If your customer reports that the item shipped to them is damaged, utilize the following steps to create a Credit Memo for the return. There are two ways to handle damaged goods depending on whether or not your company returns the…
Yearly Articles: 2013
Export Customer List
Acctivate has a feature to easily export your customer list to a text/csv file. Alternatively, you can use the SQL Server Query in Microsoft Excel, but this is a simple way to get your full list of customers into a…
Posted in Customer
Print Invoices or Credit Memos
Acctivate has the ability to print an individual invoice via the Sales Menu or from a specific Sales Order, as well as in a batch. The same basic steps apply to printing Credit Memos. Below you will find steps for each option: Print…
Posted in Sales
Purchase Order Window
The Purchase Order window streamlines the complexities of purchasing management by allowing the purchasing process to be accomplished through this window. For more information, click the link to learn how to enter a Purchase Order. Get started by opening the Purchase…
Posted in Purchasing
Print Pick Tickets
In Acctivate, users have two options for printing Pick Tickets: Print a batch of Pick Tickets Print a Pick Ticket on each order Print a Batch of Pick Tickets Navigate to Sales > Print Pick Tickets The Print Pick Ticket window will…
Posted in Sales
Business Alerts Inventory Management and Reorder
The Business Alerts window is one of Acctivate’s Decision Support Tools, which alerts users of issues, such as at-risk deals, customer service issues, low stock or any other item needing immediate attention. This article explains the use of the Reorders tab, as well…
Posted in Inventory, Purchasing
Acctivate options to Schedule out of stock Products
The “Schedule out of stock Products” option is used to stop Acctivate from automatically scheduling the line. If the item isn’t automatically scheduled, invoicing the order will skip the line item in question and only include the scheduled lines. The…
Posted in Configuration, Sales
Non-Standard vs Non-Inventoried Products
Acctivate allows you to put “N” Non-standard Items on sales orders and purchase orders. These would be items that you do not stock in inventory and have no need to track in the system. There will be no record of…
Posted in Accounting, Inventory
Sales Quote
Acctivate provides two ways to quote prices to customers: Price Check and Sales Quote. The Price Check feature is one solely used to check prices quickly while on the phone with a customer and cannot be saved. This article covers the functionality…
Posted in Sales
Sales Order Window
In this article, the various screens of the Acctivate Sales Order window will be briefly explained. To access the Sales Order window: Click the Sales Order menu item in the Sales menu Or use the Sales Order icon in the toolbar…
Posted in Sales
