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 Basics
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 […]
Changing Self-Service Portal Passwords
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 […]
Adding/Removing Products from BOMs
Accolent ERP has a complete Bill of Materials (BOM) functionality for use in assembly or other light manufacturing operations. The manufactured BOM Product can be defined in terms of an unlimited number of components specified on the product’s BOM List. Once a Batch is created to manufacture a quantity of the BOM Product, components may […]
Using PipeDrive with Accolent ERP
Accolent ERP has its own built-in CRM capability which offers most of the basic CRM functionality that distributors need. In addition, Accolent ERP is integrated with PipeDrive (PD), a widely-used, third-party CRM system, through APIs. The integration links the following Accolent ERP fields: Contacts, Customers/Prospects and Salespersons with respectively Persons, Organizations and Owners in PD. […]