Accolent ERP tracks inventory from the time it is placed on an order or back order through fulfillment to invoicing. The inventory moves through different categories so its status can be tracked. Inventory Quantity on Hand (Q-On Hand) is allocated to orders as soon as a line item is entered on an order, and then […]
Category: Credit Memos
Using Future Orders
Accolent ERP distinguishes between current orders and Future Orders. Unlike current orders, Future Orders do not allocate inventory. To create a Future Order first specify in the system configurations the number of days in the future (e.g., 5 days) an order needs to be dated to constitute a Future Order. Once this setting is saved, […]
Pricing Overview
Accolent ERP allows the use of complex pricing tools that are also easy to maintain. These pricing tools pricing systems are designed to be both flexible in their application and powerful in their capability. Using the Accolent ERP pricing tools, distributors have unlimited flexibility to implement almost any desired pricing scheme. The pricing options include […]
Accolent ERP Integration with Avalara
Accolent ERP is integrated with Avalara’s AvaTax Cloud-based sales and use tax solution. With an Avalara account, transactions entered into Accolent ERP will get the sales tax directly from Avalara based on geolocation and product classifications. Avalara eliminates the need to keep the Accolent ERP tax jurisdictions table updated for changing legislative regulations, new tax […]
Customer Quotes, Orders, Fulfillments & Invoices
In Accolent ERP, transactions with customers from generating a quote, taking an order to sell goods to a customer, fulfilling the order and finally to invoicing the customer are all managed through the Settings > Sales menus. There are separate secondary menus for Quotes, Orders, Fulfillment and Invoice. There are several types of orders that […]
Using Contract Pricing
Contracts are the highest level in the pricing hierarchy and are checked before any other method of pricing. Multiple Contracts may be specified for a customer, and each assigned a priority level. The system’s pricing check starts with the Contract with the highest priority and continues through all linked Contracts in order of priority until […]
Using Quantity Break Pricing
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Quantity Breaks, which are essentially tables specifying volume discounts. To use Quantity Break Pricing, first set up the Quantity Break Pricing table to define discounts for different purchase levels. Once set up a Quantity Break can be applied to a […]
Using Price Lists
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Price Lists. To use Price Lists, first set up Pricing Tiers to reflect the different types of customer groupings that get the same pricing (e.g., Gold Level, Silver Level, Bronze Level, National Accounts). Then specify a Price List that defines […]
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 […]
Using the Transaction Locate Screen
The Accolent ERP Transaction Locate screen is a single screen from which users can search the system for specific sales-related transactions. Included in the search are Quotes, Orders, Orders in Fulfillment, Invoices, Back Orders and Future Orders for any transaction type including special orders and recurring orders. Multiple Available Filters Go to Home > Transaction […]