-2774. By leveraging the power of Acumatica and innovative solutions, you can unlock the true potential of your business data.