How Acctivate Works
Get a breakdown of basic Acctivate functionality
Getting Started: Gain clarity on how individual modules work with further exploration into key concepts.
Guides: Follow recommended guided paths to maximize your use of the Acctivate system.
Libraries: Access topic repositories covering step-by-step processes of specific functions.
Get the most out of learning Acctivate
Start with the basics & make your way through to configuration
Grasp the basics of Acctivate, i.e., the user interface, QuickBooks synchronization & more.
Gain the knowledge to build & maintain solid customer relationships from quote to fulfillment.
Master the management of all orders from entering, processing to fulfilling them.
Learn about managing products & inventory transactions for purchases, sales, receipts, issues, transfers, counts, adjustments, etc.
Get familiar with tools that improve spend management with functionality for managing requisitions, RFQs, POs, receiving & alerts.
Configure each aspect of Acctivate as a system admin, i.e., new users, customer credit settings, warehouses, etc.
Dive into key features Acctivate offers
Understand the overall purpose of features & how they’re interwoven throughout the system
Create and manage unlimited physical & virtual warehouses with full visibility of inventory within each.
Optimize your warehouse with tracking within unlmiited locations, i.e., aisles, racks, shelves, bins, on trucks, etc.
Flexible inventory cost tracking & control with Average, Standard, FIFO, LIFO and Specific Identity cost methods.
Ready for more in depth knowledge?
Take a look at our many on-demand webinars or plan to join our next live one.
