Accolent ERP allows the user to control what date range is used by default for displaying transactions in the Transaction Locate, List Quotes, List Fulfillments and List Invoices screens. To change the default setting use the System Configuration. Set System Configuration Go to Settings > System > System Configuration. Use System Configuration ID 112 to […]
Category: Rentals
Decimal Places and Rounding
Accolent ERP does all internal calculations to 5 decimal places by default. When the system multiplies a unit price or a unit cost by quantity to calculate an extended dollar value, the result is rounded to 2 decimal places and the additional digits are dropped. Subsequent calculations such as to calculate sales tax are performed […]
Print, Email or Fax Transactions
Accolent ERP allows Quotes, Orders, Orders in Fulfillment or Invoices to be printed, faxed or emailed one-at-a-time. Alternatively, the user may select multiple of these items and print all at the same time, in the case of Orders in Fulfillment, or print or email all at the same time, in the case of invoices. List […]
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, […]
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 […]
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 […]
Completing and Invoicing an Order
Accolent ERP allows both Immediate Invoices, for over-the-counter sales, as well as traditional two-step Orders. In the traditional two-step transaction, an order is first created. Then when the order is complete it is moved to fulfillment which releases the order to the warehouse to be picked, packed and shipped. When the order is confirmed as […]