There are several menus available from the Customer screen by clicking on the Actions button on the top right hand side of the screen. These menus allow the user to take a series of actions related to this customer. Customer Actions From the Customer select Actions to see a number of menu options. These menus […]
Category: Customers
Using Contract Pricing
Contracts are the highest level in the pricing hierarchy and are checked before any other method of pricing. Multiple Contracts may be specified for a customer, and each assigned a priority level. The system’s pricing check starts with the Contract with the highest priority and continues through all linked Contracts in order of priority until […]
Entering Delivery Routes Value Lists
Delivery routes are useful if your company delivers to customers using your own trucks. You can use these to assign customers to certain delivery routes. Delivery Routes First go to the Delivery Routes screen to set up the delivery routes Once you have set up the delivery routes you can then subsequently assign these to […]
Entering Terms Value Lists
The Terms screen allows you specify the payment and or credit terms you make available to customers and receive from vendors. You can set discount percentages, discount dates, and due dates. From the terms screen you can maintain existing payment terms and enter new payment terms. Terms When you specify payment terms, you can either […]
Entering States Value Lists
Accolent comes with the District of Columbia, U.S. territories and U.S. states already defined. You can use the States screen to add additional States for foreign customers and vendors. States Go to Settings > Value Lists > Other Value Lists (M to Z) > States to see a list of states, edit a state account, or […]
Entering Shipping Methods (Ship Via) Value Lists
The Shipping Methods (Ship Via) screen allows you specify the methods of shipment you make to customers and receive from vendors. Shipping Methods First set up as a value list all the Shipping Methods for use From the shipping methods screen you can maintain existing shipping methods and enter new shipping methods Go to Settings > […]
Entering Sales Routes Value Lists
Sales routes are used to track a salesperson’s customers in his/her sales territory. By defining sales routes you can create reports on customers assigned to these sales routes Entering Sales Routes First set up the Sales Routes your company is going to use Once you have set up these sales routes you can then subsequently […]
Entering Pricing Tiers Value Lists
Use the Pricing Tiers screens to set up customer price tiers (e.g., National Accounts, Major Chains, Wholesalers, Retailers). Each customer can be assigned to a pricing tier. The pricing tier determines how certain pricing methods apply to a customer assigned to that pricing tier. Specifically, the pricing tier controls the interaction between discounts by price […]
Using Quantity Break Pricing
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Quantity Breaks, which are essentially tables specifying volume discounts. To use Quantity Break Pricing, first set up the Quantity Break Pricing table to define discounts for different purchase levels. Once set up a Quantity Break can be applied to a […]
Accessing Inactive Records
Accolent ERP allows records to be made inactive. Typically, this inactive status will be used for Customer, Product or Vendor records that are no longer in active use, but that cannot be deleted because they are still associated with transactions still in the system. Finding an Inactive Record To find an inactive customer, for example, […]