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…
Articles
Adding new assembly workflow statuses
Acctivate gives the user the ability to modify not only the workflow for sales orders, but also on Assemblies as well. If you need to add a new assembly workflow status, you can do that by going to File >…
Manage Product Class
In Acctivate, each product is required to have a Product Class. The Product Class is typically the main way you will categorize your products and should not be confused with QuickBooks Class Tracking. The Acctivate Product Class is available as a…
“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 From Sales Order
Starting in Acctivate version 10.3, users are able to create Assembly sessions directly from open Sales Orders. This will allow Assembly sessions to be created for any Assembly product with a backordered quantity on an open order. This article will…
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…
Send Non-EDI Invoices To Trading Partner
When an EDI 850 Customer Purchase Order is brought into Acctivate and Invoiced, the Invoice is automatically selected to be sent back to the partner as an EDI 810 Customer Invoice. If an order is created for an EDI partner…
Apply Existing Customer Credits At The Time Of Invoicing
Starting in Acctivate version 10.3, users are able to relate unapplied Credits/Payments to Invoices at the time of invoicing. If a Customer has an available Credit or unapplied Payment, it can be applied to the Invoice in the Invoice Order…
Emailing a transaction or sales type reports
Starting in Acctivate 10.3, users have the ability to send a report without attaching reports manually. First bring up the report you would like to send. In this example, we can use the most recent Inventory receipt report under Inventory…
There is an invalid reference to QuickBooks Item “” in the Invoice line. may appear when syncing with Quickbooks
This sync error below may appear whenever trying to sync with Quickbooks. There is an invalid reference to QuickBooks Item “” in the Invoice line. may appear when syncing with Quickbooks Check the product class values for that invoice mentioned.…
Posted in Sales
