From months behind to a close in about 11 days.
Quality Material Handling (QMH) outgrew an on-premises Sage 100 environment and paper-, email-, and spreadsheet-based processes that made inventory, sales, and financial reporting difficult. After moving to Acumatica Distribution Edition, the company reported more reliable inventory information, faster operating visibility, and less manual work across departments.
- Company
- Quality Material Handling (QMH)
- Industry
- Warehouse racking and dock equipment
- Headquarters
- Rancho Cucamonga, California
- Replaced
- On-premises Sage 100 + paper, email and spreadsheets
- Solution
- Acumatica Distribution Edition
Company & challenges
Based in Rancho Cucamonga, California, QMH supplies warehouse racking, dock equipment, related systems, and project services. The family-run company had expanded well beyond the capabilities of its on-premises accounting environment. Staff kept essential information in separate spreadsheets, emails, and paper records.
Employees outside accounting had limited access to the legacy software, and the office server made remote use difficult. Preparing for weekly operations meetings required exporting and organizing order data. Warehouse staff repeatedly checked inventory in person because the recorded quantities could not always be trusted.
The finance team had also fallen months behind on closing its books. Without complete information in one place, leadership struggled to see an accurate financial position or respond quickly to customer requests about orders and available materials.
The solution
QMH evaluated several ERP paths and chose Acumatica for cloud access, mobile use, broader departmental access, and a licensing approach it believed would fit growth. QMH implemented Acumatica Distribution Edition with financial, inventory, order, customer, and project management capabilities.
“With Acumatica, we respond faster to our customers because the information is more readily available.”
Julia Pinto CisnerosChief Operating Officer, Quality Material Handling
The benefits
Better inventory information and approvals
Teams could see inventory availability and order status from shared records, reducing duplicate checks and manual follow-up. Instead of waiting for one manager to enter every change, employees could submit inventory adjustments for review and approval.
Faster financial close and tax reporting
Chief Financial Officer Brenda Pinto reported that QMH had previously been months behind on its books. After the ERP change, a monthly close took about 11 days. Finance could review profit-and-loss information sooner, while the California sales-tax reporting process went from five reports to one.
Less preparation and faster customer response
With dashboards for operations, Chief Operating Officer Julia Pinto Cisneros could prepare for recurring meetings in about 15 minutes rather than spending roughly two hours assembling spreadsheets. Sales and leadership staff also used mobile access to review open orders, create quotes, and respond to customers away from the office.
- Brought month-end close to approximately 11 days after previously falling months behind.
- Reduced operations-meeting preparation from about two hours to 15 minutes.
- Cut California sales-tax reporting from five separate reports to one.
- Improved inventory reliability and reduced repeated warehouse checks of stock on hand.
- Connected sales, purchasing, invoicing, inventory, and finance information across departments.
Solution stack
Source: Acumatica Customer Success — Quality Material Handling.
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