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      Default Addresses used on Forms

      Forms in Acctivate, such as the Purchase Order, Sales Order, and Sales Invoice forms use addresses that pull from different places in Acctivate. See below for more.

      Different addresses used on many standard forms in Acctivate pull from various places and windows in Acctivate. Read about recommended address formatting here.

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      1. Sales Forms
      2. Purchase Forms
      3. Inventory Forms

      Sales Forms

      The standard Sales Forms which use addresses include the following forms: Quote, Order, Pick Ticket, Pack List, Bill of Lading, Invoice, Credit Memo, and Credit Memo Proof. See below for the address formats.

      • Header Address: Company information, which is managed in Configuration Manager.
      • Bill To Address: Customer Bill To Address and Contact Information used on the Sales Order. This address is the default customer billing address and default or selected customer contact. Note, if no customer contacts are set up, the default customer contact on the Customer Tab of the customer is used on the order window and forms. Read more about how Acctivate selects the contact information here.
      •  Ship To Address: Customer Ship To Address based on the default or selected Customer Ship To Address used on the sales order. Note, if no Ship To Address is set up, the Customer Bill To Address will be used. If set up, the Customer Ship To Attension will be used.

      The Bill of Lading uses a different address format from the header formats used in the other sales forms. For the Bill of Lading format, the following addresses are used from the Sales Order window:

      • SHIPPER (FROM): Company information is managed in Configuration Manager. This excludes the contact information and is only the physical address, city, state, zip, and country.
      • CONSIGNEE (SHIP TO): Customer Ship To Address based on the default or selected Customer Ship To Address used on the sales order.

      Purchase Forms

      The standard Purchase Forms use the following address formats. 

      • Header Address: Company information, which is managed in Configuration Manager.
      • SupplierAddress: Vendor address and contact info on the PO. Manage vendor info in QuickBooks. NOTE: Acctivate only receives the primary vendor contact from QuickBooks.
      • SHIP TO Address: Warehouse Ship To Address and Ship To Attention selected on the PO. Manage Warehouses in Configuration Manager. If using Special PO processes, like drop ship, a specified warehouse may be set up.

      Inventory Forms

      The standard Inventory Transfer and Work Order forms use the following address formats. 

      • Header Address: Company information, which is managed in Configuration Manager.
      • SHIP TO Address: The TO Warehouse address is selected on the inventory transfer. Manage Warehouses in Configuration Manager.
      • FROM Address: The FROM Warehouse address selected on the inventory transfer. Manage Warehouses in Configuration Manager.