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 […]
Category: Value Lists
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 […]
Adding New UOMs
Accolent ERP can accept any UOM (unit of measure). Every UOM that is used in the system has to be added once to the Dynamic Lookup screen. After it has been added to the Dynamic Lookup the system will recognize it as a valid UOM. Dynamic Lookup Go to Settings > Value Lists > Other […]
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, […]
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 […]
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 […]
Using Standard Payment Terms (Non-Prox)
Accolent ERP supports the use of standard Payment Terms (Non-Prox) as well as Prox Terms. In general, Payment Terms will specify a discount date for early payment discounts and a due date both expressed in number of days from the Invoice Date. For example, 2% 10 Net 30 Days means an Invoice receives a 2% […]
Using Prox Terms
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 […]
Using Catch Weight
Accolent ERP supports catch weight products. Catch weight is used when products are stocked in one unit of measure (e.g., CS) but purchased and sold by weight (e.g., by the LB). Catch weight is used in many different industries, but most notably in food distribution and production. For a catch weight product, the ledger card […]
Setting up Sales Tax
Accolent ERP calculates sales tax based on a tax table set up by the user. The user needs to create tax jurisdictions by State, specify nexus and, if desired, split the total tax rate for the tax jurisdiction into its State, County, City and Local components. The user also needs to specify whether to Tax […]