Learn
Business Alerts
- Business Alerts overview
- Using the Web store tab on Business Alerts
- Using Business Alerts for re-ordering.
- Using Business Alerts to create Assemblies.
- User Startup Options for Business Alerts and Dashboard Reports
- Following up on Reminders in Business Alerts
- Managing Employee's use of Reminders in Acctivate
Business Activities
- Business Activity overview
- Business Activity Webinar
- Setting up and Maintaining Business Activity Types.
- Business Activity External Links
- Using the Business Activity Review.
- Using the Service Scheduling Module
- Adding Materials to a Service Billing Activity.
- Adding Time to a Service Billing Activity.
- Creating and completing a Return Merchandise Authorization. (RMA)
- User doesn't display in the Business Activity Time Employee list
Customer
- Overview of Acctivate's CRM functionality.
- Finding customers in the lookup window.
- Managing Customer Ship To information in Acctivate.
- Merging Duplicate Customers
- Navigating the Edit Customer Window.
- Changing a customer's currency type.
- What is the difference between Credit Hold, Over Limit, and Overdue?
- Creating a custom filter in the customer list window.
- Creating Customers
- What is the Customer Collection Trend?
- Creating Customer Contracts.
- Customer Types
- Video: Customer Information Window
- Setting up multiple Currencies in Acctivate.
- Managing customer contacts.
- Storing Credit Cards in Acctivate.
- Restricting salespeople to assigned customers only.
- Setting up Customer Jobs in Acctivate.
- Credit Restriction Options.
- Adding and using marketing lists.
- Adding and using marketing codes.
- Tracking and managing prospects.
- Sending Emails to a Group of Customers.
- Tracking products ordered by customers.
- Generating a customer mailing list.
- Finding a Customer's Last Order.
- Assigning Customer specific Product ID to a Product.
- Adding Customer Contacts
- Marking customers as Active or Inactive.
- Deleting Customers out of Acctivate.
- Fixing invalid addresses in Acctivate.
- Adding sales order pop-up notes for customers.
- Managing Credit Alerts and Notes.
- Tips for proper address formatting.
- Setting up Delivery Routes.
- Including Open Sales and Service Orders on a Credit Evaluation
- Configuring the Default Ship To Location.
- Exporting the Customer List.
- Setup Default Salesperson for a Customer
- Creating new customers
- How to configure default Ship To Comment, Shipping Instructions, and Special Instructions per Customer
- A Contact ID is Required – Pop-Up in Edit Customer Window
Database
- Why does Acctivate use Microsoft SQL Server?
- Connecting the Acctivate database to Microsoft SQL Management Studio
- How to back up/restore the Acctivate Database.
- What are the different database codes that Acctivate uses?
- What version of SQL Server does Acctivate install?
- Changing the location of Acctivate SQL Server Database Files.
- Finding out which server Acctivate is using.
- Creating a Microsoft Query from Excel.
- How to display data from multiple tables in a Microsoft Query.
- Acctivate Database Backup Prompt
- What to consider about the size of your Acctivate Database.
- Adding database objects to an Acctivate Database.
- Creating a Database backup routine.
- Creating an Acctivate test company.
- Trimming the size of your Acctivate Database Backup file.
- Upgrading the Acctivate database from a command line.
- Resolving a backup failure after moving Acctivate to a new server.
- How to create an automated Database backup task for Acctivate.
- Locating what version of SQL Server Acctivate is using.
- Creating custom views using SSMS Query Designer.
- Database effects of voiding transactions.
- Embedding the Acctivate SQL database password in an Microsoft Query.
- List of Acctivate Database Maintenance commands
- Setting up a Sandbox server for testing
- Do I need to Purchase Microsoft SQL Server Standard?
- Importing A Database Table Into Microsoft Excel.
- Speeding up your backups.
- What is Microsoft SQL Server Management Studio?
- Connecting Acctivate with Microsoft Access.
- Can Acctivate data be archived or condensed?
- Modifying existing Microsoft Queries in Excel.
- Setting up an ODBC connection to access data.
- Configuring an existing ODBC connection.
- What are the limitations of Microsoft SQL Server Express Editions?
- How to create a database backup for Right Networks migrations
- Locating Acctivate database backups
- Deleting a file stored in OneDrive
- Where are emails saved in the database?
- Does Acctivate offer an API?
EDI
- What is EDI (Electronic Data Interchange)?
- 850 EDI Customer and Location selection
- What EDI Transaction Files does Acctivate Support?
- Adding and modifying EDI trading partners
- EDI Advance Ship Notice (856)
- What is the EDI Advance Ship Notice - 856 Standard Pack File Structure?
- What is the EDI Invoice - 810 File Structure?
- What To Know About Acctivate EDI 945 (Warehouse Shipping Advice)
- What To Know About Acctivate EDI 940 (Warehouse Shipping Order)
- Configuring 3PL EDI Workflow Statuses
- Processing EDI transactions and how to resubmit Invoice and Advance Ship Notices
- What is the EDI Advance Ship Notice - 856 Pick and Pack File Structure?
- EDI Carrier Pro, Bill of Lading, and Tracking number options.
- Configuring SSCC-18 Package IDs for EDI.
- How alternate or customer specific product IDs work on EDI 850s.
- What do the Packaging Options mean for EDI Configuration?
- Enabling EDI Logging.
- Changing the Mailbox File Path for EDI Transactions.
- Setting up defaults for EDI Trading Partner
- How to Print / Export Shipment Labels.
- EDI 850 Shipping Destination Types.
- What is the EDI Advance Ship Notice - 856 No Pack File Structure?
- Why am I receiving duplicate EDI 810 lines?
- How are EDI Customers set up in Acctivate?
- How to view the EDI transaction files.
- How the Customer Product ID is Used on EDI 810 File
- How to Send Non-EDI Invoices To Trading Partners.
- What is the EDI Customer Purchase Order – 850 file structure?
- What are Widely Used SCAC codes?
- Where are the EDI Transaction Files?
- Configuring the EDI Exported Filename Structure
- Setting up EDI to export Invoices for EDI orders only.
- Setting up 3PL warehousing with EDI.
- Setting up an FTP/SFTP Connection For EDI
- Setting up Packaging Manager for EDI
- What encoding type is support for EDI Transactions?
- How Products on EDI 850 Purchase Orders link to ProductIDs in Acctivate
Inventory
- Inventory Count overview.
- Creating and using Catch-weight products.
- Inventory Cost Methods
- What are Inventory Counts?
- Performing an inventory count.
- Viewing the Inventory Detail Journal Report.
- Creating an Inventory Issue.
- Video: Landed Cost
- Voiding various transactions in Acctivate.
- Disassembling or Breaking Down a Product into its Components.
- Organizing count sheets by zone.
- Reserving product for a backordered sales order.
- Creating warehouses in Acctivate.
- Scheduling out of stock products on sales orders.
- Finding orders a lot or serial number is assigned to.
- Receiving Product into Acctivate
- Removing a Landed Cost session.
- What is the Difference between Available and On Hand Quantities?
- Creating New Lot/Serial Numbers
- What is the difference between Kits and assemblies?
- Processing Inventory Counts with Multiple Users.
- Counting Inventory Using Count Cycles.
- Inventory Count Variance Report
- Locating Inventory Receipts by Purchase Order Number.
- What are the differences between Added Cost Receipts and Landed Cost?
- What are variance transactions on negative assemblies?
- Receiving inventory into a location.
- Transferring inventory from one location to another.
- Creating Inventory Transfers from Receipt or PO transaction.
- Find and Post an unposted Inventory Receipt Transaction
- Changing Item Type for Product with Transactions.
- What to know for Inventory Session Date Fields
- Changing an item's value.
- Setting product defaults for new products.
- How to stock by the piece and sell by the weight.
- Maintaining and tracking vendor product information.
- Generating Lots/Serial Numbers for number when invoiced products.
- Using Warehouse Locations to Track and Manage Inventory.
- Processing Finished Goods With Added Costs.
- Processing finished goods via an outside vendor.
- Creating a assortment product.
- Handling consignment inventory in Acctivate.
- What is the Reserved Quantity?
- Are scheduled included in a count?
- Editing Lot/Serial Numbers.
- How to create an Inventory Adjustment session
- Correcting Incorrect Inventory Receipts without voiding.
- Discontinuing a Warehouse in Acctivate
- Locating Voided Transactions.
- Inventory Accounting Entries in Acctivate.
- Managing Assembly Components.
- Selecting Multiple Lot/Serial Numbers On An Assembly Component.
- Splitting Assembly quantities off into their own session
- Transferring Inventory Between Warehouses.
- Using Inventory Tracking & Trace
- How Management and Last Cost work with Kit Products
- Suggested Restock Quantity
- Inventory Control Types
- Standard Costs for Labor and Non-Inventoried Items.
- What is the Process Sequence for Inventory Transactions on the Same Date?
- What's the Difference Between Inventory Session and Transaction?
- Where can I see Product components and Where Used List?
- Setting up and modifying Assembly Workflow Statuses.
- What Does the Inventory Assembly Window Contain?
- What is Landed Cost?
- Multi Level Assembly Process.
- What is the difference between Adjustments and Balance Adjustments?
- Things to consider when voiding transactions which establish Lot or Serial numbers
- What is the Average Cost Method?
- Video: Inventory Count
- Loading items from other transactions to a transfer
- Setup and Utilize Return Warehouse for Damaged Goods
- Customizing Columns on Transaction Windows
- Reviewing and creating Inventory Issues
- Create Added Costs Receipts
- Creating a Vendor Bill from a Landed Cost
- How are terms set when entering Landed Cost bills?
Mobile
- Acctivate mobile overview.
- How to Use Vendor Barcodes In Acctivate
- How to use the Mobile Inventory Counts.
- Should I use Windows or Android for mobile?
- How to Use Mobile Inventory Receiving Module
- How to Use the Mobile Assembly Module.
- How to use the mobile transfer module
- Using the Mobile Order Showroom Module (Mobile Sales Orders) on Windows Mobile
- How to Use Mobile Picking.
- Deleting line items from a transaction in Acctivate Mobile.
- What to Know for Printed UPC Barcodes
- What is a Blind Inventory Count?
- What to Know for Printed Standard Barcodes
- Do I Need a New User ID to Log In on Acctivate Mobile?
- What are the Configuration Options for Mobile Order Picking?
- Setting up printing for mobile devices.
- Setting up Printer Assignments with Acctivate Mobile WMS.
- Showing Kit Components On Mobile Picking Window.
- How to change the report used while printing from Acctivate Mobile
Order Manager
- Using Sales Order Manager to see late shipments.
- Using Sales Order Manager Batch Update Workflow and Order Statuses.
- Using Sales Order Manager to allocate inventory when scheduling.
- Using the Sales Order Manager to invoice Shipped Orders.
- Using Sales Order Manager to create assembly sessions in batches.
- What do the icons within Sales Order Manager mean?
- Introduction to Acctivate's Sales Order Manager
Product
- Product Window overview
- Product Information Window - Prices Tab
- Product Information Window - Inventory Tab
- Exporting the Product List
- What is a default shipping product ID?
- What do the Units of Measure in the Product Edit Window mean?
- Adding Popup Notes to products that will show up when added to a sales/Purchase order.
- What are Non-Standard and Non-Inventoried Products?
- Deleting Products from Acctivate.
- Selling a product in multiple package sizes.
- How to create a kit product.
- How to Create and Build a Standard Assembly Product.
- Creating and updating Products via Import.
- How is Last Cost calculated?
- Why are products not included in the Export Product List utility?
- How Pricing by Units of Measure Work in Acctivate.
- Creating a filter in the products list window.
- Understanding Kit Items on Sales Reports, COGS based on Components.
- Repeating Lot/Serial attributes on receipts.
- Using Balance Adjustments for Products Using Layer-Based Cost Methods (FIFO/LIFO).
- Resolving Product Class Sync Error: “Cannot use SalesOrPurchaseMod aggregate when the item is reimbursable”?
- Finding Products with Negative on Hand Quantity.
- Handling a Product that has a Negative Quantity on Hand Prior to the Selected Transaction Date.
- Changing the cost method of an existing product.
- What Happens to My Items in QuickBooks after starting Acctivate?
- Making a Product Inactive.
- Discontinuing a Product.
- Learning why a posted transaction's cost has changed.
- Where does my Alternate Product ID and Alternate Description come from during initial setup?
- Why should I use Actual Cost with Lot/Serial Items?
- Creating a new product in Acctivate.
- Changing product component type after use on a sales order.
- What is the Management Cost of a product?
- Updating Product IDs In Acctivate
- Can I link document files to products in Acctivate?
- How do I set up customer specific price categories?
- Import new Product IDs for existing products
- Video: Product Information Window
- Improving the Product Lookup performance.
- Building Custom/Process Assembly Products.
- Copying a product in Acctivate.
- Creating a Custom/Process Assembly Product
- Deleting a Warehouse from a Product
- Editing Several Products at Once.
- Handling Vendor Samples.
- Managing Multiple Alternate IDs for a Product.
- Managing Price Categories.
- Setting up a Product with Zero Cost.
- Setting up Dimension Metrics Unit of Measure in Acctivate.
- Multiple products with the same Alternate ID
- What are the Bill of Materials Options for Manufacturing?
- Edit Product Window Contents.
- The Landed Cost Factor.
- Creating a Lot or Serial Numbered Product.
- Finding warehouse quantity and value for a given date.
- Configuring A Standard Cost For A Product.
- Importing New or Updating Existing Product Prices from a File.
- Updating Vendor Prices via the Import Data feature.
- Linking External Documents or a Web Page to Products in Acctivate.
- Import or update Product minimum and maximum stock quantities
- Changing Product Control Type after use on a Sales Order.
- View the created and updated date and user of a Product record
Purchasing
- Purchasing catch-weight products.
- Explaining the GL Expense account box on Purchase Orders.
- Setting Default Prices for a Vendor Purchase Order.
- Prepaying a vendor purchase order.
- How to use the Drop Ship Purchasing Wizard.
- Using advanced Purchase order statuses
- Voiding Purchase Invoices.
- How receipt price is determined in Acctivte.
- How to Include Quantities on POs in Available Quantity.
- How to Access and Use the Purchase Order Window.
- How to change a PO's number.
- Disabling purchase order statuses.
- Acctivate's Purchasing Process
- Applying a Vendor Discount to a Purchase Order via terms.
- Applying a Vendor Discount to a PO via a PO invoice discount.
- Creating Vendor POs
- Performing APR reconciliation.
- Adding and updating Vendor information in Acctivate.
- Printing Purchase Orders Individually or in a Batch.
- What are the different stages of a purchase order?
- Using Landed Cost.
- Modifying receipt costs when receiving against a PO.
- Viewing Vendor bills in Acctivate and QuickBooks
- What is the Special Order Purchasing Wizard?
- Adding additional costs to a purchased product.
- What are "Other Amounts" on Purchase Orders?
- Invoicing a Purchase Order.
- What is the Accrued Purchase Receipts Account?
- How drop shipping affects Accrued Purchase Receipts and Warehouse value
- What is the ''Receive POs in Full'' option?
- Performing Vendor returns
- Configuring a default accounts payable GL account.
- Configuring Landed Cost Account.
- Changing the Vendor Contact on a Purchase Order.
- Prior Period Adjustments
- Handling non-inventoried items on POs.
- Overview of Acctivate Purchase Orders
Reporting
- Setting up the Dashboard
- Inventory Analysis by Product report
- Importing in an ACCTRPT file into Acctivate.
- What is the Crystal Report Run-time Engine?
- Emailing a copy of a report.
- Exporting reports into another format.
- Exporting Crystal Reports information to Microsoft Excel.
- Printing specific pages or multiple copies of a report as a PDF.
- Drilling down in reports.
- What are the Acctivate Data View Definitions?
- Logging in to Acctivate's database in Crystal Reports.
- What are the "Top N" Reports and How Do I Use Them?
- Creating Barcodes for Warehouse Locations in Crystal Reports.
- Changing how reports export to excel.
- Including Date-Time on reports in Crystal Reports.
- Filtering Data Presentation Screens.
- Adding customized reports into Acctivate from a support rep or consultant.
- Advanced Report Filters.
- Exporting reports from Acctivate for editing or sharing.
- How to filter reports.
- Parameter fields usable for Company and Current User information in Crystal Reports.
- Inventory Overstock Analysis and Min Stock Level Analysis by Product reports.
- Market Balance Analysis report.
- Adding Selection Criteria to filter reports
- Setting specific printers for specific reports.
- Acctivate's Standard Report List.
- Adding Custom Reports into Acctivate
- Set a Selection Prompt to be Required for Reports.
- "Do not overwrite changes to this definition during Acctivate Update" Option.
- What is GS1 and how does it relate to barcoding?
- Where is the text for the popup notes found for reports?
- Inventory Monthly Demand Summary
- Setting up Label Printers in Windows.
- Configuring report document types and permission groups.
- Setting a Default Printer for Acctivate
- Emailing reports out of Acctivate.
- Adjusting the number of decimals for Quantity or Price fields in Crystal Reports.
- Options for Modifying Reports and Creating New Reports
- Printing Product Labels
- Printing labels by PO
- Printing Shipping Labels
- Print Carton Labels within Acctivate
- How to "Check Out" and "Check In" an Acctivate .RPT Report file
- Commonly accessed database views for Product Labels,Lot Serial Information, and TransactionDetails
- Commonly accessed database views for Customer Information
- Commonly accessed database views for Product Information
- Crystal Reports for Acctivate users
- Foreign Language Characters are not printing correctly on reports
- Default Addresses used on Forms
- What are the Standard Acctivate Labels and Barcodes?
- Using Crystal Reports in Acctivate
- Default Emails used on Forms and Emailing
- Managing reports in Acctivate
Sales
- Overview of Acctivate's sales order functionality.
- Creating Wire Payments in Acctivate.
- Entering order pre-payments using the Customer Payment Window
- Entering a Credit Memo.
- Voiding an invoice
- Enter Payments for a Sales Order
- Voiding/deleting credit memos.
- Printing/Emailing Sales Quotes
- Configure the Ship To Comments on an Order
- Selecting Serialized or Lot Numbered Products on a Sales Order or Picklist
- Performing a Pre-Authorization on a credit card.
- How does Acctivate Process Credit Cards and eChecks?
- How does Authorize.net processing work?
- What is the difference between the Scheduled and Backordered order statuses?
- Processing orders for customers on credit hold or with overdue invoices.
- Tracking a Shipment that is En Route.
- Adding Discounts on a Sales Order
- How to create Sales Quotes.
- How to Sell an Assortment.
- Booked vs Scheduled Order Status
- Configuring Workflow Status Options.
- What are the different stages of a sales order?
- Changing the Workflow Status for a sales order.
- Creating a sales invoice without picking or packing it.
- What To Know About Sales Order Line Types
- Grouping the Contents of Sales Orders into Cartons for Shipment.
- Copying as a quote from a sales order.
- Completing a Backordered Order/cancelling partial fulfilled orders.
- How To Create a sales order.
- Un-scheduling an order.
- Exclude Shipping Charges from Invoice Discount.
- Choosing Kit Components for a Sales Order.
- Import Sales Orders Using Existing Template.
- Understanding Sales Price Rounding.
- Locating the date of a sales order when it was entered/updated.
- Selecting a shipping method for a Sales Order
- Changing the Ship To Location on a Sales Order different than the Default.
- Selling inventory from one or more locations.
- Printing sales orders.
- Charging A Restocking Fee On Credit Memos
- Adding tracking numbers in bulk via Prepare Invoices.
- Printing Invoices or Credit Memos.
- Invoicing Sales Orders
- Cancelling a drop ship order.
- Changing drop shipments.
- Editing a customer invoice.
- What can be edited on a completed sales order.
- How are Credit Memos synced over to QuickBooks?
- Resetting prices on an order.
- Barcodes on Sales Documents
- How do Credit Card Security Codes work in Acctivate?
- Acctivate's Credit and Collection Management Features.
- Using Sales Order Number as Invoice Number.
- Managing lost business codes.
- Turning A Group of Service Billing Activities Into Service Orders.
- Viewing the Scheduled total for a sales order.
- Creating a credit memo directly from a sales order.
- Adding Shipping to a Sales Order
- What conditions must be met to print a pick ticket when using batch printing or Acctivate mobile warehouse management?
- Printing and Emailing Pick Tickets.
- Sales order import matching sequence.
- Creating a Sales Order Import template.
- Partially Invoicing a Sales Order
- How to enter a drop ship sales order.
- Handling Customer Backorders
- Using the Price Check utility.
- Applying and Refunding Credit Memos in QuickBooks Desktop
- Order Instructions and Comments on Forms
- ‘Show Completed Lines’ on Sales Orders
- How to Create and Track Customer refundable charges on sales orders.
- Creating An Assembly From a Sales Order.
- How to print or email a Pack list.
- Summarizing COGS by Customer / Job.
- Process Credit Card Payments While Batch Invoicing
- Information to know about Scheduling Quotes and Sales Orders.
- What's the Difference Between Credit Proof and Credit Memo?
- Locating the General Ledger Account Setup for Sales and COGS.
- Configuring the Next Action button on the Sales Order window.
- Sales Order Statuses and how they change.
- How to Cancel/delete sales orders and track canceled orders.
- Definitions of various date fields on a sales order.
- Adding Shipping Info in while preparing invoices.
- Applying One Payment Across Multiple Invoices.
- Editing and adding terms codes to Acctivate.
- Voiding a Payment In Acctivate.
- Configuring Payment Methods in QuickBooks Desktop
- Recommendations for Rescheduling Sales Orders.
- Setting up and Defining a Special Order Warehouse
- Setting up default reports and email templates for sales orders.
- Setting up workflow statuses set by sales order actions.
- Setting a default Workflow Status for rescheduled orders.
- Setting up the invoicing workflow status.
- Set Up and Maintain Price Codes
- How prices are determined on sales order lines. (Sales Order Price Hierarchy.)
- Prioritization of customer information in the Contact box of a sales order.
- Creating and Tracking Customer Deposits.
- Tracking Sales Quotes
- Applying Credits At The Time Of Invoicing.
- Using Custom Fields Created for Order Details.
- Change Sales Order Salesperson
- Override Schedule Quantity on a Sales Order
- Handling Credit Memos where product is exchanged or will not be returned.
- Un-cancel a Sales Order
- Customizing columns shown on the sales order window.
- "T" Taxable column and its visibility on sales orders
- Customer Shipment Expenses for Sales Orders
- Refund a Customer in QuickBooks Online
Sales Tax
- Overview of the Avalara AvaTax service in Acctivate.
- What Does Not For Resale do?
- Using Avalara AvaTax Address Validation within Acctivate.
- Invoicing with AvaTax.
- Sales Tax Rounding and Discrepancies in QuickBooks Desktop
- Creating Sales Tax Categories.
- Data required for AvaTax Tax Calculations.
- Configuring Customers to be taxed by AvaTax
- Making tax categories inactive/deleting tax categories.
- Which Sales Tax Category will be selected when creating a Sales Order?
- Setting up sales tax codes, groups and items.
- How do Tax Codes work in VAT editions
Synchronization
- How The QuickBooks Desktop Sync Works
- Factors that can impact sync performance in QuickBooks Desktop
- Enabling the Verbose sync log in QuickBooks Desktop.
- Syncing with the QuickBooks Demo company.
- What are the QuickBooks Desktop Sync Options?
- Syncing Acctivate and QuickBooks Desktop
- What Synchronizes between QuickBooks and Acctivate?
- Enabling verbose logging for the QuickBooks SDK.
- How does Upgrading QuickBooks Desktop affect Acctivate?
- Why are Inventory Transactions Synchronizing as Batch Journals in QuickBooks Desktop?
- How do I set up sync permissions per user in QuickBooks Desktop?
- What to do before upgrading QuickBooks Desktop
- How Does a QuickBooks Desktop Rebuild Impact Acctivate?
- Why can't I Synchronize with a New QuickBooks File? What do I do if I Synchronized with a New QuickBooks File?
- Does Acctivate support the QuickBooks condense data function?
- How to handle a new QuickBooks company file.
- Why is my sync slow after updating QuickBooks?
- Can a QuickBooks Portable File (.QBM) sync with Acctivate?
- "New customer '...' already exists in QuickBooks and was merged. Please review this customer in Acctivate before the next sync."
Startup
- Understanding the Login Window (Splash Screen)
- Using Microsoft Remote Desktop for the Best Performance
- Can I use RemoteApp with Acctivate?
- Can I use Acctivate on Apple iPad or Android Tablet?
- Can I use a Remote Desktop Connection?
- Can Terminal Services be used to access Acctivate from a remote computer?
Shipping
- Overview of Shipstation Processing in Acctivate.
- What information synchronizes to ShipStation?
- Include ShipStation Shipping Charges on Acctivate Invoices
- Configuring ShipStation in Acctivate.
- Creating Shipments for a Specific Warehouse.
- What are the UPS Handling Charge Options?
- Can Acctivate Generate GS1-128 Labels?
- Configuring UCC128 Labels.
- How do I send customer shipping account numbers from Acctivate to UPS or Fedex?
- Managing Ship Via Carriers.
- Integrating Acctivate With Endicia Shipping Application.
- Integrating Starship with Acctivate
- Setup Shipping Charges on Invoices for Shipping Workstations
- Stamps.com Shipping Configuration
- Setting up FedEx using Default Templates
- Setting up A Database View for Bulk Shipping From UPS or FedEx.
- Setting up Verbose logging for Shipstation.
- Setting up Acctivate with ShipRush.
- Setting up Tracking Package URLs by Carrier.
- Carton Options For Packaging Manager
- Packaging Manager overview.
- Carrier Void Option
- Carrier Insurance Option
- Setting Up FedEx for non-EDI/Package Manager
- Setting up FedEx for EDI/Package Manager
- Setting up UPS for non-EDI/Package Manager
- Setting up UPS for EDI/Package Manager
- Overview of Acctivate's email options.
- Setting up and enforcing MFA for Microsoft 365 Mail accounts.
- Emailing order related documents directly from Acctivate.
- Creating and Using Email Templates
- Email Message Template Fields and Types
- What is the difference between Office 365, SMTP and Gmail Email Settings?
- Attaching an Email to Another Document or Window.
- Locating temporary file location for email attachments.
- Setting up Acctivate to send email through Gmail.
- Creating App Passwords for Microsoft 365 Email with Multi-Factor Authentication (MFA) enabled
- Sending Mail from Multiple Gmail Aliases
- Selecting and Managing the From Email Address in Acctivate
- Sending Email With Microsoft 365 via SMTP
- Set Up Yahoo Email in Acctivate with SMTP
- Connect Microsoft 365 Mail in Acctivate
- Associate Multiple Emails on an Order or Customer Contact
- Saving .eml files in Acctivate
- Using the "Link to..." dropdown to save emails to a Document
Picking
- Picklists overview.
- How do Picklists assign locations and calculate a picking route?
- Using Picklists from the Picklist Window.
- Creating Picklists for Multiple Orders.
- Viewing picklists from the Sales order window.
- Creating a Picklist from a Sales Order.
- Date Formulas for Picking in Acctivate.
- Setting up Picklists on a Warehouse.
- Comparing and Contrasting: Pick Tickets vs Picklists
Server
- What is the AcctivateData Share?
- What version of SQL Server do I need?
- Updating the SQL sa password.
- Creating a read-only SQL Server user Account.
- What is Microsoft SQL Server Browser Service?
- How to Restart Microsoft SQL Server.
- Setting up Pervasive ODBC Driver DSNs for 64bit SQL Server
- What is the Acctivate Data path, and how do I get there from a workstation?
- What are the required network folders that need to be shared?
- Creating a disaster recovery plan
General
- How User Licenses work in Acctivate.
- What Edition of Microsoft Products Do I Need?
- Acctivate Version and Build Numbers
- Creating a test environment for Acctivate.
- Acctivate Evaluation version.
- Finding the list of licensed modules.
- Viewing usage statistics for Acctivate.
- Viewing the list of current users.
- Relative formats for dates and times
- What is the News and Update Notifications at Login?
- "Restore Settings" for Acctivate Grids
- Changing date and number formats in Acctivate
- How to review which User Entered or Changed a Status for a Sales Order
- Log off users
- USB Scanner Settings
User Interface
- Understanding the various Acctivate windows.
- Using search operators in the Lookup window.
- Acctivate's Keyboard Shortcuts
- Searching the list windows.
- Expanding and collapsing the left navigation bar.
- Customizing the Acctivate Icon bar.
- Modifying the Icon bar location.
- Inserting, moving and deleting rows on Sales and Purchase order windows.
- Filtering Searches in the lookup with "Begins With"
- Filtering the Product Lookup window by Vendor.
- Sorting Lookup columns.
- Acctivate Data Grid Features.
- Understanding the Sales Order and Purchase Order Date Fields.
- User Interface Desktop Overview
- Video: Icon Bar
Webstore
- What can I expect from a Webstore Integration?
- Manually initiating a Web store sync.
- Syncing with webstore automatically.
- Web order customer matching sequence.
- Understanding the Web Store Template - Options
- Importing Webstore Orders using a 'Bulk' CustomerID.
- Navigating to the Acctivate Webstore log file.
- Understanding the Magento Shopping Cart Shipment Export Options.
- Web Order product matching sequence.
- What Web Store Platforms are Supported?
- Integrating with WordPress based web stores
- What is the Native Webstore Template?
- Using the Preview XML tool to view xml outputs for webstore templates
- Importing only specified web orders.
- How Acctivate handles Data Redaction from webstores.
- Setting up webstore templates
- Configuring the Volusion Webstore Template Password.
- What are my options to download Amazon orders using alternative shopping carts?
- Configuration options for web stores in Acctivate.
- Setting up Acctivate to bring in Charges or Discounts from Web Store.
- Specifying Certain Warehouses When Exporting Quantities To A Webstore
- Setting up Credit Card Encryption on the Native Webstore Template.
- Handling Pending Amazon Orders With ChannelAdvisor
- Configuring A Webstore - Setting up Xpaths
- Understanding Namespaces, Tables And Values On The Source Values Window
- Setting up Webstore Conversions With Xpaths
- Webstore Configuration Questions
- Importing Webstore Orders with Warnings.
- Tax Exemption Reasons with Web Store integrations
Configuration
- Configuration Manager overview.
- Setting up new users In Acctivate.
- Setting Up Various User Permissions
- What To Know About Process Payments Permissions
- Disabling user accounts in Acctivate
- Setting up required GL accounts and where to find them.
- Basics of Acctivate Custom Fields.
- Setting up and defining custom fields.
- Adding a List to a Custom Field.
- Integrating Intuit Payments with Acctivate.
- Integrating Authorize.net with Acctivate.
- Integrating AvaTax with Acctivate.
- Configuring defaults for the look up window.
- Create and Modify Salesperson List
- Enable search GL Accounts by Account Number.
- Setting up Multiple Location Control.
- Configuring Document Numbers for Sales, Purchasing, and Inventory Transactions
- Configuring the color of window borders.
- Setting up Smart Vault Document Storage and Sharing
- Configuring Units of Measure in Acctivate.
- Configuring Product Classes.
- Assigning default forms and email templates
- Managing company information.
- Editing branch information.
- Creating a new customer branch.
- Create a New Acctivate User by Copying an Existing User
- Setting User Permissions to allow a user to Void Inventory Transactions
- Assigning System Administration permission to additional Acctivate users
- Printing Invoices automatically
- Configuring QuickBooks Online Payment Methods for credit card and eCheck processing
- Integrating Fiserv with Acctivate
Purchase Order Manager
- Introduction to Acctivate's Purchase Order Manager
- Using PO manager to batch receive Purchase Orders
- Using PO Manager to perform bulk actions to PO's and RFQ's
- Using PO Manager to track Received and Invoiced POs
Manager Windows
- Understanding the interface of Acctivate's Manager windows
- Setting a manager to open Automatically.
- Adding a filter group to a manager window to filter out specific dates.
- Using manager windows to send documentation via Emails in Bulk.
- Adding Or Removing Columns in Manager windows
- Creating a Custom Bar of records in Manager windows.
- Creating custom buttons in Manager Windows.
- Using Quick Filters in the Manager Windows.
- Using manager windows to bulk add notes to records.
- Locating the criteria for Manager windows buttons.
- Using Order Manager to delete Orders whose Order Number contains a certain keyword
- Why are products ineligible for reordering or assembly?
Business Activity Manager
- Using Business Activity manager to bulk update Activities.
- Introduction to Business Activity Manager
- Using Business Activity Manager to bulk print/email Activities.
QuickBooks Online
- Credit applications in QuickBooks Online
- Customer address mappings for QuickBooks Online companies
- How The QuickBooks Online Sync Works
- Changing Customer Credit Limits in QuickBooks Online companies
- How to assign terms code to customers in QuickBooks Online
QuickBooks Integration
- Differences Between QuickBooks Online and QuickBooks Desktop that affect Acctivate
- Causes for COGS Journal Amount to Change
- Reconciling COGS with QuickBooks
- Items Managed in QuickBooks and Synced to Acctivate
- Closing Accounting Periods
- Balancing the Acctivate Inventory Valuation and the QuickBooks Inventory Asset Account
- Configuring Acctivate to use QuickBooks Class Tracking.
- Migrating from QuickBooks Desktop to QuickBooks Online for Acctivate users
- Why are expenses on Vendor Bills being marked billable in QuickBooks?
- How does setting a closing date in QuickBooks affect Acctivate?
- Maximum number of list entries (list limits and custom fields)