Accolent ERP allows printing or auto printing of pick tickets either by user’s warehouse or by order warehouse. Printing pick tickets by order warehouse is particularly important if orders entered in one warehouse are regularly split between 2 or more warehouses. Printing or Auto Printing by User Warehouse A User is associated with a specific […]
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Creating AR Payments from a CSV Import
Accolent ERP allows users to create a payment receipt by uploading a CSV file of payments made. This functionality is particularly useful for users that receive multiple payments from their customers in a single ACH or wire transfer. These payments are typically accompanied by a CSV remittance advice spreadsheet providing details of the invoices paid. […]
Custom Commissions Calculations
Users all have their own Commission calculation methodologies. Rather than trying to replicate all such possible calculation formulae, Accolent ERP provides a Commissions Excel Export that provides all the base data necessary to calculate salesperson commissions. User can then filter the data as desired, then export to Excel and calculate the Commissions in Excel. Setting […]
Prepaying a Purchase Order
The typical PO flow in Accolent ERP is to create and submit a PO, receive the PO, then create a voucher tied to the PO and PO receipt(s) and then to pay the vendor. Sometimes, this flow could be reversed. For example, a PO could be shipped FOB with the recipient taking ownership prior to […]
Setting Up the Self-Service Portal
The Accolent ERP Self-Service Portal allows Customers’ employees (“End-Users”) to place orders, review the status of their orders, look up their prior transactions, review their Statements and pay invoices. The Self-Service Portal is a separate website that is linked to Accolent ERP and allows access to only those Customers and their End-Users that have been […]
Accolent ERP System Configuration
Accolent ERP includes a number of Configurations which control the behavior of the system. To access this screen, go to Settings > System > System Configuration. The screen is grouped by Application Settings, System Settings and Third-Party Linkage. Application Settings control choices users can make about the configuration of the system. System Settings and Third-Party […]
Using EasyPost Multi-Carrier Shipping
Accolent ERP is partnered with and linked to EasyPost the leading multi-carrier solution for shipping packages. Through EasyPost, Accolent ERP users can access over 100 carriers worldwide including all the major carriers and many regional carriers. This carrier diversification allows Accolent ERP users to get the best rates and ensure delivery even with Supply Chain […]
Sending Emails from Accolent ERP
Accolent ERP allows users to send emails from the application in two different ways. Accolent ERP can pass your emails to your SMTP server, and you will be responsible for sending these. Since the security and configuration issues for sending email using your SMTP credentials can be challenging, Accolent ERP can also send emails using […]
Moveable Resizable Pop Ups
Accolent ERP has enabled moveable, resizable pop-ups that open where the pop-up is called on the screen. These pop-ups can be pinned in place or moved and can be minimized, maximized or manually resized as needed. Open a Voucher Go to List Vouchers and select and open Voucher ZZ12317. Open a Pop-Up Click on the […]
Pre-Live Checklist
Accolent ERP is delivered in a pre-live environment to new customers. We will do an Initial Import of your data into the pre-live database. You should then complete the implementation process and use this checklist to ensure that you have completed all the key steps to go live. When you are ready to go live, […]