Sales Training

Getting Started with Sales

Quick Checklist

Create a Sales Quote and print or email to yourself to review format.
Convert Quote to Sales Order.
Create a new Sales Order from scratch and print or email to yourself to review the standard form.
Print a Pick Ticket and Pack List for review. These documents are typically used by the warehouse employees during the fulfillment process but are not required.

Create Sales Invoice. If orders were imported into the Model company, test out invoicing multiple orders at one time.
Enter a new customer payment and apply to an invoice.
Create a Credit Memo Proof to go through the return/customer credit process.
Invoice Credit Memo to complete the return/credit process.

Guided steps for specific functions regarding sales

Navigate the Sales Library:

Sales Basics

Sales List

View pertinent data for active and past sales orders.

Customer Price Check Utility

Quickly & accurately determine the price of products based on different pricing rules.

Create a Sales Quote

Initiate sales quotes with different options in Acctivate.

Print & Email a Quote

After saving a quote, email or print them individually or in batch.

Manage Quotes

Perform different actions for quotes, i.e., copying, cancelling, and rejecting.

Convert Quote to Order

Progress quotes to scheduled or booked sales orders by quickly converting them using one of two methods available in Acctivate.

Create a Sales Order

Manually create a new sales order in Acctivate using the method that is right for your business.

Import Online Orders

Utilize the webstore sync to quickly and efficiently import orders into Acctivate from your ecommerce site(s).

Import Sales Quotes & Orders

Import sales quotes/orders from a flat file to quickly create quotes/orders in Acctivate.

Mobile Order Entry

Create sales orders in your showroom with a mobile barcoding device and the Mobile Order Entry app.

Approve Credit Holds

Override credit holds to process orders despite credit restrictions.

Send Order Acknowledgment

Send the sales order form to a customer to provide & acknowledge order information.

Reschedule Sales Orders

Reset scheduled quantities on a sales order based on current availability.

Kitting on Sales Orders

Review components on a sales order for standard or custom kits and make updates, i.e., selecting lot/serial numbers & bin locations + more for custom kits.

Add Time & Materials to Business Activities

Track time and materials on a business activity for services, projects, or returns.

Create Service Orders

Create service orders from the Activities List or Enter Business Activity Window to bill for services.

Service Scheduling

Manage daily tasks easily with Business Activity Scheduling.

Service Billing

Create multiple service orders with the Activity Billing Wizard.

Drop Shipments

Easily drop ship items from vendors directly to the customer without the need to receive into a warehouse.

Special Orders

Create special orders from your vendors to receive into stock.

Process EDI Transactions

Send & receive EDI transaction files for sales and third-party warehousing.

Catch Weight Pricing

Create quotes/orders based on the average/nominal quantity and adjust the price quantity based on the actual weight for products that utilize catch weight or variable pricing.

Create/Edit Order Import Template

Setup the template to create a new or modify an existing sales order/quote import using a text file source.

Pick Ticket

Start the picking process by creating a pick ticket.

Create a Pick List

Utilize a pick list through Acctivate’s Multiple Locations feature to pick multiple orders in a specified sequence based on the layout of your bins/locations.

Select Bin Locations on Orders

Choose bin locations based on the workflow of your picking process & whether lot or serial numbers are required.

Select Lot or Serial Numbers on Orders

Select/enter the inventory control number for products on a sales order that are lot numbered, serial numbered, or number when invoiced as a requirement before invoicing.

Mobile Order Picking

Pick sales orders using the Acctivate Mobile Picking app by navigating the warehouse and scanning to pick individual sales orders to move through the fulfillment process.

Mobile Pick Lists

Fulfill multiple sales orders at once with the use of pick lists, bin locations, and Acctivate Mobile to show warehouse personnel efficient routes for picking to quickly move through the fulfillment process.

Packing Slips

Print or email a packing slip after picking a sales order and moving on to packaging the order for shipment.

Packaging Management

Package orders into shipments containing multiple cartons with the Packaging Manager module.

Create a Shipment

Select order(s) to be included to create a shipment with Packaging Manager.

Package Shipment

Pack shipments and record any necessary info prior to shipping using the Packaging Manager after creating the shipment.

Process Shipments

Use the Shipping Workstation Integration after an order has been packed for shipment to pull the shipment information into your shipping software (UPS WorldShip, FedEx Ship Manager, Stamps, etc.).

Ship with Packaging Manager

Utilize the Packaging Manager to ship orders and maintain shipment tracking info.

Enter Customer Payments

Create customer payments linked to sales orders, invoices, and bulk payments to be applied to multiple invoices.

Create Invoices from an Order

Create invoices once an order has been picked, packed, and shipped to record important financial info while also removing the shipped inventory from your on hand quantity.

Batch Invoices

Create invoices for multiple orders at once after fulfillment.

Create a Credit Memo

Process credit memos as a return of goods or a simple balance credit for the customer utilizing multiple options.

Invoice a Credit Memo

Create a credit invoice as the last step in the credit memo process to create the credit towards the customer balance, if any, and return product to stock.

Previous Training:
Purchasing

Documentation

Knowledge Base

Next Training:
Customer