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 […]
Category: Fulfilment
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 Repairs
An Accolent ERP repair order differs from a regular order only in that it is related to a serialized product (usually but not necessarily that was previously sold to the customer). The repair transaction is recorded on the serial record of the product being repaired. In this way all repairs under warranty or otherwise together […]
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 […]
Using Third Party Shipping Accounts
Accolent ERP uses EasyPost to provide users with access to over 70 common carriers and regional shipping companies. Accolent ERP also allows a user’s Customer’s Carrier Account settings to be saved on the cudstomer master screen. Then, if requested by the Customer, an order for that Customer may be shipped using the Customer’s indicated carrier […]
Customer Quotes, Orders, Fulfillments & Invoices
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 […]
Tracking Inventory by Location
Accolent ERP tracks inventory by location for products that require this. Based on the warehouse numbering plan first create Locations then, a product may be assigned any number of locations specifying a minimum and maximum quantity of the product for each location. Once tracking Inventory by Location is enabled for the product, every transaction for […]
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 […]
Entering Linked Document Types Value Lists
Use the Linked Document Types screens to set up types to identify linked documents. Linked Document Types Once you have set up the Linked Documents Types, you can link these to various records You can link documents to a record from the Actions menu on customers, products, vendors, contacts, quotes, orders, invoices, and POs Types […]
Cash on Delivery (COD) Orders
Accolent ERP allows a customer’s credit terms to be specified as COD, requiring that payment in full be made upon delivery. When an order with COD terms is shipped, full payment will be required to invoice the transaction. Similarly, when an immediate invoice is created for this customer full payment will be required to complete […]