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: Users
Hiding Cost and Profit
Accolent ERP allows the system to be set up to block access to cost and profit information. This is often used to modify the Order Entry Role to prevent order taking personnel from seeing costs and profit results. Modifications to the Order Entry Role should be made carefully since these changes will prevent order taking […]
Creating CRM Calendar Tasks
Accolent ERP includes the ability to create Calendar Tasks that can be linked to a Company Type (Customer, Prospect or Other) as well as a Contact and a Deal. Once created, Calendar Tasks will be displayed on the user’s calendar by date and time and can be edited as needed. In addition, a user 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 […]
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 […]
Logging In and Logging Out
The Accolent ERP system has a user named Admin set up for ADS Solutions’ use to install and maintain the system. We will also set up a System Manager user with All Rights for your use. Using the System Manager user, you will be able to set up all your users. Access with a Web […]
Creating, Adding or Editing Users
Users must first be created by an All Rights User and assigned Roles and Permissions. Once Users have been created, they can log in to the Accolent ERP system and can access the areas of the system for which they have been given permissions. Permissions can include “view only” permission and “change” permission. Permissions are […]
Creating Roles and Permissions for Users
Accolent ERP assigns permissions to users based on Roles. Access Rights to every menu and screen within the application, Ability to Run Reports, Settings and Access to Widgets can be controlled within the definition of a Role. Accolent ERP accepts an unlimited number of Roles. Once a Role is defined one or more Users can […]
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 […]