Accolent ERP includes integrations with UPS, USPS and FedEx, which allow for freight rates from different providers to be looked up when entering a customer’s order. The freight rate for the freight vendor and service selected can be added automatically to the order together with a surcharge if desired. Create an Order Create order 65893. […]
Articles Tagged: 12.0.0.0
Deleting Purchase Orders
Accolent ERP provides the ability to delete Purchase Orders (POs) at any time. If a PO has been entered but not saved, it can simply be cleared. If the PO has been saved but not received, it can be deleted. If the PO has been received, then it must first be “un-received” and then it […]
Importing PO Line Items
Accolent ERP provides the ability to create a Purchase Order (PO) Header then import the PO Line Items from a CSV file. This capability allows users to create standard PO templates as CSVs which can then be quickly imported and edited as needed. This ability to import PO lines works in exactly the same way […]
Setting up Location Codes
Accolent ERP allows creation of Location Codes to identify the different locations in your warehouses. Once you have mapped out your warehouse and created your Location Codes, you can assign Location Codes to your Products. Accolent ERP’s location numbering scheme is very flexible. Each Location Code consists of up to four components, corresponding to the […]
Adding Contacts from the Customer or Vendor
Accolent ERP offers several different ways to update and maintain Contacts. From a Customer or Vendor master record, users can: (1) directly edit a Contact already associated with that Customer or Vendor, (2) search the Contacts master record for a Contact and associate that Contact with the Customer or Vendor, (3) add a new Contact […]
Opening Multiple Browser Tabs
Accolent ERP allows a user to open multiple browser tabs at the same time. These additional tabs can be used to look up records and/or to edit supporting records in another part of the system while in the middle of a task. For example, while in the middle of entering an Order, it is possible […]
Quick Freight Entry
Accolent ERP allows entry of a freight amount without going through the steps of boxing an order, selecting a carrier and freight type then entering the weight of each box to get the freight charge and tracking number for the box. This is often used where delivery is by Company trucks. To enter a freight […]
Opening the Product Record from Order Entry
Accolent ERP provides the ability to access the product master record from within an order. You might wish to do this, for example, to look up detailed information on the product such as sales history, sales history by customer or PO history – without getting out of the order. Creating an Order From the menus […]
Using Product Images
Accolent ERP supports product images throughout the system. Each product can have up to 9 images. Amazon’s shopping cart can accept up to 9 images, although only 7 are displayed. Product images are stored in AWS S3 and should be JPG or PNG image files. Product images can be imported using the Bulk Imports or […]
Creating Accessory Products
Accolent ERP supports Accessory Products that are add-ons or upsells that can be defined for a particular Product. To set this up, select a Product, then define its list of Accessory Products. Specifying that Product on an order will alert the user that there may be an opportunity to sell the additional Accessory Products as […]