Articles

Inventory Count Variance Report

After posting an Inventory Count session, you’ll be able to view the Variance report either immediately after posting or through the Inventory Reports menu. This report shows the variance (change) between the old and new inventory levels. You’ll be able to

Posted in Inventory, Reports

Simple Excel Query using Query Wizard

The Microsoft Query Wizard is an easier way to quickly create a Microsoft Query right from Excel. The basic steps to setup a Microsoft Query using the Query Wizard are below, these may vary slightly depending on your version of Microsoft

Posted in Database, Reports

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

Print or Email a Pack List

There are two sections in Acctivate where you print or email a Pack List: Order Manager Sales Order Window Printing and Emailing from Order Manager Open Order Manager via the Sales menu or the Icon Bar Select orders with scheduled

Posted in Order Manager, Reports, Sales

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 Accounting, Configuration, Sales
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