Acctivate for QuickBooks Inventory Management Software

Acctivate

  • Home
  • Solutions
    • Inventory management
    • Advanced purchasing management
    • Sales and customer management
    • Understand & grow your business
    • Acctivate Benefits
    • Learn more
  • Industries
  • Customers
  • Contact

Add-ons

Add-ons to meet business needs

One size does not fit all

The one-size fits all approach – where all features, including specialty ones, are included in one version of the software, and requires all users to receive and pay for all the functionality, needed or not.

Or, the second approach – including the functionality that is required by nearly all businesses in a standard version of the software, with specialized functionality available, at an additional fee, to those that require that capability.

Our Philosophy

We believe the latter option is a better method of fulfilling business needs, while keeping price levels fair. With over two decades of developing software for distribution businesses, we have a good understanding of the functionality required and desired by small and mid-size distribution companies and include those hundreds of features in our standard software package.

We also believe that a distribution business doesn’t stop at the warehouse door and include a robust set of business management tools, including customer relationship management, purchasing, sales order management and decision support tools. Additionally, we have a set of add-on modules for specialized inventory or business management features, such as mobile computing, to provide the capability to those companies needing it.

Business Activity management | Business Activity scheduling | Business Activity service billing | Document management | Drop ship | EDI | Kitting (Custom) | Kitting (Standard) | Landed Cost | Lot & Serial Number Traceability | Manufacturing (Custom) | Manufacturing (Process) | Matrix Inventory | Mobile inventory management | Mobile order picking | Mobile receiving | Mobile sales orders | Multiple location control | Sales tax management | Shipping workstation interface | Special order | Web store integration


Business Activity management


business activity management

  • Provides a centralized environment that encourages effective communication, teamwork and productive task management.
  • Assign, manage and track any activity, issue, follow-up, event or project throughout the organization
  • Cross-link business activities within a department or company-wide

Learn more about Business Activity management »

Back to top


Business Activity scheduling


  • business activity schedulingTrack virtually any type of business activity, including service jobs that require the scheduling of employee time
  • Graphically view & schedule service activities
  • Stay organized with an at-a-glance view of the activities due on any specific day

Learn more about Business Activity scheduling »

 

Back to top


Business Activity service billing


Business Activity Scheduling

  • Efficiently track and bill time and materials for services and repairs
  • Quickly produce service orders for time and supplies used on jobs
  • Manage costs related to your service calls

Learn more about Business Activity service billing »

Back to top


Document management


Document management

  • Direct integration to SmartVault, a leading provider of Software as a Service online document storage & secure file sharing solutions
  • Easily and securely attach, store, view and share documents & files, such as receipts, images, invoices and vendor agreements
  • Anytime, anywhere access from any web browser or mobile device via SmartVault
  • Secure, offsite backup of all documents & files
  • Granular user controls to manage file access and assign permissions per employee

Learn more about Document management »

Back to top


Drop ship


  • Drop ShipEfficiently manage numerous drop ship purchase orders from one screen
  • Maintain control of the customer relationship by supplying drop-shippers with detailed packaging instructions
  • Link drop ship purchase orders to customer sales orders to allow for quick researching

Learn more about Drop ship »

Back to top


EDI


  • EDIDrastically reduces manual entries with more automated processes
  • Speeds up processing allowing ASN to be delivered prior to delivery of products
  • Save personnel time with the batch transfer of invoices to an EDI solution provider

Learn more about EDI »

 

Back to top


Kitting (Custom)


  • custom kittingAdd, remove and substitute components and change component quantities
  • Configure components for quicker selection when substituting
  • Mark components as variable or fixed

Learn more about Custom Kitting »

 

Back to top


Kitting (Standard)


  • Made on demand - KittingReduces level of components required by delaying commitment of components until order is received
  • Ability to adapt to changes in customer demand
  • Enables flexible and short-term promotions
  • Achieve predictability through the use of documented, standardized processes with the creation of a bill of material (BOM)

Learn more about Standard Kitting »

Back to top


Landed Cost


  • Landed costManually and automatically allocate additional charges beyond the purchase price of a product across one or more transactions
  • Allocate the total landed cost amount based on quantity, value or weight
  • Exclude certain items from the landed cost calculations & allocate a larger or smaller portion for some items based on a configurable factor
  • Manage COGS more accurately based on the total cost, which helps calculate profit margins

Learn more about Landed Cost »

Back to top


Lot & Serial Number Traceability


  • Advanced inventory management- Lot and serial number trackingManage an unlimited amount of products through inventory that have lot numbers or serial numbers
  • Trace lots back to suppliers, through outsourcers or to customers by lot or batch
  • An extra layer of traceability for putting measures in place to help follow FDA & other regulatory procedures and ensure quality control on one screen
  • Manage, view and report on source, expiration date, lot, inspection and quarantine information
  • View details of transaction history for all lot/serial numbered products and components
  • Store and track ongoing notes, emails, documents, etc. for lot/serial numbered products

Learn more about Lot & Serial Number Traceability »

Back to top


Manufacturing (Custom)


 

Discrete manufacturing software

  • Vary the BOM by adding, removing or changing the component quantities or parts
  • Automatically maintain the traceability of a lot/serial number for a component or a resulting finished product
  • Easily manage the refurbishment process

Learn more about Custom Manufacturing »

Back to top


Manufacturing (Process)


Process manufacturing

  • Easily handle conditional recipe or formula variations
  • Record the actual ingredients used at time of production
  • Automatically maintain the traceability of ingredient & production batch/lot numbers
  • Record the resulting yield quantity

Learn more about Process Manufacturing »

Back to top


Matrix Inventory


Matrix inventory

  • Single dimension matrix from style to variant, such as color, size or any other variant of the product needed to be supported
  • Each variation will have its own cost
  • Variations are managed as separate SKUs
  • Sales history is maintained at the matrix level
  • Inventory movement is maintained at the component level

Learn more about Matrix Inventory »

Back to top


Mobile inventory management


Mobile Inventory Management

  • Accurately count thousands of inventory items using a digital count sheet on a mobile device
  • Immediately update warehouse inventory information on a mobile device
  • Swiftly transfer inventory between company warehouses, locations within a warehouse or from a warehouse to trucks or service vehicles through mobile transfers
  • Process inventory assemblies, including custom and process assemblies from a mobile device

Learn more about Mobile inventory management »

Back to top


Mobile order picking


  • Mobile Order PickingPick the product from a mobile device with no printed paperwork required
  • Increase efficiency & accuracy dramatically with combined barcoding technology to pick products automatically
  • Capture product barcode, bin barcode and/or lot or serial numbers

Learn more about Mobile order picking »

 

Back to top


Mobile receiving


Mobile receiving

  • Access purchase orders on a handheld mobile device
  • Combine with barcoding technology to quickly scan the received product into inventory
  • Compare the order and what was actually received on the mobile screen for immediate verification

Learn more about Mobile receiving »

Back to top


Mobile sales orders


  • Mobile sales ordersCreate sales orders from a mobile handheld device while at a customer location, a trade show or from your showroom
  • Combine with barcoding technology allowing products to be scanned to complete order entry
  • Accept orders in real-time via a wireless connection to the Acctivate system

Learn more about Mobile sales orders »

Back to top


Multiple location control


Multiple Location Control

  • Track inventory quantities in any location that is a step below the warehouse (i.e. aisle, rack, shelf, bin location, on trucks or other company-defined areas)
  • Organize inventory count sheets by locations and zones
  • Receive inventory to a specific location and sell from specific locations
  • Add locations on the fly and/or set up locations at once
  • Set a primary inventory location for a product to be the default warehouse location for every transaction
  • Set a stock level to keep track of primary location inventory requirements

Learn more about Multiple location control »

Back to top


Sales tax management


  • sales tax management - jurisdictionsAutomatic sales tax calculation & management with direct integration to Avalara AvaTax, a cloud-based sales tax solution
  • Manage complex tax issues such as nexus, exemptions, product taxability, sourcing rules, split rates, sales tax holidays, tax caps/thresholds and more
  • Dynamically access 100,000+ taxability rules that are applied across 11,000 jurisdictions
  • Address validation & tax exemption certificate management
  • Store detailed information needed for reporting and remitting, and filing can be done for you, as well

Learn more about Sales tax management »

Back to top


Shipping workstation interface


shipping workstation interface

  • Manage & track an unlimited amount of products through inventory that have lot numbers or serial numbers
  • Integrates directly with FedEx, UPS, USPS, DHL & ShipRush to provide order & address information and to collect package information
  • Eliminate double-entry with the automatic population of order information into the shipping workstation
  • Quickly track shipments from within Acctivate

Learn more about Shipping workstation interface »

Back to top


Special order


  • Special OrderEasily create a sales order with the product type set to Special Order
  • Evaluate vendor options and quantity to be purchased and edit as needed
  • Create a consolidated purchase order for all sales orders for a particular vendor with a simple push of the button
  • Declare any product as Special Order only
  • Receive products into a special warehouse for isolation, in order to not affect demand forecasting of items in stock

Learn more about Special order »

Back to top


Web store integration


  • Web store integrationSeamless integration to eCommerce platforms, such as Magento Commerce, ASPDotNetStorefront, Volusion and many more
  • Automated web store synchronization bi-directionally
  • Orders, tracking information, product availability and customers are synced

Learn more about Web store integration »

Back to top

Test drive Acctivate free
14-Day Free Trial... No credit card required.
No software to install.
  • Facebook
  • Google+
  • Linkedin
  • Twitter

Company

  • Help & support
  • About Acctivate
  • Branding
  • Privacy & disclaimers
  • International
  • Careers
  • Contact us

Community

  • Technology partners
  • Referral program
  • Partner directory
  • Partner program
  • Partner resources
  • Inventory glossary
  • Blog

Features

  • Barcode software
  • Bill of materials (BOM), Kitting & Assemblies
  • Business activity monitoring
  • Catch weight management
  • Cloud-based inventory management
  • Credit management software
  • Customer management software
  • Decision support tools
  • EDI software solution
  • Green & environmentally-friendly
  • Hosted inventory management
  • Import export software
  • Inventory control
  • Inventory dashboard
  • Inventory forecasting software
  • Landed cost
  • Manufacturing
  • Matrix inventory
  • Multi currency
  • Order fulfillment
  • Order management
  • Platform
  • Pricing tools
  • Process manufacturing software
  • Purchasing management software
  • Reporting
  • Retail counter sales
  • Service management
  • Traceability
  • Warehouse management
  • Web store inventory management
  • Wholesale distribution

How to buy

  • Add-ons
  • Acctivate Onboarding
  • System requirements
  • Free Trial

Connect with us

  • Facebook
  • Google+
  • Linkedin
  • Twitter

© 2018 Alterity, Inc. All rights reserved. ACCTivate! is a registered trademark of Alterity, Inc., registered in the U.S.

Contact us at 817-870-1311
Free Trial