Articles

Default Forms and Email Templates

In Configuration Management, the administrator can assign default reports, message templates, and whether or not you prefer to preview or email the reports. To get to this section, go to File > Configuration Management > Sales Orders > Forms. For

Posted in Configuration, Email, Reports

User Startup Options for Business Alerts and Dashboard Reports

Upon opening Acctivate, users have the option for a few different Acctivate windows to appear automatically. This option is user specific and can be changed in Configuration Manager. To view the options available for Startup windows, go to File >

Posted in Configuration, Getting Started, Launch Acctivate, Reports, Start up

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

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

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

Widely Used SCAC codes

Here is a list of widely used SCAC codes for EDI shipping. Any others not on this list will need to come from your Shipping provider or EDI Trading Partner. SCAC Carrier name ALLV ALLIED VAN LINES ARFW AMERICAN FREIGHTWAYS

Posted in Configuration, EDI, Shipping

Webstore sync error: Webservice returned zero length data.

Many software applications and web stores have security and password protocols meant to protect your data and stop hackers.  What you may not realize is changing the administrative password on your web store, could also affect any software applications that

Posted in Add-On Modules, Configuration, Web Store Integration

Skipped or Missing Invoice Numbers

From time to time, users may notice that some invoice numbers “go missing” or get skipped. This is not uncommon and can be attributed to a few different potential reasons for the missing numbers. We’ll go over the most common

Posted in Configuration, Purchasing, Sales

UPS Shipping Workstation Installation Guide for use with EDI or Package Manager

This configuration is for EDI/Packaging Manager setup of the UPS WorldShip®  ONLY. The following setup procedure is for UPS WorldShip® to use the Acctivate EDI/Packaging Manager module. If you have not purchased this module please refer to the UPS WorldShip® Installation for Non EDI/Packaging

Posted in Add-On Modules, Configuration, EDI, Shipping
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