Accolent ERP uses Voucher Adjustments to edit Vouchers. Vouchers when entered, are automatically posted to the General Ledger and so cannot be easily edited. To correct an error on a Voucher, users can make an adjusting entry using Voucher Adjustments. The original Voucher entry is not changed or removed; instead, the Voucher Adjustment modifies the […]
Category: Purchasing/Vendors
Entering Vendor Invoices (“Vouchers”)
Accolent ERP uses “Vouchers” to record vendor invoices to be paid. For a vendor’s invoice to be paid, a voucher is first created which includes information such as the vendor, the amount to be paid, description, the PO No and Receipt No being paid, the General Ledger (“GL”) account to be booked to, etc. When […]
Creating and Sending Purchase Orders
Accolent ERP allows user to create Purchase Orders (POs) to purchase goods from Vendors. As products are being added to a PO, the PO may be saved and designated as In Process. When a PO is complete and sent to the Vendor, it is recorded as Submitted. POs are considered Open prior to the receipt […]
Deleting Purchase Orders
Accolent ERP provides the ability to delete Purchase Orders (POs) at any time. If a PO has been entered but not saved, it can simply be cleared. If the PO has been saved but not received, it can be deleted. If the PO has been received, then it must first be “un-received” and then it […]
Importing PO Line Items
Accolent ERP provides the ability to create a Purchase Order (PO) Header then import the PO Line Items from a CSV file. This capability allows users to create standard PO templates as CSVs which can then be quickly imported and edited as needed. This ability to import PO lines works in exactly the same way […]
Setting up Location Codes
Accolent ERP allows creation of Location Codes to identify the different locations in your warehouses. Once you have mapped out your warehouse and created your Location Codes, you can assign Location Codes to your Products. Accolent ERP’s location numbering scheme is very flexible. Each Location Code consists of up to four components, corresponding to the […]
Using Product Images
Accolent ERP supports product images throughout the system. Each product can have up to 9 images. Amazon’s shopping cart can accept up to 9 images, although only 7 are displayed. Product images are stored in AWS S3 and should be JPG or PNG image files. Product images can be imported using the Bulk Imports or […]
Requests for Quotation (RFQs)
Accolent ERP allows distributors to obtain quotes from multiple vendors on products that can be multi-sourced. Using the Request for Quotation (RFQ) functionality, users can optimize prices and terms for these products. It also allows users to facilitate multi-sourcing, vendor/supplier diversity and reduces exposure to Supply Chain blockages. In addition, it supports business models in […]