Articles

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

11-9-2016-1-37-09-pm

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

Initial Webstore Integration Setup

2016-10-27_15-33-36

The initial Webstore set up with Acctivate is slightly different for each Webstore type. This article will cover the most popular webstores that currently integrate with Acctivate and how to set them up to sync with your Acctivate company. Part

Posted in Sales, Web Store Integration

Orders View Shows Most Recent Tracking Number

10-28-2016-11-54-14-am

Starting in Acctivate version 10.2, the Orders View (used for reporting and email templates) will show the most recent tracking number related to a Sales Order. Sometimes in Acctivate, an order may contain multiple different packages, each of which may

Posted in Sales

Printing Pick Ticket Automatically Changes Workflow Status

10-27-2016-10-42-31-am

Starting in Acctivate version 10.2, the workflow status will be changed automatically on a Sales Order when the Pick Ticket is printed from the Sales Order. This article will cover the process of how the workflow status is changed, and how to

Posted in Sales

Posting Invoice Automatically Changes Workflow Status

10-25-2016-3-56-38-pm

Starting in Acctivate version 10.2, the workflow status will be changed automatically on a Sales Order when an Invoice is released from that order. This article will cover the process of how the workflow status is changed, and how to set

Posted in Sales, Uncategorized

Sort Columns In Look Up Windows

10-25-2016-1-55-55-pm

Starting in Acctivate 10.2, users will have the ability to sort data in every column of every look up window in Acctivate. This feature will allow a user to sort any column in the lookup for Customers, Sales Orders, Products etc.

Posted in Customer, Inventory, Purchasing, Sales

Scheduled vs Backordered Sales Order Status

Sales Orders can have several different statuses. Most statuses are pretty easy to make sense of, ‘Complete’ means that the entire ordered quantity for all products on the order have been c, ‘Cancelled’ means order that the order has been Cancelled

Posted in Sales
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