The Terms screen allows you specify the payment and or credit terms you make available to customers and receive from vendors. You can set discount percentages, discount dates, and due dates. From the terms screen you can maintain existing payment terms and enter new payment terms. Terms When you specify payment terms, you can either […]
Category: Value Lists
Entering Sub Categories Value Lists
Sub-categories are useful in several ways. Products can be filtered, sorted, or grouped by sub-category on certain reports. Use the Sub-Categories screens to set up the product sub-categories your company would like to track. Sub-Categories Each sub-category can be associated with one category; and each category can be associated with one group Sub-category codes may […]
Entering States Value Lists
Accolent comes with the District of Columbia, U.S. territories and U.S. states already defined. You can use the States screen to add additional States for foreign customers and vendors. States Go to Settings > Value Lists > Other Value Lists (M to Z) > States to see a list of states, edit a state account, or […]
Entering Shipping Methods (Ship Via) Value Lists
The Shipping Methods (Ship Via) screen allows you specify the methods of shipment you make to customers and receive from vendors. Shipping Methods First set up as a value list all the Shipping Methods for use From the shipping methods screen you can maintain existing shipping methods and enter new shipping methods Go to Settings > […]
Entering Sales Territories Value Lists
Use the sales territories screens to set up the types of territories that can be assigned to salespeople. These territories display on some sales reports. Only one territory can be assign per salesperson Sales Territories Go to Settings > Value Lists > Other Value Lists (M to Z) > Sales Territories This will allow you to […]
Entering Sales Routes Value Lists
Sales routes are used to track a salesperson’s customers in his/her sales territory. By defining sales routes you can create reports on customers assigned to these sales routes Entering Sales Routes First set up the Sales Routes your company is going to use Once you have set up these sales routes you can then subsequently […]
Entering Prospect Types Value Lists
Prospect types are used to group prospects for the purposes of reporting. Since prospects will hopefully become customers at some point, it is recommended that the prospect types be the same as the customer types so that a prospect can be easily converted to a customer when and if approriate Entering Prospect Types Set up […]
Entering Product Filters Value Lists
Use the Product Filters screens to set up the product filters you will use in the Online Stores and Self-Service Portal for online ordering. Entering Product Filters Product filters can be associated with a sub-category to filter results in the online product index Sub-category is the lowest level in the product index shown on eCommerce […]
Entering Pricing Tiers Value Lists
Use the Pricing Tiers screens to set up customer price tiers (e.g., National Accounts, Major Chains, Wholesalers, Retailers). Each customer can be assigned to a pricing tier. The pricing tier determines how certain pricing methods apply to a customer assigned to that pricing tier. Specifically, the pricing tier controls the interaction between discounts by price […]
Entering Location Codes Value Lists
Location Codes refer to specific locations where products are stored in a warehouse. A Location Code is made up of four separately searchable fields that can correspond to Aisle, Row, Shelf and Bin, any other numbering scheme or geographic coordinates. Location Codes First decide how to map out the warehouses based on how you will […]