--- title: Configuration | Knowledge Base description: Configuration --- [Skip to content](https://hub.acctivate.com/articles/configuration#main-content) [Go to Customer Portal](https://hub.acctivate.com/tickets) ![Acctivate - A CAI Solution](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg) - [Knowledge Base](https://hub.acctivate.com/articles) Open main navigation Close main navigation - [Knowledge Base](https://hub.acctivate.com/articles) - [Go to Customer Portal](https://hub.acctivate.com/tickets) - [Support Resources / Create Ticket](https://acctivate.com/support) [Support Resources / Create Ticket](https://acctivate.com/support) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://hub.acctivate.com/articles) 2. [Configuration](https://hub.acctivate.com/articles/configuration) # Configuration - [How to enable and disable autocomplete suggestions when keying in Product ID](https://hub.acctivate.com/articles/how-to-enable-and-disable-autocomplete-suggestions) ## Basics - [Configuration Manager overview.](https://hub.acctivate.com/articles/what-is-the-configuration-manager) - [Setting up required GL accounts and where to find them.](https://hub.acctivate.com/articles/required-gl-accounts) - [Configuring defaults for the look up window.](https://hub.acctivate.com/articles/look-up-window-defaults) ## Users - [Updating User Info & Preferences](https://hub.acctivate.com/articles/updating-user-info-preferences) - [Setting up new users In Acctivate](https://hub.acctivate.com/articles/create-new-users) - [Disabling user accounts in Acctivate](https://hub.acctivate.com/articles/how-to-make-users-inactive) - [Assigning System Administration permission to additional Acctivate users](https://hub.acctivate.com/articles/assigning-system-administration-permission-to-additional-acctivate-users) - [Setting Up Various User Permissions](https://hub.acctivate.com/articles/setting-user-permissions) - [What To Know About Process Payments Permissions](https://hub.acctivate.com/articles/credit-card-processing-permissions) - [Setting User Permissions to allow a user to Void Inventory Transactions](https://hub.acctivate.com/articles/set-user-permission-to-allow-void-transactions) See less ▼ ## Company Info - [Managing company information.](https://hub.acctivate.com/articles/manage-company-information) - [Configuring the color of window borders.](https://hub.acctivate.com/articles/changing-window-colors) - [Configuring Document Numbers for Sales, Purchasing, and Inventory Transactions](https://hub.acctivate.com/articles/setup/configuration/manage-document-numbers-for-sales-purchasing-and-inventory-transactions) ## Customers - [Creating a new customer branch.](https://hub.acctivate.com/articles/create-a-new-customer-branch) - [Editing branch information.](https://hub.acctivate.com/articles/edit-branch-information) - [Create and Modify Salesperson List](https://hub.acctivate.com/articles/manage-salesperson-list) ## Sales Orders - [Managing web store conversions](https://hub.acctivate.com/articles/web-store-conversions) - [Advanced QuickBooks Online Automated Sales Tax Rules](https://hub.acctivate.com/articles/automated-sales-tax-rules) - [Printing Invoices automatically](https://hub.acctivate.com/articles/printing-invoices-automatically) - [Assigning default forms and email templates](https://hub.acctivate.com/articles/assign-default-forms-and-email-templates) ## Inventory - [Setting up Multiple Location Control.](https://hub.acctivate.com/articles/multiple-location-control) - [Configuring Units of Measure in Acctivate.](https://hub.acctivate.com/articles/configure-units-of-measure) - [Configuring Product Classes.](https://hub.acctivate.com/articles/setup/configuration/how-do-i-manage-product-classes) ## Custom Fields - [QuickBooks Online Custom Fields](https://hub.acctivate.com/articles/quickbooks-online-custom-fields) - [Setting up and defining custom fields.](https://hub.acctivate.com/articles/set-and-define-custom-fields) - [Adding a List to a Custom Field.](https://hub.acctivate.com/articles/setup/configuration/add-a-list-to-a-custom-field) - [Basics of Acctivate Custom Fields.](https://hub.acctivate.com/articles/understanding-custom-fields) ## Email Message Templates - [Configure the email display name used for emails sent from the Gmail integration](https://hub.acctivate.com/articles/configure-gmail-display-name) - [What are the Company Information fields for Message Templates?](https://hub.acctivate.com/articles/company-information-fields-for-message-templates) - [What are the Acctivate Track and Trace Fields for Message Templates?](https://hub.acctivate.com/articles/email-template/track-and-trace) - [What are the Current User fields for Message templates?](https://hub.acctivate.com/articles/current-user-fields-for-message-templates) - [What are the Customer Ship-To Fields for Message Templates?](https://hub.acctivate.com/articles/customer-ship-to-fields-for-message-templates) - [What are the Customer Fields for Message Templates?](https://hub.acctivate.com/articles/customer-fields-for-message-templates) - [What are the Order/Quote Fields for Email Templates?](https://hub.acctivate.com/articles/order/quote-fields-for-message-templates) - [What are the Purchase Order Fields for Message Templates?](https://hub.acctivate.com/articles/purchase-order-fields-for-message-templates) - [What are the Activity Fields for Message Templates?](https://hub.acctivate.com/articles/activity-fields-for-message-templates) See less ▼ ## Services - [Microsoft365 or Smartvault Must be Configured to Attach Documents Message](https://hub.acctivate.com/articles/microsoft365-or-smartvault-must-be-configured-to-attach-documents-message) - [Integrating Fiserv with Acctivate](https://hub.acctivate.com/articles/integrating-fiserv-with-acctivate) - [Configuring QuickBooks Online Payment Methods for credit card and eCheck processing](https://hub.acctivate.com/articles/configuring-quickbooks-online-payment-methods) - [Integrating Authorize.net with Acctivate.](https://hub.acctivate.com/articles/setup-authorize-dot-net) - [Integrating QuickBooks Payments with Acctivate.](https://hub.acctivate.com/articles/how-do-i-connect-intuit-payments-service-with-acctivate) - [Integrating AvaTax with Acctivate.](https://hub.acctivate.com/articles/connect-avalara-account-in-acctivate) - [Setting up Smart Vault Document Storage and Sharing](https://hub.acctivate.com/articles/smartvault-document-storage-and-sharing) 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) [![Acctivate Inventory Software](https://hub.acctivate.com/hubfs/Images/Logos/acctivate-cai-logo-svg.svg "Acctivate Inventory Software")](https://acctivate.com) Acctivate Knowledge Base [mailto:support@acctivate.com](mailto:support@acctivate.com) Copyright © 2025, Alterity, LLC