Accolent ERP’s email integration allows users to send emails from Accolent ERP using their Outlook or Gmail email addresses. Emails sent from Accolent ERP automatically update the users’ Outlook or Gmail sent folders. Emails sent from Accolent ERP to customers, prospects and vendors are also automatically logged to the recent interactions tab on the customer, […]
Category: Purchasing/Vendors
Creating a Special Order Starting from the PO
Accolent ERP has extensive special order functionality. A special order links a sales order line item directly to a PO. The special order line item can be filled only from the linked PO which can be created automatically. When the linked sales order is moved to shipping, it is moved to a back order and […]
Adding a Product on-the-Fly
Accolent ERP allows for products to be added on-the-fly to an order. This might be necessary if, for example, while taking an order, the customer requests a product that is not stocked but is available as a special order from a vendor. The product can be looked up on the vendor’s website, made with very […]
Multi-Currency Overview and Setup
Accolent ERP supports multi-currency through an API that delivers global FX Rates. There are four important multi-currency setup steps: (1) Multi-currency is an optional module, and so must first be enabled, (2) Foreign Currencies and the functional currency then need to be set up, (3) Foreign Currency Vendors and Customers need be set up and […]
Purchasing from Foreign Currency Vendors
Accolent ERP supports multi-currency through an API that delivers global FX Rates. Using the multi-currency module, a PO can be created in foreign currency for a Vendor. When the PO is Received, Inventory will be debited for the functional currency equivalent at that time. Subsequently when the Vendor’s Invoice is received, Accounts Payable will be […]
Using Split Payments for Vouchers
Accolent ERP allows for a Vendor’s Invoice to be paid over time based on some scheduled payments plan agreed to with the Vendor. To use the split payments, enter the Voucher and then select split payments to break the Voucher into the agreed payments. This when saved will split the Voucher into multiple parts corresponding […]
Loading and Shipping of Incoming Containers
Accolent ERP supports multiple Package Types, including standard Containers and standard Pallet sizes. All Package Types are specified in the Package Type Value List. When loading incoming Containers or Pallets users can select lines from Open POs to be packed. The weights and cubes of the package contents selected will not be allowed to exceed […]
Using Category GL Account Overrides
Accolent ERP Sales Journal GL postings typically use the standard GL Accounts specified on the Warehouse GL Defaults. Accolent ERP also allows product line GL Postings to be overridden by Category. In this case the GL Accounts used for postings of sales transactions and purchase order transactions will use the GL Accounts specified on the […]
Selling Goods Held on Consignment
Accolent ERP allows a distributor (“Consignee”) to receive goods on consignment from a consignment vendor (“Consignor”), hold them for sale and then to make consignment sales to customers. The Consignee receiving goods on consignment records the goods in the product master and in inventory, but these goods are carried at zero value reflecting the fact […]
Accolent ERP Purchasing KPI
Accolent ERP includes several KPIs (Key Performance Indicators) that deliver graphical visualization dashboards for important performance metrics. All the data is summarized as of the end-of-business on the prior day and cached to improve performance. The purchasing dashboard shows the (1) number of POs received for the Current MTD compared to Last MTD, (2) amount […]