Starting in version 10.3, a configuration setting exists to require that Inventory Locations are set in order to post transactions. This is checked at the time a user attempts to post the transaction, if a Location is not set, Acctivate…
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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…
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 >…
Add or Edit Payment Terms
In addition to the standard payment terms available in Acctivate (Net 30, 10, COD, etc…), user can add, make changes, or remove terms. These modifications to the terms list take place within Quickbooks and are then synced over to Acctivate.…
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…
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…
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…
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…
