Case Study: PATH Extends Salesforce with Ascent Solutions to Manage their Production and Distribution
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PATH extends Salesforce with Ascent Solutions to manage the production and the distribution of their customizable, refillable and eco-friendly water bottle.
About PATH
PATH is on a mission to redefine sustainability by putting a refillable bottle in the hands of every individual and encouraging humanity to break free from single-use plastic. The San Francisco Bay Area company’s Revolution grows daily, propelled by the global consumer demand for sustainable and reusable alternatives in bottled water packaging.
PATH’s commitment to sustainability extends to teaming up with other brands to curb their plastic waste. Through its Co-Brand Program, the company collaborates with corporations giving them a tangible initiative and a sleek cobranded bottle to increase reuse. PATH partners proudly display their commitment to change, signaling to the world that their brand is part of the solution to #refillit.
Opportunity
PATH’s 100% recyclable, BPA-free aluminum bottles are designed and produced in California. With a customizable approach to reusable and recyclable bottled water, PATH needed a seamless solution to manage the entire lifecycle—from creation to distribution.
The challenge was to develop a comprehensive, scalable system on Salesforce to ensure accuracy and visibility of lot-controlled inventory. This included tracking raw materials through to finished goods, coordinating with Co-Packers and 3PL warehouses, managing stock transfers, and processing orders across multiple sales channels.
Solution
Ascent implemented a robust solution to efficiently manage PATH’s multi-channel order entry, spanning multiple eCommerce platforms and commercial sales/contracts.
Their operations run on a streamlined, high-volume order fulfillment system, utilizing dynamic allocations for directed picking to optimize pick-and-pack efficiency.
Ascent ERP enables seamless management of contract manufacturing at scale while supporting multiple warehouses with the capability to transfer products between stock locations.
Additionally, our team built the two-way integration with QuickBooks Online, ensuring accurate tracking of Goods Received Not Invoiced (GRNI) and Goods Invoiced Not Received (GINR). The Ascent Accounting Bridge automates inventory transactions recording within Salesforce and synchronizes financial data with QuickBooks, delivering a fully integrated, end-to-end solution for PATH.
Muath Jamal
Director, Business Operations
“Ascent Solutions didn’t only help us build our IMS from the ground up, but worked with us directly to integrate and centralize all of our end-to-end processes for an infinitely more streamlined and data-centric approach to our business. Thanks to Ascent we’re a more efficient, dynamic and transparent organization primed for scale in 2025 and beyond.
We at PATH been using AscentERP close to a year now, and I must say, it’s been a game-changer for our business. The software is intuitive and robust, making inventory management a breeze. Whenever I’ve had questions or needed assistance, their support team has been incredibly helpful and responsive. Overall, highly recommend AscentERP for any business looking to streamline their operations.”
Project Scope
Salesforce Platform
Industries
Retail & CG
Use Cases
Inventory Management
Inventory Visibility & Control
Omnichannel Order Management
Order Fulfillment
Warehouse Management
Lot Control
Stock Transfers
Production Management
Bill of Materials (BOM)
Procurement
Purchase Orders Management
Invoicing
Vendor Management
eCommerce Integration with Shopify
Financial Integration with QuickBooks
Analytics
Cloud Solutions
Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce Marketing Cloud
Salesforce Maps
Salesforce CRM Analytics
Ascent ERP
Ascent Financials
Zenkraft Multi-Carrier
Implemented By
Ascent Solutions
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Why Ascent?
We are distribution and manufacturing technology enthusiasts that understood the term “ERP” was oversold and under delivered. We designed a flexible platform to ensure that we are able to adapt and evolve with businesses from the startup to enterprise level yet keep our offering affordable.
Ascent Solutions 100% native solutions extend the value of Salesforce digital transformation capability with inventory, order, warehouse, and reverse logistics management applications available on Salesforce AppExchange.