Accolent ERP provides a number of User Choice fields on the master, sub-master and transactions records. These fields can be utilized to store in the database, as text formatted strings, any data the user wishes to track. In addition, specifically for the Customer, Vendor and Product records, the labels of these User Choice fields can […]
Category: Customers
Creating CRM Calendar Tasks
Accolent ERP includes the ability to create Calendar Tasks that can be linked to a Company Type (Customer, Prospect or Other) as well as a Contact and a Deal. Once created, Calendar Tasks will be displayed on the user’s calendar by date and time and can be edited as needed. In addition, a user can […]
Using Standard Payment Terms (Non-Prox)
Accolent ERP supports the use of standard Payment Terms (Non-Prox) as well as Prox Terms. In general, Payment Terms will specify a discount date for early payment discounts and a due date both expressed in number of days from the Invoice Date. For example, 2% 10 Net 30 Days means an Invoice receives a 2% […]
PO Comments and Ship Confirm Comments
Accolent ERP allows entry of Vendor PO Comments on a Vendor that will pop-up whenever a Purchase Order is created for that Vendor. Similarly, entering Ship Confirm Comments on a Customer will pop-up whenever an order for that Customer is created or opened in fulfillment. Vendor PO Comments From the Vendor, select PO Comments. Enter […]
Using Vendor Rebates
Rebates, which are common in the Jan/San industry, are special cost reductions offered by a Vendor for the sale of specified products to a specific target Customer. The typical Purchasing Cost for the product reduced by the Rebate amount is referred to as Deviated Cost. The Rebate is recorded as a Contract linked to the […]
Customer Billing Address
Accolent ERP stores a Shipping address for a Customer (whether a Bill-To Customer or a Ship-To Customer) as well as a Billing Address. If the Billing Address is blank, the Invoice form will use the Shipping Address. Note the Shipping Address and Billing Address should not be confused with Ship-To Customers and Bill-To Customers. Customer’s […]
DEFAULT Customer, Prospect, Vendor, Product, Records
Accolent ERP comes with Customer, Prospect, Vendor and Product records named DEFAULT. Once set up, these DEFAULT record will supply the selected default values whenever new Customer, Prospect, Vendor or Product records are created. They will also be used by the AI Agent that creates the import templates for any required fields missing in the […]
Unconfirming and Editing a Credit Memo
Accolent ERP allows the creation of Credit Memos to credit customers, for example, for damaged items received. With a two-step process, the Credit Memo is created then moved to fulfillment and an RMA form printed and sent to the customer. The Credit Memo is held in fulfillment pending return of the goods, then can be […]
List and Create Orders
Accolent ERP allows the creation of several types of orders, for the sale or rental of products to customers. Accolent ERP supports two-step orders and over-the counter orders, also referred to as immediate invoicing. Order Types Two-Step: An order is entered and moved to shipping. In the warehouse, a pick list is printed, the goods […]
Using Delivery Routes
Accolent ERP allows the creation of delivery routes for delivery of orders to customers. Delivery routes must first be created, then they may be assigned to specific customers. When orders are created for a customer the primary delivery route assigned to that customer will default onto the order. The default delivery route may also be […]