Customer Product Codes are the product codes that a specific Customer uses to identify items. The Customer uses its Customer Product Codes to identify items in its purchase orders. Accolent ERP can maintain a record of a particular Customer’s Customer Product Codes that correspond uniquely to internal product codes. Once this record is built, any […]
Category: Special Orders
Using Accolent ERP Agentic AI
Accolent ERP has embedded AWS Quick (“Quick”), which is AWS’ Agentic AI offering. Quick is an AI solution that offers chat agents, workflows and dashboards and visualizations using LLMs (Large Language Models) running in AWS Bedrock and called from a customer workspace. The customer workspace can access various data sources, such as your Accolent ERP […]
Transaction Logging Using Internal Notes
Accolent ERP maintains a complete log of a transaction’s changes in status through its lifecycle. This log is maintained in the Internal Notes associated with a transaction. The log includes a message on the transaction status, Entered By, Entered Time and Logged in User fields and is maintained by the system. These system-maintained entries cannot […]
Specifying Install Options for Products
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 […]
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 […]
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 […]
Creating a Special Order Starting from the PO
Accolent ERP has extensive special order functionality. A special order links a sales order line item directly to a PO. The special order line item can be filled only from the linked PO which can be created automatically. When the linked sales order is moved to shipping, it is moved to a back order and […]
Adding a Product on-the-Fly
Accolent ERP allows for products to be added on-the-fly to an order. This might be necessary if, for example, while taking an order, the customer requests a product that is not stocked but is available as a special order from a vendor. The product can be looked up on the vendor’s website, made with very […]
Sales and Excise Taxes on Alcohol
Accolent ERP supports State and Federal Excise taxes collected on Alcohol, (or Tobacco, Gasoline and Diesel fuel as well as other goods and services). A separate tab in the US Tax Jurisdictions value list allows State and Federal Excise taxes to be specified by tax jurisdiction. Depending on the State, excise taxes may be charged […]