In Accolent ERP, transactions with customers from generating a quote, taking an order to sell goods to a customer, fulfilling the order and finally to invoicing the customer are all managed through the Settings > Sales menus. There are separate secondary menus for Quotes, Orders, Fulfillment and Invoice. There are several types of orders that […]
Category: Quotes
Using Contract Pricing
Contracts are the highest level in the pricing hierarchy and are checked before any other method of pricing. Multiple Contracts may be specified for a customer, and each assigned a priority level. The system’s pricing check starts with the Contract with the highest priority and continues through all linked Contracts in order of priority until […]
Using Quantity Break Pricing
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Quantity Breaks, which are essentially tables specifying volume discounts. To use Quantity Break Pricing, first set up the Quantity Break Pricing table to define discounts for different purchase levels. Once set up a Quantity Break can be applied to a […]
Using Price Lists
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Price Lists. To use Price Lists, first set up Pricing Tiers to reflect the different types of customer groupings that get the same pricing (e.g., Gold Level, Silver Level, Bronze Level, National Accounts). Then specify a Price List that defines […]
Moving a Quote to an Order
Accolent ERP tracks Quotes, Orders, Fulfillments and Invoices reflecting the flow of a transaction through the business. Once a Quote is accepted, it can be moved to an Order. Similarly, once the Order is released to the warehouse it can be moved to Fulfillment and once the Order is fulfilled and confirmed as shipped, it […]
Using Linked Files
Accolent ERP allows users to link documents, schematics, contracts, or pictures to several Accolent ERP screens, including Customers, Contacts, Vendors and Products as well as Sales transactions (Quotes, Orders, Fulfillments, Invoices), POs and Vouchers. Once linked, these files will show up as hyperlinks on the Accolent ERP screens. The linked files can then be accessed […]
Using the Transaction Locate Screen
The Accolent ERP Transaction Locate screen is a single screen from which users can search the system for specific sales-related transactions. Included in the search are Quotes, Orders, Orders in Fulfillment, Invoices, Back Orders and Future Orders for any transaction type including special orders and recurring orders. Multiple Available Filters Go to Home > Transaction […]
Using Freight Rate Lookups
Accolent ERP includes integrations with UPS, USPS and FedEx, which allow for freight rates from different providers to be looked up when entering a customer’s order. The freight rate for the freight vendor and service selected can be added automatically to the order together with a surcharge if desired. Create an Order Create order 65893. […]
Opening Multiple Browser Tabs
Accolent ERP allows a user to open multiple browser tabs at the same time. These additional tabs can be used to look up records and/or to edit supporting records in another part of the system while in the middle of a task. For example, while in the middle of entering an Order, it is possible […]
Using Product Images
Accolent ERP supports product images throughout the system. Each product can have up to 9 images. Amazon’s shopping cart can accept up to 9 images, although only 7 are displayed. Product images are stored in AWS S3 and should be JPG or PNG image files. Product images can be imported using the Bulk Imports or […]