Vendors – Page 9 – Accolent ERP Help Documentation

Accessing Inactive Records

Accolent ERP allows records to be made inactive. Typically, this inactive status will be used for Customer, Product or Vendor records that are no longer in active use, but that cannot be deleted because they are still associated with transactions still in the system. Finding an Inactive Record To find an inactive customer, for example, […]

Using Email and Fax Defaults

The Accolent ERP email/fax defaults functionality allows forms to be automatically emailed or faxed to Customers, Vendors or Salespersons. To set this up, each form for each Customer, Vendor or Salesperson has to be linked to the contacts that will receive that particular form. Once these form recipients are set up their addresses will auto-populate […]

Using Linked Files

Accolent ERP allows users to link documents, schematics, contracts, or pictures to several Accolent ERP screens, including Customers, Contacts, Vendors and Products as well as Sales transactions (Quotes, Orders, Fulfillments, Invoices), POs and Vouchers. Once linked, these files will show up as hyperlinks on the Accolent ERP screens. The linked files can then be accessed […]

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 […]

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 […]