Acumatica vs. Katana Cloud Inventory

I think it’s a great product. I think it’s very customizable, which is a big plus.
For manufacturing, it’s excellent because of creating the inventory, turning it into an actual product to sell, and also tracking the status of each process within that system.
I can’t think of any areas where it’s not suited, because otherwise we would be looking for something else or making changes, and at this time, we’re just growing with the system.

Katana Cloud Inventory is great for shipping and receiving busiiness. Where things are very cut and dry as far as what comes in and what goes out, this program is excellent at keeping track of these things. We do a lot of custom build items and it is not the greatest for these. A lot of time it is difficult to both enter these items and keep track of these items.

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• Particularly well is just the ease of it being able to be used. We're coming from Sage, that's the product that we used before. Sage was limited, five people could get into the system at a time. Acumatica is unlimited.
• The amount of information that's so easily accessible has made us more efficient, more productive, and it just makes for an easier workday when everybody can see the same information real time.

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• Tracks incoming and outgoing parts/items
• Very easy to use and easy to learn.
• Able to implement the program quickly and begin using because of ease of use

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• Acumatica's open API is very powerful but doesn't get integrated cleanly across every external system, challenge arises with integration of legacy systems
• Some of the platform feature's requires third-party add-ons or custom developments like advance finance report & BI.
• Sometimes it gets glitch in the system leading slower processing speed

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• Auto email generated with PO's cannot be permanently altered in my opinion.
• Different pack sizes of same items do not automatically fill in inventory I've found. For example, we order an item in singles, 4-packs, and 32 packs. In my experience, If we order the 32 pack, it does not show inventory for the smaller unit sizes. Each pack size has a different item number I believe.
• Fields on the PO are not adjustable in my experience. You must create a template and use the template. You cannot change the PO each time unless you have a template created in my experience.
• When closing out a sales order, if you invoice from Katana Cloud Inventory and send to Quickbooks, it automatically enables the invoice to receive credit cards in Quickbooks. We use another credit card service (not Quickbooks) and do not want this feature turned on. There is no way to disable it at this time.
• When being billed for a PO that has been received and that bill is sent over to Quickbooks, it does not show item counts in my expereince. It only translates as a total dollar amount for each line item.

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We are highly likely to renew because Acumatica has become the foundation of our ERP strategy replacing another ERP system with a more flexible, scalable platform while improving governance, planning, and operational visibility. Ongoing stabilization, roadmap investment in IBP and automation, and strong alignment across Finance and Operations give us long‑term confidence in the platform.

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The processes are very intuitive and easy to use. Whether you are entering AP bills, timecards for payroll, or AR invoices, the processes are similar and easy to use. The drill-down capability is also a huge plus as you can easily toggle between different modules without having to leave the screen you are in and navigating through a menu to get the information you need. We found that the standard reports out of the box are lacking. Our implementation did not go so well and when we were finally ready to run financial reports, it was both disappointing and frustrating to discover that the P&L was highly summarized and to get a detailed report required having to do a lot of formatting myself. I was able to figure it out on my own, but when our financials were already delayed getting published, I did not really have the time to spend trying to figure out how to build my own P&L.

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It's always available.

there have been some performance issues

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I would rate the overall support for Acumatica an 8 out of 10. The support team is generally responsive, knowledgeable, and helpful when resolving issues or answering questions. Documentation and community resources are also useful. However, response times can occasionally vary depending on the complexity of the issue or support queue, which slightly affects the overall experience.

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Very helpful for end users

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Online training has gone away. Need to bring back the webinars. Live webinars are so benficial to training new employees.

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I'd say the partner selection is critically important. I think the software is very easy to implement. It's very customizable to your business. Finding a partner that will work with you to understand your business and your needs is the critical piece to make sure that the system goes along with it.

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Having used Pastel for a long time in the business, it lacked certain features, or the system was not probably setup for our business needs and requirements at the time. It was also not 100% cloud based and needed to be used through remote desktop which had its limitations. Zero just had 10% of what our business needed.

Our Quickbooks inventory was input incorrectly by a former employee and fixing it would have been more time consuming and less cost effective than to come up with an alternative solution. Katana Cloud Inventory was our alternative solution. Katana Cloud Inventory says that they are working on some of the integration problems with Quickbooks, and once they are fixed, will be a huge help!

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No, annual invoices are fine. I do like that unlimited users are included.

From my understanding, the P.O. module is not very robust, at least the last time I inquired about it. At the time, it had a one-to-one match, with one invoice for one P.O. and that isn't practical for many businesses. I don't believe it would be an easy system to use for sending out invoices, if we had thousands of retail utility customers. We do a small number of invoices because we sell wholesale power, not retail, so we only Invoice the municipality. Not each utility customer.

They are very responsive and knowledgeable about the product. If the rep doesn't have the ability to solve the issue, they quickly get someone else involved to assist us.

• We are able to send automated notifications through business Events, which ensures that information travels seamlessly and without the possibility of someone forgetting an email.
• We save time being able to read our demand and level it against our current inventory qty on hand and our supply to make better strategic decisions when purchasing.
• Better our business and see our pitfalls that were once hidden in our factory by establishing an On-Time Delivery system within a generic inquiry that uses data that is readily available in Acumatica.

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• So far we are still in the process of counting all of our inventory. We use tens of thousands of parts
• What we do have in inventory already is tracked very well.
• Parts have been in stock as needed since we implemented Katana Cloud Inventory.

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