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 […]
Category: Quotes
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. […]
Immediate Invoice & POS Settings
Immediate invoices and POS transactions are used for walk-in, cash customers but may also be used for regular orders that are picked up from the warehouse. The default settings on regular orders are always taken from the customer master record or the system Configuration Settings. In contrast, for immediate invoices and POS transactions the default […]
Importing 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. Since Configurable Products require a lot of specific entries, Accolent ERP streamlines the process by allowing for the […]
Average Cost Rules
Accolent ERP uses Average Cost as the method of accounting for all capitalized transaction costs for each inventory product. The Average Cost of a product reflects the cumulative cost of that product divided by the ending quantity of the product. Transactions that involve a product will update the product’s ending quantity and Average Cost, which […]
Setting Up Salespersons
Salespersons need to be Accolent ERP Users in order to be able to see customer records, create quotes and orders, to be able to access customer-pricing and to view sales reports. So, in almost all cases, Salespersons will also be Users. Typically, User records are created first then Users can be designated as Salespersons from […]
Limiting Salespersons to Seeing Their Own Customers Only
Salespersons are generally Accolent ERP Users with full access to the system, but they do not have to be. Users can be limited to being able to see and enter orders only for those customers associated with a particular Salesperson, this restriction is entered on the User screen. Typically, this restriction would be used to […]
Approving Orders in the Self-Service Portal
The Accolent ERP Self-Service Portal 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. This allows the Accolent user to deliver better service to its Customers with fewer sales and service personnel, increasing efficiency and reducing cost. The Self-Service Portal […]
AutoQuotes Import Example-Accessories and Comments
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 […]
Email Integration with Outlook or Gmail
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, […]