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. The Self-Service Portal is a separate website that is linked to Accolent ERP and allows access to only those Customers and their End-Users that have been […]
Category: System Settings
Online Store Set Up & Implementation
Accolent ERP supports multiple eCommerce platforms either through direct API integration or through a connector that facilitates the linkage of multiple eCommerce stores. Currently, Accolent ERP is linked to multiple Online Stores (including Drupal, Magento Community version, Shopify, Woo Commerce, Big Commerce) and to multiple eCommerce marketplaces (including Amazon, eBay, Walmart). This wiki is designed […]
Using Order Entry Price Shortcuts
For users that do not need complex pricing, Accolent ERP provides order entry price shortcuts based on Discount from List, Markup from Std Cost, Markup from Special Cost or Std Margin Target. Default values for each of these pricing methods can be entered in the System Configurations. Then when the price shortcut method is selected […]
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. […]
Fax Set Up
Accolent ERP supports faxing through fax-by-email services. Given the declining use of faxing technology and the declining number of third-party fax servers available, fax-by-email technology is the most robust and cost-effective solution currently available. Faxing through a fax machine over a telephone line is not supported. Fax-by-Email Service In order to send faxes through Accolent […]
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 […]
System Settings
The Setup screen records some basic information that is used in the system. These areas should be populated during the initial set up. System Settings Go to Settings > System Settings to see a list of existing system-wide settings. Company Details Basic company information that is used on financial documents and on-screen logo are set […]
Email Setup
To send emails from Accolent ERP, the email settings in Accolent ERP will need to be properly configured. You will also need to ensure all your firewall settings on your LAN or email server are correct. Please note that there are additional settings for some email providers like Google Gmail and Yahoo that require you […]
Using Email and Fax Defaults
The Accolent ERP email/fax defaults functionality allows forms to be automatically emailed or faxed to Customers, Vendors or Salespersons. To set this up, each form for each Customer, Vendor or Salesperson has to be linked to the contacts that will receive that particular form. Once these form recipients are set up their addresses will auto-populate […]