Accolent ERP allows the creation of delivery routes for delivery of orders to customers. Delivery routes must first be created, then they may be assigned to specific customers. When orders are created for a customer the primary delivery route assigned to that customer will default onto the order. The default delivery route may also be […]
Category: Value Lists
Split Sales Tax Jurisdictions
Accolent ERP provides a sales tax table to record the sales tax rates by applicable tax jurisdictions. Using the sales tax table, users can enter a combined sales tax rate for a particular location and, if desired, break this down into split sales tax jurisdictions to record the component rates for State, County, City and […]
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 […]
Using Groups, Categories and Sub-Categories
Accolent ERP allows the use of Groups, Categories and Sub-categories. Groups include Categories and Categories include Sub-categories. Properly organizing products using this structure simplifies searching for products and pricing. This organizing structure carries through to the Self-Service Portal and Online Stores and serves as a product index. Groups Groups are the highest level of the […]
Using Third Party Shipping Accounts
Accolent ERP uses EasyPost to provide users with access to over 70 common carriers and regional shipping companies. Accolent ERP also allows a user’s Customer’s Carrier Account settings to be saved on the cudstomer master screen. Then, if requested by the Customer, an order for that Customer may be shipped using the Customer’s indicated carrier […]
Entering Warehouse Discounts Value Lists
Accolent ERP allows user to specify a discount for purchases from a specific warehouse, or from all warehouses. Common uses of warehouse discounts are “grand openings” or closing a location. Certain warehouses may also have products that sell better or worse than at other locations. Warehouse Discounts may be the only discount method, or can […]
Entering Lots Value Lists
The Lot Control system lets you track shipments and receipts by lot number for lot controlled products. Lot control also allows you to track quantities by location from receipt to sale Lot Control Products are designated as lot controlled product by checking the Lot Controlled check box on the Product Details screen For Lot Controlled […]
Entering Tax Jurisdictions Value Lists
Every customer must be assigned to a tax jurisdiction even if that customer has a non-taxable status. Tax Jurisdictions The general assumption is that tax is charged based on the location where the customer takes possession For shipped orders this will be the Ship To location. For pick up or counter sales this will be […]
Entering Delivery Routes Value Lists
Delivery routes are useful if your company delivers to customers using your own trucks. You can use these to assign customers to certain delivery routes. Delivery Routes First go to the Delivery Routes screen to set up the delivery routes Once you have set up the delivery routes you can then subsequently assign these to […]
Required Value Lists
Below is a list of the minimally required Value Lists in Accolent ERP. The entries below are hyperlinks and should redirect you to the appropriate Accolent Help wikis in each case Required Value Lists Bank Accounts Categories Commission Types Countries Credit Statuses Customer Types Delete Codes Delivery Routes Departments DOT Codes Groups Linked Document Types […]