Using MRO Products

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 – […]

Read More

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 […]

Read More

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 […]

Read More

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 […]

Read More

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. […]

Read More

Online Store Set Up & Implementation

Accolent ERP supports multiple eCommerce platforms either through direct API integration or through a connector that facilitates the linkage of multiple eCommerce stores. Currently, Accolent ERP is linked to multiple Online Stores (including Drupal, Magento Community version, Shopify, Woo Commerce, Big Commerce) and to multiple eCommerce marketplaces (including Amazon, eBay, Walmart). This wiki is designed […]

Read More

Using the Quick Products Import

Accolent ERP allows for the import of simple products from a single CSV file using the Quick Products Import. For complex products with multiple UOMs and multiple costs, the master Product Imports and several supporting import files can be used. The Quick Products Import is typically used to import a Vendor’s catalog CSV file. It […]

Read More

Average Cost Rules

Accolent ERP uses Average Cost as the method of accounting for all capitalized transaction costs for each inventory product. The Average Cost of a product reflects the cumulative cost of that product divided by the ending quantity of the product. Transactions that involve a product will update the product’s ending quantity and Average Cost, which […]

Read More

Taking Trade-Ins

Accolent ERP allows users to take trade-ins of used equipment against sales of new equipment. The used equipment taken as a trade-in will be maintained in inventory and should be identified using some easily recognizable Product Code. For example, the Product Code could consist of a prefix for “Used” then the “Model No” of the […]

Read More

Audit Log Tracking of Entities/Fields

Accolent ERP has added the ability to track certain Entities/Fields to record the change type, when changed, the values before and after the change, and by which user. This can be used to monitor changes being made on an ongoing basis as well as for audit purposes. Currently, a limited number of fields are being […]

Read More