Accolent ERP is integrated with Fiserv, one of the largest payment processors globally. By automatically processing Level 2 and Level 3 data, Fiserv optimizes interchange charges on credit card payments ensuring the lowest possible rate on every transaction. The Accolent ERP integrated payments allows for acceptance of payments through Fiserv for multiple payment methods: (i) […]
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Accolent ERP/Fiserv Integrated Payments
Accolent ERP now offers integrated payment acceptance through Fiserv, one of the largest global payment processors, and one of FORTUNE Magazine World’s Most Admired Companies. Fiserv is an award-winning credit card payment integration for SMBs, large enterprises and everything in between. Fiserv processes more than $26 billion in transactions each year for more than 195,000 […]
Setting Up Accolent ERP Cloud Printing
Accolent ERP is integrated with PrintNode, a third-party, enterprise-grade, Cloud Printing solution. We strongly recommend you use PrintNode to manage printing from Accolent ERP, which runs in the AWS Public Cloud, to your on-premises printers. At one time we also supported Google Cloud Print, but Google has since dropped support for Google Cloud Print. […]
AutoQuotes Import Example-Products
For Restaurant Supply distributors, Accolent ERP provides an easy linkage with AutoQuotes (“AQ”). Using AQ, distributors can create AQ Projects and then download these as pre-configured CSV files. These CSV files (“AQ Export CSVs”) can be zipped and then imported into Accolent ERP as orders. To create an order in Accolent ERP, first create the […]
Using CRM to Track Follow-up with Prospects
Accolent ERP allows interactions with Prospects to be tracked, calendared, with call notes recorded and follow-up tasks assigned to other users. At any time, Calendar tasks may be filtered by user by Customer or Prospect to see the chronological history of the interactions. While not required, Deals can be created and associated with the Prospect. […]
Sending CRM Blast Emails
Accolent ERP allows for defining a population of Customers and/or Prospects and their associated CRM Contacts to receive a CRM blast email. The CRM email template may be created and edited as desired in Accolent ERP using a full HTML editor. The CRM email can contain a file specified as an attachment, although this is […]
Understanding General Ledger Postings and Balances
Accolent ERP is built on a General Ledger (“GL”) which organizes all your financial reporting by GL Accounts. The GL Accounts are used to record all the transaction data that will appear in your financial reports. Each GL Account stores transaction data by Warehouse by Department by Month/Year and is reported on through the financial […]
Setting Up International Customers/Vendors
Accolent ERP allows international Customer/Vendor addresses. All of the Countries in the world have already been set up in the Countries Value list using the ISO2 standard nomenclature. To create an international address, first create the State/Province in the State/Province Value List and associate it with the Country. Then create a tax jurisdiction for the […]
AR & AP Differences for Advantage Users
Accolent ERP works differently from Advantage in many areas. Two of these areas in which the Accolent ERP functionality differs from that of Advantage are in Accounts Receivable and Accounts Payable. There are several specific areas of difference to be aware of. Important AR Differences There are some important AR areas of difference between Advantage […]
WMS Packing
The Accolent WMS system allows for packing orders one at a time. To pack an order the picker will select the order in WMS, and then allocate each of the lines on the order to a box. Then weigh and enter dimensions of each box and print a Packing List for that box. When all […]