• Customer Records

      • Extensive customer look-up and cross-reference capabilities
      • Customer contacts can have multiple phone numbers, contact names, e-mail addresses, etc.
      • Use bill-to customer for responsible party; add unlimited ship-to customers/addresses for each bill-to customer
      • Extensive and extremely powerful contract pricing functionality:
        • By product
        • By category by bill-to
        • By category by ship-to
        • By category by both bill-to and ship-to
        • Share contract prices between customers
        • Set contract pricing by dollar amount
        • Set contract pricing by cost plus list minus a percentage
        • Set contract pricing by quantity break level
        • Set contract pricing by matrix level
      • Handle manufacturer credits for sales to a specific customer with rebate costing by item
      • Enter and view unlimited comments in the customer record
      • Store sales history by both ship-to customer and by bill-to customer
      • From customer record:
        • View all quotes, orders, future orders, backorders, and orders in fulfillment with details
        • View status of special-order items
        • View customer ledger card showing all unpaid and paid invoices with payment history
        • View invoices
        • View sales history and prior purchases by product code
        • View serial numbers sold to this customer
        • Link and view scanned documents related to customer
        • View Days Open for each invoice
        • Provide instant Quick Quote on individual products
        • Enter or update an order or quote or enter an immediate invoice
        • View and update valid entries for fields such as ship methods and tax jurisdiction
      • See calculations for all customer discounts including price and how it was calculated
      • Establish contracts for specific items by unit-of-measure with expiration date with option to support rebated cost from manufacturer

    • Multiple Order Types

      • Support for multiple types of order: quotes/bids; immediate invoices (over-the-counter sales); two-step orders (pick/pack/ship); back orders; future orders; recurring orders
      • Support for rentals
      • Support for repairs
      • Easily create credit memos for returned goods
      • Extensive capabilities to manage back orders and future orders
      • Automate rebilling with recurring orders

    • Create Quotes

      • Copy quotes to sales order or to another customer
      • Save quotes and use as an order template to speed order entry
      • Request for Quotes (RFQ) capability allows for multi-sourcing products to obtain tightest pricing from vendors; facilitates a just-in-time model to take orders then multi-source product that can be drop-shipped to customer

    • Create Orders

      • Order entry personnel have full access to complete customer sales history including: last sale, last purchase date, quantity, and price, prior purchases by product by customer
      • Move quotes to orders, or use quote as an order template to reduce order entry time
      • Extensive search capabilities allow order entry personnel to look up and process orders quickly
      • Easily enter products on orders:
        • Enter product code or product description with autofill as characters typed in
        • Find item using any word in the product description
        • Enter item using user-defined product code
        • Find item with multiple user-defined cross-references like an abbreviation of the product name
        • Enter a synonym product code which will automatically convert to internal product code
        • Enter item by scanning barcode
        • Automatically convert UPC or vendor barcode label to your product code
        • Add accessory and alternate products to order from quick entry pop-up screen
      • Multiple timesaving features available to speed order entry:
        • Import products to orders from recent purchases
        • Import products from prior transactions
      • Extensive keyboard shortcuts
      • Automatically alert order entry personnel of add-on accessory products and identify alternates if product is out-of-stock
      • Set minimum price for orders based on margin requirement
      • View available inventory in all warehouses while entering an order
      • Access inventory from other warehouses if product is out-of-stock, and specify product to be shipped from a different warehouse
      • View margin and profit by line items as product is entered and allows changes to price to achieve best customer pricing
      • Ability to apply overall order discounts
      • Price items by the ship-to customer or by the bill-to customer
      • Add freight and/or labor charges during order entry or at ship confirmation
      • Easily purchase and ship special order items
      • Quickly process drop-ship orders
      • Take advantage of multiple warehouses:
        • Ship each line on the order from a different warehouse
        • View available inventory in all warehouses while entering an order
      • Consolidate like products from different pick tickets/orders onto one invoice when confirming shipment

    • Manage Orders

      • See all orders, back orders, special orders, future orders, recurring orders on List Screens that show orders by type
      • From one screen, apply filters for customer, date range, warehouse, salesman, or parts to search for and locate any type of transaction (e.g., quote, order, invoice, back order, future order, special order, recurring invoice)
      • Sort screen on any column or multiple columns and group results to produce targeted actionable follow-up lists
      • Instantly identify and respond to customer questions on any sales transaction
      • Automatically create back orders for orders that cannot be filled immediately
        • Process back orders in strict chronological order or based on a user-defined selection which allows certain back orders to be prioritized (e.g., prioritize back orders on a certain delivery route or for certain customers)
        • Override system inventory to force process back orders at any time
      • Support for Ship-Complete orders held until the entire order can be filled
      • Create Special Orders linked to POs that may be filled only from the specified PO
        • Auto create the PO for a Special Order and select whether to drop ship or not, or create POs for all unassigned Special Orders
        • Automatically match PO with special order item pick tickets
        • Designate a stock item as a one-time special order item when ordering
        • View all aspects of special order including detailed status display
      • Configure setting for when future orders automatically move to orders and inventory is allocated
      • Easily create recurring orders

    • Process Orders

      • Process orders in one-step as POS transactions or move through all fulfillment stages of picking, packing, shipping and invoicing
      • Detailed visual sub-statuses show whether order is Ready to Pick, In Picking, Picked, Packed, Shipped
      • Complete order process from picking through shipping can be managed using WMS hand-held barcode scanning devices
      • Process orders through the various stages either individually or in batch processes
      • Pick orders:
        • Assign order to pickers
        • Pick by individual pick ticket or pick multiple orders together on a consolidated master pick ticket
        • Pick based on assigned sequence/pattern or by warehouse location assigned to products
        • Wireless WMS system automatically manages multiple locations for each product and tracks inventory of the product by location
      • Pack orders:
        • Scan products on the order and pack in boxes
        • Automatically generate packing slips for each box
        • Automatically create box weight based on product weights
        • Select carrier and get freight rates, generate tracking numbers and print shipping labels for each box
      • Ship orders:
        • Ship orders individually or in batches (e.g., for delivery routes or assigned LTL pick-up)
        • Record carrier pickup, shipped by and shipped date for all orders
        • Confirm shipment release from warehouse flags orders for Invoicing

    • Process Partial Shipment of Orders

      • Create a master order with different line items specifying different delivery dates
      • Different line items on the master order can be shipped as partial orders whenever required
      • To partially ship, select line items off the master order and ship
      • Selected line items will be split off from the master order and designated with the master order number and the partial shipment number (e.g., 12345_P2 means the second partial shipment of master order 12345)
      • The master order remains in List Orders screen until all lines are shipped
      • Allows for easy management of the original order and all partial shipments
      • Partial orders may be invoiced individually or consolidated and invoiced together

    • Process Back Orders

      • System automatically creates back order for out-of-stock items
      • To process back orders, select all or some sub-set of back orders to evaluate and system will report which: Can be Filled, Can be Partially Filled or Cannot be Filled
      • Select backorders to process and automatically print pick tickets
      • Any back order may be force processed to an order at any time

    • Process Future Orders

      • Orders created with a future date are automatically created as future orders for which inventory is not allocated
      • Configurable setting determines when future order is moved to order and inventory allocated

    • Process Special Orders

      • Extensive, automated and extremely powerful special order and linked PO processing functionality
      • Special orders can be started as a sales order and link a PO or as a PO and then subsequently link sales order
      • Easily edit both PO and sales order to reflect changes and maintain linkage; option to edit only sales order or only PO and break the linkage
      • Automatically create POs for special order items
      • Special orders will create back order that can be filled only from linked PO; receipt of the PO will automatically move BO to shipping and prompt for invoicing
      • Drop ship items from vendor directly to end customer
      • Automatically match POs with special order pick tickets
      • Designate stock items as one-time special order items when ordering
      • Single screen shows all aspects of special order including detailed status display

    • Process Orders to Invoices

      • Invoice orders to customers either automatically when ship confirmed by the warehouse or in a batch process by accounts Receivable personnel
      • Detailed sub-statuses record for each invoice whether it is Invoiced, Sent to Customer and/or whether paid or not
      • Any deposits or prior payments held as Customer Deposits are automatically applied when orders are invoiced
      • Send invoices to Customers by email with one click, either individually or select multiple and send all
      • Configure invoice transmittal email with a Pay Now button that launches a pay screen allowing the customer to pay by credit card or ACH
      • Payments automatically update the invoice sub-status and Accounts Receivable

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