Accolent ERP allows entry of general comments against each of the Customer, Vendor and Product master records. Users can also categorize the comment with a type (e.g., Accounts Receivable). These comments will create an ongoing record and are always available on the master record. By entering consistent comment types, these records can be easily searched […]
Category: CRM
Internal Notes and Special Instructions
Accolent ERP allows the use of Internal Notes as well as Special Instructions, which are printed on forms, on all transactions. Internal Notes stay with a transaction through its life cycle from Quote to Invoice or from PO to PO Receipt and can be seen in Accolent ERP but are not printed on forms. Printed […]
Adding Contacts from the Customer or Vendor
Accolent ERP offers several different ways to update and maintain Contacts. From a Customer or Vendor master record, users can: (1) directly edit a Contact already associated with that Customer or Vendor, (2) search the Contacts master record for a Contact and associate that Contact with the Customer or Vendor, (3) add a new Contact […]