Webinar: Improvements in Version 10.2

Navigate all webinar topics…
Webinar Overview
Overview
Webinars: Customers
Customer
Webinars: Purchasing
Purchasing
Webinars: Sales Orders
Sales
Webinars: Manufacturing
Manufacturing
Webinars: Inventory
Inventory
Webinars: Reporting
Reporting
Webinars: System
System
Webinars: Add-ons
Add-on Modules
Webinars: QuickBooks
QuickBooks
Webinars: 3rd Party Integrations
3rd Party Integrations
Webinars: What's New
What’s New
Webinars: Tips & Tricks
Tips & Tricks
Webinars: Q&A
Q&A
Webinars: Consulting
Consultant
Webinars: Archive
Archive

Previously, we covered Sales Order Manager which is one of the main new features of version 10.2. Check out the additional features, such as voiding inventory transactions, workflow status updates, etc. After the demonstration, we cover a few live questions sent in during the presentation.

Acctivate Webinar: Improvements in Version 10.2
Play

Webinar Outline

  • User Permission
    • Void Inventory Transactions
  • Sales Orders
    • Workflow Statuses (1:35)
    • Setting Default Workflow Statuses for certain actions (2:45)
  • Sort columns by clicking header
  • Improved speed using Available in filters
  • Multiple vendor records for IDs and pricing (8:08)
  • Report differences before and after posting
  • Bin Location, Transaction Date, Notes, and Posted stamp added
  • Selecting session to void, caveats to voiding
  • Recreating voided transaction
  • Prompt to back-date inventory transactions (20:03)
  • WooCommerce 2.6+
  • Multiple Lot Numbers per line on 945 Warehouse Shipment Notification
  • Last Tracking Number for Orders view
  • Sorting Order Manager Columns
  • Unassigned Workflow Status View
  • Process Credit Cards in batch
  • Email Invoices as PDF
  • CYMA 16.0
  • Drag and Drop .msg files into Acctivate (35:04)
  • Do we need to do anything to our Custom Reports after updating?
  • How does voiding transactions with lot/serial numbers effect things?(37:12)
  • Does the Shipping Workstation module work differently in version 10.2? (39:36)
  • If an order doesn’t list an email address, will the invoice be printed automatically? (40:22)
  • Please review update process (40:55)