The Accolent ERP Self-Service Portal allows Customers’ employees (“End-Users”) to place orders, review the status of their orders, look up their prior transactions, review their Statements and pay invoices. This allows the Accolent user to deliver better service to its Customers with fewer sales and service personnel, increasing efficiency and reducing cost. The Self-Service Portal […]
Category: Fulfilment
AutoQuotes Import Example-Accessories and Comments
For Restaurant Supply distributors, Accolent ERP provides an easy linkage with AutoQuotes (“AQ”). Using AQ, distributors can create AQ Projects and then download these as pre-configured CSV files. These CSV files (“AQ Export CSVs”) can be zipped and then imported into Accolent ERP as orders. To create an order in Accolent ERP, first create the […]
Taking Trade-Ins
Accolent ERP allows users to take trade-ins of used equipment against sales of new equipment. The used equipment taken as a trade-in will be maintained in inventory and should be identified using some easily recognizable Product Code. For example, the Product Code could consist of a prefix for “Used” then the “Model No” of the […]
Email Integration with Outlook or Gmail
Accolent ERP’s email integration allows users to send emails from Accolent ERP using their Outlook or Gmail email addresses. Emails sent from Accolent ERP automatically update the users’ Outlook or Gmail sent folders. Emails sent from Accolent ERP to customers, prospects and vendors are also automatically logged to the recent interactions tab on the customer, […]
Adding a Product on-the-Fly
Accolent ERP allows for products to be added on-the-fly to an order. This might be necessary if, for example, while taking an order, the customer requests a product that is not stocked but is available as a special order from a vendor. The product can be looked up on the vendor’s website, made with very […]
Recording Costs of Labor
Accolent ERP allows for Labor to be billed to customers on orders. Typically, Labor does not need a specific product to be made. Labor can just be added to orders, and it creates Labor Income but no Labor costs are tracked to orders; instead Labor costs are treated as period expenses. However, there may be […]
Selling to Foreign Currency Customers
Accolent ERP supports multi-currency through an API that delivers global FX Rates. Using the multi-currency module, an invoice can be created in foreign currency for a Customer. When the Invoice is created, Accounts Receivable/Sales will be debited/credited for the functional currency equivalent at that time. Subsequently when the Customer’s payment is received, Accounts Receivable will […]
Using Configurable Products and Variants
Accolent ERP supports Configurable Products and Variants. A Configurable Product is not a single product, but rather a family of identical products that vary based only on the values selected for certain Attributes associated with the product. For example, PaigeWomen brand of Women’s jeans may be stocked in different colors and sizes. The Configurable Product […]
Using the Quick Pack & Ship Screen
Accolent ERP allows orders to be packed and shipped order by order if desired. If this approach is used, orders can be packed in multiple boxes and packing lists generated to show what items are in which box. Alternatively, for small parcel shipments, the Quick Pack & Ship provides a one screen pack and ship […]
Accolent ERP Multi-Channel eCommerce
Accolent ERP is integrated with multiple eCommerce Stores (Shopify, Woo Commerce, Big Commerce, etc.) and multiple eCommerce marketplaces (Amazon, eBay, Etsy, Walmart, etc.) (collectively, “eCommerce Stores”). The integration is accomplished through a multi-channel connector, that links Accolent ERP to multiple eCommerce Stores using APIs and FTP Data Feeds. Using this integration, Accolent ERP users can […]