Rockton Travel Announcement

COVID-19 Update

To our software community,

We live in a much different world today than we did two months ago, with our professional and personal lives being disrupted in numerous ways, both large and small. At times it feels that some parts of our lives are perpetually on hold and, with this type of uncertainty, it can be difficult to plan what to do next.

At Rockton Software, we are taking decisive action on what we can control while continuing to celebrate our larger Dynamics channel family. Today, we are announcing that Rockton has canceled all business travel to events with over 30 participants for the remainder of 2020. We will take smaller events with less than 30 participants into consideration on a case-by-case basis.

The health and safety of our team are non-negotiable. We strongly believe that attending a public event before a permanent vaccine is found would put our team, partners, and customers at unnecessary risk. As a business owner, I cannot in good conscience ask anyone on my team to travel, knowing that everyone has different levels of risk and are taking unique precautions. Making the sacrifice to travel for work adds unneeded stress, especially when you have family members that may be immunocompromised, which includes members of my own family as well as others on our team. Instead of leaving everyone in a space of ambiguity, we’ve decided to put some clear parameters around business travel.

In an effort to continue supporting our technology community, we have tasked our talented and creative team to find new and effective ways to connect, engage, and celebrate innovation. We have already paved the way with the GP Optimizer magazine coming to life and other virtual events, in addition to collaborative webinars with others in our channel. Are they different? Yes. Are they working? Yes. We believe that these actions taken together will support the long-term health of our business while protecting our team and external partners.

We look forward to a day where we can see your smiling faces to discuss business solutions and advanced networking opportunities. In the meantime, I hope that you will join me in taking a stand against business travel for a defined period of time while we work to regain control of our future and focus again on making our business world work simpler & easier®.

Sincerely,

Mark Rockwell

President

Pricing Strategies - Rebates

Welcome to our price strategies video series. In this series, we are going to take you on a virtual journey and show you the ways to save money, time, and headaches when it comes to managing your pricing strategies.

So, let’s get started!

Wouldn’t you love to keep your customers happy?  I hope you are answering with a resounding YES!

Rebates are a great incentive program, but they come with a ton of processes and headaches to manage and keep track of. One thing holds true, you need to make sure you are not overpaying or underpaying.

You need a strategy, not just offer them because “that is what everyone else is doing”.

Top points to consider:

  1. Rebates are part of the industry. You need to know how your competitors use them. You need to have concrete reasons as to why or why not you should offer them.
  2. Programs and rebates need to be well thought out. You need to have a plan, a strategy, and a process to track, report on, and incentivize not only your customers but your sales staff too.
  3. Rebates should not be based entirely on growth. Eventually, every distributor has a flat year. If the rebates are heavily skewed in the growth direction it could take revenue away from your channel when they need it most for driving sales forward.
  4. The best rebate programs are built around distributor behavior. If you want to displace niche competitors on the distributor’s shelf, link the rebate to being the only product line on their website. Want better visibility in their showroom, base the rebate on being the only product line displayed. We could list a dozen more points like this but, you get the picture.

Rebates Simplified

With Rockton Pricing Management (RPM) we take the guess work out of the who, what, and when your customers get paid.

  • Rebates are easy adjustments to setup in Rockton Pricing Management
  • Rebates can be done as percentages or amounts
  • Rebates can be setup to accrue in any GL account you designate
  • Rebates can be driven by item, customer, date and location specific using a variety of filters

You can break out unlimited adjustments to a single line item on an order, so it doesn’t just have to be a rebate calculation. In the example below, the item is being sold with a rebate, a customer incentive and a sales commission with each adjustment going to a separate GL account.

Rebate Calculation

Conclusion

Rebates are just one of the many pricing strategies that can be cumbersome and time-consuming but also beneficial and successful if the right tools are in place to manage them.

Whether you have Dynamics GP, Business Central, or Acumatica; RPM has you covered. There is a way to manage rebate programs effectively so you can ditch those spreadsheets and manual processes.

Because who doesn’t want to spend less time worrying about losing money on rebates and more time actually getting things done?

Project Cost New Features

Project Cost is the most fully and tightly integrated project module for Microsoft Dynamics GP, with GP requisition integration, and cash receipts processing. And we are only making it better.

What’s NEW in Project Cost??????

We have a few features you should know about to help streamline processes, gain greater visibility into projects, and track requisition workflows.

Track those Cash Receipts

  • You can tag cash receipts to any project or task
  • Track them in your inquiry window
  • See cash receipts that have been received for a project
  • Track multiple funding sources and tag to a single project

How to track:

  1. Turn on enable cash receipts processing in the set-up window.
  2. Put in a sales transaction, tag it to a customer and project and task, when a customer sends in payment they will indicate the invoice they are paying, so you can create a receipt and apply.  Since the sales transaction was already tagged to a project and task you can pull down the information to see where the cost and revenue were associated.
  3. You can then look at the project and task on the cash receipt.

Project Cost Cash Receipts

If you haven’t been doing this already, it is a good idea to inquire on your projects from the inquiry window to see the performance of your projects. You will have access to hyperlinks to drill down on more information such as details about the transaction link like PO commitments.

Greater visibility with Requisitions

  • Project Cost works with GP requisitions
  • Tag a project and a task for an expense

Turn on the GP workflow piece to take advantage of its full functionality.

YOU will gain greater visibility into the entire process and see when:

  • Requisitions convert to a PO
  • It is approved
  • Vendor receives PO
  • Goods are received

Purchase Requisition Entry Window

PO Requisition Entry Screen

Reporting at your fingertips

Project Cost has a new tool to make reporting work simpler and easier® in Dynamics GP and with your projects.

Two tips:

  • You can print reports from a single window
  • You need to be logged in as anyone but SA

With this reporting tool you can pull in:

  • From and to date
  • A particular project
  • Allocations
  • A particular budget

Profit and Loss

All reports can be exported to excel and emailed to anyone who needs it. It also comes with a collection of out of the box reports such as Chart of Accounts.

If you are a government contractor, print out a 1034 report quickly and easily and in the correct format.

Even non-GP users can access reports, you can set up reports to be seen by everyone or certain users in the security options.

Check out this video to see it all in action!

Find information up to 83% faster with Rockton’s quick and easy Google-style data search tool

It’s no wonder SmartFill is one of our most popular products when you can find information that fast.

How does it work?

With SmartFill, simply type what you know into the search bar. Maybe you only have a few letters of a name or part of an item ID. No problem! Simply type it in and within a few seconds you’ll have all your matches listed right in front of you. With our Dynamics GP search tool, you’ll even see similar items that might have typos so you don’t enter anything twice.

Key features:

  • Quickly find nearly anything in Dynamics GP AND your third-party products with one GP add-on
  • Enjoy 4,000+ pre-defined lookups or customize your own in a snap
  • Choose from filtered lists when you have more than one match
  • Eliminate duplicate entries with results that include similar items and typos
  • “Begins with” and “Contains” lookups require minimal information to find what you need

SmartFill is the tool to help you work simpler and easier® in Dynamics GP. Check out why you should change the way you search for things.

search tool for Microsoft Dynamics GP

The GP Optimizer magazine is here!

We’re excited to share the solutions that Rockton Software and many of our partners can provide. As with our Summer 2019 edition, we decided to group the articles around one cohesive theme. This edition is all about Customers, Community, and Collaborate.Dynamics GP Optimizer Magazine

Our contributing ISVs have definitely gone above and beyond in providing creative content around these three important words. Because without these three words we would not be where we are today. Our solutions and this magazine would not exist.

Our fellow ISVs brought some great insight into these areas.

You can read about:

  • authentic customer engagement
  • why company culture matters
  • collaborative solutions

We are proud to continue offering this valuable resource to Dynamics GP users everywhere. We appreciate your continued support of this worthy publication and hope you enjoy it.

Happy Reading!

We are packing our virtual bags and moving to a bigger and better communications platform!   

We don’t want you to miss a thing as we transition to our new system.  Please follow us on TwitterLinkedIn, and Facebook to stay in the loop on upcoming webinars, events, blogs, and news.   

As always, you can still contact us at: sales@rocktonsoftware.com or call us at: 877.476.2586  

We greatly appreciate your patience as we unpack our bags and get comfortable in our new home. 

Stay tuned for more exciting news as Rockton continues to grow our business and find more ways to help make your Work Simpler & Easier ®! 

The Rockton Team 

Rockton Pricing Management is Certified for Acumatica

The Rockton Pricing Management application is recognized as an “Acumatica-Certified Application” by the Cloud ERP company

Erie, CO — Feb. 10 — Rockton Software today announced that its software has been recognized as an Acumatica-Certified Application (ACA). Acumatica, the world’s fastest-growing cloud ERP company, has been recognized as a Visionary in Gartner’s Magic Quadrant for Cloud Core Financial Management Suites for Midsize, Large and Global Enterprises 2019, as well as in The Gartner Magic Quadrant for Cloud ERP for Product-Centric Midsize Enterprises.

Acumatica is a comprehensive, browser-based Cloud ERP solution optimized for ease of use, adaptability, mobility, speed, and security. The ACA title highlights outstanding development partners whose applications have met the highest standards set for Acumatica integration and functionality.

“Customers who want to stay competitive need flexible, responsive technology to execute their long-term business strategies,” said Christian Lindberg, Vice President of Partner Solutions at Acumatica. “Our ACA label is built to help customers find applications capable of delivering that. We’re proud to recognize Rockton Pricing Management as an Acumatica-Certified Application. It masterfully utilizes the Acumatica platform to meet customers’ growing business demands.”

To become an Acumatica-Certified Application, Rockton Software has demonstrated commitment to quality by passing the Acumatica software test and aligning to future Acumatica roadmap releases.

“We’re honored to receive this kind of recognition from the Acumatica developers themselves,” said Mark Rockwell, Rockton Software. “This is a testament to the strength of our application and the depth of our integration with the Acumatica platform. With our suite of enhancements and Acumatica’s solid foundation, I believe the sky’s the limit for us.”

About Rockton Software

Rockton Software is a virtual company with employees in seven states and its headquarters in Erie, Colorado. Serving over 100,000 users worldwide, Rockton Software supports innovation by offering Microsoft Dynamics and Acumatica add-ons for all industries. Whether you’re in need of auditing, pricing, searching, reporting, or general user enhancements, we’ve got the solution for you! Learn more by visiting, www.rocktonsoftware.com.

About Acumatica

Acumatica provides cloud-based business management software that enables small and mid-size companies to accelerate their businesses.  Built on cloud and mobile technology and a unique customer-centric licensing model, Acumatica delivers a suite of fully integrated business management applications, such as Financials, Distribution, CRM, and Project Accounting, on a robust and flexible platform. For more information, visit www.acumatica.com.

Rockton retreats are anything but dull and boring, especially when you are in Vegas.

This year we kicked off our first day meeting in small groups to discuss and understand what was working well and what could be improved. Stress levels are always important to evaluate and compare to previous retreats.

With all the changes and tremendous growth over the past year, strategizing was key. We brainstormed our plans and processes so we can best utilize our team to help us go even further in the future.

Thursday morning, we boarded the  Zappos shuttles for a tour of their amazing facility and to learn more about their culture. Wow, this place had great ambiance and it was fun to see so many cultural similarities.  They kicked off the tour with videos and talking about the core values of the company, which they proudly display so everyone understands what it means to be part of the Zappos Family.

Top Notch Customer Service

One thing that really stood out is their huge focus on customer service.  They go above and beyond and will do everything they can to make a customer happy.

They even display records set by employees, such as a call with a customer that lasted 10 hours! Believe it or not, they aren’t spending that 10 hours calming the customer. Instead, they focus on creating and building that relationship on a personal level.

And to give that great customer service, they make sure to take care of their employees. They focus on hiring the right people and want employees to love their job and want to be there. The atmosphere is fun, the energy is infectious and all the employees we met were engaging.  They talked about earning Zollars to spend in the company store and being encouraged to give back to the community and to each other.  They provide massage chairs, a workout room, drinks and snacks, game rooms and a one-of-a-kind state of the art aquarium nap room. For all you pet lovers…they can bring their dogs to work!

We ended the tour in true Rockton Style having a little fun ourselves by jumping into the ball pit!

Work Hard, Play Hard

While we did spend a lot of time brainstorming, staying caffeinated, and getting a lot of work done, you can’t go to Vegas without doing a little gambling and site seeing.

In the evening, we went down to historic Freemont Street and then Pink Taco at the Hard Rock casino. Some of us successfully walked away with big winnings and some of us donated $ to the casino.

We ended the amazing week with some Beatles LOVE. This Cirque du Soleil celebrates the musical legacy of The Beatles through their timeless, original recordings. Using the master tapes at Abbey Road Studios, Sir George Martin and his son Giles Martin have created a unique soundscape of The Beatles music for the show.

This is definitely a show you should see the next time you plan a trip to Vegas.

Acumatica Summit

2020 is off to a smashing start and it only keeps getting better!  We are so excited to pack our bags and head to Vegas for Acumatica Summit, where we are a gold sponsor this year. We have a lot of exciting things in the works and we hope you can come help us celebrate!

We are Certified!

Rockton Pricing Management has passed the certification process with flying colors. We can’t wait to show you how we make pricing simpler, easier and faster.

Rockton Pricing Management is the most flexible, powerful, multi-platform (yes, it works with any ERP!) pricing solution ever available.

Do you:

  • Manage multiple price-lists?
  • Lose way too much money on rebates?Certified for Acumatica
  • Take forever to find the right pricing?

With RPM you get:

  • Automated Dynamic Pricing
  • Simplified Price Lists
  • Data-driven Pricing

Check out all these features and more at Acumatica Summit.

Where can you find us?

You can find the Rockton crew at the luckiest booth on the convention floor: booth #7! You can also test your own luck at our classic game of Plinko.  Insider tip: The odds are in your favor, everyone is a winner with Rockton!

Acu-connect is a great way to get involved in the community. Join your peers (VARs and ISVs) to learn how you can grow your business faster by getting more involved in

Acumatica Session at Summit

the acu-connect networking community that has grown to over 100 members in the first year.

If you want to learn more click here and check out our session on Monday, January 27th from 4:30 – 6:00 in Nolita 3 at the Cosmopolitan hotel.

Rockton is also participating in the money jar raffle with the amazing acu-connect founding members. Make sure to stop by our booth to get entered to win. The cash prize is $2,500! Who says you need to gamble to win some money?

Acumatica Summit Passport

Rockton Software aquires Olympic Systems

This is a milestone for both Rockton Software and Olympic Systems.  We are pioneering a merger of ISV companies in the Microsoft Dynamics GP space, and setting an example of what’s possible.  What’s most exciting about this acquisition is the upside for everyone; we have created a winning strategy where everyone, including each team member and owners from both companies, will benefit significantly from our shared energy.

“Olympic Systems has the best Project Costing system out there. Rockton has years of great support, service, and products, so it makes natural sense for us to bring the best-of-breed into our offerings.  I believe with our sales and marketing strengths we can reach more GP customers to share with them other new ways to make their Dynamics GP experience Simpler and Easier™.” (Mark Rockwell, Rockton Software)

“I have been in the Dynamics GP space for a very long time. It has been a wonderful ride but I am ready to take on the next chapter in my life. When choosing Rockton Software, longevity was a key component as well as reputation. I am confident that my customers, products, and employees are in good hands.” (Jim Beers, Olympic Systems)

For more information on how this acquisition will affect current customers, please view a recording of our webinar from Tuesday, January 14.

Please contact us with your questions or concerns or even just to say hello, we want to hear from you. Reach out by clicking here.

About Rockton Software: Rockton Software is a virtual company with employees in seven states and its headquarters in Erie, Colorado. Serving over 55,000 users worldwide, Rockton Software supports innovation by offering Microsoft Dynamics add-ons for all industries. Whether you’re in need of auditing, pricing, searching, reporting, or general user enhancements, we’ve got the solution for you!

About Olympic Systems: Olympic Systems, Inc. was established in 1990. In 1992, Olympic Systems became one of the first Great Plains Dynamics Resellers in the Pacific Northwest. For seven years, Olympic Systems specialized in custom application development by creating modules to satisfy a wide variety of customer operations management requirements. Olympic Systems is best known for its project costing solution, Olympic Project Cost.

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