The Accolent ERP email/fax defaults functionality allows forms to be automatically emailed or faxed to Customers, Vendors or Salespersons. To set this up, each form for each Customer, Vendor or Salesperson has to be linked to the contacts that will receive that particular form. Once these form recipients are set up their addresses will auto-populate […]
Category: Customers
Using Linked Files
Accolent ERP allows users to link documents, schematics, contracts, or pictures to several Accolent ERP screens, including Customers, Contacts, Vendors and Products as well as Sales transactions (Quotes, Orders, Fulfillments, Invoices), POs and Vouchers. Once linked, these files will show up as hyperlinks on the Accolent ERP screens. The linked files can then be accessed […]
Using Special Pricing
Special Pricing is applied on top of the other product discount schemes but not on top of Contracts and Promotional Pricing. Special Pricing for a customer may be set up for specific products, or by specific categories, or to give an overall discount. When a customer has multiple Special Pricing discounts, only one will be […]
Setting Up a New Customer Record
Customers in Accolent ERP are master records (as are Vendors, Products). Master records are supported by Value Lists, which detail all allowed values for various entries on the master record. In order to properly set up a Customer record, all associated Value Lists (e.g., Customer Type, Ship Via, Warehouse, Salespersons, Terms) must already have been […]
Completing and Invoicing an Order
Accolent ERP allows both Immediate Invoices, for over-the-counter sales, as well as traditional two-step Orders. In the traditional two-step transaction, an order is first created. Then when the order is complete it is moved to fulfillment which releases the order to the warehouse to be picked, packed and shipped. When the order is confirmed as […]