Tracking inventory task activity

Do you live in a sea of sticky notes?

RELATED FEATURES

 Inventory Control
Order Management
 Purchasing
 Customer Management

Printnovation handles their inventory management activities and more with Acctivate

Business activities for monitoring and managing inventory management activities and more

Business activity monitoring manages and tracks inventory management activities, as well as any activity, issue, follow-up, event or project. Each time a user logs into Acctivate, they are presented with a current list of alerts and business activities.

Assign, manage, track

Business activity monitoring helps you assign, manage and track activities throughout the organization.

• Activities can include sales calls, customer communications, client quote requests, product development milestones or virtually any other business activity
• Each activity can include description, notes, email communication history, resolution description, due dates, status, closure date, task owner/assigned to, priority and additional activity information
• Activities & alerts may be scheduled for yourself or for others (with permissions)
• Business activities may be cross-linked within a department or company-wide
• Custom items with web links can be created and linked to a business activity
• A variety of information can be linked to a business activity, such as quotes, sales orders, purchase orders, credit memos, production work orders, inventory transactions and more
• Customer popup notes are displayed when adding a customer to related items or loading an existing business activity related to a customer
• Convert a contact on a business activity into a new customer

Business activity monitoring will track your projects and tasks and then, business alerts will make sure you never miss a deadline again.

MD Solutions monitors and manages inventory management activities with Acctivate

View and explore

Get a quick update or easily search for task-related information with a 1 click overview of all business activities that can be filtered by status, resolution, opened date & priority date.

• Drill-down and drill-around while reviewing business activities
• Know the last action taken on a business activity such as the last note added or the last email sent from an activity, as well as when the action was taken and by whom

Collaborate in real-time

Acctivate’s information is real-time, so project and task updates are instantly available to everyone on the system, regardless of location.

Workgroups can expand to include anyone in the company, communication improves and the entire company is armed with information that can be used to assist customers, identify trends and improve products.

Acctivate inventory software with business activity monitoring user, Jewish Education Toys

Business activity monitoring with alerts

Alerts are reminders that can be filtered by type and due date to help you better manage your business and priorities.

Each time a user logs into Acctivate, they are presented with a current list of alerts and business activities. Managers, or those with permission, can even view other users’ alerts and assign alerts to others.

• Assign, manage and track activities throughout the organization with business activity monitoring.
• Each activity can include description, notes, email communication history, resolution description, due date, status, closure date, task owner/assigned to, priority, and additional activity information.
• Activities & alerts may be scheduled for yourself or for others (with permissions).
• Enable escalation management using alerts such as account manager notification of customer service issues, management notification of priority sales requests, etc.
• Business activities may be cross-linked within a department or company-wide
• Business activity monitoring fields may be configured to fit your specific needs

Acctivate inventory software with business activity monitoring, TMi-ASG

How can Acctivate’s business alerts be used?

Low inventory alerts

When the inventory of a product drops to the reorder point, a business alert can be raised as a warning that you are low on stock. From the alert, purchase orders can be automatically generated based on inventory requirements (i.e. stocking levels) using the reorder function.

Overdue PO/shipment alerts

Purchase order numbers are automatically generated and tracked within Acctivate and if a shipment is not received on time, an overdue shipment alert lets you know.

Acctivate inventory software with business activity monitoring user, H.I.S. Juveniles

Late payment and credit management alerts

Sometimes good customers get behind. Reduce the risk of bad debt with pro-active customer credit management.

Acctivate inventory software business activity monitoring user, Eclipse Aesthetics

Return Merchandise Authorization (RMAs) alerts

As a part of Acctivate’s return merchandise authorization (RMA) process, if an expected return is not received as specified a customer service representative can be alerted to follow up with the customer.

Acctivate inventory software business activity monitoring user, DataRay

Help desk escalations & alerts

Alerts can be established for escalation management when pre-established business conditions occur, such as tickets reaching overdue status or if a ticket priority status changes.

Activity completed or overdue alerts

Any activity – a sales call, customer communication, client quote request, product development milestone or virtually any other business activity – can be assigned, managed and tracked throughout the organization with business activities. When the activity is completed or, if it becomes overdue, an alert can be sent to yourself or to others, such as a manager.

Acctivate features

We invite you to explore more features or, if you’d like to get started, try Acctivate for free or give us a call at 817-870-1311.