Accolent ERP offers multiple pricing options: contract pricing, promotional pricing, price lists, quantity breaks, warehouse discounts and special pricing. Many of these pricing options can be combined and used together. Depending on the pricing options set up for the customer, the product, the UOM, quantity and the warehouse, will yield a specific calculated price that […]
Category: Quotes
Accolent ERP Transaction Numbering
Accolent ERP provides system-generated or user-entered transaction numbering in order entry and PO entry. The preferred transaction numbering approach can be set up as a system default. If set to user-generated, the user can at any time uncheck the Manual Entry checkbox to use a system-generated number or vice versa. Set Application Defaults for Orders […]
Calculate Order or Line Profit
During quote or order entry, Accolent ERP allows users to revise prices either for the whole quote or order or line by line based on the profit or profit margin calculated using Standard Cost. These options may be used if, for example, a bid is being submitted and the whole quote or order needs to […]
Freight and Labor Billed to Customers
Accolent ERP allows for billing customers for Freight and/or Labor. The amounts entered on the order for Freight and/or Labor will be billed to the customer. The GL Posting of the order when invoiced, will record the amounts charged as Freight and/or Labor Income. Freight and/or Labor are typically non-inventory products. As such, the costs […]
Internal Notes and Special Instructions
Accolent ERP allows the use of Internal Notes as well as Special Instructions, which are printed on forms, on all transactions. Internal Notes stay with a transaction through its life cycle from Quote to Invoice or from PO to PO Receipt and can be seen in Accolent ERP but are not printed on forms. Printed […]
Importing Products into Quotes and Orders
Accolent ERP offers several powerful options that make it easy to import products into quotes or orders. From within a quote or an order the Imports tab has several import options from which line items and the quantities may be searched for, selected and then added into the quote or order being entered. Available Options to […]
Using Future Orders
Accolent ERP distinguishes between current orders and Future Orders. Unlike current orders, Future Orders do not allocate inventory. To create a Future Order first specify in the system configurations the number of days in the future (e.g., 5 days) an order needs to be dated to constitute a Future Order. Once this setting is saved, […]
Shipping Orders from Multiple Warehouses
An Accolent ERP order is created on a specific warehouse that defaults into the order based on the user. When entering products on the order, the system automatically records the quantity that must be back ordered based on the inventory in the system. The user has the ability to look up inventory on other warehouses […]
Pricing Overview
Accolent ERP allows the use of complex pricing tools that are also easy to maintain. These pricing tools pricing systems are designed to be both flexible in their application and powerful in their capability. Using the Accolent ERP pricing tools, distributors have unlimited flexibility to implement almost any desired pricing scheme. The pricing options include […]
Accolent ERP Integration with Avalara
Accolent ERP is integrated with Avalara’s AvaTax Cloud-based sales and use tax solution. With an Avalara account, transactions entered into Accolent ERP will get the sales tax directly from Avalara based on geolocation and product classifications. Avalara eliminates the need to keep the Accolent ERP tax jurisdictions table updated for changing legislative regulations, new tax […]