Accolent ERP supports the practice of optionally charging restocking fees on goods returned for credit. In addition, Freight and Labor charged on the initial sale may be optionally refunded if desired or not refunded depending on the circumstances. If terms-based early payment discounts are to be refunded these may be dealt with separately as part […]
Category: Customers
Making Service Calls
Accolent ERP allows dispatchers to take Service Calls from Customers, and in response, to schedule and dispatch service technicians to provide break fix/repair/replacement services at Customers’ locations. Based on a Customer call, a dispatcher makes a Service Call calendar appointment for a specific service technician. The service technician can access the calendar appointment on a […]
Accolent ERP Multi-Channel eCommerce
Accolent ERP is integrated with multiple eCommerce Stores (Shopify, Woo Commerce, Big Commerce, etc.) and multiple eCommerce marketplaces (Amazon, eBay, Etsy, Walmart, etc.) (collectively, “eCommerce Stores”). The integration is accomplished through a multi-channel connector, that links Accolent ERP to multiple eCommerce Stores using APIs and FTP Data Feeds. Using this integration, Accolent ERP users can […]
Pricing for Bill-To and Ship-To Customers
Accolent ERP allows for Bill-To and Ship-To customers. Every order specifies a Bill-To customer and a Ship-To customer – which may be the same as the Bill-To. If sales do not need to be tracked by the ship-to address, a separate Ship-To customer is not needed. If sales do need to be tracked by ship-to […]
Creating Quotes for Prospects
Accolent ERP allows the creation of Prospects, which are similar to Customers. However, unlike Customers, Prospects can initially be created with very limited information only: (i) Prospect Code, (ii) Prospect Name, (iii) Salesperson and (iv) Contact. As the Prospect goes through qualification and discovery much more information can be collected and the Prospect record updated. […]
Using Incoterms
Accolent ERP allows users to select from the 11 Incoterms® (International Commercial Terms), published by the International Chamber of Commerce and accepted by governments and legal authorities around the world. Using the Incoterms table, users can modify the standard incoterms to reflect other negotiated trade terms, if desired. Creating the Incoterms Table Go to Settings […]
Creating AR Payments from a CSV Import
Accolent ERP allows users to create a payment receipt by uploading a CSV file of payments made. This functionality is particularly useful for users that receive multiple payments from their customers in a single ACH or wire transfer. These payments are typically accompanied by a CSV remittance advice spreadsheet providing details of the invoices paid. […]
Custom Commissions Calculations
Users all have their own Commission calculation methodologies. Rather than trying to replicate all such possible calculation formulae, Accolent ERP provides a Commissions Excel Export that provides all the base data necessary to calculate salesperson commissions. User can then filter the data as desired, then export to Excel and calculate the Commissions in Excel. Setting […]
Using Auto Emailing for Invoices
Accolent ERP allows invoices to be auto emailed to the contact set up for the customer. When set up, an email with the invoice as an attachment will be sent to the customer’s contact(s) set up for the invoice form in the Email/Fax defaults. The invoice gets auto emailed when the Move to Invoice button […]
Using the ADS Solutions POD App
The ADS Solutions Proof-of-Delivery App (“POD App”) is one of the mobile user apps available for use with Accolent ERP. Use of the POD App requires an annual subscription for mobile users that need not be Accolent ERP users. Once they are set up in Accolent ERP, orders may be assigned to these mobile users […]