Accolent ERP has a very comprehensive pricing system. One of the less frequently used pricing features is Warehouse discounts, which applies a discount level to a specific warehouse. To use Warehouse discounts, first set up the Warehouse Discount. Then once set up, the Warehouse Discount can be applied to a specific product, multiple products or […]
Category: Customers
Refunding a Customer in Cash
Accolent ERP allows for the refunding of Customer Credit Memos (or Unapplied Cash) rather than more typically applying these against an open Accounts Receivable balance. First create a Credit Memo then, once created, the Credit Memo may be refunded in cash, by check or to a credit card. Create Invoice and Credit Memo Create Invoice […]
Hiding Cost and Profit
Accolent ERP allows the system to be set up to block access to cost and profit information. This is often used to modify the Order Entry Role to prevent order taking personnel from seeing costs and profit results. Modifications to the Order Entry Role should be made carefully since these changes will prevent order taking […]
Setting Salespersons on POS Transactions
Accolent ERP allows for two possible methods of assigning salespersons. In the first model, a salesperson will be assigned to a customer and the salesperson assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all sales to that customer. In the second model, salespersons are […]
CRM – Recent Interactions
Accolent ERP provides a CRM summary of recent interactions with Customers, Prospects and Vendors. This summary of recent interactions is maintained for each Customer, Prospect or Vendor and is easily accessible from that Customer, Prospect or Vendor master. The recent interactions summary includes all Calendar Tasks, Call Notes, Meeting Notes and Emails sent from Accolent […]
Making Payments from the Self-Service Portal
The Accolent ERP Self-Service Portal 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. This allows the Accolent user to deliver better service to its Customers with fewer sales and service personnel, increasing efficiency and reducing cost. The Self-Service Portal […]
Accolent ERP/Fiserv Integrated Payments
Accolent ERP now offers integrated payment acceptance through Fiserv, one of the largest global payment processors, and one of FORTUNE Magazine World’s Most Admired Companies. Fiserv is an award-winning credit card payment integration for SMBs, large enterprises and everything in between. Fiserv processes more than $26 billion in transactions each year for more than 195,000 […]
Prospect Records
From a prospect record, you can see information for that prospect. Each prospect record is assigned a unique Prospect Code. For prospects with multiple locations (usually a primary bill-to location and multiple ship-to locations), enter a separate prospect record for each location. List Prospects To see a list, edit a record or add a new […]
Using CRM to Track Follow-up with Prospects
Accolent ERP allows interactions with Prospects to be tracked, calendared, with call notes recorded and follow-up tasks assigned to other users. At any time, Calendar tasks may be filtered by user by Customer or Prospect to see the chronological history of the interactions. While not required, Deals can be created and associated with the Prospect. […]
Sending CRM Blast Emails
Accolent ERP allows for defining a population of Customers and/or Prospects and their associated CRM Contacts to receive a CRM blast email. The CRM email template may be created and edited as desired in Accolent ERP using a full HTML editor. The CRM email can contain a file specified as an attachment, although this is […]