Articles

Recommendations for Rescheduling Sales Orders

When entering in a Scheduled order, or changing a Quote or Booked order to a Scheduled status, Acctivate allocates as much available inventory as possible to that order. This allocation of inventory availability is referred to as ‘Scheduling’. During this

Posted in Order Manager, Sales

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

Send Emails in Bulk Through Order Manager

The Order Manager in Acctivate is a powerful tool with many fantastic options available to users. One of which is the ability to send emails in bulk for selected orders within a bar’s filtered orders. This can be helpful for

Posted in Order Manager

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.