Returning Goods to a Vendor for Credit

Accolent ERP allows for returns of goods to vendors. This may be required, for example, if goods are sold to a customer but the Customer returns items that are defective for credit. Subsequently, to return the items to the vendor for credit, Accolent ERP allows the entry of a negative PO. Return by Customer Create […]

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DEFAULT Customer, Prospect, Vendor, Product, Records

Accolent ERP comes with Customer, Prospect, Vendor and Product records named DEFAULT. Once set up, these DEFAULT record will supply the selected default values whenever new Customer, Prospect, Vendor or Product records are created. They will also be used by the AI Agent that creates the import templates for any required fields missing in the […]

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Updating Costs and Prices Based on PO Price

When entering a price on a Purchase Order, Accolent ERP compares the entered price to the specified existing Cost of the product. If the entered price is higher/lower than the specified existing Cost, a pop-up screen offers the option to automatically update the specified Cost and Prices for the product. Accolent ERP keeps multiple costs […]

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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 […]

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Product Actions Menus

From the product record, use the Product Actions menus to access various product-related functions. To access the product actions menus go to Inventory & Products > Products > List Products > select a product > Actions. Vendor History List of vendors that have been used or could be used to purchase this item. Vendors with […]

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Product Views Menus

Accolent ERP Products are master records. From any product page, use the Product Views menus to access various product-related information. The product views menus, can be accessed from Inventory/Products > Products > List Products > select a product > Views. Sales History by Product From the product record views menu, the Sales History by Product […]

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Using Sub-Category Filters

Accolent ERP organizes products by Groups, Categories and Sub-Categories. Filters can also be used to further sort entries in a particular product sub-category by any specific attribute. For example, a filter can be set up for HP (Horse Power), then all pumps in a sub-category can be filtered by Horse Power quickly. Filters can also […]

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Average Cost Calculations

Accolent ERP uses Average Cost throughout for purposes of maintaining Inventory balances and for calculating Cost of Goods Sold (COGS). If Landed Costs are entered upon PO Receiving, these are treated as direct costs of the product in accordance with GAAP and are included in Average Cost and capitalized into Inventory. The Average Cost calculations […]

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Pricing Overview

Accolent ERP allows the use of complex pricing tools that are also easy to maintain. These pricing tools pricing systems are designed to be both flexible in their application and powerful in their capability. Using the Accolent ERP pricing tools, distributors have unlimited flexibility to implement almost any desired pricing scheme.  The pricing options include […]

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Dealing with Defective Items

Accolent ERP allows for moving items to defective at any time. This could be required if, for example, a forklift operator bumped into some inventory items and most of the items are damaged, but some may still be serviceable. Defective items are completely written-off to an Inventory Adjustment expense. If at some later point these […]

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