Accolent ERP allows the user to enter lines on an order and then to assign a Sequence No to each line. The Sequence No allows for the lines on the order to be re-sorted on the screen and on the printed forms based on the assigned Sequence No. The Sequence No field is a decimal […]
Category: Quotes
CRM – Recent Interactions
Accolent ERP provides a CRM summary of recent interactions with Customers, Prospects and Vendors. This summary of recent interactions is maintained for each Customer, Prospect or Vendor and is easily accessible from that Customer, Prospect or Vendor master. The recent interactions summary includes all Calendar Tasks, Call Notes, Meeting Notes and Emails sent from Accolent […]
Creating Partial Shipments
Accolent ERP supports the creation of master orders delivered in multiple shipments. This is commonly used in construction projects where an order may be entered for the full project requirements, but goods are delivered in stages over the life of the project. To use this, enter the line items on the order with different desired […]
Sales Transaction Dates
Accolent ERP tracks multiple dates on sales transactions that are used for a variety of purposes in the system. Many dates are common to all sales transactions as they move through their workflow stages of quote à order à fulfillment à back order / invoice, while some are specific to the specific workflow stage. Most […]
Accolent ERP Direct API Integration with Magento
Overview Accolent ERP is directly linked to a Magento ecommerce platform. Accolent ERP uses Magento Community Edition version 2.3.6 which is open source, so it is free (by comparison, for revenue < $1,000,000, the Magento Commerce version 2.0, owned by Adobe, costs $22,000+ per year plus $40,000+ for hosting by Adobe). The Magento ecommerce store […]
Sending Forms with Transmittal Emails
Accolent ERP allows transaction forms to be sent by email to the addressees set up in the Email/Fax Defaults for each form. The transmittal emails can use either standard email templates or be created as free-hand emails. Standard email templates can be created for each form type using the system variables shown under the lookup […]
AutoQuotes Import Example-Products
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 […]
Using CRM to Track Follow-up with Prospects
Accolent ERP allows interactions with Prospects to be tracked, calendared, with call notes recorded and follow-up tasks assigned to other users. At any time, Calendar tasks may be filtered by user by Customer or Prospect to see the chronological history of the interactions. While not required, Deals can be created and associated with the Prospect. […]
Creating CRM Calendar Tasks
Accolent ERP includes the ability to create Calendar Tasks that can be linked to a Company Type (Customer, Prospect or Other) as well as a Contact and a Deal. Once created, Calendar Tasks will be displayed on the user’s calendar by date and time and can be edited as needed. In addition, a user can […]
Creating Recurring Orders
Accolent ERP allows users to create recurring orders. To create a recurring order, a user will first create the initial order, then specify the number of recurrences and the periodicity. The initial order will have a transaction number of the form nnnnR1 and will be created as a current Order. All subsequent recurrences of the […]