Improvements in Version 10.2

Previously, we covered Sales Order Manager which is one of the main new features of version 10.2. Check out the additional features, such as voiding inventory transactions, workflow status updates, etc. After the demonstration, we cover a few live questions sent in during the presentation.

  • Configuration Management (0:27)
    • User Permission
      • Void Inventory Transactions
    • Sales Orders
      • Workflow Statuses (1:35)
      • Setting Default Workflow Statuses for certain actions (2:45)
  • Lookup Windows (4:49)
    • Sort columns by clicking header
    • Improved speed using Available in filters
    • Multiple vendor records for IDs and pricing (8:08)
  • Inventory Reports (11:00)
    • Report differences before and after posting
    • Bin Location, Transaction Date, Notes, and Posted stamp added
  • Void Inventory Transactions (14:14)
    • Selecting session to void, caveats to voiding
    • Recreating voided transaction
    • Prompt to back-date inventory transactions (20:03)
  • Web Store Template Addition (22:47)
    • WooCommerce 2.6+
  • EDI 3PL Transactions (24:04)
    • Multiple Lot Numbers per line on 945 Warehouse Shipment Notification
  • Email Template Fields (25:40)
    • Last Tracking Number for Orders view
  • Updating Workflow Statuses (27:33)
    • Sorting Order Manager Columns
    • Unassigned Workflow Status View
  • Prepare Invoices (30:07)
    • Process Credit Cards in batch
    • Email Invoices as PDF
  • Misc. Improvements (34:50)
    • CYMA 16.0
    • Drag and Drop .msg files into Acctivate (35:04)
  • Live Questions (36:20)
    • Do we need to do anything to our Custom Reports after updating?
    • How does voiding transactions with lot/serial numbers effect things?(37:12)
    • Does the Shipping Workstation module work differently in version 10.2? (39:36)
    • If an order doesn’t list an email address, will the invoice be printed automatically? (40:22)
    • Please review update process (40:55)
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