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 […]
Category: Customers
Accolent ERP Integration with Avalara
Accolent ERP is integrated with Avalara’s AvaTax Cloud-based sales and use tax solution. With an Avalara account, transactions entered into Accolent ERP will get the sales tax directly from Avalara based on geolocation and product classifications. Avalara eliminates the need to keep the Accolent ERP tax jurisdictions table updated for changing legislative regulations, new tax […]
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 […]
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 […]
Using Price Lists
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Price Lists. To use Price Lists, first set up Pricing Tiers to reflect the different types of customer groupings that get the same pricing (e.g., Gold Level, Silver Level, Bronze Level, National Accounts). Then specify a Price List that defines […]
Receiving AR Payments
Accolent ERP’s Accounts Receivable (AR) module tracks payment receipts and collections. The system allows users to record payments against Customers’ AR accounts. Customer’s AR shows Invoice amounts due which automatically reflect prior payments made, calculate interest on overdue accounts, calculate any early-payment discounts available, and allow any write-offs desired. Payments received from Customers can be […]
Using Email and Fax Defaults
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 […]
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 […]
Using Freight Rate Lookups
Accolent ERP includes integrations with UPS, USPS and FedEx, which allow for freight rates from different providers to be looked up when entering a customer’s order. The freight rate for the freight vendor and service selected can be added automatically to the order together with a surcharge if desired. Create an Order Create order 65893. […]
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 […]