Accolent ERP has a very comprehensive pricing system. One of the less frequently used pricing features is Warehouse discounts, which applies a discount level to a specific warehouse. To use Warehouse discounts, first set up the Warehouse Discount. Then once set up, the Warehouse Discount can be applied to a specific product, multiple products or […]
Category: Quotes
Using Promotional Pricing
Accolent ERP allows for specific products to be subject to special Promotional Pricing, that can have a limited time duration. This Promotional Pricing is specified by Pricing Tier and applies only within the specified validity period. Customers that qualify will get the Promotional Price assigned to their Pricing Tiers. Note that there is a Configuration […]
Importing Quote/Order/Invoice Line Items
Accolent ERP allows quotes, orders and immediate invoices to be created based on an CSV template. The CSV template includes only the line-item fields for Product Code, Product Description, UOM and Quantity. Once a quote, order or immediate invoice header is created (which essentially means entering the customer code), the CSV template can be used […]
Locking of Orders
Accolent ERP allows users to open multiple browser tabs to multitask. However, users MUST NOT open multiple orders at the same time. The user session, which maintains an active cache, does not distinguish between the browser tabs. So, if an order for one customer is open in one browser tab and another order is started […]
Hiding Cost and Profit
Accolent ERP allows the system to be set up to block access to cost and profit information. This is often used to modify the Order Entry Role to prevent order taking personnel from seeing costs and profit results. Modifications to the Order Entry Role should be made carefully since these changes will prevent order taking […]
Setting Salespersons on POS Transactions
Accolent ERP allows for two possible methods of assigning salespersons. In the first model, a salesperson will be assigned to a customer and the salesperson assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all sales to that customer. In the second model, salespersons are […]
Creating Hourly Rentals
Accolent ERP includes comprehensive functionality for short-term equipment rentals. In accordance with FAS13 and US GAAP, Accolent ERP accounts for short term equipment rentals as operating leases in which the lessor retains legal and accounting ownership of the rental equipment. Rental items are treated as fixed assets on the lessor’s Balance Sheet and costs are […]
Using Multiple UOMs
Accolent ERP allows the use of multiple UOMs. One UOM must be selected as the Stocking UOM, and one as the Pricing UOM. All inventory quantities in the system are kept in the Stocking UOM. All prices and costs: List Price, Standard Cost, Alternate Cost and Special Cost are kept in the Pricing UOM. Similarly, […]
Using Order Entry Price Shortcuts
For users that do not need complex pricing, Accolent ERP provides order entry price shortcuts based on Discount from List, Markup from Std Cost, Markup from Special Cost or Std Margin Target. Default values for each of these pricing methods can be entered in the System Configurations. Then when the price shortcut method is selected […]
Adding New UOMs
Accolent ERP can accept any UOM (unit of measure). Every UOM that is used in the system has to be added once to the Dynamic Lookup screen. After it has been added to the Dynamic Lookup the system will recognize it as a valid UOM. Dynamic Lookup Go to Settings > Value Lists > Other […]