Clients First USA
Clients First knows their software, but they are also astute business people, and they really understand manufacturing and distribution in particular.
Jimmy Witcher, COO, Merrick
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‘Microsoft Dynamics AX’ Category

Microsoft Dynamics ERP–Growth Statistics

Monday, March 3rd, 2014


The latest statistics are out relative to the overall install base, unit and percentage growth of all four Microsoft Dynamics ERP and CRM products.

This includes:

  • Microsoft Dynamics AX
  • Microsoft Dynamics GP
  • Microsoft Dynamics NAV
  • Microsoft Dynamics SL
  • Microsoft Dynamics CRM

The conclusion is hands down Microsoft Dynamics NAV is the install base leader.  It’s the most installed mid-market ERP solution in the world.  CRM often has many more users per company so although it only has 40,000 companies on it, that equates to 3 million users.  To compare, NAV has just over a million users with over 100,000 companies.

Dynamics AX has been growing steadily.  The average size and complexity of company using it and average cost of the projects makes AX a much bigger player in terms of overall revenue to Microsoft and the industry than the unit counts would indicate.  For example, many of the new Dynamics GP sales this year were because of heavy promotions selling 3 and 5 user GP systems.  AX rarely get’s installed in companies using less than 20 users.

Clearly Dynamics SL is not a growth product for Microsoft although it does fit the niche of project accounting companies well.

The details are here:

customer count 1

Making Compliance a Certainty in Manufacturing/Distribution

Wednesday, September 4th, 2013

We’ve all heard the saying about “death and taxes”, and, as the quote would imply, sales tax affects nearly every business in one way or another. Manufacturers and distributors are no exception. Even if the majority of your sales are exempt, sales tax management is still time consuming and error prone, and if not managed properly it can leave you facing unnecessary risk for a costly negative audit.

Five key areas where manufacturers face specific challenges with respect to sales tax are:

  1. Selling B2B (to resellers/retailers) – including exemption certificate management
  2. Selling B2C direct – applying up-to-date, accurate rates, rules, and boundaries on all taxable sales
  3. Use tax and input items taxability – making sure you’re accurately self-assessing use tax on products purchased based on how and where they’re used
  4. Drop shipments on behalf of retailers or distributors –  some scenarios can create nexus, and states vary on freight cost taxability
  5. Nexus creation resulting from installations/repairs – taxability and nexus creation rules around these services vary from state to state

As with the manufacturing process in general, having repeatable, consistent processes with respect to sales tax management can help ensure quality.  And the best way to establish this consistency is through automation.

Automation can help you streamline processes while becoming more accurate (and thereby reducing audit risk) by providing accurate tax calculations without the need to keep up with thousands of rate, rule, and boundary changes every year. Streamlined exemption certificate management, including digital storage and automatic transaction association, ensures all exempt sales are properly documented and keeps the sales cycle moving.  Stress-free returns processing takes away the pain of preparing forms and remitting payment.

Taxes are certain. And with states hiring more auditors and creating new legislation designed at broadening their tax base, audits are starting to become a pretty sure bet for most businesses, as well. But with a few simple proactive measures, manufacturing and distribution businesses can not only survive an audit, but can thrive by streamlining processes and freeing up resources to focus on what’s important.

To learn more about addressing key sales and use tax challenges through automation, download our free whitepaper:  Sales Tax Quality Process and the Manufacturer/Distributor.

Interested in learning more?

Upcoming webinar: Stay ahead of Sales Tax Changes

Hosted by: Avalara

On Wednesday, September 11th at 10am CDT/ 11am EST

Register today!




What is ERP and What Can ERP Do for Me?

Wednesday, July 31st, 2013

We’ve created a new microsite around the definition of ERP software.  It’s a site that explains how it differs from just Accounting software or something as simple as Quickbooks.  The site also specifically talks about Microsoft Dynamics AX and has links to our various video and other content including our specialties in MRO (Maintenance and Repair Organizations) as well as Food manufacturing and distribution.  The site talks about specific modules in the areas of:

  • Accounting
  • Manufacturing
  • Accounting & HR
  • Project Management
  • Supply Chain Management
  • Financials

It also discusses typical ERP costs and how to control projects.  Check it out Below and thanks to Andi Conti for her great work!

ERP Software

Avoid the Perils of ZIP Code-based Sales Tax Management

Friday, April 26th, 2013

Sales Tax Audits are on the Rise

While originally implemented by the US Postal Service in the 1960’s to increase accuracy in mail delivery, ZIP (Zone Improvement Plan) codes have many uses today. Not only do they help our holiday cards get delivered to our loved ones, they also connect us online with the nearest pizza delivery location and help insurance adjuster assign rates. But what ZIP codes don’t do is accurately indicate sales tax rates.


Distributor Profits–12 Excellent Tips to Improve them.

Saturday, January 5th, 2013

12 Revolutionary Ideas That Fuel Distributor Profits

Clients First has helped author a valuable whitepaper that shows 12 real world examples on how optimized distribution software can improve the operations of distributors & manufacturers.  Each example discusses the problem, and how a specific Microsoft Dynamics solution helped to solve those problems.

We hope you find this valuable for your business.

12 Revolutionary Ideas to Increase Distributor Profits