Accolent ERP’s email integration allows users to send emails from Accolent ERP using their Outlook or Gmail email addresses. Emails sent from Accolent ERP automatically update the users’ Outlook or Gmail sent folders. Emails sent from Accolent ERP to customers, prospects and vendors are also automatically logged to the recent interactions tab on the customer, […]
Category: Sales
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 […]
Recording Costs of Labor
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 […]
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 […]
Adding a Restocking Fee on a Credit Memo
Accolent ERP supports the practice of optionally charging restocking fees on goods returned for credit. In addition, Freight and Labor charged on the initial sale may be optionally refunded if desired or not refunded depending on the circumstances. If terms-based early payment discounts are to be refunded these may be dealt with separately as part […]
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 […]