Case Study: Pingry Caswell achieves accurate inventory visibility and streamlined QuickBooks integration with Acctivate

Pingry Caswell - Customer Case Study

Pingry Caswell, a local supply distributor in the Oshkosh, WI area serving four sales segments (power transmission, material handling, sweeping compounds and janitorial supplies), faced limitations with an older Microsoft-based inventory system after Tom Cooper bought the business in 2010. Needing accurate inventory control, multi-level pricing and tight QuickBooks integration, Pingry Caswell selected Acctivate to replace their legacy software.

Acctivate was implemented to migrate 10,000+ SKUs (with five pricing levels), enable multiple units of measure, streamline purchase and sales order workflows, and sync seamlessly with QuickBooks. The Acctivate solution improved inventory visibility and customer history lookup, supported reporting by the company’s four business segments, and helped Pingry Caswell manage roughly 400–450 customers annually—contributing to operational efficiency and supporting the company’s revenue growth (the business has doubled in size since 2010).

Pingry Caswell

Tom Cooper

Owner