How do I?
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Assembly
Sales
- Adding a minimum freight rate for each customer.
- Creating a credit card processing fee.
- Creating a miscellaneous/other charge product.
- Correcting a Sales Order that is Locked by Avalara.
- Handling drop shipped lot/serial items.
- Scheduling Orders in a Batch or Individually.
- Setting up a line item for tax.
- Testing Multiple Currencies.
- Creating a filter in the Sales Order list window.
- Handling gift certificates/gift cards.
- "View dropship/special order" button missing on sales order after updating to 12.2.
- Setting up a high volume pricing discount.
- Creating a Credit Credit Card or E-Check payment method for use without having to enter the required fields.
- Deleting and editing packages on an order.
- Adding a Late fee to an Invoice.
- Handling Pro Forma Invoicing within Acctivate.
Reports
- Navigating to the Standard Reports folder.
- Solutions for automation of emailing reports on a schedule.
- Replacing the company logo.
- Printing labels on RightNetworks.
- Modifying the invoice report to only display items that are being invoiced.
- Generate lot/serial number report based on Expiration Date.
- Editing reports on RightNetworks.
- Configuring Zebra Label printers for Acctivate.
Inventory
- Fixing an item that was received with the incorrect lot number.
- Handling serial numbers with negative on hand quantity.
- Importing in product images.
- Returning Items to Inventory from a Drop Ship Order.
- Updating Products to be Available on Web.
- Setting up Unit of Measure for Non-Standard Items.
- Combining lots of an assembly into one lot.
- Posting a Credit Memo containing a new lot/serial number.
- Adjusting the Max Decimals for Unit Cost Calculations.
- Splitting a Lot Number into a new Lot.
- Handling donations in Acctivate.
- Writing off inventory
- Splitting transactions off into their own sessions.
- "There are no products to be counted that match the selection" message trying to create an Inventory Count
Server
- Refreshing an Acctivate license for new users or modules.
- Setting share Permissions on the AcctivateData Folder.
- Removing an Acctivate license.
General
- Attaching files to records using notes.
- Opening up multiple instances of Acctivate.
- Repairing Acctivate
- Performing a search with multiple fields.
- Removing a company name entry from the login window.
- Searching through note fields.
- Changing the height of the lookup window grids.
- Exporting Acctivate Window Grids to Excel.
- Stopping Excel from Changing Numbers to Dates or Scientific Notations.
- Creating a custom filter in list windows.
- Resetting or changing a login user password.
- "View Product" button is missing
Database
- Migrating Data from One Acctivate Company File to another Company File.
- Restoring the Acctivate Database in SQL Server Management Studio.
- Using the Acctivate Database Maintenance program.
- Reducing the size of a Database Transaction Log file.
- Appending a date at the end of a backup file using Task Scheduler.
- Changing the Acctivate backup directory.
- Accessing SQL Server Configuration Manager if it's not on the Computer.
- Viewing the size of the Acctivate Database.
- Resolving "The backup directory was not found on the server" when backing up Acctivate
Synchronization
- Re-establishing the QuickBooks Desktop connection.
- Removing duplicate Acctivate Journal Entries in QuickBooks Desktop.
- Syncing with QuickBooks Desktop after moving a QuickBooks company file.
- Copying QuickBooks Desktop Invoice Memos to Acctivate.
Payments
Integrations
- Disconnecting Avalara Tax from Acctivate.
- Preventing Excel from removing leading zeros in product id or upc.
- Setting up UPS WorldShip or FedEx Ship Manager to Communicate from a Remote Workstation.
Webstore
- Importing in Credit Card Authorizations from webstores.
- Resetting an eBay token.
- Using Source Values Window, Xpath Operators and Functions?
- Importing an XML file using a Webstore Template.
- Having the web store sync skip certain orders.
- Importing Magento Configurable Items.
- Using Xpath ScratchPad with a Webstore template.
- Re-importing Skipped Webstore Orders.
- Updating the Last Web Order Number Imported.
- Updating a ChannelAdvisor web store connection to skip canceled orders.
Configuration
- User permissions for changing sales order discounts.
- Creating Transportation Types for Package Manager.
- Changing the Name of an Existing GL Account.
- Renaming a Warehouse ID or Description in Acctivate.
- What permission is required for importing products using the Import Data utility
- Enabling online invoice payment options for companies integrated with QuickBooks Online
Mobile
- Testing barcodes for use in Acctivate Mobile.
- Printing sales order from the Mobile Order Showroom module on Windows Mobile.
- Using Acctivate Mobile on the non-default IIS instance.
- Configuring the user account for an application pool in IIS.
- Scanning barcodes with an iPad or Android tablet when remoting into Acctivate desktop.
- Managing the Acctivate Path used by the Acctivate Mobile webservice page.
Business Activities
- Creating a Business Activity from a record.
- Linking a record to a business activity.
- Setting a Business Activity email template default.
- Sending a Message upon Change of Business Activity Status.
Business Alerts
Customer
- Updating the 'To' Customer email
- Batch print/emailing a Customer's Previous Invoices.
- Syncing multiple customers from Acctivate into one customer record in QuickBooks.
- Synchronizing only customers with invoices.
- Updating Customer Billing, Shipping, and Contact Email Addresses
- View the created and updated date and user of a Customer record
QuickBooks Online
- Re-linking Acctivate to QuickBooks Online.
- Disconnecting Acctivate and QuickBooks Online.
- Enabling and configuring Location Tracking with Acctivate and QuickBooks Online.