Acctivate allows you to put “N” Non-standard Items on sales orders and purchase orders. These would be items that you do not stock in inventory and have no need to track in the system. There will be no record of…
Acctivate allows you to put “N” Non-standard Items on sales orders and purchase orders. These would be items that you do not stock in inventory and have no need to track in the system. There will be no record of…
Acctivate provides two ways to quote prices to customers: Price Check and Sales Quote. The Price Check feature is one solely used to check prices quickly while on the phone with a customer and cannot be saved. This article covers the functionality…
In this article, the various screens of the Acctivate Sales Order window will be briefly explained. To access the Sales Order window: Click the Sales Order menu item in the Sales menu Or use the Sales Order icon in the toolbar…
Invoicing is the last stage of the Selling Process which completes the order. Perform this process once you’ve shipped the order to your customer. Keep in mind, only Scheduled detail lines on the order will be Invoiced. This also is the step…
Acctivate allows users to assign a default product for shipping charges. This is the product used on the Release Invoice window for Sales Orders. In order to assign this ID as the default, you will first need to create a Product ID for…
To enter a new sales order, first open the Sales Order window: Click the Sales Order menu item in the Sales menu Or use the Sales Order icon in the toolbar Once the window is open select the New Button, to…
When running reports in Acctivate, users can narrow down results by choosing different selection prompts or parameters. This article will walk through different ways to use filters when running reports in Acctivate. First, select a report by clicking the Reports button on the…
Acctivate has the ability to print directly from a Sales Order, as well as printing Orders in batches. Below you will find steps for both options: Print Individual Sales Order After all pertinent information is entered on the Sales Order…