Accolent ERP allows for Labor to be billed to customers on orders. Typically, Labor does not need a specific product to be made. Labor can just be added to orders, and it creates Labor Income but no Labor costs are tracked to orders; instead Labor costs are treated as period expenses. However, there may be […]
Category: Orders
Selling to Foreign Currency Customers
Accolent ERP supports multi-currency through an API that delivers global FX Rates. Using the multi-currency module, an invoice can be created in foreign currency for a Customer. When the Invoice is created, Accounts Receivable/Sales will be debited/credited for the functional currency equivalent at that time. Subsequently when the Customer’s payment is received, Accounts Receivable will […]
Creating Deals and Sales Pipelines
Accolent ERP supports the use of a systematic sales process to take new sales leads then track their progression through the stages of qualification, discovery, evaluation and proposal to closing and completing a sale. These steps are referred to as Sales Stages and are defined in the Sales Stage Value List. The Sales Stage Value […]
Using 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. For example, PaigeWomen brand of Women’s jeans may be stocked in different colors and sizes. The Configurable Product […]
Using the Quick Pack & Ship Screen
Accolent ERP allows orders to be packed and shipped order by order if desired. If this approach is used, orders can be packed in multiple boxes and packing lists generated to show what items are in which box. Alternatively, for small parcel shipments, the Quick Pack & Ship provides a one screen pack and ship […]
Making Service Calls
Accolent ERP allows dispatchers to take Service Calls from Customers, and in response, to schedule and dispatch service technicians to provide break fix/repair/replacement services at Customers’ locations. Based on a Customer call, a dispatcher makes a Service Call calendar appointment for a specific service technician. The service technician can access the calendar appointment on a […]
Accolent ERP Multi-Channel eCommerce
Accolent ERP is integrated with multiple eCommerce Stores (Shopify, Woo Commerce, Big Commerce, etc.) and multiple eCommerce marketplaces (Amazon, eBay, Etsy, Walmart, etc.) (collectively, “eCommerce Stores”). The integration is accomplished through a multi-channel connector, that links Accolent ERP to multiple eCommerce Stores using APIs and FTP Data Feeds. Using this integration, Accolent ERP users can […]
Pricing for Bill-To and Ship-To Customers
Accolent ERP allows for Bill-To and Ship-To customers. Every order specifies a Bill-To customer and a Ship-To customer – which may be the same as the Bill-To. If sales do not need to be tracked by the ship-to address, a separate Ship-To customer is not needed. If sales do need to be tracked by ship-to […]
Using Zip2Tax for Tax Jurisdictions
Accolent ERP allows users to manually create tax jurisdictions and manually maintain these tax jurisdictions as tax rates change. As an alternative, to avoid the need to create or manage tax jurisdictions, users can purchase Zip2Tax spreadsheets for one or multiple US States and Canada on a one-time or monthly basis. These spreadsheets can be […]
Using Category GL Account Overrides
Accolent ERP Sales Journal GL postings typically use the standard GL Accounts specified on the Warehouse GL Defaults. Accolent ERP also allows product line GL Postings to be overridden by Category. In this case the GL Accounts used for postings of sales transactions and purchase order transactions will use the GL Accounts specified on the […]