Customer Product Codes are the product codes that a specific Customer uses to identify items. The Customer uses its Customer Product Codes to identify items in its purchase orders. Accolent ERP can maintain a record of a particular Customer’s Customer Product Codes that correspond uniquely to internal product codes. Once this record is built, any […]
Category: Accolent ERP
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 – […]
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 […]
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 […]
Transaction Logging Using Internal Notes
Accolent ERP maintains a complete log of a transaction’s changes in status through its lifecycle. This log is maintained in the Internal Notes associated with a transaction. The log includes a message on the transaction status, Entered By, Entered Time and Logged in User fields and is maintained by the system. These system-maintained entries cannot […]
Using Lot Costing
Accolent ERP uses Average Cost (or FIFO cost if selected) throughout the system for non-Lot-controlled Products. However, whether the system is set to use Average Cost or FIFO cost, Lot-controlled products will always use Lot Costing. In Lot Costing, the system records the specific Lot Cost for every Lot when it is received in, then […]
AI-Chat Bot for Accolent ERP Help
Accolent ERP users already have access to a wiki database of posted Accolent ERP Help wikis. These wikis are categorized under the Accolent ERP menus to which they belong to assist users to easily find what they need. The search functionality is already quite powerful. In addition, ADS Solutions has now added an AI-powered chat […]
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 […]
Using Route Optimization in Accolent ERP
Accolent ERP allows delivery orders to be assigned as a batch to a driver who is a licensed Accolent ERP mobile user. The delivery addresses can then be downloaded and the optimal delivery route calculated using third-party route optimization apps. The optimized route with assigned delivery stops for each order can be pushed to the […]
Adding Surcharges to Credit Card Payments
Accolent ERP has integrated Fiserv’s Surcharge API which can be used by Accolent ERP users to offset credit card transaction expenses. The Fiserv Surcharge API complies with state laws that prohibit credit card surcharging in certain states. Merchants using surcharging are required to notify all customers that a fee will be applied if they pay […]