Billing software for distributors

1. Fact Sheet PURCHASING Accolent ERP Purchasing Purchasing Features • Products can be organized by Groups, Categories and Sub-Categories • Multiple synonym codes can be defined for each product to allow products on a PO to be specified using your codes or vendor or manufacturer codes • Inventory stocking and safety stock levels for each product can be defined at the warehouse level • Inventory replenishment system produces a Recommended Reorder Report with the option to automatically create POs • Create purchase orders (POs) for the default vendor for a product or any other vendor • Access extensive cross-referencing lookups for vendors and vendor product codes • Include comments for each line item on a PO • Maintain and purchase, receive, or price in multiple units of measure for the same product number • Create POs based on current cost, last price paid or contract price • Display status of special order items by vendor and retrieve them into a PO • During PO entry, select optimal order quantity based on vendor pricing discounts to optimize purchasing costs • Take advantage of vendor discounts by weights and cubes • Link POs to sales orders and create drop-ship POs for delivery direct to customer • Automatically create POs from back orders • Sort PO line items by product number, product category, or description • Send POs to vendors using email or fax • Option to send and receive POs via Electronic Data Interchange (EDI) • Track vendor performance using extensive reporting capabilities on, for example, overdue items by vendor, open POs by vendor, expected receipts by date, etc. Overview Accolent ERP’s Purchasing capabilities provide you with the functionality to manage all of your organization’s purchasing and receiving requirements. Using the Purchasing functionality you can automate the inventory replenishment process to create recommended reorders, create POs and receive POs. The inventory replenishment system creates a recommended purchase report based on a standard min/max inventory reorder model. You can automatically generate POs from the recommended reorder report to reduce manual effort and cut down on processing errors. POs can be created for any vendor using your vendors’ product codes or your product codes, and products can be ordered in multiple units of measure. Extensive reporting capabilities allow tracking of, for example, overdue items by vendor, open POs by vendor, expected receipts by date and other information. PO Receiving offers permission- based ability on a PO to cancel un- received items, partially receive items, over-receive items or add additional lines. Generate a Put- Away report based on product location tracking. Accolent ® WWW.ADSSOLUTIONS.COM © 2017 ADS SOLUTIONS. ALL RIGHTS RESERVED V 17-220

2. Fact Sheet PURCHASING Accolent ERP Purchasing (cont’d) Purchasing Features (cont’d) •Send Requests for Quotation (RFQs) to vendors: -enter products list manually or import from an order, quote, purchase order, or invoice -predefine list of vendors to receive RFQ based on products -restrict requests for certain products from being sent to certain vendors -system highlights best pricing from vendor -system creates PO based on your selected vendor -stores quoted prices in vendor record for future reference •Optionally, use Accolent ERP partner Claritum for online spend management solutions •Receive POs manually or optionally using WMS system and wireless handheld devices •Ability to cancel un-received items on open PO •Permission-based ability to over-receive items, partially receive items, enter landed cost, add additional lines •Sophisticated lot number and serial number traceability Overview (cont’d) PO Receiving can be set up to work with Accolent wireless WMS which allows use of handheld scanners. Accolent wireless WMS is an optional module and needs to be purchased separately. The Purchasing functionality is fully integrated with Accolent ERP out-of-the-box. Access to the Purchasing menus and screens can be fully controlled by Roles and Permissions that define which parts of the functionality are available to which users. Accolent ® WWW.ADSSOLUTIONS.COM © 2017 ADS SOLUTIONS. ALL RIGHTS RESERVED V 17-220