Accolent ERP requires Salespersons to first be set up in the system. Once set up, Salespersons may be assigned to Customers. A user may be identified as a Salesperson in the User Details screen. Each Customer record should have an associated Salesperson assigned to it. Once Commission Types are set up, each Salesperson can have […]
Category: Salespersons
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 […]