Company Overview:

Foodservice industry wholesaler with 35 distribution locations in the USA.


Manage inventory replenishment, order fulfillment and direct store deliveries, along with related billing and collection management with few accounting staff.


  • Phase 1 – Replace QuickBooks with Sage 100 and Sage Inventory Advisor.
  • Phase 2 – Add multiple companies and direct store delivery solution iSales100.
  • Phase 3 – Integrate Yaypay cloud application for collections management, payment integration.
  • Next phase – Consider replacing Sage 100 with Acumatica Cloud ERP for its multi-company, customer portal, built-in CRM/reporting and open API to support long-term strategic objectives.


  • Phase 1 – Improve ability to control inventory replenishment, and improve customer service.
  • Phase 2 – Achieved ability to manage new acquisitions while improving real-time invoicing for deliveries.
  • Phase 3 – Improve cash flow and do more without hiring more staff.