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CASE STUDY

WWW.ACUMATICA.COM • © Copyright 2013 Acumatica CONTACT SALES • +1 888 228 8300 [email protected]

Acumatica’s sales, purchasing, inventory, and financial management software helped our swimming pool supplies distribution business reach profitability in year one.John Gwaltney • Owner, Pool Source LLC

COMPANY

• Founded:2010• Location:Nashville,TN,US• Industry:Poolsuppliesdistributor• Overview:Distributepoolsuppliesdirectfromwarehouseorviadelivery.

CHALLENGES - REQUIREMENTS

• Maintaincustomer-specificpricing• Designprocessesforwarehousesalesanddeliveriestostoresorjobsites

• Involvemultipleuserswithoutcomplexsetupandadditionalfees

• Customreportingrequirements

KEY RESULTS

• CustomizedpricinghelpedPoolSourcemaximizeprofitability

• Expertsupportandservicewasavailabletoanswerquestionsasneeded

• Supportedon-sitecashsalesaswellasdeliveriesmadetocustomeraccounts

• OperatesinTierIdatacenterusing

WindowsAzureandSQLAzure

BUSINESS CHALLENGE

PoolSourceLLCisanindependentdistributorofpoolsupplieslocatedinNashville,

Tennesseethatisfocusedonexpertservice.Asanewbusiness,PoolSourceneededan

ERPsystemtomanageinventory,trackprices,managesalesandreturns,trackcustomer

accountsandreceivables,anddeliverprofitabilityreports.

PoolSourcewantedtogetupandrunningquicklywithouttheneedtopurchasehardware

orhireinformationtechnologystafftomanageongoingupgradesandmaintenance

requirements.

EXISTING SOLUTION

PoolSourcestartedtheirbusinesswithapointofsalesolutionthatprovidedasimple

systemfortakingorders.Althoughveryeasytouse,thepointofsalesolutiondidnothave

theabilitytomanagecomplexpricingorlinkpurchaseordersdirectlytocustomersales

orders.

Inordertomeettheseneedsandgainmorecontroloverinventory,PoolSourcebegan

investigatingERPsolutionsthatcouldserveabroadersetofneeds.

Pool Source LLCwww.poolsourcellc.com

WHOLESALE DISTRIBUTOR OPTIMIZES INVENTORY USING ACUMATICA CLOUD ERP

CASE STUDY

WWW.ACUMATICA.COM • © Copyright 2013 Acumatica CONTACT SALES • +1 888 228 8300 [email protected]

WHY ACUMATICA?

PoolSourceinvestigatedseveralsolutions

includingbothsoftwareasaservice

(SaaS)andtraditionalsolutions.Theidea

ofpurchasingasolutionthatrequired

noclientsoftware,on-premisesoftware,

orongoingmaintenanceexpenseswas

compellingsoPoolSourcedecidedtohead

inthisdirection.

BothAcumaticaandNetSuiteoffered

SaaSsolutions,butonlyAcumatica

offeredagrowth-friendlypricingstructure

withunlimitedusersaswellaslocal

supportforunderstandingrequirements,

implementation,andsupport.

Asacompanydeeplycommittedto

service,PoolSourcewasimpressedby

theeffortsofAcumaticaandi.t.works,

anAcumaticaValueAddedReseller,to

implementspecificprocessingusingthe

robustcustomizationtools.

CONFIGURED FOR THE POOL SUPPLY VERTICAL

Acumatica’sdistributioncapabilities

canbecustomizedforspecificverticals.

InthecaseofPoolSource,Acumatica

implementedspecialsearchcapabilities,

utilizedadvancedpricingfeatures,

importedthousandsofinventoryitems,

anddeliveredtwodifferentprocessesfor

differenttypesofsales.

TWO-WORD SEARCH

Severalinventoryitemshavesimilar

qualities,soAcumaticacustomizedthe

inventorysearchcapabilitytomeetthe

needsofsomebodywhowantedtonarrow

thelistofitemsinalookuptable.

PRICING FEATURES

Likemanywholesaledistributors,Pool

Sourcehasdifferentpricesfordifferent

customeraccounts.Somecustomers

havelargevolumesandpickupsupplies

ontheirownwhileothersneedsupplies

foraspecificjobdeliveredtoajobsite.

UsingAcumatica,PoolSourcewasableto

accommodatebothscenarios.

MICROSOFT WINDOWS AZURE

PoolSource’ssolutionisdeployedonthe

MicrosoftAzureCloud.Byrunningon

Azure,PoolSourcebenefitsfrombuilt-

indisasterrecoveryfeatureswithout

worryingaboutmanagingoperating

systems,hardware,andotherdatacenter

complexities.

BENEFITS SUMMARY

AcumaticaprovidedPoolSourcewith

theaccountingtoolsneededtomeetits

complexdistributionneeds.

Acumatica and i.t.works delivered our distribution solution on budget, even including requirements that surfaced during implementation. John Gwaltney Owner, Pool Source LLC

IMPORTANCE TO POOL SOURCE

ACUMATICA CAPABILITY

Multiple configurable sales processes High Yes

Flexible pricing by item and customer High Yes

Access real-time data from anywhere High Yes

Manage thousands of inventory items High Yes

Acumatica simplified the process of finding inventory items in the warehouse.