Setting up Location Codes

Accolent ERP allows creation of Location Codes to identify the different locations in your warehouses. Once you have mapped out your warehouse and created your Location Codes, you can assign Location Codes to your Products. Accolent ERP’s location numbering scheme is very flexible. Each Location Code consists of up to four components, corresponding to the […]

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Opening the Product Record from Order Entry

Accolent ERP provides the ability to access the product master record from within an order. You might wish to do this, for example, to look up detailed information on the product such as sales history, sales history by customer or PO history – without getting out of the order. Creating an Order From the menus […]

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Using Product Images

Accolent ERP supports product images throughout the system. Each product can have up to 9 images. Amazon’s shopping cart can accept up to 9 images, although only 7 are displayed. Product images are stored in AWS S3 and should be JPG or PNG image files. Product images can be imported using the Bulk Imports or […]

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Creating Accessory Products

Accolent ERP supports Accessory Products that are add-ons or upsells that can be defined for a particular Product. To set this up, select a Product, then define its list of Accessory Products. Specifying that Product on an order will alert the user that there may be an opportunity to sell the additional Accessory Products as […]

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Copying One Product to Another

Accolent ERP allows users to copy one Product record to another. There are also choices to change a Product and/or to delete a Product, but these are not used as frequently. Within the copy Product choice, there are various options available to specify what data to copy over. This copy capability could be used, for […]

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Using Synonyms

Accolent ERP uses synonyms as alternative product codes that can be used to search for or enter a product in order entry or PO entry. Synonyms can be short hand or common usage names that may be easier to remember than actual product codes. Synonyms are also used to associate product codes with barcodes. Synonyms […]

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Requests for Quotation (RFQs)

Accolent ERP allows distributors to obtain quotes from multiple vendors on products that can be multi-sourced. Using the Request for Quotation (RFQ) functionality, users can optimize prices and terms for these products. It also allows users to facilitate multi-sourcing, vendor/supplier diversity and reduces exposure to Supply Chain blockages. In addition, it supports business models in […]

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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 […]

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