Articles

Order Manager Inventory Allocation when Scheduling

In Acctivate, inventory will not be allocated to booked or back-ordered orders automatically.  Those orders need to have inventory scheduled manually, even if there is now a sufficient quantity in your warehouse(s).  Of course, it’s not always practical to manage

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Pending Amazon Orders and ChannelAdvisor

Acctivate integrates with the web store ChannelAdvisor, which can act as a web platform that consolidates orders and inventory quantities for other web shopping carts such as Amazon.  Acctivate will import in orders from ChannelAdvisor based on the ordered date

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How to Batch Update Workflow Statuses

In this video, we walk through how to use the order manager to batch update workflow statuses on sales orders. For more information on the order manager, check out the overview here.

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How to void a receipt

In this video, we go over the steps for voiding an inventory transaction. As an example, we void an inventory receipt. For documented steps, see the full guide here.

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Voiding an Invoice

Check out the video below for step by step instructions on how to void an invoice: For more instructions, click here.

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“Generic Failure” error when trying to configure mobile printers

When setting up your printers for your mobile devices, you may encounter the following error: This Generic Failure isn’t very self explanatory, but thankfully the fix is pretty simple. To fix this, take the following steps: Open the control panel

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Join a Remote Support Connection using ConnectWise Control

Acctivate Support and Implementation now use a new remote connection tool called ConnectWise Control. When submitting a Support Request, users may receive a response from an Acctivate Support Representative asking to set up a remote support connection wherein the Support

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Adding a Zero Cost Item to Acctivate

Users may want to keep track of an item’s availability, but not its cost. Typically, this happens for items like boxes or pallets. To set up a zero cost item, take the following steps. Create a new inventoried product in

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“The SMTP server requires a secure connection” email error

When trying to send an email from Acctivate, you may encounter an error with phrasing similar to “The SMTP server requires a secure connection”. While this error is somewhat unclear, the gist of it is that the user’s email address

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EDI 850 orders not showing up in the Process EDI window

If you are setting up or using EDI to import in and process orders, you may run into a problem with 850s not showing up in the Process EDI window within Acctivate. There are a few different potential causes for

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