Accolent ERP tracks Quotes, Orders, Fulfillments and Invoices reflecting the flow of a transaction through the business. Once a Quote is accepted, it can be moved to an Order. Similarly, once the Order is released to the warehouse it can be moved to Fulfillment and once the Order is fulfilled and confirmed as shipped, it […]
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Moving an Order from Fulfillment to Invoice
Accolent ERP tracks Quotes, Orders, Fulfillments and Invoices reflecting the flow of a transaction through the business. Once a Quote is accepted, it can be moved to an Order. Similarly, once the Order is released to the warehouse it can be moved to Fulfillment and once the Order is fulfilled and confirmed as shipped, it […]
Moving a Quote to an Order
Accolent ERP tracks Quotes, Orders, Fulfillments and Invoices reflecting the flow of a transaction through the business. Once a Quote is accepted, it can be moved to an Order. Similarly, once the Order is released to the warehouse it can be moved to Fulfillment and once the Order is fulfilled and confirmed as shipped, it […]
Using Linked Files
Accolent ERP allows users to link documents, schematics, contracts, or pictures to several Accolent ERP screens, including Customers, Contacts, Vendors and Products as well as Sales transactions (Quotes, Orders, Fulfillments, Invoices), POs and Vouchers. Once linked, these files will show up as hyperlinks on the Accolent ERP screens. The linked files can then be accessed […]
Using Special Pricing
Special Pricing is applied on top of the other product discount schemes but not on top of Contracts and Promotional Pricing. Special Pricing for a customer may be set up for specific products, or by specific categories, or to give an overall discount. When a customer has multiple Special Pricing discounts, only one will be […]
Creating a Salesperson Record
Accolent ERP requires Salespersons to first be set up in the system. Once set up, Salespersons may be assigned to Customers. A user may be identified as a Salesperson in the User Details screen. Each Customer record should have an associated Salesperson assigned to it. Once Commission Types are set up, each Salesperson can have […]
Setting Up a New Customer Record
Customers in Accolent ERP are master records (as are Vendors, Products). Master records are supported by Value Lists, which detail all allowed values for various entries on the master record. In order to properly set up a Customer record, all associated Value Lists (e.g., Customer Type, Ship Via, Warehouse, Salespersons, Terms) must already have been […]
Using the Transaction Locate Screen
The Accolent ERP Transaction Locate screen is a single screen from which users can search the system for specific sales-related transactions. Included in the search are Quotes, Orders, Orders in Fulfillment, Invoices, Back Orders and Future Orders for any transaction type including special orders and recurring orders. Multiple Available Filters Go to Home > Transaction […]
Creating and Sending Purchase Orders
Accolent ERP allows user to create Purchase Orders (POs) to purchase goods from Vendors. As products are being added to a PO, the PO may be saved and designated as In Process. When a PO is complete and sent to the Vendor, it is recorded as Submitted. POs are considered Open prior to the receipt […]
Adding or Updating Value Lists
Accolent ERP uses Value Lists to create sets of allowable values for various master and sub-master records. All Value Lists have their unique sets of information that must be created and set up before an allowable value from any particular Value List can be added to a master record. Viewing a Value List Select Settings […]