Articles

Handling Inventory Counts with Multiple Users

Although the inventory count process is often a group effort, each count sheet can only be entered by one user in Acctivate. If more than one user attempts to open the same count session number in the Enter Count screen, the following

Posted in Inventory

Selling into the Negative

Acctivate allows users to sell items into negative quantities based on user permissions. When a user has the ability to Override Scheduled Qty on a sales order, they have the ability to schedule an item into negative availability, as well as

Posted in Inventory

Acctivate Window Guide

Acctivate 10 will be introducing several improvements to the user interface. To learn more about a specific window in Acctivate, including updated version 10.0 screenshots, click one of the links below: Customer Information window Product Information window Sales Order window Sales

Posted in Getting Started

Crystal Reports excludes time from Date-Time fields

In the Acctivate database, date fields such as EntryDate on a Sales Order and CreatedDate on a Customer record are stored in Date-Time format (1900-01-01 00:00:00). When including this information on a report in Crystal Reports, you may see Date-Time fields represented

Posted in Reports

Modifying an existing Microsoft Query in Excel

Microsoft Excel, when linked to an Acctivate database via ODBC, can be a useful tool to quickly return data from Acctivate. If you’ve created a spreadsheet with an Excel Query in the past and would like to change what data

Posted in Database, Reports

Shopify Payment Information may be blank due to API changes

Due to recent changes made to Shopify’s API, some payment information may not be sent back to Acctivate. Shopify is deprecating some API functions by converting XML into JSON, which is causing the integration with Acctivate to no longer fully

Posted in Web Store Integration

Including Pick Tickets/Pack Lists on the Service Order Window

By default, the Service Order screen does not have the option to print or email Pick Ticket or Pack Lists. If users frequently include inventoried items on Service Orders and need a way to pick these items, there are a few

Posted in Configuration, Reports

Creating a new Payment Method

Like the Vendor and Salesperson lists, payment methods are maintained in QuickBooks. Below is a quick guide that walks through how to add a new payment method into QuickBooks then sync this data into Acctivate. In QuickBooks, go to Lists > Item

Posted in QuickBooks and Sync

Resolving “Cannot connect to server” Error on Acctivate Mobile WMS

Acctivate Mobile WMS requires a webservice connection in order to access data in your Acctivate company file on a handheld scanning device. Occasionally, if a server name changes or a factory reset is performed on the mobile device, users may

Posted in Configuration, Mobile

Installing Acctivate Mobile Updates

Acctivate Mobile software updates Software updates will be available for Acctivate Mobile along with most Acctivate updates.  The Mobile Updates may affect the Acctivate Mobile Web Service and/or Acctivate software on each device. Note: We recommend that you install the Acctivate software updates on

Posted in Installation, Mobile
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