Web order import options can be set in the configuration management window of Acctivate by going to File> Configuration Management> Web Store> Web Store Options. The Warnings options determine how the import will handle sales orders containing warnings: Import all orders: When this…
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Export Acctivate Window Grids To Excel
Several windows within Acctivate, such as the sales order window and business alerts tabs, present information in a grid format. Many of these grids can be exported directly to Microsoft Excel allowing you to sort, organize and manipulate your data. To export these…
Discontinuing a Product
At times, you may have a product that has become discontinued. Even though the item has become discontinued, you could have quantity on hand to sell, therefore you do not want to mark it inactive yet. Instead, you can indicate that…
Posted in Inventory
Web Order Customer Matching Sequence
When importing in sales orders using the Acctivate web store module, Acctivate will first try to find a customer in Acctivate that matches the customer who placed the order on your web store site. If no matching customer can be…
Posted in Web Store Integration
Understanding Sales Order and Purchase Order Date Fields
The Sales Order and Purchase Order window in Acctivate contain date fields which can be used to manage your sales and purchasing processes. The date fields can be used to determine when a sales order is due to your customer or when you…
Posted in Purchasing, Sales
Configure Workflow Status Options
Acctivate can utilize various workflow statuses to help process orders and improve efficiency. Acctivate already includes a default set of workflow statuses that can be used immediately, or you may define your own to better fit in with your needs. When properly configured, certain…
Posted in Configuration, Sales
Can’t Find Created ODBC Connection
After creating an ODBC connection, you may find that you are not able to locate the ODBC connection when mapping to UPS Worldship, FedEx Shipping Workstation or creating a Microsoft Excel Query. In Windows, there are two ODBC Data Source Administrators: a 32-bit and a 64-bit…
Posted in Database
Using an inventory Track and Trace transaction
An inventory Track and Trace transaction allows you to track the usage and/or trace the source of a serial or lot controlled item in Acctivate. This module is extremely useful if you need to recall an item and need to…
Posted in Inventory
Configuring Packaging Manager Weight Metric Unit of Measure
Products in Acctivate can have a weight metric assigned to the stocking unit and packaging unit. When using Packaging Manager, Acctivate will calculate the weight of the cartons based on this metric and the number items in the carton. Packaging manager…
Posted in Configuration, Shipping
Configuring Catch Weight Pricing
Acctivate can be configured to handle catch weight pricing. This allows the weight of each piece to be captured. This feature requires the item to be serial or lot-numbered. The weight for each lot number will be selected and the sales…
Posted in Sales
