Accolent ERP supports the use of Prox terms. In general, Prox terms means that all invoices created in a particular month prior to a cutoff date are due on a specific day of the following month instead of within a number of days of invoicing. Often Prox terms also specify a discount if paid by […]
Category: Settings
Value Lists
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Roles
Users
Application Defaults
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System
Shortcuts and Favorites Header Toolbar
Accolent ERP includes Shortcuts and Favorites which are links that can substantially speed up navigation within the system to different menu options. The Shortcuts and Favorites options are accessed from a header toolbar that is available from all screens throughout the application. Header Toolbar On all screens throughout the application, a header toolbar is available […]
Using Sub-Category Filters
Accolent ERP organizes products by Groups, Categories and Sub-Categories. Filters can also be used to further sort entries in a particular product sub-category by any specific attribute. For example, a filter can be set up for HP (Horse Power), then all pumps in a sub-category can be filtered by Horse Power quickly. Filters can also […]
Adding Logos to Standard Forms
Accolent ERP uses an embedded third-party Business Intelligence and Reporting solution to deliver reports across the system. Accolent ERP forms are special-purpose reports. Accolent ERP is delivered with multiple standard forms and variants. All reports and forms may be viewed and edited directly from a web browser using HTML5 technology. This in-browser editing allows users […]
Assigning Widgets to Roles
Accolent ERP is a roles and permissions-based system. Standard roles for most functional job descriptions are already provided, but there are no limits on the number of unique roles that may be created. Each role is assigned certain permissions, access rights and rights to view reports. These roles can be very detailed and go down […]