In Accolent ERP payments received from Customers are typically entered as payment receipts and applied directly to open invoices. The system will make the payment receipt, then record the open invoices as paid and update the Accounts Receivable Aging. If a payment cannot immediately be assigned to open invoices, it can be held as an […]
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Using CSI Codes
Accolent ERP supports the use of the CSI (Construction Specifications Institute) Codes, that are the most widely used cost classification system used in the construction industry. For example, CSI Code 08 11 20 MAT refers to Aluminum Doors and Frames-Materials. In Accolent ERP, a Category 081120MAT for Aluminum Doors & Frames-Materials can be set up […]
Using the POS Screen
Accolent ERP supports Immediate Invoices and an expedited POS (Point of Sale) screen designed for use by retail/front-counter sales personnel that are not necessarily familiar with product codes or the group/category/sub-category organization of products. Typically, the customer will already have selected the products to be purchased. Products can then be entered easily by scanning a […]
Product Location Quantities
Accolent ERP allows a product to track Inventory by Location or not and also to associate one or more Locations with a product. If Inventory by Location is not tracked, then the product’s Location Quantity will always be equal to the “Q-On Hand” and this will be shown against the Primary Location for the product. […]
Using Reverse BOMs
Accolent ERP allows for the creation of Reverse BOMs to break down a BOM product into its components. The components will typically have different standard costs and so, the actual cost of the BOM product being broken down is distributed among the components on the basis of the proportion of each component’s extended standard cost […]
Tracking of Inventory on Credit Memos
Though similar to orders, the inventory tracking of credit memos differs from that for orders; instead, credit memos are treated similarly to POs. When created a two-step credit memo increases the quantity on credit memo (Q-CM) without affecting quantity on hand (Q-On Hand) or quantity available (Q-Avail). When a credit memo is moved to fulfillment […]
Changing Self-Service Portal Passwords
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 […]
Specifying Install Options for Products
Accolent ERP allows Installation Options to be defined for Products. These Installation Options are typically non-inventory, service-type products but they do not have to be. Installation Options could include options for, for example, Delivery Only, Delivery and Installation and Delivery Installation and Removal of Old Equipment. If Installation Options are entered for a product, they […]
Setting Salespersons on Orders
Accolent ERP allows for two possible methods of assigning salesperson on orders. In the first model, a salesperson is assigned to a customer, and this assignment may be changed only by an All Rights user. So, the assigned salesperson will automatically receive commissions on all orders for that customer. In the second model, any salesperson […]
Self Service Portal Login to Multiple Linked Accounts
The Accolent ERP Self-Service Portal (“SSP”) 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. Typically, each End User will be uniquely associated with only one Accolent ERP Customer. However, the SSP can also accommodate situations in which one End-User […]