Articles

Print or Email a Pack List

There are two sections in Acctivate where you print or email a Pack List: Order Manager Sales Order Window Printing and Emailing from Order Manager Open Order Manager via the Sales menu or the Icon Bar Select orders with scheduled

Posted in Order Manager, Reports, Sales

“Restore Settings” for Acctivate Grids

In Acctivate, different windows contain grids for different fields and columns. These fields can often be resized and moved around the grid by users based on their preferences. Acctivate remembers these settings for each user. If desired, a user can

Posted in Business Activity, Business Alerts, Customer, Inventory, Launch Acctivate, Order Manager, Purchasing, Sales, Shipping

Create Assembly Sessions From Order Manager

Starting in Acctivate version 10.3, users are able to create Assembly Build sessions from Order Manager for Backordered quantities on open Sales Orders. This article will show how this can be done in Acctivate. In the screenshot below, we can

Posted in Inventory, Order Manager, Sales

Add or removing columns in Order Manager using the column chooser

In order manager, users have the option to add or remove columns that appear for their custom bar. This will allow the user to remove extraneous information or add custom fields to their own bar views. Click on Sales >

Posted in Order Manager

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

Batch Updating Workflow Statuses on Orders

With the introduction of the Order Manager in Acctivate 10.2, we’ve included the ability to batch update the workflow statuses of your orders. This eliminates the need to make individual changes to orders and saves users valuable time. For more

Posted in Order Manager, Sales
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