• 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

    • Point of Sale/Immediate Invoice

      • Sell over-the-counter with special integrated features
      • Create and print immediate invoices for walk-in customer sales
      • Use barcodes to input products into order
      • For greater security, restrict sales counter access to other areas of the system
      • Create customizable invoices, quotes, etc., from the sales counter
      • Accept all payment types (cash, credit card, or check) on completed sales transactions or deposits
      • Integrated cash drawer functionality
      • Segregate payments by terminal or logon to double check accuracy

    • Order Entry

      • Move quotes to orders, or use quote as an order template to reduce order entry time
      • Extensive search capabilities allow sales personnel to look up and process orders quickly
      • Multiple timesaving features available to speed order entry:
        • Enter product code or product description with autofill as characters typed in
        • 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
      • Ability to 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

    • Bid Calculator

      • Once a quote or order is completed, use the bid calculator functionality to reprice the whole quote or reprice each line
      • Reprice the whole quote or order:
        • Specify any of: Order Price, Discount from Order Price, Discount from List Price, Markup, Profit Amount or Profit Margin
        • Recalculate any number of times. Using any of these parameters
        • When satisfied, update the quote or order which allocates changed pricing back to each line item
      • Reprice each line of the quote or order:
        • Adjust the price or markup for any or all lines on the quote or order
        • Shows the effect on the line modified as well as the effect on the whole order
        • When satisfied update the quote or order

    • Flexible Pricing

      • Powerful pricing features provide extensive capabilities to manage pricing by:
        • Customer Pricing Tier
        • Columnar (matrix pricing by customer pricing tier)
        • Detailed Pricing and Standard discount lists both supported
        • Contracts by customer, by product or product category with an expiration date
        • Pricing by warehouse
        • Quantity break pricing discounts with support for consolidated aggregate pricing
        • Advertised pricing by warehouse with expiration date
        • Prices can be at a discount percent from list, a markup percent from cost, based on Gross Margin, a fixed dollar amount
      • Capabilities to easily maintain all pricing features
      • Pricing can be customized for the customer, product, or product category:
        • Special add-on discounts by customer, product, or product category
        • Overall discounts can be applied for individual customers
        • Date sensitive pricing
        • A minimum discount percent regardless of the quantity purchased
        • Quantity break pricing can be turned off for selected customers
      • Pre-set pricing guidelines, warnings or limits:
        • Line-by-line checking against defined profit margin
        • Can limit permission to process an order line below a specified profit margin
        • Automatically track and report all price overrides and highlights low margin sales
      • Manual override of pre-set pricing with permissions
      • Review profitability of overall bid to adjust pricing or review profitability line-by-line to adjust pricing to create most competitive bid
      • Add freight and/or labor charges during order entry or at ship confirmation

    • Back Order Processing

      • 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

    • Future Order Processing

      • 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

    • Billing and Invoicing

      • Comprehensive tools for billing and invoicing including:
        • Setting payment terms including prox terms
          • Allowing for early payment discounts
          • Consolidating multiple orders on a single invoice
          • Complete AR Aging and Collections capabilities to stay on top of outstanding billing
        • Invoice customers order by order upon ship confirmation or in batch processes
        • Create invoice transmittal email templates and send automatically
        • Include a Pay Now button in invoice transmittal emails enabling customers to pay directly by credit card or ACH/eChecks
        • Automatically run and email customer statements

    • Recurring Billing

      • Permits repetitive billing for leases, contracts, split terms billing, group membership billing and any other type of recurring invoicing where a specified amount is due for a specified number of billing periods
      • Invoices are created automatically a specified number of days before the next payment is due
      • List of invoices created and sent-to-date for each contract

    • Order Dispatch

      • Dispatch orders to service people in the field
      • View on-screen and printed reports of dispatched and un-dispatched orders
      • Enter unlimited service order comments and detailed job instructions
      • Display summary or detailed customer information display

    • Special Order Processing

      • 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

    • Rentals

      Full support for rental transactions

      • All rental products are tracked by serial numbers
      • Comprehensive rental screens show all rental products with status of rentals, including expected return
      • Allow partial/complete returns of rented items with automatic adjustment of subsequent billings
      • Automatically report and bill overdue rentals until returned

    • Repairs

      • Support for repairs of products previously sold or sold by another supplier
      • Track repair history of items repaired even if purchased elsewhere but brought in for repairs
      • Easily enter repair orders and track repairs like a regular sales item
      • Charge zero for some items (which may be under warranty) and charge actual price for other items
      • Track and report components used for repairs in a number of ways:
        • track all or a selected number of the components used for the repair
        • optionally print repair components on work orders, pick tickets, invoices, quotes, etc.
        • restrict printing of components by hiding zero price items, hiding items in a specific department, or by some other customized method
        • keep product codes, etc., blind from the customer
      • Automatically price the repair:
        • by the list of components used in the repair (including service charges)
        • by a set price assigned to the repair
      • Review extensive repair history and analysis:
        • see every repair-related invoice, quote, comment, etc., on-screen
        • track revenue generated and cost incurred to repair each item

    • Sales Transaction Locate Screen

      • From one screen, apply filters for customer, date range, warehouse, salesman, or products 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

    • Sales Force Automation

      • Salespersons automatically access the Accolent ERP Cloud-based system from anywhere over the Internet
      • Review pricing, sales/product use history, and product availability on the road; create quotes and orders remotely
      • Support for offline order entry via an app that automatically updates to the Cloud when Internet access is resumed

    • Customizable Commission Plans

      • Calculate commissions by profit by line or a percentage of gross by line
      • Allows customized commission rules by salesperson
      • Define different commission rates for each salesperson on each class of product
      • Pay commission based on invoice date or collection date
      • Track commissions paid on overdue customer accounts with ability to take back commissions on a line item basis
      • Decrease commission percentage automatically if the product is discounted below user defined levels
      • Recalculate commissions as necessary if cost changes are made to the invoice even after ship confirmation
      • Manually adjust commissions line by line as necessary to process special situations
      • Enter a user defined cost in order entry that will apply for commission purposes on a single order line only
      • Calculate commission while taking into account rebated deviated costs that may apply for sales of a specific item to a specific customer during a specific time period
      • Export all commissions calculations to Excel spreadsheets that allow entry of custom commission calculation formulae

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