Articles

Create Additional Warehouses

Occasionally our customers have the need to create a new Acctivate warehouse in configuration manager.  This new warehouse may be a new physical warehouse location or a virtual warehouse location either way the setup process is exactly the same.  Additional

Posted in Configuration, Inventory

Stamps.com Shipping Configuration

The following setup procedure is for the integration between Stamps.com PC Software and Acctivate Inventory Management Software.  Before you begin you must Download and Install Stamps.com PC Software.  If you have not purchased the Acctivate Shipping Workstation Integration please contact your sales person.  The setup typically can

Posted in Add-On Modules, Shipping

Adding list to Custom Fields

Data consistency is key to good database management and effective reporting.  An easy and effective way to prevent typos and ensure the data being reported is consistent and accurate is to design a list for use with Custom Fields.  A single

Posted in Configuration, Inventory

Cancel Orders and Void Transactions

Acctivate now allows users the ability to void inventory transactions.  Voiding inventory transactions is a user permission and by default is turned off for all users including SYS. Set User Permission to Allow Void Transactions We have a number of

Posted in Accounting, Inventory

Creating and Tracking Customer Core Charges

Some customers have the need to track customer core charges. A Core is usually some fee or additional charge that may be refunded to the customer when something is returned, it is very similar to a Customer Deposit, and could be

Posted in Customer, Sales

Endicia Shipping Configuration

This configuration is a guide to setup Endicia, part of the Stamps.com family. The following setup procedure is for Endicia®  and Acctivate Inventory Management Software. If you have not purchased the Shipping Workstation module please contact your sales person.  The

Posted in Shipping

Manage Product Class

In Acctivate, each product is required to have a Product Class. The Product Class is typically the main way you will categorize your products and should not be confused with QuickBooks Class Tracking.  The Acctivate Product Class is available as a

Posted in Configuration

Cannot change cost method because the product has posted inventory transactions.

Acctivate blocks users from changing cost methods for products once the product has posted inventory transactions.  If a product has been assigned a cost method that has been marked as inactive in configuration manager users may receive the following warning

Posted in Configuration

How to attach files using notes in Acctivate

Users may upload and attach files to a record in Acctivate, using notes.  Users may create notes and upload attachments on the following windows. Activity Customer Account Customer Credit Customer Location Sales Order Sales Invoice Purchase Order Purchase Invoice Product

Posted in Database, Reports

Credit Proof vs. Credit Memo

In business when a customer submits a request to return an incorrect or damaged product, navigate to Sales > Credit Memo  to open the credit window. If the customer will return the unwanted item, it may be necessary to provide

Posted in Customer, QuickBooks and Sync, Sales
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support request.