Accolent ERP allows for the capture of a customer’s signature in counter sales or other situations. The tablet/laptop/desktop running Accolent ERP can capture a signature directly on-screen or through signature capture pads connected to the tablet/laptop/desktop. Most signature capture pads that connect via USB or Bluetooth are designed to be plug-and-play input devices and so […]
Articles Tagged: 12.0.0.0
Adding Printers to Accolent ERP
Accolent ERP runs in the AWS Public Cloud and uses PrintNode, an enterprise-grade cloud printing solution, to print from the Cloud. To use PrintNode, download the PrintNode client onto the printer server. The printer server should have an always open connection to the Internet and all the printers should be linked through the printer server […]
Using Voucher Adjustments
Accolent ERP uses Voucher Adjustments to edit Vouchers. Vouchers when entered, are automatically posted to the General Ledger and so cannot be easily edited. To correct an error on a Voucher, users can make an adjusting entry using Voucher Adjustments. The original Voucher entry is not changed or removed; instead, the Voucher Adjustment modifies the […]
Using Quantity Break Pricing
Accolent ERP has a very comprehensive pricing system. One of the core pricing features is Quantity Breaks, which are essentially tables specifying volume discounts. To use Quantity Break Pricing, first set up the Quantity Break Pricing table to define discounts for different purchase levels. Once set up a Quantity Break can be applied to a […]
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 […]
Entering Vendor Invoices (“Vouchers”)
Accolent ERP uses “Vouchers” to record vendor invoices to be paid. For a vendor’s invoice to be paid, a voucher is first created which includes information such as the vendor, the amount to be paid, description, the PO No and Receipt No being paid, the General Ledger (“GL”) account to be booked to, etc. When […]
Accessing Inactive Records
Accolent ERP allows records to be made inactive. Typically, this inactive status will be used for Customer, Product or Vendor records that are no longer in active use, but that cannot be deleted because they are still associated with transactions still in the system. Finding an Inactive Record To find an inactive customer, for example, […]
Temporary Orders and POs
Accolent ERP automatically creates entries into the Temporary Order and Temporary Purchase Order (PO) tables that update as line items are entered on Orders or POs respectively. This means that if a user experiences a power outage, loss of Internet connectivity, or exits from Accolent ERP without saving the Order or PO, a copy will […]
Receiving AR Payments
Accolent ERP’s Accounts Receivable (AR) module tracks payment receipts and collections. The system allows users to record payments against Customers’ AR accounts. Customer’s AR shows Invoice amounts due which automatically reflect prior payments made, calculate interest on overdue accounts, calculate any early-payment discounts available, and allow any write-offs desired. Payments received from Customers can be […]
Using Email and Fax Defaults
The Accolent ERP email/fax defaults functionality allows forms to be automatically emailed or faxed to Customers, Vendors or Salespersons. To set this up, each form for each Customer, Vendor or Salesperson has to be linked to the contacts that will receive that particular form. Once these form recipients are set up their addresses will auto-populate […]