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: Quotes
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 […]
Using Lot Costing
Accolent ERP uses Average Cost (or FIFO cost if selected) throughout the system for non-Lot-controlled Products. However, whether the system is set to use Average Cost or FIFO cost, Lot-controlled products will always use Lot Costing. In Lot Costing, the system records the specific Lot Cost for every Lot when it is received in, then […]
Creating Unapplied Payments
In Accolent ERP payments received from Customers are typically entered as payment receipts and applied directly to open invoices. The system will make the payment receipt, then record the open invoices as paid and update the Accounts Receivable Aging. If a payment cannot immediately be assigned to open invoices, it can be held as an […]
Using CSI Codes
Accolent ERP supports the use of the CSI (Construction Specifications Institute) Codes, that are the most widely used cost classification system used in the construction industry. For example, CSI Code 08 11 20 MAT refers to Aluminum Doors and Frames-Materials. In Accolent ERP, a Category 081120MAT for Aluminum Doors & Frames-Materials can be set up […]
Tracking of Inventory on Credit Memos
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 […]
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 […]
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 […]