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

Credit Memo Payment Transactions

Credit Memo Invoices are created in Acctivate during the Credit Memo process. That invoice is then synchronized to QuickBooks. In QuickBooks, you can then select to apply a credit to another invoice or to use the credit to give a refund

Posted in Sales

Import a credit card authorization from your webstore

Acctivate supports the importing in of an credit card authorization along with a webstore order, using our Webstore module.  Once you are ready to invoice the sales order you imported in from your webstore, Acctivate will utilize the Authorize.Net

Posted in Sales, Web Store Integration

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

Configure default workflow statuses

Acctivate offers functionality to reset the workflow status to a specific workflow status on a sales order once a Sales Order has been processed in a certain manner.  In Configuration Manager -> Sales Orders -> Order Options, you will find the

Posted in Sales

“Payment Amount must be zero if no payment type”

When preparing invoices for sales orders in Acctivate, users may receive a message stating: Payment amount must be zero if no payment type is selected Users may receive this message if Orders were imported in with a payment amount, but the

Posted in Sales

Email Pick Tickets using the Branch

When selecting to email pick tickets from either a Sales Order or from the Order Manager, the default email address populated on the email will be the Branch email address instead of the customer’s contact email address.  Pick tickets are

Posted in Sales

Order Manager Custom Bar

Included in the Sales Order Manager are some standard views of open Sales and Service Orders.  We recognize our users may want to create a custom view of Orders for their unique needs. In the Order Manager, select the “Configure…” button

Posted in Sales

Sales Order Manager Overview

The Sales Order Manager is a management window in Acctivate that allows users to filter and process batches of Sales Orders in one central location.  The Order Manager also provides a quick overview of the value of your sales in different

Posted in Sales

Add Tracking Numbers in Prepare Invoices Wizard

Starting in Acctivate version 10.2, users will be able to add tracking numbers to invoices in the Prepare Invoices wizard on the fly. This article will show how and where these tracking numbers can be added. First, click Sales > Prepare

Posted in Sales, Shipping
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