Acumatica Case Study: Pennsylvania Scale Company

Business Challenges

• Outdated order entry software that was difficult to use, slow, and had limited access and reportability. 
• Difficulty tracking inventory, work‑in‑progress, serial/lot traceability, bill of material tracking, and physical inventory processes.
• Reporting and decision‑making delays due to manual data collection, lack of historical data, and manual creation of spreadsheets and reports.
• Multiple disconnected systems, most of which were not cloud-based.

The Decision to Transform

Leadership at Pennsylvania Scale understood that to stay competitive in manufacturing and distribution, they needed a unified modern ERP solution. The requirements included:

• A cloud or hybrid ERP system offering real‑time data access across departments (finance, manufacturing, inventory, sales and service).
• Strong inventory management and resource planning capabilities.
• Reliable access from multiple locations and employees in the field.
• A partner who could implement, train, support and act as a long‑term advisor.

Pennsylvania Scale selected Cloud9ERP because of their deep focus on Acumatica, manufacturing/distribution experience, and customer service.

Results & Key Improvements

• Improved Visibility: With Acumatica’s cloud-based access, Pennsylvania Scale‘s parent company, Emery Winslow Scale Co., now has greater visibility to track orders booked each day, product shipped each day, inventory valuation, lead times, and financials. With Acumatica’s reporting options, we can quickly and easily run reports that used to require someone to manually find and organize that data.
• Inventory Accuracy: The inventory module allowed better tracking of parts, increased accuracy of bills of material, more efficient process to change or create new bills of material, faster cycle counts and year-end physical inventory, the setup of safety stock limits, and material resource planning.
• Financial & Management Reporting: With Acumatica’s dashboards and reporting options, Pennsylvania Scale gained better executive reporting (e.g., margin by product line, service‑vs‑repair profitability, inventory ageing), further reducing reliance on spreadsheets and manual creation of reports.
• Increased Bandwidth: Acumatica has streamlined processes, increased efficiency, and added additional bandwidth to multiple team members. Sales Order entry is now faster and all team members are proficient, production orders save assembly techs time in finding the correct parts, counting inventory is more efficient, UPS integration saves time when processing shipments each day, BOM creation takes a fraction of the time of our old system, serial number lookup is live, past due balances and credit holds are automated, etc.
• Partner Support & Long‑Term Growth: With the dedicated focus of Cloud9ERP, Pennsylvania Scale benefits from a team of knowledgeable Acumatica experts, personalized solutions, and fast resolutions to open cases and questions.