Video: Purchasing Process
Create Purchase Order (0:14) Select Purchasing > Purchase Order from the main menu or by using the shortcut from the main toolbar. Click the New button to create a new Purchase Order Use Status of...
View ArticleVideo: Product Information Window
Products can be found on the menu item Inventory > Product Information or by using the Product shortcut from the main toolbar. To pull up a specific product, press F4 or select the Lookup button...
View ArticleVideo: Customer Information Window
Customers can be found on the menu bar Customer > Customer Information or by using the Customer shortcut from the main toolbar. Click the magnifying glass next to the Customer name field to find a...
View ArticleVideo: Inventory Transactions
General Instructions for all Inventory Transactions: Open new session and initial transaction (session = a batch). Select Warehouse. Document reason or reference information. Choose Product ID and...
View ArticleVideo: Sales Process
There are five different ways to create new Sales Orders. Customers can either create a Quote to convert to a Sales Order; convert a Booked order to Scheduled; create a new Sales Order directly; via a...
View ArticleVideo: Setting up the Dashboard
In this training session, you will learn how to setup the dashboard which presents summarized information from your Acctivate company represented on a single window and can be setup to automatically...
View ArticleVideo: Business Activity Setup
The information printed below replaces the handout mentioned in video. Business Activity Type section is used to define all processes you will be tracking. The setup of the code lists below will...
View ArticleVideo: Business Activity Use
The information printed below replaces the handout mentioned in video. One stop shop for any activity in your business that you would like to record, track, share among a team, assign primary...
View ArticleVideo: Importing Data
The information printed below replaces the handout mentioned in video. Importing Data The Import Data feature can be found on the menu item File > Import Data and allows customer, product and...
View ArticleVideo: Quote and Order Setup
The information printed below replaces the handout mentioned in video. Sales Menu Quick Quote Used to quickly look up customer pricing for a particular product. Quick Quotes cannot be saved or...
View ArticleVideo: Price Check
The Price Check feature in Acctivate allows a user to quickly and accurately determine the price of products based on different pricing rules defined in Acctivate. Once you add a product to the price...
View ArticleVideo: Purchasing Process
Create Purchase Order (0:15) Select Purchasing > Purchase Order from the main menu or by using the shortcut from the main toolbar. Click the New button to create a new Purchase Order Use Status of...
View ArticleVoiding an Invoice
Check out the video below for step by step instructions on how to void an invoice: For more instructions, click here.
View ArticleHow to void a receipt
In this video, we go over the steps for voiding an inventory transaction. As an example, we void an inventory receipt. For documented steps, see the full guide here.
View ArticleHow to Batch Update Workflow Statuses
In this video, we walk through how to use the order manager to batch update workflow statuses on sales orders. For more information on the order manager, check out the overview here.
View ArticlePartially Invoice a Sales Order
Acctivate allows users to choose which products to include on a sales invoice. Rather than invoicing the entire order at once, users can select to exclude products from the invoice by using the...
View ArticleVideo: Landed Cost
Take a quick look at creating and posting Landed Cost in Acctivate. Watch in Full Screen mode.
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