Articles

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

Posted in Customer, QuickBooks and Sync, Sales

Deleting Customers from Acctivate

You have old, inactive or duplicate customer records, now you want to delete them.  Acctivate does not allow users to delete customers once a record has been created.  While it may sound like a simple click of the mouse or

Posted in Customer, Database, Other Applications, QuickBooks and Sync

How to search through note fields

If a user needs to find a specific note that was entered, they can use the note search to find it. To do this, Right click on the notes section and click on FIND. This will generate a search box

Posted in Customer, Inventory, Other Applications

Migrating data from one Acctivate company file to another company file

For some users with multiple Acctivate Companies, there may come a time when you would like to migrate the data in one of the companies into the other. This can be due to a merger or a variety of other

Posted in Customer, Database

Charging A Re-Stocking Fee On Credit Memos

Some companies may have a return policy which charges a re-stocking fee for returned goods. This help article covers the process of setting up the re-stocking fee and shows how this will work on Credit Memos. The first step in setting

Posted in Customer, Sales

Find vs Begins With in Search Windows

Acctivate search windows use a Multi Field Search which looks for data in several different fields at once. The multi field search can also look for a character that is anywhere in the text for the values in those fields. For

Posted in Customer, Inventory, Purchasing, Sales

Customer Type

Customers in Acctivate can be categorized in different Types. This article will cover how to create new Customer Types, and how to assign them to Customers, as well as some ways that the Customer Type can be used in Acctivate.

Posted in Customer, Email, Reports

Sort Columns In Look Up Windows

Starting in Acctivate 10.2, users will have the ability to sort data in every column of every look up window in Acctivate. This feature will allow a user to sort any column in the lookup for Customers, Sales Orders, Products etc.

Posted in Customer, Inventory, Purchasing, Sales
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