Though similar to orders, the inventory tracking of credit memos differs from that for orders; instead, credit memos are treated similarly to POs. When created a two-step credit memo increases the quantity on credit memo (Q-CM) without affecting quantity on hand (Q-On Hand) or quantity available (Q-Avail). When a credit memo is moved to fulfillment […]
Category: Sales
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 […]
Setting Salespersons on Orders
Accolent ERP allows for two possible methods of assigning salesperson on orders. In the first model, a salesperson is assigned to a customer, and this assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all orders for that customer. In the second model, any salesperson […]
Self Service Portal Login to Multiple Linked Accounts
The Accolent ERP Self-Service Portal (“SSP”) allows Customers’ employees (“End-Users”) to place orders, review the status of their orders, look up their prior transactions, review their Statements and pay invoices. Typically, each End User will be uniquely associated with only one Accolent ERP Customer. However, the SSP can also accommodate situations in which one End-User […]
Setting Up Install Options in the Self-Service Portal
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 […]
Online Store Set Up & Implementation
Accolent ERP supports multiple eCommerce platforms either through direct API integration or through a connector that facilitates the linkage of multiple eCommerce stores. Currently, Accolent ERP is linked to multiple Online Stores (including Drupal, Magento Community version, Shopify, Woo Commerce, Big Commerce) and to multiple eCommerce marketplaces (including Amazon, eBay, Walmart). This wiki is designed […]
Adding/Removing Products from BOMs
Accolent ERP has a complete Bill of Materials (BOM) functionality for use in assembly or other light manufacturing operations. The manufactured BOM Product can be defined in terms of an unlimited number of components specified on the product’s BOM List. Once a Batch is created to manufacture a quantity of the BOM Product, components may […]
Accolent ERP Direct API Integration with Shopify
Accolent ERP is linked through direct managed APIs to the Shopify ecommerce platform. Setting up a Shopify Online Store is very straightforward and can be done by most users without the need for technical resources. However, ADS Solutions technical personnel are available to assist with setting up a Shopify Online Store, if required. The Accolent […]
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 […]
Using PipeDrive with Accolent ERP
Accolent ERP has its own built-in CRM capability which offers most of the basic CRM functionality that distributors need. In addition, Accolent ERP is integrated with PipeDrive (PD), a widely-used, third-party CRM system, through APIs. The integration links the following Accolent ERP fields: Contacts, Customers/Prospects and Salespersons with respectively Persons, Organizations and Owners in PD. […]