Articles

Video: Price Check

The Price Check feature in Acctivate allows a user to quickly and accurately determine the price of products based on different pricing rules defined in Acctivate. Once you add a product to the price check window, Acctivate will calculate what

Posted in Customer, Sales, Video

Video: Sales Quote Overview

Take an in depth look at the Sales Quote window, including a walk through on how to create and fill in the information. Sales Quote window Create New Sales Quote (0:23) Add a Customer Header Information (0:55) Billing, Shipping, Contact

Posted in Sales, Video

Video: Importing Data

The information printed below replaces the handout mentioned in video. Importing Data The Import Data feature can be found on the menu item File > Import Data and allows customer, product and shipping information to be imported from a file. To create a

Posted in Customer, Inventory, Video

Video: Business Activity Use

The information printed below replaces the handout mentioned in video. One stop shop for any activity in your business that you would like to record, track, share among a team, assign primary responsibility for completion and maintain a history for future reference. There

Posted in Add-On Modules, Business Activity, Video

Video: Business Activity Setup

The information printed below replaces the handout mentioned in video. Business Activity Type section is used to define all processes you will be tracking. The setup of the code lists below will populate the drop down lists used in each activity.

Posted in Add-On Modules, Business Activity, Configuration, Video

Video: Setting up the Dashboard

In this training session, you will learn how to setup the dashboard which presents summarized information from your Acctivate company represented on a single window and can be setup to automatically refresh throughout the day. Dashboard Options (0:10) You can open

Posted in Reports, Video

Video: Sales Process

There are five different ways to create new Sales Orders. Customers can either create a Quote to convert to a Sales Order; convert a Booked order to Scheduled; create a new Sales Order directly; via a mobile device; or through

Posted in Sales, Video

Video: Inventory Transactions

General Instructions for all Inventory Transactions: Open new session and initial transaction (session = a batch). Select Warehouse. Document reason or reference information. Choose Product ID and enter Quantity. Save the transaction. Post to Inventory when all entries are com plete.

Posted in Inventory, Video

Video: Customer Information Window

Customers can be found on the menu bar Customer > Customer Information or by using the Customer shortcut from the main toolbar. Click the magnifying glass next to the Customer name field to find a customer. Primary Filters used to refine search.

Posted in Customer, Video

Video: Product Information Window

Products can be found on the menu item Inventory > Product Information or by using the Product shortcut from the main toolbar. To pull up a specific product, press F4 or select the Lookup button next to the Product ID box

Posted in Inventory, Video
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