Accolent ERP has embedded AWS Quick (“Quick”), which is AWS’ Agentic AI offering. Quick is an AI solution that offers chat agents, workflows and dashboards and visualizations using LLMs (Large Language Models) running in AWS Bedrock and called from a customer workspace. The customer workspace can access various data sources, such as your Accolent ERP […]
Category: Prospects
Setting Salespersons on Orders
Accolent ERP allows for two possible methods of assigning salesperson on orders. In the first model, a salesperson is assigned to a customer, and this assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all orders for that customer. In the second model, any salesperson […]
Accolent ERP Direct API Integration with Shopify
Accolent ERP is linked through direct managed APIs to the Shopify ecommerce platform. Setting up a Shopify Online Store is very straightforward and can be done by most users without the need for technical resources. However, ADS Solutions technical personnel are available to assist with setting up a Shopify Online Store, if required. The Accolent […]
Using PipeDrive with Accolent ERP
Accolent ERP has its own built-in CRM capability which offers most of the basic CRM functionality that distributors need. In addition, Accolent ERP is integrated with PipeDrive (PD), a widely-used, third-party CRM system, through APIs. The integration links the following Accolent ERP fields: Contacts, Customers/Prospects and Salespersons with respectively Persons, Organizations and Owners in PD. […]
Accolent ERP Direct API Integration with PipeDrive
Accolent ERP is integrated with PipeDrive (PD), a widely-used CRM system, through APIs. The integration links the following Accolent ERP fields: Contacts, Customers/Prospects and Salespersons with respectively Persons, Organizations and Owners in PD. The integration is designed to accommodate a typical Salesperson CRM workflow which is laid out below but, different workflows can be accommodated […]
Immediate Invoice & POS Settings
Immediate invoices and POS transactions are used for walk-in, cash customers but may also be used for regular orders that are picked up from the warehouse. The default settings on regular orders are always taken from the customer master record or the system Configuration Settings. In contrast, for immediate invoices and POS transactions the default […]
Limiting Salespersons to Seeing Their Own Customers Only
Salespersons are generally Accolent ERP Users with full access to the system, but they do not have to be. Users can be limited to being able to see and enter orders only for those customers associated with a particular Salesperson, this restriction is entered on the User screen. Typically, this restriction would be used to […]
Email Integration with Outlook or Gmail
Accolent ERP’s email integration allows users to send emails from Accolent ERP using their Outlook or Gmail email addresses. Emails sent from Accolent ERP automatically update the users’ Outlook or Gmail sent folders. Emails sent from Accolent ERP to customers, prospects and vendors are also automatically logged to the recent interactions tab on the customer, […]
Creating Deals and Sales Pipelines
Accolent ERP supports the use of a systematic sales process to take new sales leads then track their progression through the stages of qualification, discovery, evaluation and proposal to closing and completing a sale. These steps are referred to as Sales Stages and are defined in the Sales Stage Value List. The Sales Stage Value […]
Creating Quotes for Prospects
Accolent ERP allows the creation of Prospects, which are similar to Customers. However, unlike Customers, Prospects can initially be created with very limited information only: (i) Prospect Code, (ii) Prospect Name, (iii) Salesperson and (iv) Contact. As the Prospect goes through qualification and discovery much more information can be collected and the Prospect record updated. […]