Articles

Late Shipments in Order Manager

The Order Manager can quickly offer users for displaying a list of scheduled orders in which the Requested Ship Date is prior to today’s date and the Workflow Status is not equal to “Shipped”. First, in order to create or modify

Posted in Order Manager

Use the Order Manager to invoice Shipped Orders

Acctivate can quickly filter and display a list of sales orders that have been shipped and are now ready to be invoiced.  In Acctivate select to open the Order Manager.  In the default Sales Orders View, scroll to the right side

Posted in Order Manager, Sales

Add a filter group to Order Manager to filter out specific dates

The Acctivate Order Manager allows the adding of additional filter groups to buttons, this may be necessary to filter by date. Adding a new Filter Group to a button in Order Manager: Click And Select Add Group When the new

Posted in Order Manager
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support request.