Case Study: Bob Davis Sales achieves 30-to-2-hour invoicing, streamlined inventory, and faster reporting with Acumatica

Industry downturn allows Bob Davis Sales to reboot, rebound

Bob Davis Sales is a family‑run wholesale distributor serving oil and gas exploration firms from three Texas‑area locations. When oil prices plunged in 2014 the business went from paper and disparate Peachtree systems to a bottlenecked, manual invoicing process that left one person keying orders across unconnected systems—an unsustainable setup the company decided to fix as the industry began to rebound.

By implementing Acumatica (with partner AIM Solutions) and standardizing product data and processes across all locations, Bob Davis Sales centralized financial, distribution, inventory and customer management. The change cut invoicing from 30 hours a week to 2, slashed reporting from a day to about 30 minutes, saved at least $40,000 in conversion costs, improved inventory accuracy and replenishment, and boosted productivity, collaboration and mobile access for the sales team.

Bob Davis Sales

Brett Davis

Operations Manager