---
title: Business Activities | Knowledge Base
description: Business Activities
---

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1. [Knowledge Base](https://hub.acctivate.com/articles)
2. [Business Activities](https://hub.acctivate.com/articles/business-activities)

# Business Activities

## Business Activities

- [Close or Cancel a Business Activity](https://hub.acctivate.com/articles/close-or-cancel-a-business-activity)
- [Business Activity overview](https://hub.acctivate.com/articles/business-activity-window)
- [Business Alerts overview](https://hub.acctivate.com/articles/what-is-business-alerts)
- [Business Activity Webinar](https://hub.acctivate.com/articles/business-activity-webinar)
- [Setting up and Maintaining Business Activity Types.](https://hub.acctivate.com/articles/learn/businessactivity/how-do-i-setup-and-maintain-business-activity-types)
- [Business Activity External Links](https://hub.acctivate.com/articles/business-activity-external-links)
- [Using the Business Activity Review.](https://hub.acctivate.com/articles/business-activity-review)
- [Using the Service Scheduling Module](https://hub.acctivate.com/articles/business-activity-service-scheduling)
- [Adding Materials to a Service Billing Activity.](https://hub.acctivate.com/articles/how-do-i-add-materials-to-a-service-billing-activity)
- [Adding Time to a Service Billing Activity.](https://hub.acctivate.com/articles/learn/businessactivity/how-do-i-add-time-to-a-service-billing-activity)
- [Creating and completing a Return Merchandise Authorization. (RMA)](https://hub.acctivate.com/articles/learn/businessactivity/how-do-i-complete-a-return-merchandise-authorization-rma)
- [Creating a Business Activity from a record.](https://hub.acctivate.com/articles/create-a-business-activity-from-an-inventory-transaction)
- [Linking a record to a business activity.](https://hub.acctivate.com/articles/link-a-customer-or-job-to-a-business-activity)
- [Setting a Business Activity email template default.](https://hub.acctivate.com/articles/activity-email-template-default)
- [Sending a Message upon Change of Business Activity Status.](https://hub.acctivate.com/articles/business-activity-status-change)
- [Using Business Activity manager to bulk update Activities.](https://hub.acctivate.com/articles/using-business-activity-manager-to-bulk-update-activities)
- [Introduction to Business Activity Manager](https://hub.acctivate.com/articles/introduction-to-business-activity-manager)
- [Turning A Group of Service Billing Activities Into Service Orders.](https://hub.acctivate.com/articles/turn-service-billing-activities-into-service-orders)
- [Using Business Activity Manager to bulk print/email Activities.](https://hub.acctivate.com/articles/using-business-activity-manager-to-bulk-print/email-activities)

See less ▼

## Business Alerts

- [Using the Web store tab on Business Alerts](https://hub.acctivate.com/articles/business-alerts-web-store-tab)
- [Using Business Alerts for re-ordering.](https://hub.acctivate.com/articles/learn/business-alerts/how-do-i-use-business-alerts)
- [Using Business Alerts to create Assemblies.](https://hub.acctivate.com/articles/assemblies-tab-on-the-business-alerts-window)
- [User Startup Options for Business Alerts and Dashboard Reports](https://hub.acctivate.com/articles/learn/business-alerts/where-do-i-find-user-startup-options-for-business-alerts-and-dashboard-reports)
- [Following up on Reminders in Business Alerts](https://hub.acctivate.com/articles/how-to-follow-up-on-reminders)
- [Managing Employee's use of Reminders in Acctivate](https://hub.acctivate.com/articles/manage-employees-use-of-reminders)
- [Establishing reminders](https://hub.acctivate.com/articles/establish-reminders)

See less ▼

- [Getting Started](https://hub.acctivate.com/articles/getting-started#main-content)

    - [Basics](https://hub.acctivate.com/articles/getting-started#basics)
    - [User Interface](https://hub.acctivate.com/articles/getting-started#user-interface)
    - [Manager windows](https://hub.acctivate.com/articles/getting-started#manager-windows)
    - [List windows](https://hub.acctivate.com/articles/getting-started#list-windows)
    - [Transaction windows](https://hub.acctivate.com/articles/getting-started#transaction-windows)
    - [License and Users](https://hub.acctivate.com/articles/getting-started#license-and-users)
    - [Email](https://hub.acctivate.com/articles/getting-started#email)
    - [Getting Help](https://hub.acctivate.com/articles/getting-started#getting-help)
- [Installation](https://hub.acctivate.com/articles/installation#main-content)

    - [Acctivate](https://hub.acctivate.com/articles/installation#acctivate)
    - [Database Server](https://hub.acctivate.com/articles/installation#database-server)
    - [Mobile WMS Setup](https://hub.acctivate.com/articles/installation#mobile-wms-setup)
    - [Software Updates](https://hub.acctivate.com/articles/installation#software-updates)
    - [Email Setup](https://hub.acctivate.com/articles/installation#email-setup)
    - [Remote Access](https://hub.acctivate.com/articles/installation#remote-access)
- [Configuration](https://hub.acctivate.com/articles/configuration#main-content)

    - [Basics](https://hub.acctivate.com/articles/configuration#basics)
    - [Users](https://hub.acctivate.com/articles/configuration#users)
    - [Company Info](https://hub.acctivate.com/articles/configuration#company-info)
    - [Customers](https://hub.acctivate.com/articles/configuration#customers)
    - [Sales Orders](https://hub.acctivate.com/articles/configuration#sales-orders)
    - [Inventory](https://hub.acctivate.com/articles/configuration#inventory)
    - [Custom Fields](https://hub.acctivate.com/articles/configuration#custom-fields)
    - [Email Message Templates](https://hub.acctivate.com/articles/configuration#email-message-templates)
    - [Services](https://hub.acctivate.com/articles/configuration#services)
- [Inventory](https://hub.acctivate.com/articles/inventory#main-content)

    - [Products](https://hub.acctivate.com/articles/inventory#products)
    - [Costing](https://hub.acctivate.com/articles/inventory#costing)
    - [Prices and Units](https://hub.acctivate.com/articles/inventory#prices-and-units)
    - [Warehouses and Locations](https://hub.acctivate.com/articles/inventory#warehouses-and-locations)
    - [Lot Numbers](https://hub.acctivate.com/articles/inventory#lot-numbers)
    - [Inventory Manager](https://hub.acctivate.com/articles/inventory#inventory-manager)
    - [Receipts](https://hub.acctivate.com/articles/inventory#receipts)
    - [Assemblies](https://hub.acctivate.com/articles/inventory#assemblies)
    - [Kits and Assortments](https://hub.acctivate.com/articles/inventory#kits-and-assortments)
    - [Landed Cost](https://hub.acctivate.com/articles/inventory#landed-cost)
    - [Transfers](https://hub.acctivate.com/articles/inventory#transfers)
    - [Adjustments](https://hub.acctivate.com/articles/inventory#adjustments)
    - [Counts](https://hub.acctivate.com/articles/inventory#counts)
    - [Reports](https://hub.acctivate.com/articles/inventory#reports)
- [Purchasing](https://hub.acctivate.com/articles/purchasing#main-content)

    - [Purchase Orders](https://hub.acctivate.com/articles/purchasing#purchase-orders)
    - [Purchase Order Manager](https://hub.acctivate.com/articles/purchasing#purchase-order-manager)
    - [Purchase Invoices](https://hub.acctivate.com/articles/purchasing#purchase-invoices)
    - [Vendors](https://hub.acctivate.com/articles/purchasing#vendors)
- [Customers](https://hub.acctivate.com/articles/customers#main-content)

    - [Customers](https://hub.acctivate.com/articles/customers#customers)
    - [Locations](https://hub.acctivate.com/articles/customers#locations)
    - [Credit & Terms](https://hub.acctivate.com/articles/customers#credit-terms)
    - [Pricing](https://hub.acctivate.com/articles/customers#pricing)
    - [Broadcast Email](https://hub.acctivate.com/articles/customers#broadcast-email)
- [Sales](https://hub.acctivate.com/articles/sales#main-content)

    - [Orders](https://hub.acctivate.com/articles/sales#orders)
    - [Sales Order Manager](https://hub.acctivate.com/articles/sales#sales-order-manager)
    - [Picking](https://hub.acctivate.com/articles/sales#picking)
    - [Drop Shipments](https://hub.acctivate.com/articles/sales#drop-shipments)
    - [Sales Tax](https://hub.acctivate.com/articles/sales#sales-tax)
    - [Packaging](https://hub.acctivate.com/articles/sales#packaging)
    - [Shipping](https://hub.acctivate.com/articles/sales#shipping)
    - [Invoices](https://hub.acctivate.com/articles/sales#invoices)
    - [Payments](https://hub.acctivate.com/articles/sales#payments)
    - [Credits](https://hub.acctivate.com/articles/sales#credits)
- [Business Activities](https://hub.acctivate.com/articles/business-activities#main-content)

    - [Business Activities](https://hub.acctivate.com/articles/business-activities#business-activities)
    - [Business Alerts](https://hub.acctivate.com/articles/business-activities#business-alerts)
- [QuickBooks](https://hub.acctivate.com/articles/quickbooks#main-content)

    - [Basics](https://hub.acctivate.com/articles/quickbooks#basics)
    - [QuickBooks Online](https://hub.acctivate.com/articles/quickbooks#quickbooks-online)
    - [QuickBooks Desktop](https://hub.acctivate.com/articles/quickbooks#quickbooks-desktop)
- [Mobile WMS](https://hub.acctivate.com/articles/mobile-wms#main-content)

    - [Basics](https://hub.acctivate.com/articles/mobile-wms#basics)
    - [Picking](https://hub.acctivate.com/articles/mobile-wms#picking)
    - [Receiving](https://hub.acctivate.com/articles/mobile-wms#receiving)
    - [Counts](https://hub.acctivate.com/articles/mobile-wms#counts)
    - [Assemblies](https://hub.acctivate.com/articles/mobile-wms#assemblies)
- [Web Store Integrations](https://hub.acctivate.com/articles/web-store-integrations#main-content)

    - [Basics](https://hub.acctivate.com/articles/web-store-integrations#basics)
    - [Templates and Options](https://hub.acctivate.com/articles/web-store-integrations#templates-and-options)
- [EDI](https://hub.acctivate.com/articles/edi#main-content)

    - [Basics](https://hub.acctivate.com/articles/edi#basics)
    - [Orders - 850](https://hub.acctivate.com/articles/edi#orders-850)
    - [Shipments - 856](https://hub.acctivate.com/articles/edi#shipments-856)
    - [Invoices - 810](https://hub.acctivate.com/articles/edi#invoices-810)
    - [Warehouse - 940/945](https://hub.acctivate.com/articles/edi#warehouse-940-945)
- [Reports](https://hub.acctivate.com/articles/reports#main-content)

    - [Basics](https://hub.acctivate.com/articles/reports#basics)
    - [Standard Reports](https://hub.acctivate.com/articles/reports#standard-reports)
    - [Crystal Reports](https://hub.acctivate.com/articles/reports#crystal-reports)
    - [Excel](https://hub.acctivate.com/articles/reports#excel)
- [Database](https://hub.acctivate.com/articles/database#main-content)

    - [Basics](https://hub.acctivate.com/articles/database#basics)
    - [Backup & Restore](https://hub.acctivate.com/articles/database#backup-restore)
    - [Microsoft SQL Server](https://hub.acctivate.com/articles/database#microsoft-sql-server)
    - [Imports](https://hub.acctivate.com/articles/database#imports)
- [Troubleshoot](https://hub.acctivate.com/articles/troubleshoot#main-content)

    - [General](https://hub.acctivate.com/articles/troubleshoot#general)
    - [Installation](https://hub.acctivate.com/articles/troubleshoot#installation)
    - [Inventory](https://hub.acctivate.com/articles/troubleshoot#inventory)
    - [Purchasing](https://hub.acctivate.com/articles/troubleshoot#purchasing)
    - [Sales](https://hub.acctivate.com/articles/troubleshoot#sales)
    - [Shipping](https://hub.acctivate.com/articles/troubleshoot#shipping)
    - [QuickBooks Desktop](https://hub.acctivate.com/articles/troubleshoot#quickbooks-desktop)
    - [QuickBooks Online](https://hub.acctivate.com/articles/troubleshoot#quickbooks-online)
    - [Mobile WMS](https://hub.acctivate.com/articles/troubleshoot#mobile-wms)
    - [Web Store Integration](https://hub.acctivate.com/articles/troubleshoot#web-store-integration)
    - [EDI](https://hub.acctivate.com/articles/troubleshoot#edi)
    - [Reports](https://hub.acctivate.com/articles/troubleshoot#reports)
    - [Database](https://hub.acctivate.com/articles/troubleshoot#database)
    - [Imports](https://hub.acctivate.com/articles/troubleshoot#imports)
    - [Email](https://hub.acctivate.com/articles/troubleshoot#email)
    - [Integrations](https://hub.acctivate.com/articles/troubleshoot#integrations)

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