Accolent ERP supports MRO products which consist of items such as spare parts, replacement parts, consumables, and tools. MRO products are stocked just as are sale items, but are used for internal MRO (Maintenance, Repair and Operations) purposes rather than held for sale. These MRO products can be given a separate product Class “m – […]
Category: Inventory/Products
Using Year/Make/Model Search
Accolent ERP provides an additional Year/Make/Model product search that is commonly used by auto dealers and auto parts distributors. The Year/Make/Model data is stored as a child table of the product. This data can easily be entered by dealers for new or used automobiles, RVs or other vehicles. However, for auto parts distributors, this data […]
Using Accolent ERP Agentic AI
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 […]
AI-Bots for Financial Statement Tie-Outs
Accolent ERP users should have a financial close process every month-end to tie-out the financial statements to the supporting files for Accounts Receivable, Accounts Payable and Inventory Valuation. There are many possible reasons for these balances to go out of sync including things like manual adjustments, GL Adjustments, using the bulk imports while in live […]
Using CSI Codes
Accolent ERP supports the use of the CSI (Construction Specifications Institute) Codes, that are the most widely used cost classification system used in the construction industry. For example, CSI Code 08 11 20 MAT refers to Aluminum Doors and Frames-Materials. In Accolent ERP, a Category 081120MAT for Aluminum Doors & Frames-Materials can be set up […]
Using the POS Screen
Accolent ERP supports Immediate Invoices and an expedited POS (Point of Sale) screen designed for use by retail/front-counter sales personnel that are not necessarily familiar with product codes or the group/category/sub-category organization of products. Typically, the customer will already have selected the products to be purchased. Products can then be entered easily by scanning a […]
Product Location Quantities
Accolent ERP allows a product to track Inventory by Location or not and also to associate one or more Locations with a product. If Inventory by Location is not tracked, then the product’s Location Quantity will always be equal to the “Q-On Hand” and this will be shown against the Primary Location for the product. […]
Using Reverse BOMs
Accolent ERP allows for the creation of Reverse BOMs to break down a BOM product into its components. The components will typically have different standard costs and so, the actual cost of the BOM product being broken down is distributed among the components on the basis of the proportion of each component’s extended standard cost […]
Specifying Install Options for Products
Accolent ERP allows Installation Options to be defined for Products. These Installation Options are typically non-inventory, service-type products but they do not have to be. Installation Options could include options for, for example, Delivery Only, Delivery and Installation and Delivery Installation and Removal of Old Equipment. If Installation Options are entered for a product, they […]
Self Service Portal Login to Multiple Linked Accounts
The Accolent ERP Self-Service Portal (“SSP”) allows Customers’ employees (“End-Users”) to place orders, review the status of their orders, look up their prior transactions, review their Statements and pay invoices. Typically, each End User will be uniquely associated with only one Accolent ERP Customer. However, the SSP can also accommodate situations in which one End-User […]