Acumatica ERP Consultant Blog

Acumatica Reporting Automation for Foodservice

Written by Daniel Schwartz | 4:48 PM on October 7, 2021

Acumatica Reporting Automation Built for Foodservice Workflows Gives You Insight and Trends

It's common in foodservice management for many roles to rely on the ability to analyze and then act on data. When relevant information you need to do your job is buried in spreadsheets and disconnected systems, it may be time to look at options.  Thankfully, Acumatica reporting automation is specifically designed for the foodservice industry.

Achieving a High-Level View

The team at Nexvue developed Prime Food Software to be your single source of advanced analytics and role-based dashboards to achieve a high-level picture of your business health from all your relevant data. Prime Food Software gives you the ability to drill down into each data point with dashboards built around industry standards and workflows you'll recognize. 

Unlike spreadsheets and disconnected systems, Prime Food Software provides a single system that touches all areas of the business. It aggregates operational data such as sales as well as financial data in the same view. This makes it easy for your executive management team to see patterns emerging with trend cards which often deal in sales and margin data. While looking at different time periods, it's easy to quickly see what's the cash, what's the receivables, and what receivables are overdue.

Active and Visual Alerts

Prime Food Software makes it easy to configure warning alerts based on thresholds and limits. For example, when a percent increase or decrease of a certain amount takes place, you'll be alerted by red and yellow formatting to draw attention to the negative trending. In another example, you will see red and yellow designating warning signs of accounts receivable that are more than 14 days past due.

Drill Down to See Root Causes

Once you know what trends are emerging, the next question is typically asked  "What's causing it?" The answer to this will help you see what to adjust to increase good outcomes or mitigate bad outcomes. For example, it's not enough to know the numbers are down, so Prime Food Software makes it easy to understand why the numbers went down that week. You can easily answer questions such as "Was it a particular product line? Was it specific customers?"

Increase Customer Retention and Satisfaction

To help increase customer retentions, you can define customers at risk as anyone who has ordered from you in the last 30 days, but not within the last 14. This is an early warning sign that means there's a possibility that they're moving on to someone else and catch it as quickly as possible. Now you are empowered to take proactive steps to retain their business.

Nothing drives down customer satisfaction like a late shipment or an unexpected substitution. Acumatica's dashboard can be set up built specifically for your sales team to help set customer expectations. They can see what's changed overnight and proactively alert their customers and avoid any dreaded surprises. Another feature that helps with customer satisfaction is is automatic texts to customers cell phones in the event of a short ship or substitution. A little communication goes a long way. 

A Vision for Your Success

Your ability to achieve more with ERP is based on the vision your ERP Partner can provide to YOU. At NexVue, our 360⁰ understanding of the Acumatica platform and framework. Our decades of industry experience and our ability to understand and adapt to your business environments give NexVue a unique ability to craft solutions built on a vision for YOUR success.

NexVue is 100% committed to your success. For more information and to get started on your ERP initiatives, call NexVue at 203.327.0800 or email us at info@nexvue.com.

Contact us today!