Accolent ERP allows for the creation of Customer Statements at any time. Typically, Customer Statements are created for all Customers usually at the end of each calendar month. There is an option to charge interest on overdue invoices; if this is selected, interest charges on overdue balances are included in the Customer Statement. If interest […]
Category: Customers
Emailing or Printing Multiple Invoices
Accolent ERP allows for the selection of multiple invoices from the List Invoices screen. Then by clicking one button, all selected invoices can be emailed to the contacts set up in the Email/Fax Defaults or printed to the printer set up in the Forms Set up. To allow this, the Email/Fax Defaults as well as […]
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 […]
Applying Special Price Discounts
Accolent ERP allows many different pricing elements for maximum pricing flexibility. One of these pricing elements is Special Prices. All Special Prices discounts are added after and on top of discounts other than Contract Prices and Promotional Discounts. The following examples illustrate how Special Prices work with Contract Prices and Price Lists. See the Accolent […]
Shipping Orders from Multiple Warehouses
An Accolent ERP order is created on a specific warehouse that defaults into the order based on the user. When entering products on the order, the system automatically records the quantity that must be back ordered based on the inventory in the system. The user has the ability to look up inventory on other warehouses […]
Pricing Overview
Accolent ERP allows the use of complex pricing tools that are also easy to maintain. These pricing tools pricing systems are designed to be both flexible in their application and powerful in their capability. Using the Accolent ERP pricing tools, distributors have unlimited flexibility to implement almost any desired pricing scheme. The pricing options include […]
Salesperson Commissions Based on Profit
Accolent ERP allows for sales commissions to be calculated based either on gross sales or on profit. This is a global setting and should be set up once upfront for the system. Commission Types can be set up and assigned to Products, and a commission Profit Matrix set up for each Salesperson. The Profit Matrix […]
Using Third Party Shipping Accounts
Accolent ERP uses EasyPost to provide users with access to over 70 common carriers and regional shipping companies. Accolent ERP also allows a user’s Customer’s Carrier Account settings to be saved on the cudstomer master screen. Then, if requested by the Customer, an order for that Customer may be shipped using the Customer’s indicated carrier […]
Customer Records
From a customer record, you can see information and summaries of sales, payment, purchasing and other activities for that customer. You can quickly see summaries of all quotes, orders, back orders, orders in fulfillment (shipping items) and invoices. You can see the customer ledger card. Customers can be flagged for follow up using the Action […]
Customer Views Menu
Selecting the red Views button on the upper right hand side of the Customer screen, provides access to a series of menus that provide certain views of data specific to this customer. Customer Views Menus From the Customer, select Views to see a number of options available These options display information specific to this customer […]