Accolent ERP allows for sales commissions to be calculated based either on gross sales or on profit. This is a global setting and should be set up once upfront for the system. Commission Types can be set up and assigned to Products, and a commission Profit Matrix set up for each Salesperson. The Profit Matrix […]
Category: Sales
Using Repairs
An Accolent ERP repair order differs from a regular order only in that it is related to a serialized product (usually but not necessarily that was previously sold to the customer). The repair transaction is recorded on the serial record of the product being repaired. In this way all repairs under warranty or otherwise together […]
Accolent ERP Integration with Avalara
Accolent ERP is integrated with Avalara’s AvaTax Cloud-based sales and use tax solution. With an Avalara account, transactions entered into Accolent ERP will get the sales tax directly from Avalara based on geolocation and product classifications. Avalara eliminates the need to keep the Accolent ERP tax jurisdictions table updated for changing legislative regulations, new tax […]
Using Third Party Shipping Accounts
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 […]
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 […]
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 […]
Using Special Pricing
Special Pricing is applied on top of the other product discount schemes but not on top of Contracts and Promotional Pricing. Special Pricing for a customer may be set up for specific products, or by specific categories, or to give an overall discount. When a customer has multiple Special Pricing discounts, only one will be […]
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. […]