Accolent ERP allows Installation Options to be defined for Products. These Installation Options are typically non-inventory, service-type products but they do not have to be. Installation Options could include options for, for example, Delivery Only, Delivery and Installation and Delivery Installation and Removal of Old Equipment. If Installation Options are entered for a product, they […]
Category: Deliveries
Online Store Set Up & Implementation
Accolent ERP supports multiple eCommerce platforms either through direct API integration or through a connector that facilitates the linkage of multiple eCommerce stores. Currently, Accolent ERP is linked to multiple Online Stores (including Drupal, Magento Community version, Shopify, Woo Commerce, Big Commerce) and to multiple eCommerce marketplaces (including Amazon, eBay, Walmart). This wiki is designed […]
Setting Up Salespersons
Salespersons need to be Accolent ERP Users in order to be able to see customer records, create quotes and orders, to be able to access customer-pricing and to view sales reports. So, in almost all cases, Salespersons will also be Users. Typically, User records are created first then Users can be designated as Salespersons from […]
Limiting Salespersons to Seeing Their Own Customers Only
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 […]
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 […]
Using the ADS Solutions POD App
The ADS Solutions Proof-of-Delivery App (“POD App”) is one of the mobile user apps available for use with Accolent ERP. Use of the POD App requires an annual subscription for mobile users that need not be Accolent ERP users. Once they are set up in Accolent ERP, orders may be assigned to these mobile users […]
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, […]