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Knowledge Base

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Need to learn about a specific feature? Check here! Also be sure to check out our training guide at: Acctivate.com/training

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

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Business Activity Manager

Introduction to Business Activity Manager

Using Business Activity Manager to bulk print/email Activities.

Using Business Activity manager to bulk update Activities.

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

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Configuration

Create a New Acctivate User by Copying an Existing User

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.

Setting User Permissions to allow a user to Void Inventory Transactions

Assigning System Administration permission to additional Acctivate users

Printing Invoices automatically

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Customer

Setup Default Salesperson for a 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.

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

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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?

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EDI

How Products on EDI 850 Purchase Orders link to ProductIDs in Acctivate

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?

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Email

Set Up Yahoo Email in Acctivate with SMTP

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

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

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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

See more

Inventory

Create Added Costs Receipts

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?

Setup and Utilize Return Warehouse for Damaged Goods

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

Customizing Columns on Transaction Windows

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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?

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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

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Picklists (Advanced Picking)

Comparing and Contrasting: Pick Tickets vs Picklists

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.

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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.

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Purchasing

Overview of Acctivate Purchase Orders

Handling non-inventoried items on POs.

Prior Period Adjustments

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.

See more

Purchase Order Manager

Introduction to Acctivate's Purchase Order Manager

Using PO Manager to track Received and Invoiced POs

Using PO Manager to perform bulk actions to PO's and RFQ's

Using PO manager to batch receive Purchase Orders

QuickBooks & Acctivate Basics

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)

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QuickBooks Desktop Sync

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?

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QuickBooks Online Sync

How The QuickBooks Online Sync Works

Credit applications in QuickBooks Online

Customer address mappings for QuickBooks Online companies

Changing Customer Credit Limits in QuickBooks Online companies

Reporting

Managing reports in Acctivate

Using Crystal Reports in Acctivate

Default Addresses used on Forms

Default Emails used on Forms and Emailing

What are the Standard Acctivate Labels and Barcodes?

Setting up the Dashboard

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

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Sales

Handling Credit Memos where product is exchanged or will not be returned.

Change Sales Order Salesperson

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.

How to Use 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.

Credit Memo Payment Transactions

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

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.

Override Schedule Quantity on a Sales Order

Un-cancel a Sales Order

Customizing columns shown on the sales order window.

"T" Taxable column and its visibility on sales orders

See more

Sales Order Manager

Introduction to Acctivate's Sales 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?

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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

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Server

Creating a disaster recovery plan

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?

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Shipping

Setting up UPS for non-EDI/Package Manager

Setting up UPS for EDI/Package Manager

Setting Up FedEx for non-EDI/Package Manager

Setting up FedEx for EDI/Package Manager

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.

Packaging Manager overview.

Carton Options For Packaging Manager

Carrier Void Option

Carrier Insurance Option

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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?

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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

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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

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