Articles

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 Acctivate 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

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

Configuration options for Mobile Order Picking

Mobile Order Picking options explained.  These options can be found  by going to Configuration Management > Mobile > Order Picking Submitting picked orders Pick complete sales order by default If checked the full ordered quantity is picked from a single lot

Posted in Add-On Modules, Configuration, Mobile

Delete Warehouse from a Product

Occasionally, you may want to remove a warehouse on a product.  This does not remove any historical transactions, or delete the warehouse from the database.  Removing the warehouse from a product hides the warehouse only for the product you are

Posted in Database, Inventory, Reports

Product Class: Product Class is ambiguous

As your business grows and you have the need for more and more product classes, the list can grow to a point that you may have accidentally created a duplicate Product Class.  The database must have a unique identifier to

Posted in Configuration, Database, Excel, Getting Started, Import Data, Inventory
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