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 […]
Category: Quotes
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 […]
Pricing for Bill-To and Ship-To Customers
Accolent ERP allows for Bill-To and Ship-To customers. Every order specifies a Bill-To customer and a Ship-To customer – which may be the same as the Bill-To. If sales do not need to be tracked by the ship-to address, a separate Ship-To customer is not needed. If sales do need to be tracked by ship-to […]
Sales and Excise Taxes on Alcohol
Accolent ERP supports State and Federal Excise taxes collected on Alcohol, (or Tobacco, Gasoline and Diesel fuel as well as other goods and services). A separate tab in the US Tax Jurisdictions value list allows State and Federal Excise taxes to be specified by tax jurisdiction. Depending on the State, excise taxes may be charged […]
Creating Quotes for Prospects
Accolent ERP allows the creation of Prospects, which are similar to Customers. However, unlike Customers, Prospects can initially be created with very limited information only: (i) Prospect Code, (ii) Prospect Name, (iii) Salesperson and (iv) Contact. As the Prospect goes through qualification and discovery much more information can be collected and the Prospect record updated. […]
Using Incoterms
Accolent ERP allows users to select from the 11 Incoterms® (International Commercial Terms), published by the International Chamber of Commerce and accepted by governments and legal authorities around the world. Using the Incoterms table, users can modify the standard incoterms to reflect other negotiated trade terms, if desired. Creating the Incoterms Table Go to Settings […]
Using Barcode Labels and Scanners
Accolent ERP provides the ability to associate product codes with barcodes that can be scanned by barcode readers to identify the product. Manufacturers’ products will typically already have GS1-registered barcodes. Custom barcodes (i.e., not GS1-registered) can also be created. Once a barcode is received or created, and associated with a product code, Accolent ERP will […]
Printing Barcode Labels
Accolent ERP allows for barcodes that are stored as product synonyms to be printed on standard sticky label sheets. User can select a product population, a barcode type, and a form type, and then print the barcode labels. Product labels are printed on a form that has 80 products to a page. Bin labels can […]
Setting Up Product Barcodes
Accolent ERP allows for barcodes to be set up as product synonyms in several ways. Users can either (1) scan a manufacturer’s barcode into a product’s synonym field, (2) generate a custom barcode for a product using the selected barcode format and scan this into the product’s synonym field, (3) manually key in the multi-digit […]
Calculate Order Profit Options
Accolent ERP allows orders (or quotes) that have been saved to be reviewed and prices revised for the whole order using the Calculate Order Profit function. Once an order’s total is revised, for example to meet a bid target, Accolent ERP gives two options for pushing the adjusted total back to the line items. The […]