Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data DEPARTMENT CODE Required Up to three digit code. 001 DESCRIPTION Required 30 character maximum. No spaces. Use […]
Category: Value Lists
Import Template Instructions – Delivery Routes
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data DELIVERY ROUTE CODE Required Enter valid existing Delivery Route Code. Delivery Route Codes are alphanumeric and can […]
Import Template Instructions – Delete Codes
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data DELETE CODE Required Up to three digit code. 3 DESCRIPTION Required 30 character maximum. No spaces. Use […]
Import Template Instructions – Customer Types
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data CUSTOMER TYPE CODE Required Three digit alphanumeric code. 145 DESCRIPTION Required 30 character maximum. No spaces. Use […]
Import Template Instructions – Credit Statuses
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data CREDIT STATUS CODE Required Three-digit code. An entry in this field is required. 101 DESCRIPTION Required Description […]
Import Template Instructions – Commission Types
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data COMMISSION TYPE Required Three digit alphanumeric code. 1 COMMISSION DESCRIPTION Required Up to 30 character alphanumeric descriptiomn. […]
Import Template Instructions – Banks
Accolent ERP data Import Template Instructions provide field-by-field information on the data needed to fill out the CSV templates. Always review these instructions before populating a CSV import template. Field Name Required Field? Field Data Instructions Sample Data BANK CODE Required Three digit code 100 NAME Required Up to 3o alphanumeric characters Wells Fargo LAST […]
Using Price Lists
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Price Lists. To use Price Lists, first set up Pricing Tiers to reflect the different types of customer groupings that get the same pricing (e.g., Gold Level, Silver Level, Bronze Level, National Accounts). Then specify a Price List that defines […]