Accolent ERP allows taking deposits or payments at any time on orders. Prior to invoicing, any such payments are linked to the specific order and are booked to a Customer Deposits liability account in the General Ledger. The Customer Deposits Account must be set up in the Warehouse GL Defaults. The link between the deposit […]
Category: Transaction Locate
List Transaction Displays
Accolent ERP allows the user to control what date range is used by default for displaying transactions in the Transaction Locate, List Quotes, List Fulfillments and List Invoices screens. To change the default setting use the System Configuration. Set System Configuration Go to Settings > System > System Configuration. Use System Configuration ID 112 to […]
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 […]
Decimal Places and Rounding
Accolent ERP does all internal calculations to 5 decimal places by default. When the system multiplies a unit price or a unit cost by quantity to calculate an extended dollar value, the result is rounded to 2 decimal places and the additional digits are dropped. Subsequent calculations such as to calculate sales tax are performed […]
Print, Email or Fax Transactions
Accolent ERP allows Quotes, Orders, Orders in Fulfillment or Invoices to be printed, faxed or emailed one-at-a-time. Alternatively, the user may select multiple of these items and print all at the same time, in the case of Orders in Fulfillment, or print or email all at the same time, in the case of invoices. List […]
Using the Transaction Locate Screen
The Accolent ERP Transaction Locate screen is a single screen from which users can search the system for specific sales-related transactions. Included in the search are Quotes, Orders, Orders in Fulfillment, Invoices, Back Orders and Future Orders for any transaction type including special orders and recurring orders. Multiple Available Filters Go to Home > Transaction […]
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 […]