Getting Started
- New to Acctivate? Start here!
- Getting support from the Acctivate support team.
- Registering and using the Customer Portal
Installation
- Installing Acctivate on the server and workstations.
- Migrating Acctivate to a New Computer or Server
- Installing Microsoft SQL Server
Configuration
- Configuration Manager overview.
- Setting up new users In Acctivate
- Basics of Acctivate Custom Fields.
Inventory
- Introduction to Acctivate's Inventory Manager
- Using Warehouse Locations to Track and Manage Inventory.
- What is Landed Cost?
Purchasing
- Acctivate Purchase Order Manager
- Acctivate's Purchasing Process
- Overview of Acctivate Purchase Orders
Sales
- Introduction to Acctivate's Sales Order Manager
- Creating a filter in the Sales Order list window.
- How do I handle charging tariffs to our customers
Business Activities
- Business Activity overview
- Introduction to Business Activity Manager
- Creating and completing a Return Merchandise Authorization. (RMA)
QuickBooks
- How The QuickBooks Desktop Sync Works
- What Synchronizes between QuickBooks and Acctivate?
- How The QuickBooks Online Sync Works
- Differences Between QuickBooks Online and QuickBooks Desktop that affect Acctivate
Web Store Integrations
- What Web Store Platforms are Supported?
- Setting up webstore templates
- Understanding the Web Store Template - Options
EDI
- What is EDI (Electronic Data Interchange)?
- How are EDI Customers set up in Acctivate?
- Setting up 3PL warehousing with EDI.
Reports
- Acctivate's Standard Report List.
- Exporting Acctivate Window Grids to Excel.
- Crystal Reports for Acctivate users