Question & Answer Session with Lauren and Brad

Check out a full hour of ACCTivate! solutions during a Question & Answer session with Lauren and Brad. We begin the presentation with some questions sent in through email beforehand and end with questions sent in throughout the webinar.

  • Scheduling Orders – 0:27
    • Business Alerts > Sales Order Management
    • Reset Schedule on Order
  • Orders per Customer – 4:31
    • Orders tab on Customer window
    • Open Orders report filtered on Customer Name
    • Open Orders by Customer report
  • Warehouse Location Update – 7:20
  • Vendor Price Update – 10:44
  • Excel Queries – 15:00
  • Inventory Reorder – 20:19
  • Units of Measure for Vendors – 28:27
    • Alternate Unit of Measure
    • Vendor Pricing Unit of Measure
  • Removing Inventory Sessions – 32:30
    • Red X on each type of Inventory Transaction
  • Transaction History – 37:10
    • Inventory Ledger report
  • Customer Prepayments or Deposits – 41:05
    • General Ledger Account
    • Product Class
    • New Other Charge Product
    • Processing Prepayments or Deposits
  • Setting a Default Warehouse – 49:38
  • Ordering or Selling in Alternate Unit of Measure and how it’s reflected on Inventory window – 53:25
    • Purchase in Alternate Unit of Measure will be reflected as the Stocking unit on Inventory window
    • Unit of Measure Relationships
  • Edit a Completed Sales Order – 56:48
  • What’s been Received for a Purchase Order – 1:00:25
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