On the Inventory tab of the Product window, you will see all warehouses added to a particular product as well as Quantity totals for that warehouse. In this section you will see an Available Quantity as well as an On…
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Web Store Sync Error “The underlying connection was closed: An unexpected error occurred on a send.”
“The underlying connection was closed: An unexpected error occurred on a send.” If you receive an error such as this immediately after beginning your Web Store Sync, then you may have an issue with the XML document that is being…
Posted in Web Store Integration
Changing the Mailbox File Path for EDI Transactions
There are a few reasons why you may need to change the default Mailbox file path for your EDI transactions. Whatever that reason may be, here are the steps to go about making that change. Your EDI provider’s software will…
Posted in EDI
Credit Card Number is Required
When a payment method is set up in Acctivate’s Configuration Manager, there is the option to set up the payment method as a credit card. If this option is checked for a payment method such as Cash (or anything that…
Posted in Configuration, Sales
Choosing Kit Components on a Sales Order
When adding a Kit product to a Sales Order, the button to view the components and make changes becomes available. This applies to both Standard Kits and Custom Kits. If you select this button, you are then able to view…
Choosing the Ship To Location on a Sales Order
If you have a customer with multiple Ship To locations and you would like to select one besides the default on the Sales Order the option is included in the Location field located just under the date on the sales…
Posted in Sales
Company Window Color
To better differentiate between company files within Acctivate, or simply change the color scheme of the window to better match your company logo, there are now 16 window colors that you may choose from. To change the color scheme of…
Posted in Configuration, Getting Started
Ship Via and Carrier Service
In Acctivate 10, we have made some improvements to the way you select a shipping method for sales orders. In the Sales Order window, we have combined the Carrier and Service fields into a new Service field. Rather than having…
Making Users Inactive
There may be an instance where you need to change an Acctivate user from active to inactive. In order to do that, go to your Configuration Manager. Once in Configuration Manager, click on the User file and then on User…
Posted in Configuration
Entered/Updated date format change
Starting in version 10, the Sales Order will display the entered by and status changed dates as number of days instead of the actual date. This can be seen by going into a sales order on the additional info tab…
Posted in Sales, Technology
