In some cases where you’re using Shipping Manager in conjunction with UPS Worldship you need to apply a flat rate handling fee to the packages created for Sales Orders. In doing so you may have noticed that upon import…
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Setup SmartVault with Acctivate
The SmartVault integration offers online document storage and sharing, directly in the Acctivate software. Please read more about the SmartVault service before beginning this setup process. Note: The following process assumes that both QuickBooks and Acctivate are installed and registered…
Posted in Add-On Modules, Configuration
Avalara Account Setup
Acctivate offers a direct integration to the AvaTax service from Avalara. First, you should read our Avalara Sales Tax Service article. The following instructions are to configure your Avalara AvaTax account information in the Acctivate software. Prerequisites The following tasks must…
Avalara Sales Tax Service
Acctivate now includes support for the AvaTax Sales Tax Service from Avalara. AvaTax is a Software-as-a-Service offering that is fully integrated within Acctivate. It provides robust sales tax calculations and compliance for companies of all sizes processing orders from multiple…
Transfer inventory from one location to another
You will transfer inventory as usual, but you will need to specify from which bin locations you need to transfer from and to. The transfer sessions can be utilized for 2 reasons: Transferring from one location to another within the…
Posted in Add-On Modules, Inventory
Current Users, Licensed User Count and Add On Modules
The Help menu in Acctivate contains valuable information, including the option to view your Acctivate License, see which users are currently logged in, and review usage metrics that can be helpful when troubleshooting. License Information To view information about your Acctivate license,…
Posted in Add-On Modules, Installation
Using Warehouse Locations to Track and Manage Inventory
The Multiple-Location Control module is an Acctivate add-on which allows inventory to be tracked by warehouse location. Inventory can be tracked, sold from, received into and transferred to and from locations. Creating and Managing Warehouse Locations In Configuration Manager, users can create new…
Posted in Add-On Modules, Inventory
Make an Assortment product
Assortment products allow you to stock a variety of the same type of item and select different pieces for an assorted order. Items in this category might include red, black, and blue colored markers. The assortment item would be “Marker” and the…
Posted in Add-On Modules, Inventory
Special Order Purchasing Wizard
The Special Order Purchasing Wizard allows products to be designated as special order items and consolidates multiple scheduled sales orders with special order items for multiple customers into a single purchase order for each vendor. This then allows the special…
Sell an Assortment
The following steps are performed from a sales order (if you need help entering a new sales order, see Enter a new sales order). In the Detail tab of the Sales Order window, click in the Product ID field and either manually type…
Posted in Add-On Modules, Sales
