Accolent ERP allows for specific products to be subject to special Promotional Pricing, that can have a limited time duration. This Promotional Pricing is specified by Pricing Tier and applies only within the specified validity period. Customers that qualify will get the Promotional Price assigned to their Pricing Tiers. Note that there is a Configuration […]
Category: Credit Memos
Tracking Automotive Cores
Accolent ERP includes support for automotive cores that are recycled or reused in a re-manufactured (“reman”) product. To track all these parts, separate products need to be maintained for the recycled or reman product, and the core. Cores can be “clean” (e.g., a new battery core) or “dirty” (e.g., a used battery core). New products […]
Locking of Orders
Accolent ERP allows users to open multiple browser tabs to multitask. However, users MUST NOT open multiple orders at the same time. The user session, which maintains an active cache, does not distinguish between the browser tabs. So, if an order for one customer is open in one browser tab and another order is started […]
Refunding a Customer in Cash
Accolent ERP allows for the refunding of Customer Credit Memos (or Unapplied Cash) rather than more typically applying these against an open Accounts Receivable balance. First create a Credit Memo then, once created, the Credit Memo may be refunded in cash, by check or to a credit card. Create Invoice and Credit Memo Create Invoice […]
Hiding Cost and Profit
Accolent ERP allows the system to be set up to block access to cost and profit information. This is often used to modify the Order Entry Role to prevent order taking personnel from seeing costs and profit results. Modifications to the Order Entry Role should be made carefully since these changes will prevent order taking […]
Setting Salespersons on POS Transactions
Accolent ERP allows for two possible methods of assigning salespersons. In the first model, a salesperson will be assigned to a customer and the salesperson assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all sales to that customer. In the second model, salespersons are […]
Using Multiple UOMs
Accolent ERP allows the use of multiple UOMs. One UOM must be selected as the Stocking UOM, and one as the Pricing UOM. All inventory quantities in the system are kept in the Stocking UOM. All prices and costs: List Price, Standard Cost, Alternate Cost and Special Cost are kept in the Pricing UOM. Similarly, […]
Using Order Entry Price Shortcuts
For users that do not need complex pricing, Accolent ERP provides order entry price shortcuts based on Discount from List, Markup from Std Cost, Markup from Special Cost or Std Margin Target. Default values for each of these pricing methods can be entered in the System Configurations. Then when the price shortcut method is selected […]
Re-sorting Lines on an Order or PO
Accolent ERP allows the user to enter lines on an order and then to assign a Sequence No to each line. The Sequence No allows for the lines on the order to be re-sorted on the screen and on the printed forms based on the assigned Sequence No. The Sequence No field is a decimal […]
CRM – Recent Interactions
Accolent ERP provides a CRM summary of recent interactions with Customers, Prospects and Vendors. This summary of recent interactions is maintained for each Customer, Prospect or Vendor and is easily accessible from that Customer, Prospect or Vendor master. The recent interactions summary includes all Calendar Tasks, Call Notes, Meeting Notes and Emails sent from Accolent […]