From a prospect record, you can see information for that prospect. Each prospect record is assigned a unique Prospect Code. For prospects with multiple locations (usually a primary bill-to location and multiple ship-to locations), enter a separate prospect record for each location. List Prospects To see a list, edit a record or add a new […]
Category: Salespersons
Using CRM to Track Follow-up with Prospects
Accolent ERP allows interactions with Prospects to be tracked, calendared, with call notes recorded and follow-up tasks assigned to other users. At any time, Calendar tasks may be filtered by user by Customer or Prospect to see the chronological history of the interactions. While not required, Deals can be created and associated with the Prospect. […]
Sending CRM Blast Emails
Accolent ERP allows for defining a population of Customers and/or Prospects and their associated CRM Contacts to receive a CRM blast email. The CRM email template may be created and edited as desired in Accolent ERP using a full HTML editor. The CRM email can contain a file specified as an attachment, although this is […]
List and Create Orders
Accolent ERP allows the creation of several types of orders, for the sale or rental of products to customers. Accolent ERP supports two-step orders and over-the counter orders, also referred to as immediate invoicing. Order Types Two-Step: An order is entered and moved to shipping. In the warehouse, a pick list is printed, the goods […]
Internal Notes and Special Instructions
Accolent ERP allows the use of Internal Notes as well as Special Instructions, which are printed on forms, on all transactions. Internal Notes stay with a transaction through its life cycle from Quote to Invoice or from PO to PO Receipt and can be seen in Accolent ERP but are not printed on forms. Printed […]
Shipping Orders from Multiple Warehouses
An Accolent ERP order is created on a specific warehouse that defaults into the order based on the user. When entering products on the order, the system automatically records the quantity that must be back ordered based on the inventory in the system. The user has the ability to look up inventory on other warehouses […]
Salesperson Commissions Based on Profit
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 […]
Entering Sales Territories Value Lists
Use the sales territories screens to set up the types of territories that can be assigned to salespeople. These territories display on some sales reports. Only one territory can be assign per salesperson Sales Territories Go to Settings > Value Lists > Other Value Lists (M to Z) > Sales Territories This will allow you to […]
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 […]
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 […]