Acctivate provides fully-integrated sales order management that simplifies both pre-sale and post-sales activities and back office operations from quotes, selling, shipping and picking to managing all sales activities.
Below you will find videos, screen guides and specific articles. To view the complete archive of Sales articles, click here.
Videos
- Import Sales Orders
Take an in depth look at the Sales Order Import utility - Quote and Order Setup
Covers the Quick Quote feature; an overview of the Quote / Sales Order; and sales order management with Business Alerts. - Sales process
Covers the process of creating a Quote, converting it to a Sales Order, and Invoicing; in batches and one by one. - Units of Measure
- Customer Pricing
Screen Reference Guide
- Sales Order Process Chart
- Enter Sales Order
- Import Sales Order Process Chart
- Sales Order Window
- Enter Sales Quote
- Insert, Move, and Delete Rows from a Sales Order
- Print Pick Tickets
- Print Sales Orders
- Invoicing Sales Orders
- Print Invoices
- Collecting Overdue Invoices Process Chart
- Counter Invoice Process Chart
- Credit Memo Window
- Credit Memo Process Chart
Articles
Sales Configuration
- Create a new customer branch
- Credit card processing configuration
- Document Numbers for Sales Transactions
- Import sales order configuration
- Manage lost business codes
- Manage ship via carriers
- Match Invoice Numbers to Sales Order Numbers
- Schedule out of stock items
- Ship To Comments
- Ship Via and Carrier Services
Pre-sales
- Cancel a quote & track lost business
- Email a quote directly from Acctivate
- Enter a quick quote
- Enter a formal sales quote
- Print a quote
- Track and manage prospects
- Track sales quotes & turn quotes into sales orders
Sales Management
- Barcodes on sales documents can increase productivity
- Cancel an order & track lost business
- Email a sales order directly from Acctivate
- Process orders for customers on credit hold or with overdue invoices
- Recalculate prices automatically on sales orders
- Schedule Orders in a Batch or Individually
- Stock by piece and sell by weight
- Use the mobile sales entry module
eCommerce
Picking & Shipping
- Change the workflow status of a sales order
- Email shipping documents directly from Acctivate
- FedEx and UPS Shipping Workstation Interface
- Get faster warehouse operations with the workflow status feature
- Packaging Manager Module
- Print shipping labels
- Ready to Pick Qualifications
- Track a shipment that is en route
- Use the mobile order picking module
Order processing
- Credit card processing
- Email a customer invoice directly from Acctivate
- Keep track of overdue invoices
- Take payment with an order
- Void an invoice
Order follow-up
- Handle customer backorders
- Find a customer’s last order
- Keep track of overdue shipments
- Know which products each customer has ordered
Returning product for credit or refund
- Complete a Return Merchandise Authorization (RMA)
- Enter a credit memo
- Email a credit memo directly from Acctivate
- Print a credit memo
- Void a credit memo
