Inventory
Products
- Product Window overview
- Creating a new product in Acctivate.
- Inventory Control Types
- What are Non-Standard and Non-Inventoried Products?
- Setting product defaults for new products.
- Creating and using Product Substitutions
- Creating a filter in the products list window.
- Exporting the Product List
- Importing in product images.
- Discontinuing a Product.
- Making a Product Inactive.
- Updating product statuses in bulk
- Product Information Window - Inventory Tab
- Splitting transactions off into their own sessions.
- Updating Products to be Available on Web.
- Voiding various transactions in Acctivate.
- Maintaining and tracking vendor product information.
- Locating Voided Transactions.
- What is a default shipping product ID?
- Adding Popup Notes to products that will show up when added to a sales/Purchase order.
- Deleting Products from Acctivate.
- Updating Product IDs In Acctivate
- Copying a product in Acctivate.
- Editing Several Products at Once.
- Can I link document files to products in Acctivate?
- Import new Product IDs for existing products
- Video: Product Information Window
- Managing Multiple Alternate IDs for a Product.
- Setting up Dimension Metrics Unit of Measure in Acctivate.
- Multiple products with the same Alternate ID
- Edit Product Window Contents.
- Linking External Documents or a Web Page to Products in Acctivate.
- View the created and updated date and user of a Product record
- Creating a miscellaneous/other charge product.
- Creating and updating Products via Import.
- Handling Vendor Samples.
Costing
- Inventory Cost Methods
- Inventory Accounting Entries in Acctivate.
- What is the Average Cost Method?
- How is Last Cost calculated?
- Adjusting the Max Decimals for Unit Cost Calculations.
- Changing the cost method of an existing product.
- What is the Process Sequence for Inventory Transactions on the Same Date?
- What to know for Inventory Session Date Fields
- What's the Difference Between Inventory Session and Transaction?
- Learning why a posted transaction's cost has changed.
- What is the Management Cost of a product?
- Setting up a Product with Zero Cost.
- Configuring A Standard Cost For A Product.
- Updating Vendor Prices via the Import Data feature.
- Database effects of voiding transactions.
Prices and Units
- Product Information Window - Prices Tab
- How Pricing by Units of Measure Work in Acctivate.
- How to stock by the piece and sell by the weight.
- Selling a product in multiple package sizes.
- Creating and using Catch-weight products.
- What do the Units of Measure in the Product Edit Window mean?
- How do I set up customer specific price categories?
- Managing Price Categories.
- Importing New or Updating Existing Product Prices from a File.
- Setting up Unit of Measure for Non-Standard Items.
- Setting up a high volume pricing discount.
Warehouses and Locations
- Creating warehouses in Acctivate.
- Using Warehouse Locations to Track and Manage Inventory.
- Create a Warehouse Layout map
- Setup and Utilize Return Warehouse for Damaged Goods
- Handling consignment inventory in Acctivate.
- What is the Difference between Available and On Hand Quantities?
- Renaming a Warehouse ID or Description in Acctivate.
- Deleting a Warehouse from a Product
- Delete products from warehouses in bulk
- Discontinuing a Warehouse in Acctivate
- What is the Reserved Quantity?
- Suggested Restock Quantity
- Finding warehouse quantity and value for a given date.
- Import or update Product minimum and maximum stock quantities
- Reserving product for a backordered sales order.
- How to Include Quantities on POs in Available Quantity.
Lot Numbers
- Using Inventory Tracking & Trace
- Splitting a Lot Number into a new Lot.
- Things to consider when voiding transactions which establish Lot or Serial numbers
- Editing Lot/Serial Numbers.
- Repeating Lot/Serial attributes on receipts.
- Combining lots of an assembly into one lot.
- Why should I use Actual Cost with Lot/Serial Items?
- Creating a Lot or Serial Numbered Product.
- Changing Product Control Type after use on a Sales Order.
Inventory Manager
- Introduction to Acctivate's Inventory Manager
- Create Reorders from Inventory Manager
- Create Reorders window
- Create Assemblies from Inventory Manager
- Create Assemblies window
- Finding Products with Negative on Hand Quantity.
- Why are products ineligible for reordering or assembly?
Receipts
- Receiving Product into Acctivate
- Locating Inventory Receipts by Purchase Order Number.
- Receiving inventory into a location.
- Find and Post an unposted Inventory Receipt Transaction
- Correcting Incorrect Inventory Receipts without voiding.
- Creating New Lot/Serial Numbers
- Modifying receipt costs when receiving against a PO.
- Prior Period Adjustments
Assemblies
- What Does the Inventory Assembly Window Contain?
- Setting up and modifying Assembly Workflow Statuses.
- Managing Assembly Components.
- Disassembling or Breaking Down a Product into its Components.
- What are variance transactions on negative assemblies?
- Selecting Multiple Lot/Serial Numbers On An Assembly Component.
- Multi Level Assembly Process.
- Considerations for multi-level Assembly products
- Processing Finished Goods With Added Costs.
- Splitting Assembly quantities off into their own session
- Rolling non-inventoried costs into assembled goods.
- How to create a kit product.
- How to Create and Build a Standard Assembly Product.
- Understanding Kit Items on Sales Reports, COGS based on Components.
- Building Custom/Process Assembly Products.
- Where can I see Product components and Where Used List?
- Standard Costs for Labor and Non-Inventoried Items.
- Processing finished goods via an outside vendor.
- Creating a Custom/Process Assembly Product
- What are the Bill of Materials Options for Manufacturing?
Kits and Assortments
- What is the difference between Kits and assemblies?
- Changing product component type after use on a sales order.
- How Management and Last Cost work with Kit Products
- Creating a assortment product.
Landed Cost
- What are the differences between Added Cost Receipts and Landed Cost?
- Create Added Costs Receipts
- Removing a Landed Cost session.
- What is Landed Cost?
- Video: Landed Cost
- Creating a Vendor Bill from a Landed Cost
- How are terms set when entering Landed Cost bills?
- The Landed Cost Factor.
- Using Landed Cost.
- Configuring Landed Cost Account.
Transfers
- Transferring inventory from one location to another.
- Transferring Inventory Between Warehouses.
- Loading items from other transactions to a transfer
- Creating Inventory Transfers from Receipt or PO transaction.
Adjustments
- Changing an item's value.
- What is the difference between Adjustments and Balance Adjustments?
- Writing off inventory
- How to create an Inventory Adjustment session
- Using Balance Adjustments for Products Using Layer-Based Cost Methods (FIFO/LIFO).
- Creating an Inventory Issue.
- Reviewing and creating Inventory Issues
Counts
- Inventory Count overview.
- What are Inventory Counts?
- Performing an inventory count.
- Organizing count sheets by zone.
- Processing Inventory Counts with Multiple Users.
- Inventory Count Variance Report
- Counting Inventory Using Count Cycles.
- Are scheduled included in a count?
- Video: Inventory Count