Articles

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

Posted in Database, Inventory, Reports

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

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

Editing Lot/Serial Numbers

From time to time, a user may accidentally enter an incorrect Lot or Serial number into Acctivate. This article will show the easiest way to correct this and enter the correct Lot or Serial Number. The example below shows a

Posted in Inventory

Invoice not released. Order has scheduled kits with components not stocked in the selected warehouse(s)

When trying to create an invoice for a sales order containing a kit item you may receive this message: This message means that the kit product and one or more of its component products are not stocked in the same warehouse. When

Posted in Inventory, Order Manager, Sales

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

Ship Complete Lots

The Ship Complete Lots feature is designed for lot-numbered items that must be shipped as a whole, complete lot. To use this feature, you’ll need to have purchased the Mobile Picking module for Acctivate. By default, this option is not

Posted in Inventory, Sales

Why is my Acctivate Data Import Failing?

If you use Acctivate, it is very likely at some point you will be importing data.  Whether you are importing data from an old system, creating new records, or updating existing records, the ability to Import Data in Acctivate is quick

Posted in Import Data, Inventory

Create Inventory Transfer from Receipt or PO transaction

Acctivate has the ability to Export Grids to Excel allowing users to quickly create an import spreadsheet to Transfer Inventory Between Warehouses.  In order to create an import spreadsheet from the PO. First you must open the PO that you

Posted in Import Data, Inventory

Find and Post an un-posted Inventory Receipt Transaction

You received inventory but still do not see the receipt quantity on hand and available in your warehouse, the two most common reasons for this are the receipt was posted to the incorrect warehouse which can be corrected with a

Posted in Inventory, Purchasing
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