Accolent ERP allows users to copy one Product record to another. There are also choices to change a Product and/or to delete a Product, but these are not used as frequently. Within the copy Product choice, there are various options available to specify what data to copy over. This copy capability could be used, for […]
Articles Tagged: 12.0.0.0
Assigning Widgets to Roles
Accolent ERP is a roles and permissions-based system. Standard roles for most functional job descriptions are already provided, but there are no limits on the number of unique roles that may be created. Each role is assigned certain permissions, access rights and rights to view reports. These roles can be very detailed and go down […]
Advanced Search Functionality
Accolent ERP’s Advanced Search functionality allows the searching of one or more fields in a record. As you enter the search string the autofill function will pull up the top 15 items that include the characters entered. This will continue to refine as you enter more characters. You can run a search, then return to […]
Accolent ERP Overview
Accolent ERP is a web services-based software system that runs in the Amazon Web Services Public Cloud. Users connect to Accolent ERP by accessing a URL over the Internet. Users can access the Accolent ERP software from any device that can run a standard web browser, and Accolent ERP supports all the main web browsers […]
Using Synonyms
Accolent ERP uses synonyms as alternative product codes that can be used to search for or enter a product in order entry or PO entry. Synonyms can be short hand or common usage names that may be easier to remember than actual product codes. Synonyms are also used to associate product codes with barcodes. Synonyms […]
Creating Alternate Products
Accolent ERP allows use of Alternates, which are products that can be designated as potential substitutes for a product. Once an Alternate to a specific product is set up, the Alternate may be specified on an order instead of the original product. Set up the Alternate Product Go to Inventory/Products > Products > List Products […]
Setting up Printer Groups and Form Assignments
Accolent ERP runs in the AWS Public Cloud and uses PrintNode or Google Cloud Print to print from the Cloud. We recommend using PrintNode which is an enterprise-grade cloud printing solution, but you may also use Google Cloud Print if you prefer. If you are using PrintNode, download the PrintNode client on to the printer […]
Requests for Quotation (RFQs)
Accolent ERP allows distributors to obtain quotes from multiple vendors on products that can be multi-sourced. Using the Request for Quotation (RFQ) functionality, users can optimize prices and terms for these products. It also allows users to facilitate multi-sourcing, vendor/supplier diversity and reduces exposure to Supply Chain blockages. In addition, it supports business models in […]
Creating a Credit Memo
Accolent ERP allows creation of a Credit Memo for any Invoice already in the system. Credit Memos can be one-step or two-step Credit Memos. As an audit and security measure, Credit Memos can normally be created only against existing Invoices. However, although this is not recommended, if desired, this security measure may be overridden to […]
Completing and Invoicing an Order
Accolent ERP allows both Immediate Invoices, for over-the-counter sales, as well as traditional two-step Orders. In the traditional two-step transaction, an order is first created. Then when the order is complete it is moved to fulfillment which releases the order to the warehouse to be picked, packed and shipped. When the order is confirmed as […]