Sales

Orders

• Overview of Acctivate's sales order functionality.
• How To Create a sales order.
• What are the different stages of a sales order?
• Booked vs Scheduled Order Status
• What is the difference between the Scheduled and Backordered order statuses?
• Sales Order Statuses and how they change.
• Changing the Workflow Status for a sales order.
• What To Know About Sales Order Line Types
• Selling inventory from one or more locations.
• Change Sales Order Salesperson
• How to create Sales Quotes.
• Printing/Emailing Sales Quotes
• Configuring the Next Action button on the Sales Order window.
• Processing orders for customers on credit hold or with overdue invoices.
• Configuring Workflow Status Options.
• Setting up workflow statuses set by sales order actions.
• Copying as a quote from a sales order.
• Creating a filter in the Sales Order list window.
• How do I track a blanket sales order where multiple orders will be shipped over time?
• Adding a minimum freight rate for each customer.
• Deleting and editing packages on an order.
• How do I handle charging tariffs to our customers
• Setting up default reports and email templates for sales orders.
• User permissions for changing sales order discounts.
• Printing sales order from the Mobile Order Showroom module on Windows Mobile.
• Configure the Ship To Comments on an Order
• Customizing columns shown on the sales order window.
• Tracking Sales Quotes
• How to review which User Entered or Changed a Status for a Sales Order
• Handling donations in Acctivate.
• Selecting a shipping method for a Sales Order
• ‘Show Completed Lines’ on Sales Orders
• Un-scheduling an order.
• Locating the date of a sales order when it was entered/updated.
• Completing a Backordered Order/cancelling partial fulfilled orders.
• How to Sell an Assortment.
• Adding Discounts on a Sales Order
• What can be edited on a completed sales order.
• Creating An Assembly From a Sales Order.
• Un-cancel a Sales Order
• Recommendations for Rescheduling Sales Orders.
• Handling Customer Backorders
• How prices are determined on sales order lines. (Sales Order Price Hierarchy.)
• Information to know about Scheduling Quotes and Sales Orders.
• Changing the Ship To Location on a Sales Order different than the Default.
• Choosing Kit Components for a Sales Order.
• How to Cancel/delete sales orders and track canceled orders.
• Override Schedule Quantity on a Sales Order
• How to Create and Track Customer refundable charges on sales orders.
• Definitions of various date fields on a sales order.
• Order Instructions and Comments on Forms
• Viewing the Scheduled total for a sales order.
• Understanding Sales Price Rounding.
• Resetting prices on an order.
• Managing lost business codes.
• Printing sales orders.
• Prioritization of customer information in the Contact box of a sales order.
• Scheduling out of stock products on sales orders.
• Setting a default Workflow Status for rescheduled orders.
• Using Custom Fields Created for Order Details.
• Emailing order related documents directly from Acctivate.
• Generating Lots/Serial Numbers for number when invoiced products.

Sales Order Manager

• Scheduling Orders in a Batch or Individually.
• 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
• Using Order Manager to delete Orders whose Order Number contains a certain keyword
• Batch print/emailing a Customer's Previous Invoices.

Picking

• Picklists overview.
• Creating a Picklist from a Sales Order.
• Setting up Picklists on a Warehouse.
• Viewing picklists from the Sales order window.
• Using Picklists from the Picklist Window.
• How do Picklists assign locations and calculate a picking route?
• Creating Picklists for Multiple Orders.
• Comparing and Contrasting: Pick Tickets vs Picklists
• Date Formulas for Picking in Acctivate.
• Selecting Serialized or Lot Numbered Products on a Sales Order or Picklist
• What conditions must be met to print a pick ticket when using batch printing or Acctivate mobile warehouse management?
• Printing and Emailing Pick Tickets.

Drop Shipments

• Returning Items to Inventory from a Drop Ship Order.
• Handling drop shipped lot/serial items.
• How to enter a drop ship sales order.
• Setting up and Defining a Special Order Warehouse
• Cancelling a drop ship order.
• Changing drop shipments.

Sales Tax

• Disconnecting Avalara Tax from Acctivate.
• Overview of the Avalara AvaTax service in Acctivate.
• Using Avalara AvaTax Address Validation within Acctivate.
• Invoicing with AvaTax.
• Sales Tax Rounding and Discrepancies in QuickBooks Desktop
• Data required for AvaTax Tax Calculations.
• Configuring Customers to be taxed by AvaTax
• Making tax categories inactive/deleting tax categories.
• Creating Sales Tax Categories.
• Setting up sales tax codes, groups and items.
• How do Tax Codes work in VAT editions
• Which Sales Tax Category will be selected when creating a Sales Order?
• What Does Not For Resale do?
• Setting up a line item for tax.
• "T" Taxable column and its visibility on sales orders

Packaging

• Carton Options For Packaging Manager
• Packaging Manager overview.
• Grouping the Contents of Sales Orders into Cartons for Shipment.
• How to print or email a Pack list.
• Creating Transportation Types for Package Manager.

Shipping

• Overview of Shipstation Processing in Acctivate.
• What information synchronizes to ShipStation?
• Carrier Void Option
• Carrier Insurance Option
• Integrating Starship with Acctivate
• What are the UPS Handling Charge Options?
• Setting up Tracking Package URLs by Carrier.
• Include ShipStation Shipping Charges on Acctivate Invoices
• Configuring ShipStation in Acctivate.
• Setting Up FedEx for non-EDI/Package Manager
• Integrating Acctivate With Endicia Shipping Application.
• Setting up FedEx for EDI/Package Manager
• Setting up UPS for EDI/Package Manager
• Setting up UPS for non-EDI/Package Manager
• Setting up Acctivate with ShipRush.
• Creating Shipments for a Specific Warehouse.
• Configuring UCC128 Labels.
• Can Acctivate Generate GS1-128 Labels?
• Setting up FedEx using Default Templates
• How do I send customer shipping account numbers from Acctivate to UPS or Fedex?
• Stamps.com Shipping Configuration
• Managing Ship Via Carriers.
• Tracking a Shipment that is En Route.
• Setup Shipping Charges on Invoices for Shipping Workstations
• Setting up A Database View for Bulk Shipping From UPS or FedEx.
• Adding tracking numbers in bulk via Prepare Invoices.
• Customer Shipment Expenses for Sales Orders
• Adding Shipping to a Sales Order

Invoices

• Voiding an invoice
• Creating a sales invoice without picking or packing it.
• Using Sales Order Number as Invoice Number.
• Invoicing Sales Orders
• Editing a customer invoice.
• Exclude Shipping Charges from Invoice Discount.
• Printing Invoices or Credit Memos.
• Setting up the invoicing workflow status.
• Adding Shipping Info in while preparing invoices.
• Partially Invoicing a Sales Order
• Handling Pro Forma Invoicing within Acctivate.
• Locating the General Ledger Account Setup for Sales and COGS.

Payments

• Handling overpayments from customers.
• Creating a Credit Credit Card or E-Check payment method for use without having to enter the required fields.
• Adding a Late fee to an Invoice.
• Applying Payments to Credit Memos in the Cust Payment window.
• Enabling online invoice payment options for companies integrated with QuickBooks Online
• Performing a Pre-Authorization on a credit card.
• Enter Payments for a Sales Order
• Entering order pre-payments using the Customer Payment Window
• Creating Wire Payments in Acctivate.
• Applying One Payment Across Multiple Invoices.
• Process Credit Card Payments While Batch Invoicing
• How do Credit Card Security Codes work in Acctivate?
• Creating and Tracking Customer Deposits.
• How does Authorize.net processing work?
• How does Acctivate Process Credit Cards and eChecks?
• Configuring Payment Methods in QuickBooks Desktop
• Voiding a Payment In Acctivate.
• Testing Multiple Currencies.
• Creating a credit card processing fee.
• Handling gift certificates/gift cards.

Credits

• Posting a Credit Memo containing a new lot/serial number.
• What's the Difference Between Credit Proof and Credit Memo?
• Correcting a Sales Order that is Locked by Avalara.
• Applying Credits At The Time Of Invoicing.
• Refund a Customer in QuickBooks Online
• Voiding/deleting credit memos.
• Entering a Credit Memo.
• Creating a credit memo directly from a sales order.
• Handling Credit Memos where product is exchanged or will not be returned.
• Charging A Restocking Fee On Credit Memos