Configuring UPS WorldShip® to Import data from Acctivate using Templates. First, make certain that you have completed the ODBC setup (This must be completed before you begin the UPS WorldShip® integration process. A 32-bit ODBC connection is required) Ensure when setting up the ODBC…
Video: Landed Cost
Take a quick look at creating and posting Landed Cost in Acctivate. Watch in Full Screen mode.
Legacy .csv Export for Reports in Acctivate
Prior to Acctivate version 10.3 SP4, exporting a report to a .csv format would function differently. When opened in Excel, the results will appear in a way that tries to mimic the report’s layout. Groupings, titles, page numbers, and other…
Simple Excel Query using Query Wizard
The Microsoft Query Wizard is an easier way to quickly create a Microsoft Query right from Excel. The basic steps to setup a Microsoft Query using the Query Wizard are below, these may vary slightly depending on your version of Microsoft…
“Length of NEW column color cannot be zero” error when creating new sales order
Starting with the Windows 10 update (version 1809), it has been reported that opening existing sales orders or creating new orders in Acctivate leads to the following error: “Length of NEW column color cannot be zero” It’s likely that the…
Partially Invoice a Sales Order
Acctivate allows users to choose which products to include on a sales invoice. Rather than invoicing the entire order at once, users can select to exclude products from the invoice by using the “Backordered Quantity” field.
Order Manager Inventory Allocation when Scheduling
In Acctivate, inventory will not be allocated to booked or back-ordered orders automatically. Those orders need to have inventory scheduled manually, even if there is now a sufficient quantity in your warehouse(s). Of course, it’s not always practical to manage…
Pending Amazon Orders and ChannelAdvisor
Acctivate integrates with the web store ChannelAdvisor, which can act as a web platform that consolidates orders and inventory quantities for other web shopping carts such as Amazon. Acctivate will import in orders from ChannelAdvisor based on the ordered date…
How to Batch Update Workflow Statuses
In this video, we walk through how to use the order manager to batch update workflow statuses on sales orders. For more information on the order manager, check out the overview here.
How to void a receipt
In this video, we go over the steps for voiding an inventory transaction. As an example, we void an inventory receipt. For documented steps, see the full guide here.
