Seamlessly manage product information & inventory transactions across your warehouses
- Configure, manage and report on all of your products in Acctivate.
- Process all inventory & warehouse transactions in Acctivate regarding purchasing, selling, receiving, issuing, transferring, counting, adjusting and assembling items.
- Maintain inventory levels across all physical/virtual warehouses, warehouse locations, and sales channels, i.e., EDI, eCommerce, in-store, over the phone, etc.
- Track and trace lot and serialized inventory.
- Know true cost of goods sold with Landed Cost.
- Boost productivity and ensure accuracy with Acctivate Mobile Warehouse for inventory transactions.
Recent Webinar
Inventory Tour 
Inventory Guide 
Inventory Library Key Concepts to Learn
Multiple Warehouses »
Warehouse Bin-Locations »
Lot Number Tracking »
Serial Number Tracking »
Food & Beverage Lot Tracking »
A Guide to Get You Started
- Step by step directions for learning everything related to product information and inventory & warehouse transactions in Acctivate.
- Take the guesswork out of knowing what to learn next and onboard new team members quickly.
Learn Acctivate Inventory Control & Warehouse Transactions
Ready to go beyond the basics? Take a look at the many other product management & transaction topics to learn everything about what Acctivate has to offer.
Inventory Control & Warehouse Transactions Guide
Checklist
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Import Products
If you are new to QuickBooks, you’ll need to import items directly into Acctivate. See available fields for importing items.
Some customers like to import products on their own. Get step by step instructions to import new or update existing products from a file. Feel free to reach out to your Onboarding Specialist to assist with any item imports or example import files for your review. -
Product Information Video
Watch the Product Information video. It is recommended you watch this with Acctivate open to pause and see how the information looks in your Model company. -
Create Product
Create a new product. -
Copy Product
Copy an existing product. -
Add a Warehouse to Product
Add a warehouse to either a new or an existing item.
If you have bin locations, enable them in Configuration Management and select one on an item. -
Set Warehouse Reorder & Stock Levels
Set the reorder and stock levels for a warehouse (see the Management Tab section of this article). -
Add a Vendor to Product
Add a vendor to a product, as well as setting the vendor price. -
List Price
Set the list price. -
Setup Price Codes
Setup price codes in configuration management. -
Price Categories
Add price codes to item based on product specific or product price categories. -
Inventory Reports
Run Inventory Reports to see which ones make sense for your business and what information is populated. -
Inventory Receipt Video
Watch the Inventory Receipt video to get a basic overview of receiving. -
Inventory Receipt
Create and Post an Inventory Receipt session. -
Inventory Issue Video
Watch the Inventory Issue video to get a basic understanding of issuing inventory out of your warehouse. -
Issue Transaction
Create an Issue Transaction; expense to miscellaneous expense account or use the default account assigned to the Warehouse. -
Inventory Adjustment video
Watch the Inventory Adjustment video to see how to adjust your inventory quantity on hand. -
Inventory Adjustments
Process Inventory Adjustments both as a positive and negative quantity. -
Inventory Transfer Video
Watch the Inventory Transfer video to get a basic understanding of moving products from one warehouse to another. -
Transfer Inventory
Transfer Inventory from one warehouse to another. -
Inventory Assembly Video
Watch the Inventory Assembly video to see how to create and post a standard assembly session. -
Inventory Assembly
Assemble a product that uses multiple components. -
Inventory Balance Adjustment Video
Watch the Inventory Balance Adjustment video to see how to adjust your product value. -
Balance Adjustment
Process a Balance Adjustment and confirm how it impacts the product adjusted. This type of transaction will set the quantity on hand as of the end of the day. Therefore, creating an invoice or receiving new items will affect this transaction. -
Sync Accounting Entries
Run a synchronization and review the accounting entries made in QuickBooks linked to these transactions. -
Inventory Count Video
Watch the Inventory Count video to get a basic understanding of printing and entering a count sheet. -
Create an Inventory Count
Create an Inventory Count and enter quantities. Review items after posting and take a look at the variance report. We have a great webinar presented by one of our Acctivate Consulting Partners which covers physical vs cycle counts. There are a myriad of articles covering options for counting.Transactional Reports
Take a look at the Transactional reports in the Inventory reports menu.Void Inventory Session Video
Watch the Void Inventory Session video to see how to remove a posted inventory session.
