Accolent ERP allows Lot-Controlled products to be tracked by Lot and by Location. The Lots to Locations relationship is many-to-many. This means that, although this is typically not the case, multiple Lots may be associated with a single Location and vice versa. Lot-Controlled products are always also Location tracked. The Lot Ledger Card maintains a […]
Category: Inventory/Products
Accolent ERP Integration with Avalara
Accolent ERP is integrated with Avalara’s AvaTax Cloud-based sales and use tax solution. With an Avalara account, transactions entered into Accolent ERP will get the sales tax directly from Avalara based on geolocation and product classifications. Avalara eliminates the need to keep the Accolent ERP tax jurisdictions table updated for changing legislative regulations, new tax […]
Using Landed Costs
Accolent ERP allows the recording of the Landed Costs associated with receipt of a Purchase Order. In accordance with GAAP direct costs of products, such as Landed Costs, must be spread over the products on the PO and capitalized into inventory to be amortized to expense through COGS. The Landed Cost screen allows the various […]
Creating Product Locations
Accolent ERP requires two steps to create Product Locations. First, set up the warehouse Locations in the Value List. Then when Locations have been set up, from the product master, associate the Product with one or more Locations and designate one Location as primary. If desired, track inventory of the Product by Location. Set up […]
Average Cost Adjustments
Accolent ERP allows for adjusting inventory quantities usually, but not necessarily, after completing a physical inventory count. If you need to adjust inventory quantities, see: Adjusting Inventory Balances. Much more rarely and perhaps not at all, there may be a situation in which it is necessary to adjust the average cost of a product. Look up […]
Using Quantity Break Pricing
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Quantity Breaks, which are essentially tables specifying volume discounts. To use Quantity Break Pricing, first set up the Quantity Break Pricing table to define discounts for different purchase levels. Once set up a Quantity Break can be applied to a […]
Using Price Lists
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Price Lists. To use Price Lists, first set up Pricing Tiers to reflect the different types of customer groupings that get the same pricing (e.g., Gold Level, Silver Level, Bronze Level, National Accounts). Then specify a Price List that defines […]
Creating and Sending Purchase Orders
Accolent ERP allows user to create Purchase Orders (POs) to purchase goods from Vendors. As products are being added to a PO, the PO may be saved and designated as In Process. When a PO is complete and sent to the Vendor, it is recorded as Submitted. POs are considered Open prior to the receipt […]
Deleting Purchase Orders
Accolent ERP provides the ability to delete Purchase Orders (POs) at any time. If a PO has been entered but not saved, it can simply be cleared. If the PO has been saved but not received, it can be deleted. If the PO has been received, then it must first be “un-received” and then it […]
Importing PO Line Items
Accolent ERP provides the ability to create a Purchase Order (PO) Header then import the PO Line Items from a CSV file. This capability allows users to create standard PO templates as CSVs which can then be quickly imported and edited as needed. This ability to import PO lines works in exactly the same way […]