Accolent ERP tracks multiple dates on sales transactions that are used for a variety of purposes in the system. Many dates are common to all sales transactions as they move through their workflow stages of quote à order à fulfillment à back order / invoice, while some are specific to the specific workflow stage. Most […]
Category: Credit Memos
Using CRM to Track Follow-up with Prospects
Accolent ERP allows interactions with Prospects to be tracked, calendared, with call notes recorded and follow-up tasks assigned to other users. At any time, Calendar tasks may be filtered by user by Customer or Prospect to see the chronological history of the interactions. While not required, Deals can be created and associated with the Prospect. […]
Creating CRM Calendar Tasks
Accolent ERP includes the ability to create Calendar Tasks that can be linked to a Company Type (Customer, Prospect or Other) as well as a Contact and a Deal. Once created, Calendar Tasks will be displayed on the user’s calendar by date and time and can be edited as needed. In addition, a user can […]
Setting Up International Customers/Vendors
Accolent ERP allows international Customer/Vendor addresses. All of the Countries in the world have already been set up in the Countries Value list using the ISO2 standard nomenclature. To create an international address, first create the State/Province in the State/Province Value List and associate it with the Country. Then create a tax jurisdiction for the […]
Inventory and Non-Inventory Products
Accolent ERP accommodates both Inventory and Non-Inventory products. Inventory products are goods held for sale. Non-Inventory products include items for internal consumption (e.g., Office Supplies) or items that may be billed to customers (e.g., Labor) but for which, costs are not tracked to orders. For an Inventory product, the quantity on hand and available to […]
Making a Product Inactive
Accolent ERP allows for making old products Inactive. This might be needed, for example, for a product that has been replaced by a new product. The old product code will still show on historical invoices that the old product was sold on. However, going forward the old product code will be Inactive but may be […]
Customer Billing Address
Accolent ERP stores a Shipping address for a Customer (whether a Bill-To Customer or a Ship-To Customer) as well as a Billing Address. If the Billing Address is blank, the Invoice form will use the Shipping Address. Note the Shipping Address and Billing Address should not be confused with Ship-To Customers and Bill-To Customers. Customer’s […]
Editing Product Descriptions
Accolent ERP allows for multiple product descriptions, and/or entering free-hand descriptions of products. Up to 3 product descriptions may be saved on the product; these are often used for maintaining the product descriptions in different languages. Only the Product Description on the product master can be used to select the product. However, once selected, in […]
Deleting a Credit Memo
Accolent ERP allows a Credit Memo that is in order status to be deleted, just as for orders. If the Credit Memo has already been moved to invoiced status, it will first have to be unconfirmed, then it will need to be moved back to order status before it can be deleted. Identify Credit Memo […]
Unconfirming and Editing a Credit Memo
Accolent ERP allows the creation of Credit Memos to credit customers, for example, for damaged items received. With a two-step process, the Credit Memo is created then moved to fulfillment and an RMA form printed and sent to the customer. The Credit Memo is held in fulfillment pending return of the goods, then can be […]