Accolent ERP automatically creates back orders for products that were ordered but unavailable to be shipped to the Customer. Back orders are not created for immediate invoices or for customers that do not have the “allow back orders” checkbox selected. Products that could not be shipped are split-off from the order and created as back […]
Category: Back Orders
Understanding Inventory Tracking
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 […]
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 […]
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 […]
Back Ordered Products
Accolent ERP shows all back orders on the List Back Orders screen broken out by back order. Each back order can be expanded to show the products on the back order. Any population of back orders can be evaluated at any time to show which can be filled and which cannot. This screen can also […]
Filling Back Orders
Accolent ERP allows users to evaluate outstanding back orders at any time. Selecting a population of back orders to evaluate and running the Evaluate BOs, indicates which of the selected back orders: (1) Cannot be Filled, (2) Can be Partially Filled and (3) Can be Filled. Running the Process Orders allows those back orders that […]
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 […]