Salespersons are generally Accolent ERP Users with full access to the system, but they do not have to be. Users can be limited to being able to see and enter orders only for those customers associated with a particular Salesperson, this restriction is entered on the User screen. Typically, this restriction would be used to […]
Category: Credit Memos
Taking Trade-Ins
Accolent ERP allows users to take trade-ins of used equipment against sales of new equipment. The used equipment taken as a trade-in will be maintained in inventory and should be identified using some easily recognizable Product Code. For example, the Product Code could consist of a prefix for “Used” then the “Model No” of the […]
Email Integration with Outlook or Gmail
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, […]
Adding a Restocking Fee on a Credit Memo
Accolent ERP supports the practice of optionally charging restocking fees on goods returned for credit. In addition, Freight and Labor charged on the initial sale may be optionally refunded if desired or not refunded depending on the circumstances. If terms-based early payment discounts are to be refunded these may be dealt with separately as part […]
Sales and Excise Taxes on Alcohol
Accolent ERP supports State and Federal Excise taxes collected on Alcohol, (or Tobacco, Gasoline and Diesel fuel as well as other goods and services). A separate tab in the US Tax Jurisdictions value list allows State and Federal Excise taxes to be specified by tax jurisdiction. Depending on the State, excise taxes may be charged […]
Using VAT Canada
Accolent ERP supports VAT for Canada (and other non-US jurisdictions). To use first go to the Configuration screen and enable VAT Canada, then setup the Canadian tax jurisdictions. Then set the voucher allocations on vendors to include the Provincial Sales Tax (PST) and the Canadian Goods & Services Tax (GST). Once done, all sales transactions […]
Creating Quotes for Prospects
Accolent ERP allows the creation of Prospects, which are similar to Customers. However, unlike Customers, Prospects can initially be created with very limited information only: (i) Prospect Code, (ii) Prospect Name, (iii) Salesperson and (iv) Contact. As the Prospect goes through qualification and discovery much more information can be collected and the Prospect record updated. […]
Using Incoterms
Accolent ERP allows users to select from the 11 Incoterms® (International Commercial Terms), published by the International Chamber of Commerce and accepted by governments and legal authorities around the world. Using the Incoterms table, users can modify the standard incoterms to reflect other negotiated trade terms, if desired. Creating the Incoterms Table Go to Settings […]
Creating Credit Memos with Defective Items
Accolent ERP allows for a Credit Memo to distinguish between the items being refunded which can be put back into Inventory, which are Defective and which have been approved for a refund but are Not Returned. Items that are Defective may have some salvage value, but are completely written off and carried in Defective Inventory […]
Using Warehouse Discounts
Accolent ERP has a very comprehensive pricing system. One of the less frequently used pricing features is Warehouse discounts, which applies a discount level to a specific warehouse. To use Warehouse discounts, first set up the Warehouse Discount. Then once set up, the Warehouse Discount can be applied to a specific product, multiple products or […]