Order Intelligence for Acumatica 

Today, Acumatica enterprise resource planning (ERP) technology represents one of the leading options for overseeing distribution processes and optimizing profitability. 

However, you can level up your Acumatica platform by integrating it with robust analytics software. Enter Order Intelligence by Cavallo, a solution for the Acumatica platform that will be available beginning in early 2025. 

What Is Order Intelligence?

Cavallo’s Order Intelligence is a comprehensive solution designed to simplify and optimize the complex process of managing orders. At its core, it ensures distributors and product-centric companies can handle order fulfillment with maximum efficiency, accuracy, and profitability. 

It is loaded with data-driven tools for distributors, such as Profit Analytics, which empowers product-centric companies to improve gross margins, stop margin leakage, and promote business continuity. 

It is through the use of such tools that Order Intelligence goes beyond basic order management. It provides a clear view of your operation’s health, enabling you to track key metrics, identify inefficiencies, and mitigate revenue losses, all in real-time. That, in turn, empowers you to make data-driven decisions that directly impact your bottom line. 

Acumatica: A Best-in-Class ERP System

As a modern ERP solution, Acumatica is known for its flexibility, scalability, and ease of use. Product-centric businesses rely on it to manage core operations, including inventory, accounting, and customer relationships. 

However, even the best ERP systems need enhancements to tackle specific operational challenges, and Acumatica is no exception. It excels at providing a foundation for managing data. Still, when optimizing profitability or preventing margin leakage, users often need advanced analytics software solutions to fill in the gaps. 

By integrating our solution with Acumatica, you can unlock deeper insights into your order processes and enhance the capabilities of your existing tools. 

Common Challenges With Order Management 

Effective order management is a cornerstone of your company’s success, yet it remains one of the most challenging aspects of running a product-centric business. You must maintain good margins, avoid leakage, and carefully oversee a variety of interconnected processes. Without the right tools or strategies, these challenges can lead to operational inefficiencies and financial loss. 

Below is a closer look at key issues that hinder order management and how addressing them can improve your bottom line:

The Complexities of Order Management

Order management is inherently complex. It involves a web of interconnected tasks that need to flow seamlessly. Managing large volumes of orders requires balancing accuracy in data entry, speed in fulfillment, and control over operational costs. And all of this must be done while meeting customer expectations. 

A single error can disrupt your workflow, damage customer relationships, and cause delays while increasing the likelihood of mistakes. In response, your employees will spend excessive time reconciling discrepancies and processing returns. They will also have to pinpoint issues manually, which is a tremendous waste of resources.

Margin Leakage

Margin leakage occurs when seemingly small inefficiencies accumulate over time, eroding your profitability. Pricing errors and inefficient processes are some of the most common culprits behind the phenomenon. Granting unapproved discounts to win sales might seem harmless in the short term, for instance, but it can significantly impact your gross margin over time. 

Additionally, many distributors struggle to identify where these leaks occur due to a lack of visibility. Manual processes or outdated systems often fail to flag problem areas like over-discounting or errors in pricing agreements, making it tough to fix problems. 

By integrating advanced analytics tools within Order Intelligence, you can pinpoint these issues in real-time, enabling you to find and fix leakage issues before they significantly impact revenue. 

Lack of Visibility Into Profits

Profitability goes beyond generating revenue; it’s also about understanding the financial impact of each order. And to do that, you’ll need granular insights into costs, revenue, and margins. Otherwise, you may risk fulfilling unprofitable orders. 

Traditional systems often provide only high-level summaries, leaving critical details obscured. By providing you with real-time data, Order Intelligence empowers you to assess order-level profitability. You can pinpoint which products, orders, or customers contribute positively to your bottom line, then proceed to use that information to make informed decisions that prioritize high-value activities and cut your losses. 

How Order Intelligence Enhances Acumatica

Order Intelligence has already become an invaluable tool for businesses using Microsoft ERP solutions. Cavallo is excited to be bringing the power of Order Intelligence to Acumatica users. 

With Order Intelligence, you can tap into benefits and features such as:

Integrated Analytics for Improved Profitability

As part of the Order Intelligence suite, Cavallo’s Profit Analytics offers a powerful means of addressing challenges like margin leakage and improving gross margins. With real-time insights, you can track profitability at the order level and quickly identify patterns that impact performance.

Order Intelligence also highlights key profitability drivers, such as high-margin products or customer segments. Such data allows you to focus on what’s working and make informed decisions to eliminate inefficiencies. 

Streamlined Order Management

Order Intelligence also makes order management a breeze. The platform helps Acumatica users fulfill orders with greater strategy and accuracy, freeing up your team to focus on more strategic initiatives and setting the stage for long-term reductions in hidden costs. 

Enhanced Productivity

The Cavallo Order Intelligence platform includes tools that are designed with productivity in mind. For product-centric companies like yours, that means improving operational efficiency across every touchpoint. Whether it’s identifying bottlenecks from lack of visibility or finding new revenue opportunities, our analytics software ensures you’re always one step ahead.  

Stop Margin Leakage in Its Tracks With Profit Analytics

One of the standout features of Order Intelligence is its ability to prevent margin leakage. By integrating Profit Analytics with Acumatica, you can pinpoint the following to gain a clearer view of where profits are slipping through the cracks:

  • Pricing inconsistencies
  • Orders that fail to meet minimum profit thresholds
  • Unauthorized discounts
  • Underperforming products

Having such a granular level of control will eventually lead to improved gross margins and more profitable operations overall. 

Supporting Growth for Product-Centric Companies

If products are the backbone of your company, then you’ve undoubtedly experienced the challenges associated with juggling multiple priorities, from managing costs to improving efficiency and delivering exceptional customer experiences. Scaling operations without compromising quality can feel like walking a tightrope. But that is where Order Intelligence comes in. 

By integrating seamlessly with Acumatica, Order Intelligence enables you to optimize your core functions and supercharge your growth tactics.

Order Intelligence offers real-time insights, making it easier to eliminate bottlenecks and sharpen your competitive edge. You can make informed decisions at the speed of business and seize fleeting profit opportunities. 

Why Cavallo Stands Out

Order Intelligence was purpose-built for the unique needs of distributors and product-centric businesses. Unlike generic analytics software that often requires significant customization, Order Intelligence addresses common challenges like margin leakage. 

For Acumatica users, Order Intelligence integration offers out-of-the-box value and functionality. You can implement the software in no time, thereby maximizing your return on investment while condensing your time to value. 

Our hands-on approach minimizes downtime and allows you to start making meaningful changes sooner, all while our user-friendly interface reduces the learning curve on your team. We’ll work hand-in-hand with your IT personnel to get all users up to speed as quickly as possible. 

Ready to Learn More? 

Managing orders within Acumatica is about to get significantly easier, thanks to Cavallo’s Order Intelligence. As we gear up for the launch of our integration, now is the perfect time to explore how our solutions can transform your order management process. 

Discover how to transform your business to create a more profitable operation that promotes short and long-term growth.