Customer Product Codes are the product codes that a specific Customer uses to identify items. The Customer uses its Customer Product Codes to identify items in its purchase orders. Accolent ERP can maintain a record of a particular Customer’s Customer Product Codes that correspond uniquely to internal product codes. Once this record is built, any […]
Category: Fulfilment
Using Accolent ERP Agentic AI
Accolent ERP has embedded AWS Quick (“Quick”), which is AWS’ Agentic AI offering. Quick is an AI solution that offers chat agents, workflows and dashboards and visualizations using LLMs (Large Language Models) running in AWS Bedrock and called from a customer workspace. The customer workspace can access various data sources, such as your Accolent ERP […]
Transaction Logging Using Internal Notes
Accolent ERP maintains a complete log of a transaction’s changes in status through its lifecycle. This log is maintained in the Internal Notes associated with a transaction. The log includes a message on the transaction status, Entered By, Entered Time and Logged in User fields and is maintained by the system. These system-maintained entries cannot […]
Using Lot Costing
Accolent ERP uses Average Cost (or FIFO cost if selected) throughout the system for non-Lot-controlled Products. However, whether the system is set to use Average Cost or FIFO cost, Lot-controlled products will always use Lot Costing. In Lot Costing, the system records the specific Lot Cost for every Lot when it is received in, then […]
Using Route Optimization in Accolent ERP
Accolent ERP allows delivery orders to be assigned as a batch to a driver who is a licensed Accolent ERP mobile user. The delivery addresses can then be downloaded and the optimal delivery route calculated using third-party route optimization apps. The optimized route with assigned delivery stops for each order can be pushed to the […]
Adding Surcharges to Credit Card Payments
Accolent ERP has integrated Fiserv’s Surcharge API which can be used by Accolent ERP users to offset credit card transaction expenses. The Fiserv Surcharge API complies with state laws that prohibit credit card surcharging in certain states. Merchants using surcharging are required to notify all customers that a fee will be applied if they pay […]
Using CSI Codes
Accolent ERP supports the use of the CSI (Construction Specifications Institute) Codes, that are the most widely used cost classification system used in the construction industry. For example, CSI Code 08 11 20 MAT refers to Aluminum Doors and Frames-Materials. In Accolent ERP, a Category 081120MAT for Aluminum Doors & Frames-Materials can be set up […]
Product Location Quantities
Accolent ERP allows a product to track Inventory by Location or not and also to associate one or more Locations with a product. If Inventory by Location is not tracked, then the product’s Location Quantity will always be equal to the “Q-On Hand” and this will be shown against the Primary Location for the product. […]
Specifying Install Options for Products
Accolent ERP allows Installation Options to be defined for Products. These Installation Options are typically non-inventory, service-type products but they do not have to be. Installation Options could include options for, for example, Delivery Only, Delivery and Installation and Delivery Installation and Removal of Old Equipment. If Installation Options are entered for a product, they […]
Setting Salespersons on Orders
Accolent ERP allows for two possible methods of assigning salesperson on orders. In the first model, a salesperson is assigned to a customer, and this assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all orders for that customer. In the second model, any salesperson […]