Invoicing is the last stage of the Selling Process which completes the order. Perform this process once you’ve shipped the order to your customer. Keep in mind, only Scheduled detail lines on the order will be Invoiced. This also is the step…
Yearly Articles: 2013
Default Shipping Product ID
Acctivate allows users to assign a default product for shipping charges. This is the product used on the Release Invoice window for Sales Orders. In order to assign this ID as the default, you will first need to create a Product ID for…
Posted in Sales
Enter Sales Order
To enter a new sales order, first open the Sales Order window: Click the Sales Order menu item in the Sales menu Or use the Sales Order icon in the toolbar Once the window is open select the New Button, to…
Posted in Sales
Product Information
Acctivate allows you to add several pieces of information in order to group, sort and organize your products. Below is a list of the different groups you can use with your products as well as explanation and common uses. For…
Crystal Reports Selection Prompts/Parameters window
When running reports in Acctivate, users can narrow down results by choosing different selection prompts or parameters. This article will walk through different ways to use filters when running reports in Acctivate. First, select a report by clicking the Reports button on the…
Posted in Reports
EDI Customer Purchase Orders – Shipment Destinations
The Acctivate EDI module includes support for the importing EDI Customer Purchase Orders. These are typically orders from larger customers, such as “big box” retailers, grocery chains and large distributors. Your EDI Trading Partners may request shipments for any of…
Posted in EDI
Login Window (Splash Screen)
The Acctivate login window, also referred to as the “splash screen” contains valuable links and information. This article discusses some of the login window features that commonly get looked over when users start Acctivate. The left side of the window you shows…
Average Cost Method
Acctivate supports a variety of methods for calculating Inventory Valuation and Cost of Goods Sold. The most popular costing method is Average Cost. Acctivate is a perpetual inventory system using a continuous calculation of average cost. The cost for each…
Posted in Accounting
Print Sales Orders
Acctivate has the ability to print directly from a Sales Order, as well as printing Orders in batches. Below you will find steps for both options: Print Individual Sales Order After all pertinent information is entered on the Sales Order…
Posted in Sales
Print Purchase Order Individually or in a Batch
Users have two options for printing Purchase Orders: Print Purchase Orders individually Print a batch of Purchase Orders Print an Individual Purchase Order Open a Purchase Order by going to Purchasing > Purchase Order or clicking the Purchase Order button on the icon bar If…
Posted in Purchasing
