Accolent ERP allows for Bill-To and Ship-To customers. Every order specifies a Bill-To customer and a Ship-To customer – which may be the same as the Bill-To. If sales do not need to be tracked by the ship-to address, a separate Ship-To customer is not needed. If sales do need to be tracked by ship-to […]
Category: Fulfilment
Using Category GL Account Overrides
Accolent ERP Sales Journal GL postings typically use the standard GL Accounts specified on the Warehouse GL Defaults. Accolent ERP also allows product line GL Postings to be overridden by Category. In this case the GL Accounts used for postings of sales transactions and purchase order transactions will use the GL Accounts specified on the […]
Selling Goods Held on Consignment
Accolent ERP allows a distributor (“Consignee”) to receive goods on consignment from a consignment vendor (“Consignor”), hold them for sale and then to make consignment sales to customers. The Consignee receiving goods on consignment records the goods in the product master and in inventory, but these goods are carried at zero value reflecting the fact […]
Accolent ERP Integration with FreightPOP
Accolent ERP is integrated with FreightPOP, a complete logistics management platform for businesses, that offers powerful, affordable, enterprise-grade features to simplify shipping and supply chain operations. FreightPOP has direct links to over 300 inbound and outbound shipping carriers covering small parcel shipments, and freight options for LTL, FTL, steamship lines and air carriers. Using the […]
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 […]
Packaging Type Value List
Accolent ERP allows users to create some standard Package Types commonly used for freight or shipping purposes. Once the Package Type value List is created, a default Package Type can be specified for the packing of outgoing orders or the default may be overriden and a new Package Type selected. Similarly, Package Types can be […]
Using EDI in Accolent ERP
Accolent ERP supports EDI (Electronic Data Interchange) between an Accolent ERP user (“Accolent user”) and its Trading Partners (“TPs”) in conjunction with a “VAN” (Value Added Network) such as SPS Commerce. The VAN’s function is to translate CSV files into/from EDI Forms and transport these between the parties. Accolent ERP is able to work with […]
Creating Quotes for Prospects
Accolent ERP allows the creation of Prospects, which are similar to Customers. However, unlike Customers, Prospects can initially be created with very limited information only: (i) Prospect Code, (ii) Prospect Name, (iii) Salesperson and (iv) Contact. As the Prospect goes through qualification and discovery much more information can be collected and the Prospect record updated. […]
Using Incoterms
Accolent ERP allows users to select from the 11 Incoterms® (International Commercial Terms), published by the International Chamber of Commerce and accepted by governments and legal authorities around the world. Using the Incoterms table, users can modify the standard incoterms to reflect other negotiated trade terms, if desired. Creating the Incoterms Table Go to Settings […]