Inventory

Acctivate’s inventory and warehouse management features are designed to efficiently manage warehouse tasks, control inventory across one location or many, and provide instant visibility into the inventory management process.

Below you will find videos, screen guides and specific articles. To view the complete archive of Inventory articles, click here.

Videos

• Assemblies, Kits and Matrix Inventory
• Product Information Window
  Add new and update existing products
• Inventory Transactions
  Learn how to process inventory adjustments, transfers, assemblies, receipts, and cycle counts
• Inventory Counts
  Inventory Count best practices including Physical vs Cycle counting.
  
• Import Data
• Pricing Options in Acctivate
  Get to know everything from configuration to use for pricing options, such as customer specific, product specific, price categories, and catch weights
  
• Warehouse Management with Acctivate Mobile
• Warehousing Options in Acctivate
  This webinar covers everything from configuration to use for all types of warehouses, such as physical, virtual, consignment, and bin locations.
• Units of Measure

Articles:

Setup and Configuration

• Create a New Product
• Configuring units of measure
• Importing product data
• Document numbers for inventory transactions
• Product Information options
• Inventory Cost Methods
• Accrued Purchase Receipts account
• Inventory Accounting Entries
• Configure Landed Cost Account
• Added Cost Receipts vs Landed Cost

Screen Reference Guides

• Product Information window
• Product Information Window – Units of Measure
• Product Information Window – Prices Tab
• Product Information Window – Inventory Tab
• Inventory Assembly Window
• Export Products Process Chart
• Inventory Count Process Chart

Using Inventory

Product Maintenance

• Manage product classes
• Assign a customer’s product ID to a product
• Print product labels
• Units of measure for a product
• Link external documents or a web page to your products in Acctivate
• Update your list of products that are available on the web

Cost method

• Enter a standard cost for a product
• Track costs for non-inventoried items

Prices

• Enter special pricing
• Manage price categories
• Setup & maintain price codes

Consignments from vendor

• Handle consignment inventory

Finished goods processing

• Process finished goods with added costs
• Process finished goods

Inventory transactions

• Issue stock for non-sales purposes
• Receive a shipment into inventory
• Correct inventory receipt cost
• Adjust inventory
• Transfer inventory between warehouses
• Change the value of an item
• Adding additional costs to the value of your purchased product
• Research journals

Inventory count

• Perform inventory counts
• Organize inventory count sheets by zones

Landed Cost

• Using the landed cost module

Multiple location control

• Using the multiple location control module

Matrix inventory

• Make a matrix product
• Sell a matrix product

Kitting & Assemblies

• Using the kitting & assemblies modules

Lot & Serial Number Control

• Using the lot & serial number control module

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