Configure Default Ship To Location

By default, the first Ship To Location ID is set to 1 in Configuration Management. If you’d like to change the default to be something else, you would do so in the Customer section of Configuration. Go to File >

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Posted in Configuration, Customer

How to update the Volusion Webstore Template Password

When integrating with a Volusion webstore, it is important to know that you will be required by Volusion to change your password every month or two. If you recently changed your password on the webstore, you’ll also need to make

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Posted in Web Store Integration

Packaging Manager Setup for EDI

Packaging Manager is used to package Sales Orders into shipments for EDI transactions. Acctivate can automatically package the shipment into separate cartons based on a number of settings. The weight of each carton can also be calculated based on the

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Posted in EDI, Shipping

Common Causes for “Could Not Connect to SQL Server”

Following a server migration, new installation of Acctivate on a workstation, or a network related change within your system, you may encounter an error along the lines of: Could not Connect to SQL Server If you get this message, there

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Posted in Technology, Uncategorized

Credit Proof vs. Credit Memo

In business when a customer submits a request to return an incorrect or damaged product, navigate to Sales > Credit Memo  to open the credit window. If the customer will return the unwanted item, it may be necessary to provide

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Posted in Customer, QuickBooks and Sync, Sales

Configuration options for Mobile Order Picking

Mobile Order Picking options explained.  These options can be found  by going to Configuration Management > Mobile > Order Picking Submitting picked orders Pick complete sales order by default If checked the full ordered quantity is picked from a single lot

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Posted in Add-On Modules, Configuration, Mobile

Re-import Skipped Webstore Orders

When importing orders from a webstore, you may encounter warnings from the sync that state an order has been skipped. This can happen for a variety of reasons depending on the configuration of your webstore template in Acctivate or the

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Posted in Web Store Integration

Delete Warehouse from a Product

Occasionally, you may want to remove a warehouse on a product.  This does not remove any historical transactions, or delete the warehouse from the database.  Removing the warehouse from a product hides the warehouse only for the product you are

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Posted in Database, Inventory, Reports

Recommendations for Rescheduling Sales Orders

When entering in a Scheduled order, or changing a Quote or Booked order to a Scheduled status, Acctivate allocates as much available inventory as possible to that order. This allocation of inventory availability is referred to as ‘Scheduling’. During this

Posted in Order Manager, Sales

Product Class: Product Class is ambiguous

As your business grows and you have the need for more and more product classes, the list can grow to a point that you may have accidentally created a duplicate Product Class.  The database must have a unique identifier to

Posted in Configuration, Database, Excel, Getting Started, Import Data, Inventory
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