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 […]
Category: Warehouses
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 […]
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 […]
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. […]
Setting Salespersons on Orders
Accolent ERP allows for two possible methods of assigning salesperson on orders. In the first model, a salesperson is assigned to a customer, and this assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all orders for that customer. In the second model, any salesperson […]
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 […]
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 […]
Allocating Vouchers to Multiple Departments
Accolent ERP allows the allocation of Vendor Invoices, referred to as Vouchers, to multiple expense GL Accounts. A voucher can have multiple expense lines each of which may be allocated to its own department. Once all expense lines on the voucher are assigned to departments, the voucher can be posted. The GL posting of the […]
Selling to Foreign Currency Customers
Accolent ERP supports multi-currency through an API that delivers global FX Rates. Using the multi-currency module, an invoice can be created in foreign currency for a Customer. When the Invoice is created, Accounts Receivable/Sales will be debited/credited for the functional currency equivalent at that time. Subsequently when the Customer’s payment is received, Accounts Receivable will […]
Multi-Currency Overview and Setup
Accolent ERP supports multi-currency through an API that delivers global FX Rates. There are four important multi-currency setup steps: (1) Multi-currency is an optional module, and so must first be enabled, (2) Foreign Currencies and the functional currency then need to be set up, (3) Foreign Currency Vendors and Customers need be set up and […]