Customer Product Codes are the product codes that a specific Customer uses to identify items. The Customer uses its Customer Product Codes to identify items in its purchase orders. Accolent ERP can maintain a record of a particular Customer’s Customer Product Codes that correspond uniquely to internal product codes. Once this record is built, any […]
Category: Customers
Using Accolent ERP Agentic AI
Accolent ERP has embedded AWS Quick (“Quick”), which is AWS’ Agentic AI offering. Quick is an AI solution that offers chat agents, workflows and dashboards and visualizations using LLMs (Large Language Models) running in AWS Bedrock and called from a customer workspace. The customer workspace can access various data sources, such as your Accolent ERP […]
Using Lot Costing
Accolent ERP uses Average Cost (or FIFO cost if selected) throughout the system for non-Lot-controlled Products. However, whether the system is set to use Average Cost or FIFO cost, Lot-controlled products will always use Lot Costing. In Lot Costing, the system records the specific Lot Cost for every Lot when it is received in, then […]
Using Route Optimization in Accolent ERP
Accolent ERP allows delivery orders to be assigned as a batch to a driver who is a licensed Accolent ERP mobile user. The delivery addresses can then be downloaded and the optimal delivery route calculated using third-party route optimization apps. The optimized route with assigned delivery stops for each order can be pushed to the […]
Adding Surcharges to Credit Card Payments
Accolent ERP has integrated Fiserv’s Surcharge API which can be used by Accolent ERP users to offset credit card transaction expenses. The Fiserv Surcharge API complies with state laws that prohibit credit card surcharging in certain states. Merchants using surcharging are required to notify all customers that a fee will be applied if they pay […]
Creating Unapplied Payments
In Accolent ERP payments received from Customers are typically entered as payment receipts and applied directly to open invoices. The system will make the payment receipt, then record the open invoices as paid and update the Accounts Receivable Aging. If a payment cannot immediately be assigned to open invoices, it can be held as an […]
Using the POS Screen
Accolent ERP supports Immediate Invoices and an expedited POS (Point of Sale) screen designed for use by retail/front-counter sales personnel that are not necessarily familiar with product codes or the group/category/sub-category organization of products. Typically, the customer will already have selected the products to be purchased. Products can then be entered easily by scanning a […]
Tracking of Inventory on Credit Memos
Though similar to orders, the inventory tracking of credit memos differs from that for orders; instead, credit memos are treated similarly to POs. When created a two-step credit memo increases the quantity on credit memo (Q-CM) without affecting quantity on hand (Q-On Hand) or quantity available (Q-Avail). When a credit memo is moved to fulfillment […]
Setting Salespersons on Orders
Accolent ERP allows for two possible methods of assigning salesperson on orders. In the first model, a salesperson is assigned to a customer, and this assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all orders for that customer. In the second model, any salesperson […]
Self Service Portal Login to Multiple Linked Accounts
The Accolent ERP Self-Service Portal (“SSP”) allows Customers’ employees (“End-Users”) to place orders, review the status of their orders, look up their prior transactions, review their Statements and pay invoices. Typically, each End User will be uniquely associated with only one Accolent ERP Customer. However, the SSP can also accommodate situations in which one End-User […]