Accolent ERP allows users to take trade-ins of used equipment against sales of new equipment. The used equipment taken as a trade-in will be maintained in inventory and should be identified using some easily recognizable Product Code. For example, the Product Code could consist of a prefix for “Used” then the “Model No” of the […]
Category: Salespersons
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 AR Payments from a CSV Import
Accolent ERP allows users to create a payment receipt by uploading a CSV file of payments made. This functionality is particularly useful for users that receive multiple payments from their customers in a single ACH or wire transfer. These payments are typically accompanied by a CSV remittance advice spreadsheet providing details of the invoices paid. […]
Custom Commissions Calculations
Users all have their own Commission calculation methodologies. Rather than trying to replicate all such possible calculation formulae, Accolent ERP provides a Commissions Excel Export that provides all the base data necessary to calculate salesperson commissions. User can then filter the data as desired, then export to Excel and calculate the Commissions in Excel. Setting […]
Using Commission Agents
Accolent ERP requires each order to specify a Salesperson. The Salesperson can be associated with the customer, the territory or assigned on the order in a POS-type model. In addition, each order can also allow a Commission Agent. A Commission Agent is treated the same as a salesperson in the system but may have a […]
Hiding Cost and Profit
Accolent ERP allows the system to be set up to block access to cost and profit information. This is often used to modify the Order Entry Role to prevent order taking personnel from seeing costs and profit results. Modifications to the Order Entry Role should be made carefully since these changes will prevent order taking […]
Setting Salespersons on POS Transactions
Accolent ERP allows for two possible methods of assigning salespersons. In the first model, a salesperson will be assigned to a customer and the salesperson assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all sales to that customer. In the second model, salespersons are […]
Salesperson Commissions Based on Sales
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 […]
CRM – Recent Interactions
Accolent ERP provides a CRM summary of recent interactions with Customers, Prospects and Vendors. This summary of recent interactions is maintained for each Customer, Prospect or Vendor and is easily accessible from that Customer, Prospect or Vendor master. The recent interactions summary includes all Calendar Tasks, Call Notes, Meeting Notes and Emails sent from Accolent […]