Accolent ERP is linked through direct managed APIs to the Shopify ecommerce platform. Setting up a Shopify Online Store is very straightforward and can be done by most users without the need for technical resources. However, ADS Solutions technical personnel are available to assist with setting up a Shopify Online Store, if required. The Accolent […]
Category: Accolent ERP
Invoice Forms Showing Payments
Accolent ERP includes an Invoice form 102 Variation that shows on the invoice the prior payments plus discounts taken as of the datetime that the invoice was printed. Since payments can be taken and recorded at any time, the datetime stamp on the invoice is an important reference as the invoice will not include any […]
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. […]
Accolent ERP Direct API Integration with PipeDrive
Accolent ERP is integrated with PipeDrive (PD), a widely-used 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. The integration is designed to accommodate a typical Salesperson CRM workflow which is laid out below but, different workflows can be accommodated […]
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 […]
Immediate Invoice & POS Settings
Immediate invoices and POS transactions are used for walk-in, cash customers but may also be used for regular orders that are picked up from the warehouse. The default settings on regular orders are always taken from the customer master record or the system Configuration Settings. In contrast, for immediate invoices and POS transactions the default […]
Recording Taxes for Fuel Delivery
Accolent ERP supports Federal and State excise taxes collected on gasoline and diesel fuel. In addition, many States also collect a variety of Local, Inspection and other Pollutant-related taxes, which like excise taxes, are levied on a per-unit (gallons) basis on fuel sold. These excise and other taxes are passed through to the end customer. […]
Importing Configurable Products and Variants
Accolent ERP supports Configurable Products and Variants. A Configurable Product is not a single product, but rather a family of identical products that vary based only on the values selected for certain Attributes associated with the product. Since Configurable Products require a lot of specific entries, Accolent ERP streamlines the process by allowing for the […]
Approving Orders in 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. This allows the Accolent user to deliver better service to its Customers with fewer sales and service personnel, increasing efficiency and reducing cost. The Self-Service Portal […]
Accolent ERP Optional Modules
Accolent ERP is a full-featured ERP system including functionality for Order Management, Order Processing, Rebates Management, Complex Pricing Methods, Product Cost Management, Inventory Management, Inventory Tracking and Control, Bill of Materials and Kitting, Purchasing Management, Warehouse Management System, Multicarrier Shipping, Sales and Use Tax, Comprehensive GAAP-compliant General Ledger, Accounts Payable, AP Automation, Accounts Receivable, and […]