Accolent ERP tracks Quotes, Orders, Fulfillments and Invoices reflecting the flow of a transaction through the business. Once a Quote is accepted, it can be moved to an Order. Similarly, once the Order is released to the warehouse it can be moved to Fulfillment and once the Order is fulfilled and confirmed as shipped, it […]
Category: Orders
Moving an Order from Fulfillment to Invoice
Accolent ERP tracks Quotes, Orders, Fulfillments and Invoices reflecting the flow of a transaction through the business. Once a Quote is accepted, it can be moved to an Order. Similarly, once the Order is released to the warehouse it can be moved to Fulfillment and once the Order is fulfilled and confirmed as shipped, it […]
Moving a Quote to an Order
Accolent ERP tracks Quotes, Orders, Fulfillments and Invoices reflecting the flow of a transaction through the business. Once a Quote is accepted, it can be moved to an Order. Similarly, once the Order is released to the warehouse it can be moved to Fulfillment and once the Order is fulfilled and confirmed as shipped, it […]
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 […]
Using Freight Rate Lookups
Accolent ERP includes integrations with UPS, USPS and FedEx, which allow for freight rates from different providers to be looked up when entering a customer’s order. The freight rate for the freight vendor and service selected can be added automatically to the order together with a surcharge if desired. Create an Order Create order 65893. […]
Opening Multiple Browser Tabs
Accolent ERP allows a user to open multiple browser tabs at the same time. These additional tabs can be used to look up records and/or to edit supporting records in another part of the system while in the middle of a task. For example, while in the middle of entering an Order, it is possible […]
Opening the Product Record from Order Entry
Accolent ERP provides the ability to access the product master record from within an order. You might wish to do this, for example, to look up detailed information on the product such as sales history, sales history by customer or PO history – without getting out of the order. Creating an Order From the menus […]
Using Product Images
Accolent ERP supports product images throughout the system. Each product can have up to 9 images. Amazon’s shopping cart can accept up to 9 images, although only 7 are displayed. Product images are stored in AWS S3 and should be JPG or PNG image files. Product images can be imported using the Bulk Imports or […]
Creating Accessory Products
Accolent ERP supports Accessory Products that are add-ons or upsells that can be defined for a particular Product. To set this up, select a Product, then define its list of Accessory Products. Specifying that Product on an order will alert the user that there may be an opportunity to sell the additional Accessory Products as […]