Accolent ERP uses EasyPost to provide users with access to over 70 common carriers and regional shipping companies. Accolent ERP also allows a user’s Customer’s Carrier Account settings to be saved on the cudstomer master screen. Then, if requested by the Customer, an order for that Customer may be shipped using the Customer’s indicated carrier […]
Category: Orders
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 […]
Entering Linked Document Types Value Lists
Use the Linked Document Types screens to set up types to identify linked documents. Linked Document Types Once you have set up the Linked Documents Types, you can link these to various records You can link documents to a record from the Actions menu on customers, products, vendors, contacts, quotes, orders, invoices, and POs Types […]
Cash on Delivery (COD) Orders
Accolent ERP allows a customer’s credit terms to be specified as COD, requiring that payment in full be made upon delivery. When an order with COD terms is shipped, full payment will be required to invoice the transaction. Similarly, when an immediate invoice is created for this customer full payment will be required to complete […]
Using Signature Capture
Accolent ERP allows for the capture of a customer’s signature on counter sales or other situations. The tablet/laptop/desktop running Accolent ERP can capture a signature directly on-screen or through signature capture pads connected to the tablet/laptop/desktop. Most signature capture pads that connect via USB or Bluetooth are designed to be plug-and-play input devices and so […]
Setting Up a Signature Capture Pad
Accolent ERP allows for the capture of a customer’s signature in counter sales or other situations. The tablet/laptop/desktop running Accolent ERP can capture a signature directly on-screen or through signature capture pads connected to the tablet/laptop/desktop. Most signature capture pads that connect via USB or Bluetooth are designed to be plug-and-play input devices and so […]
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 […]
Temporary Orders and POs
Accolent ERP automatically creates entries into the Temporary Order and Temporary Purchase Order (PO) tables that update as line items are entered on Orders or POs respectively. This means that if a user experiences a power outage, loss of Internet connectivity, or exits from Accolent ERP without saving the Order or PO, a copy will […]