Challenge
Before Acctivate, AP Tech Group managed inventory and order fulfillment using QuickBooks and spreadsheets. As the company's SKU count grew, spreadsheet management became cumbersome and error-prone, limiting visibility across operations and creating bottlenecks for fulfillment.
Solution
AP Tech Group implemented Acctivate for a comprehensive inventory and business functionality connected to QuickBooks. The modular design allowed the company to add features incrementally as operations scaled. Integration with QuickBooks meant the team could maintain existing workflows while adding powerful new capabilities for order fulfillment, lot and serial number traceability, and real-time reporting.
Results
- Real-time visibility into inventory levels and order status across all staff and customers
- Improved accuracy in order picking and fulfillment with pick ticket automation and carrier integration
- Reduced shipping errors and associated costs through streamlined processes
- Enhanced cost management through lot and serial number tracking for true cost capture
- Faster employee onboarding with standardized picking processes and automation
The Impact
Real-time, accurate, and accessible data to keep all staff and customers informed and satisfied. Acctivate also allowed AP Tech Group to stick with QuickBooks, which was important to the business.
"Acctivate added a lot of credibility for our business. Our salespeople are more informed when customers call about product availability. There is a customer satisfaction aspect that has been greatly improved."
Key Features Used
- Order Fulfillment
- Lot & Serial Number Traceability
- Inventory Control
- Process Manufacturing
- Reporting
