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: Invoices
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 […]
Accolent ERP Direct API Integration with Shopify
Accolent ERP is linked through direct managed APIs to the Shopify ecommerce platform. Setting up a Shopify Online Store is very straightforward and can be done by most users without the need for technical resources. However, ADS Solutions technical personnel are available to assist with setting up a Shopify Online Store, if required. The Accolent […]
Invoice Forms Showing Payments
Accolent ERP includes an Invoice form 102 Variation that shows on the invoice the prior payments plus discounts taken as of the datetime that the invoice was printed. Since payments can be taken and recorded at any time, the datetime stamp on the invoice is an important reference as the invoice will not include any […]
Immediate Invoice & POS Settings
Immediate invoices and POS transactions are used for walk-in, cash customers but may also be used for regular orders that are picked up from the warehouse. The default settings on regular orders are always taken from the customer master record or the system Configuration Settings. In contrast, for immediate invoices and POS transactions the default […]
Recording Taxes for Fuel Delivery
Accolent ERP supports Federal and State excise taxes collected on gasoline and diesel fuel. In addition, many States also collect a variety of Local, Inspection and other Pollutant-related taxes, which like excise taxes, are levied on a per-unit (gallons) basis on fuel sold. These excise and other taxes are passed through to the end customer. […]
Importing Configurable Products and Variants
Accolent ERP supports Configurable Products and Variants. A Configurable Product is not a single product, but rather a family of identical products that vary based only on the values selected for certain Attributes associated with the product. Since Configurable Products require a lot of specific entries, Accolent ERP streamlines the process by allowing for the […]
Average Cost Rules
Accolent ERP uses Average Cost as the method of accounting for all capitalized transaction costs for each inventory product. The Average Cost of a product reflects the cumulative cost of that product divided by the ending quantity of the product. Transactions that involve a product will update the product’s ending quantity and Average Cost, which […]
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 […]