Starting in version 10.2, users are able to process credit cards in the Prepare Invoices window. This means that multiple invoices can be created in a batch, and credit card charges can also be processed in a batch. Acctivate has…
Articles
Creating and posting assembly from the sales order window schedules the assembly item
Within 10.3, we’ve added the ability to create assemblies from the Sales Order window. One thing to note when using this feature is that after posting these assemblies that are in reference to the Sales order, the quantity posted will…
How to create assemblies from the sales order window
Upon updating to Acctivate 10.3 or later, users have the option to create assemblies from the Sales Order window. This can be helpful because it will link the assembly to the specific item on the sales order and can speed…
Add or Edit Payment Terms
In addition to the standard payment terms available in Acctivate (Net 30, 10, COD, etc…), user can add, make changes, or remove terms. These modifications to the terms list take place within Quickbooks and are then synced over to Acctivate.…
Adding Shipping Information in Prepare Invoices
If you have any shipping information it is important to keep it related to an invoice to reference for future records. Adding Shipping information to an Invoice 1. Open up a Sales Order. 2. Whenever the Sales Order is ready…
Creating and Defining a Special Order Warehouse
When utilizing the Special Order module with Acctivate, you have the option of creating a separate warehouse for these orders. Special orders can be shipped to a designated warehouse and received into that warehouse, in order to isolate these items…
Posted in Configuration, Sales
Order Instructions and Comments on Forms
The Sales Order window allows you to record instructions and comments. By default, this information will display on certain sales forms (if you have customized your sales order forms, then this article may not be accurate for you). You can…
Posted in Sales
Credit Proof vs. Credit Memo
In business when a customer submits a request to return an incorrect or damaged product, navigate to Sales > Credit Memo to open the credit window. If the customer will return the unwanted item, it may be necessary to provide…
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
Scheduling Quotes and Sales Order
In order to process (pick, pack, ship, invoice) a sales order in Acctivate, the order status must be Scheduled, and there must be at least one scheduled quantity for the ordered products. There may be instances where an order has been…
Posted in Sales
