Accolent ERP can be used in multiple languages. It incorporates the Google Translate APIs that cover over 100 languages. Using these APIs, all the menus, page titles, grid headers and field labels in the Accolent ERP application will be displayed in the language selected. The data will not be translated. The language can be switched […]
Category: Settings
Value Lists
Printing & Sending
Roles
Users
Application Defaults
System Settings
eCommerce Admin
System
Creating Deals and Sales Pipelines
Accolent ERP supports the use of a systematic sales process to take new sales leads then track their progression through the stages of qualification, discovery, evaluation and proposal to closing and completing a sale. These steps are referred to as Sales Stages and are defined in the Sales Stage Value List. The Sales Stage Value […]
Accolent ERP System Configuration
Accolent ERP includes a number of Configurations which control the behavior of the system. To access this screen, go to Settings > System > System Configuration. The screen is grouped by Application Settings, System Settings and Third-Party Linkage. Application Settings control choices users can make about the configuration of the system. System Settings and Third-Party […]
Going Live on Accolent ERP
When getting ready to go-live on Accolent ERP, there are several critical steps that must have been completed to ensure your launch is successful. These include (1) reviewing the pre-live testing spreadsheet that lists all the things that should have been tested and confirmed (2) completing the Incremental Import into the production database, (3) setting […]
Overview of Value Lists
Value Lists define the choices available in Accolent ERP for things like Product Categories, Customer Types, or Tax Jurisdictions. They are organized by usage. A set of Value Lists that is only available from Product records is found in the Product Only Lists menu arranged alphabetically. Other Value Lists are shared amongst Products, Customers, Prospects, […]
Setting Up Accolent ERP Cloud Printing
Accolent ERP is integrated with PrintNode, a third-party, enterprise-grade, Cloud Printing solution. We strongly recommend you use PrintNode to manage printing from Accolent ERP, which runs in the AWS Public Cloud, to your on-premises printers. At one time we also supported Google Cloud Print, but Google has since dropped support for Google Cloud Print. […]
Renaming User Choice Fields
Accolent ERP provides a number of User Choice fields on the master, sub-master and transactions records. These fields can be utilized to store in the database, as text formatted strings, any data the user wishes to track. In addition, specifically for the Customer, Vendor and Product records, the labels of these User Choice fields can […]
User Warehouse Defaults
Accolent ERP allows Users, when set up, to be associated with specific warehouses. Once this association is made, the most commonly used screens will default the warehouse for a specific User. Other less commonly used screens will default the first warehouse on the Warehouse master list. In all cases, though, the default can be overridden […]
Setting Up International Customers/Vendors
Accolent ERP allows international Customer/Vendor addresses. All of the Countries in the world have already been set up in the Countries Value list using the ISO2 standard nomenclature. To create an international address, first create the State/Province in the State/Province Value List and associate it with the Country. Then create a tax jurisdiction for the […]
Last Price and Low Price Warnings
Whenever a product is entered on an order for a customer, Accolent ERP displays an information panel that shows the Last Price paid for the product by that customer. Also, Accolent ERP provides a setting for the minimum product margin allowed when entering quotes or orders or if the price is edited in fulfillment. If […]