Accolent ERP supports multiple eCommerce platforms either through direct API integration or through a connector that facilitates the linkage of multiple eCommerce stores. Currently, Accolent ERP is linked to multiple Online Stores (including Drupal, Magento Community version, Shopify, Woo Commerce, Big Commerce) and to multiple eCommerce marketplaces (including Amazon, eBay, Walmart). This wiki is designed […]
Category: Sales and Excise Taxes
Sales Taxes, Excise Taxes and Value-Added Taxes
Setting Up Salespersons
Salespersons need to be Accolent ERP Users in order to be able to see customer records, create quotes and orders, to be able to access customer-pricing and to view sales reports. So, in almost all cases, Salespersons will also be Users. Typically, User records are created first then Users can be designated as Salespersons from […]
Limiting Salespersons to Seeing Their Own Customers Only
Salespersons are generally Accolent ERP Users with full access to the system, but they do not have to be. Users can be limited to being able to see and enter orders only for those customers associated with a particular Salesperson, this restriction is entered on the User screen. Typically, this restriction would be used to […]
Accolent ERP Optional Modules
Accolent ERP is a full-featured ERP system including functionality for Order Management, Order Processing, Rebates Management, Complex Pricing Methods, Product Cost Management, Inventory Management, Inventory Tracking and Control, Bill of Materials and Kitting, Purchasing Management, Warehouse Management System, Multicarrier Shipping, Sales and Use Tax, Comprehensive GAAP-compliant General Ledger, Accounts Payable, AP Automation, Accounts Receivable, and […]
Using Zip2Tax for Tax Jurisdictions
Accolent ERP allows users to manually create tax jurisdictions and manually maintain these tax jurisdictions as tax rates change. As an alternative, to avoid the need to create or manage tax jurisdictions, users can purchase Zip2Tax spreadsheets for one or multiple US States and Canada on a one-time or monthly basis. These spreadsheets can be […]
Sales and Excise Taxes on Alcohol
Accolent ERP supports State and Federal Excise taxes collected on Alcohol, (or Tobacco, Gasoline and Diesel fuel as well as other goods and services). A separate tab in the US Tax Jurisdictions value list allows State and Federal Excise taxes to be specified by tax jurisdiction. Depending on the State, excise taxes may be charged […]
Using VAT Canada
Accolent ERP supports VAT for Canada (and other non-US jurisdictions). To use first go to the Configuration screen and enable VAT Canada, then setup the Canadian tax jurisdictions. Then set the voucher allocations on vendors to include the Provincial Sales Tax (PST) and the Canadian Goods & Services Tax (GST). Once done, all sales transactions […]
Setting up Sales Tax
Accolent ERP calculates sales tax based on a tax table set up by the user. The user needs to create tax jurisdictions by State, specify nexus and, if desired, split the total tax rate for the tax jurisdiction into its State, County, City and Local components. The user also needs to specify whether to Tax […]
Using a Manual Invoice to Correct Sales Tax
Accolent ERP allows for the use of Manual Invoices to create Credit Memos in situations where there are no inventory items on the original invoice being returned for credit. This may have application in certain scenarios. For example, if a Customer was incorrectly charged sales tax on an item purchased this can be corrected using […]
Split Sales Tax Jurisdictions
Accolent ERP provides a sales tax table to record the sales tax rates by applicable tax jurisdictions. Using the sales tax table, users can enter a combined sales tax rate for a particular location and, if desired, break this down into split sales tax jurisdictions to record the component rates for State, County, City and […]