Accolent ERP allows the user to enter lines on an order and then to assign a Sequence No to each line. The Sequence No allows for the lines on the order to be re-sorted on the screen and on the printed forms based on the assigned Sequence No. The Sequence No field is a decimal […]
Category: Special Orders
CRM – Recent Interactions
Accolent ERP provides a CRM summary of recent interactions with Customers, Prospects and Vendors. This summary of recent interactions is maintained for each Customer, Prospect or Vendor and is easily accessible from that Customer, Prospect or Vendor master. The recent interactions summary includes all Calendar Tasks, Call Notes, Meeting Notes and Emails sent from Accolent […]
Creating Partial Shipments
Accolent ERP supports the creation of master orders delivered in multiple shipments. This is commonly used in construction projects where an order may be entered for the full project requirements, but goods are delivered in stages over the life of the project. To use this, enter the line items on the order with different desired […]
Sales Transaction Dates
Accolent ERP tracks multiple dates on sales transactions that are used for a variety of purposes in the system. Many dates are common to all sales transactions as they move through their workflow stages of quote à order à fulfillment à back order / invoice, while some are specific to the specific workflow stage. Most […]
Look Up Special Order POs from Invoices
Accolent ERP fully supports Special Orders which are sales orders for special order items that are automatically linked to POs. Once linked a sales order can only be filled from its linked PO. On occasion, after the PO is received and the Invoice sent, it may be necessary to look up the PO from the […]
Special Order Costs
Accolent ERP has extensive special order functionality. A special order links a sales order line item directly to a PO. Unlike other inventory transactions that take the sales order cost from the Average Cost, special orders get the sales order cost directly from the linked PO. Typically, the default PO cost is set up on […]
AutoQuotes Import Example-Products
For Restaurant Supply distributors, Accolent ERP provides an easy linkage with AutoQuotes (“AQ”). Using AQ, distributors can create AQ Projects and then download these as pre-configured CSV files. These CSV files (“AQ Export CSVs”) can be zipped and then imported into Accolent ERP as orders. To create an order in Accolent ERP, first create the […]
Setting Up International Customers/Vendors
Accolent ERP allows international Customer/Vendor addresses. All of the Countries in the world have already been set up in the Countries Value list using the ISO2 standard nomenclature. To create an international address, first create the State/Province in the State/Province Value List and associate it with the Country. Then create a tax jurisdiction for the […]
Requested Date and Deliver Date
In addition to the transaction date on an order, Accolent ERP provides two other date fields that may be used to manage orders. The Requested Date field on the General tab of an order is a header-level field and applies to the whole order. In addition, on the Product tab of the order, each product […]
Inventory and Non-Inventory Products
Accolent ERP accommodates both Inventory and Non-Inventory products. Inventory products are goods held for sale. Non-Inventory products include items for internal consumption (e.g., Office Supplies) or items that may be billed to customers (e.g., Labor) but for which, costs are not tracked to orders. For an Inventory product, the quantity on hand and available to […]