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…
Articles
Synchronizing with a New QuickBooks File
Customers contact our support team regarding the ability to synchronize their current Acctivate company file with a newly created QuickBooks file. The most basic answer to this question is “don’t do it“. Below is an explanation of what happens when…
Posted in QuickBooks and Sync, Technology
Creating and Defining a Special Order Warehouse
When utilizing the Special Order module with Acctivate, you have the option of creating a separate warehouse for these orders. Special orders can be shipped to a designated warehouse and received into that warehouse, in order to isolate these items…
Posted in Configuration, Sales
Configure Default Ship To Location
By default, the first Ship To Location ID is set to 1 in Configuration Management. If you’d like to change the default to be something else, you would do so in the Customer section of Configuration. Go to File >…
Posted in Configuration, Customer
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…
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…
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…
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…
Multi Level Assembly Process
The Assembly Process brings together a group of individual components, combining them to build a new product. This new product can then either be sold ‘as is’ to a customer or be used as a component of another assembly. Assembly products used…
Posted in Add-On Modules, Inventory
The remote server returned an error: (400) Bad Request… when processing a credit card
Processing credit cards in Acctivate with either QuickBooks Merchant Services or Authorize.net may return the following Remote server error (400) Bad Request. Received empty or truncated http inputstream. First, check the customer record or the name on the credit card…
Posted in Other Applications, Sales
