Built For
Simplified, Value-Added Pricing with Power-Packed Functionality
Choose Your Package:
Starter
Get started with our powerful core features for a single (1) user. You can add any module and more users later.
Starter Package includes:
Inventory Management Features
Unlimited Products
Track any quantity of product in real-time, at any location and across all sales channels with capacity for product line expansion.
Landed Cost + COGS Roll-Forward
Know true costs by accurately calculating additional costs beyond the purchase price of product (i.e., duties, taxes, VAT, government fees, freight, shipping or insurance).
Lot & Serial Numbers + Advanced Track & Trace
Track & trace lot and serial numbered products from origination to production to fulfillment within minutes.
Average, Standard, LIFO, FIFO, Actual Costing Methods
Advanced costing method options for every business with flexible inventory cost tracking & control across all operations.
Multiple Units of Measure
Stock, purchase, sell, and package product in multiple units of measure.
Overstock & Demand Analysis
Purchase inventory strategically with readily available data in user-friendly formats, i.e., reports.
Purchase Orders & Reorder Automation
Maintain accurate inventory levels with automatic low stock alerts & instant reordering for each warehouse with the ability to consolidate purchase orders by vendor.
Sales Automation Features
Quotes/Estimates/Templates
Increase probability of gaining new business with instant sales quotes and estimates + professional templates for printing & emailing quotes directly from the system.
Multi-Channel Order Management
Deliver superior customer experiences from quote to fulfillment to delivery to continued customer service for all sales channels, i.e., in-store, over the phone, eCommerce & EDI.
Order Entry & Workflow Automation
Inject clarity & speed into the entire sales order process from prospect through sale to customer service & track the orders throughout for smooth processing and completion.
Bulk Action Automation
View order progress snapshots and perform batch fulfillment actions to handle all orders transparently and quickly from one spot.
Custom Kitting
Sell product as a single unit composed of multiple components, which is made on demand when ordered. Also, manage matrix inventory for varieties in products, i.e., color, size, style, pattern, etc.
Drop Ship & Special Order Management
Streamline drop shipping with instant sales order creation for each drop ship vendor to complete orders for your customers. Also, designate product as special order to not affect stock and consolidate multiple orders with special order items for multiple customers into a single purchase order per vendor.
UPS, FedEX & DHL Shipping Interface
Integrate directly with shipping carrier workstations to streamline the shipping process by providing order & address information and to capture package information, i.e., shipping costs and package tracking numbers.
3rd Party Shipping Integrations3
Integrate with popular shipping solutions that work with multiple carriers & help identify the best shipping rates to deliver on customers’ expectations and yours.
Customer Management Features
Unlimited Contacts & Customers
Manage any number of contacts and customers with detailed data for relationship management.
Credit Card Processing3
Process credit card & eCheck payments with Acctivate’s preferred merchant, Fiserv. Get the best rates with Level 3 data and support for in-person credit card processing with Clover Flex 3 terminals.
Credit & Receivables Management
Manage credit & collections efforts proactively with full visibility and control of all operations + tools, i.e., alerts of credit held customers & overdue invoices.
Invoice & Purchasing History
A complete repository of up-to-date sales & purchasing transactions.
Customer Service & Support Ticket Management
Track & manage business activities related to customer service and support to maintain records and follow-up accordingly and in a timely manner.
Customer Specific Pricing
Price per customer for an individual product or products as negotiated, maintain contract pricing and utilize upcharge & discount capabilities.
Warehouse Automation Features
Multiple Warehouse
Support for any number of physical and/or virtual warehouses to stock, sell, transfer, and track inventory.
Inventory Counts & Transfers
Boost warehouse operations with streamlined count and transfer capabilities.
Business Management Features
QuickBooks Integration
Extend the inventory & business management capabilities of QuickBooks Desktop and QuickBooks Online with bi-directional integration with Acctivate.
Microsoft SQL Express
With the foundation of the solid database technology of Microsoft® SQL Server designed for growing companies, data is secure, capacity is optimized and usage of data is flexible.
100+ Standard Reports & Documents
Access ready-to-use, filterable reports & documents with thorough and summarized forms of live data for all sides of the business, i.e., sales, customers, products and more.
Customizable Dashboard
View data quickly via a dashboard with standard & configurable widgets that raise critical awareness to business operations at a convenient, visual level.
Business Alerts
Stay apprised to pertinent info to be proactive and take action on business activities, reorder needs, customer credit, sales orders, POs, etc.
Business Activity Management
Assign, manage & track any activity, issue, follow-up, event or project throughout the company. Also, manage projects related to warranty and service work with tools for scheduling & consolidated billing for labor and materials.
SmartVault Integration
Securely attach, store, view & share documents/files, i.e., receipts, images, invoices & vendor agreements.
Manufacturing / Assemblies
Handle the production process for how you manufacture: discrete, process, refurbish, remanufacture or custom.
Advanced Bin-Location Control
Track inventory in any location within warehouses, plus optimize picking & boost productivity with a warehouse layout tool and pick lists.
AvaTax Integration
Manage complex tax issues, i.e., nexus, exemptions, product taxability, sourcing rules, split rates, sales tax holidays, tax caps/thresholds, etc.
Standard Web Store Integration
Integrate web store operations via eCommerce platforms with the rest of your business to manage inventory availability, order tracking & customer service.
EDI Management
Manage sales & 3PL transactions to big box retailers with fully-integrated, compliant & automated EDI.
Mobile Warehouse Management
Increase accuracy and speed with mobile receiving, picking & inventory management via mobile barcoding devices.
Additional Company Setup
The setup of separate database for other companies.
Professional
Our most popular package adds advanced manufacturing, multiple bin/location tracking with picklists, Avalara sales tax integration, and with one web store integration for a total of five (5) users.
Professional Package includes:
Inventory Management Features
Unlimited Products
Track any quantity of product in real-time, at any location and across all sales channels with capacity for product line expansion.
Landed Cost + COGS Roll-Forward
Know true costs by accurately calculating additional costs beyond the purchase price of product (i.e., duties, taxes, VAT, government fees, freight, shipping or insurance).
Lot & Serial Numbers + Advanced Track & Trace
Track & trace lot and serial numbered products from origination to production to fulfillment within minutes.
Average, Standard, LIFO, FIFO, Actual Costing Methods
Advanced costing method options for every business with flexible inventory cost tracking & control across all operations.
Multiple Units of Measure
Stock, purchase, sell, and package product in multiple units of measure.
Overstock & Demand Analysis
Purchase inventory strategically with readily available data in user-friendly formats, i.e., reports.
Purchase Orders & Reorder Automation
Maintain accurate inventory levels with automatic low stock alerts & instant reordering for each warehouse with the ability to consolidate purchase orders by vendor.
Sales Automation Features
Quotes/Estimates/Templates
Increase probability of gaining new business with instant sales quotes and estimates + professional templates for printing & emailing quotes directly from the system.
Multi-Channel Order Management
Deliver superior customer experiences from quote to fulfillment to delivery to continued customer service for all sales channels, i.e., in-store, over the phone, eCommerce & EDI.
Order Entry & Workflow Automation
Inject clarity & speed into the entire sales order process from prospect through sale to customer service & track the orders throughout for smooth processing and completion.
Bulk Action Automation
View order progress snapshots and perform batch fulfillment actions to handle all orders transparently and quickly from one spot.
Custom Kitting
Sell product as a single unit composed of multiple components, which is made on demand when ordered. Also, manage matrix inventory for varieties in products, i.e., color, size, style, pattern, etc.
Drop Ship & Special Order Management
Streamline drop shipping with instant sales order creation for each drop ship vendor to complete orders for your customers. Also, designate product as special order to not affect stock and consolidate multiple orders with special order items for multiple customers into a single purchase order per vendor.
UPS, FedEX & DHL Shipping Interface
Integrate directly with shipping carrier workstations to streamline the shipping process by providing order & address information and to capture package information, i.e., shipping costs and package tracking numbers.
3rd Party Shipping Integrations3
Integrate with popular shipping solutions that work with multiple carriers & help identify the best shipping rates to deliver on customers’ expectations and yours.
Customer Management Features
Unlimited Contacts & Customers
Manage any number of contacts and customers with detailed data for relationship management.
Credit Card Processing3
Process credit card & eCheck payments with Acctivate’s preferred merchant, Fiserv. Get the best rates with Level 3 data and support for in-person credit card processing with Clover Flex 3 terminals.
Credit & Receivables Management
Manage credit & collections efforts proactively with full visibility and control of all operations + tools, i.e., alerts of credit held customers & overdue invoices.
Invoice & Purchasing History
A complete repository of up-to-date sales & purchasing transactions.
Customer Service & Support Ticket Management
Track & manage business activities related to customer service and support to maintain records and follow-up accordingly and in a timely manner.
Customer Specific Pricing
Price per customer for an individual product or products as negotiated, maintain contract pricing and utilize upcharge & discount capabilities.
Warehouse Automation Features
Multiple Warehouse
Support for any number of physical and/or virtual warehouses to stock, sell, transfer, and track inventory.
Inventory Counts & Transfers
Boost warehouse operations with streamlined count and transfer capabilities.
Business Management Features
QuickBooks Integration
Extend the inventory & business management capabilities of QuickBooks Desktop and QuickBooks Online with bi-directional integration with Acctivate.
Microsoft SQL Express
With the foundation of the solid database technology of Microsoft® SQL Server designed for growing companies, data is secure, capacity is optimized and usage of data is flexible.
100+ Standard Reports & Documents
Access ready-to-use, filterable reports & documents with thorough and summarized forms of live data for all sides of the business, i.e., sales, customers, products and more.
Customizable Dashboard
View data quickly via a dashboard with standard & configurable widgets that raise critical awareness to business operations at a convenient, visual level.
Business Alerts
Stay apprised to pertinent info to be proactive and take action on business activities, reorder needs, customer credit, sales orders, POs, etc.
Business Activity Management
Assign, manage & track any activity, issue, follow-up, event or project throughout the company. Also, manage projects related to warranty and service work with tools for scheduling & consolidated billing for labor and materials.
SmartVault Integration
Securely attach, store, view & share documents/files, i.e., receipts, images, invoices & vendor agreements.
Manufacturing / Assemblies
Handle the production process for how you manufacture: discrete, process, refurbish, remanufacture or custom.
Advanced Bin-Location Control
Track inventory in any location within warehouses, plus optimize picking & boost productivity with a warehouse layout tool and pick lists.
AvaTax Integration
Manage complex tax issues, i.e., nexus, exemptions, product taxability, sourcing rules, split rates, sales tax holidays, tax caps/thresholds, etc.
Standard Web Store Integration
Integrate web store operations via eCommerce platforms with the rest of your business to manage inventory availability, order tracking & customer service.
EDI Management
Manage sales & 3PL transactions to big box retailers with fully-integrated, compliant & automated EDI.
Mobile Warehouse Management
Increase accuracy and speed with mobile receiving, picking & inventory management via mobile barcoding devices.
Additional Company Setup
The setup of separate database for other companies.
Enterprise
The best choice for high growth companies. Mobile Barcode scanning and EDI integrations are added for a total of ten (10) users.
Enterprise Package includes:
Inventory Management Features
Unlimited Products
Track any quantity of product in real-time, at any location and across all sales channels with capacity for product line expansion.
Landed Cost + COGS Roll-Forward
Know true costs by accurately calculating additional costs beyond the purchase price of product (i.e., duties, taxes, VAT, government fees, freight, shipping or insurance).
Lot & Serial Numbers + Advanced Track & Trace
Track & trace lot and serial numbered products from origination to production to fulfillment within minutes.
Average, Standard, LIFO, FIFO, Actual Costing Methods
Advanced costing method options for every business with flexible inventory cost tracking & control across all operations.
Multiple Units of Measure
Stock, purchase, sell, and package product in multiple units of measure.
Overstock & Demand Analysis
Purchase inventory strategically with readily available data in user-friendly formats, i.e., reports.
Purchase Orders & Reorder Automation
Maintain accurate inventory levels with automatic low stock alerts & instant reordering for each warehouse with the ability to consolidate purchase orders by vendor.
Sales Automation Features
Quotes/Estimates/Templates
Increase probability of gaining new business with instant sales quotes and estimates + professional templates for printing & emailing quotes directly from the system.
Multi-Channel Order Management
Deliver superior customer experiences from quote to fulfillment to delivery to continued customer service for all sales channels, i.e., in-store, over the phone, eCommerce & EDI.
Order Entry & Workflow Automation
Inject clarity & speed into the entire sales order process from prospect through sale to customer service & track the orders throughout for smooth processing and completion.
Bulk Action Automation
View order progress snapshots and perform batch fulfillment actions to handle all orders transparently and quickly from one spot.
Custom Kitting
Sell product as a single unit composed of multiple components, which is made on demand when ordered. Also, manage matrix inventory for varieties in products, i.e., color, size, style, pattern, etc.
Drop Ship & Special Order Management
Streamline drop shipping with instant sales order creation for each drop ship vendor to complete orders for your customers. Also, designate product as special order to not affect stock and consolidate multiple orders with special order items for multiple customers into a single purchase order per vendor.
UPS, FedEX & DHL Shipping Interface
Integrate directly with shipping carrier workstations to streamline the shipping process by providing order & address information and to capture package information, i.e., shipping costs and package tracking numbers.
3rd Party Shipping Integrations3
Integrate with popular shipping solutions that work with multiple carriers & help identify the best shipping rates to deliver on customers’ expectations and yours.
Customer Management Features
Unlimited Contacts & Customers
Manage any number of contacts and customers with detailed data for relationship management.
Credit Card Processing3
Process credit card & eCheck payments with Acctivate’s preferred merchant, Fiserv. Get the best rates with Level 3 data and support for in-person credit card processing with Clover Flex 3 terminals.
Credit & Receivables Management
Manage credit & collections efforts proactively with full visibility and control of all operations + tools, i.e., alerts of credit held customers & overdue invoices.
Invoice & Purchasing History
A complete repository of up-to-date sales & purchasing transactions.
Customer Service & Support Ticket Management
Track & manage business activities related to customer service and support to maintain records and follow-up accordingly and in a timely manner.
Customer Specific Pricing
Price per customer for an individual product or products as negotiated, maintain contract pricing and utilize upcharge & discount capabilities.
Warehouse Automation Features
Multiple Warehouse
Support for any number of physical and/or virtual warehouses to stock, sell, transfer, and track inventory.
Inventory Counts & Transfers
Boost warehouse operations with streamlined count and transfer capabilities.
Business Management Features
QuickBooks Integration
Extend the inventory & business management capabilities of QuickBooks Desktop and QuickBooks Online with bi-directional integration with Acctivate.
Microsoft SQL Express
With the foundation of the solid database technology of Microsoft® SQL Server designed for growing companies, data is secure, capacity is optimized and usage of data is flexible.
100+ Standard Reports & Documents
Access ready-to-use, filterable reports & documents with thorough and summarized forms of live data for all sides of the business, i.e., sales, customers, products and more.
Customizable Dashboard
View data quickly via a dashboard with standard & configurable widgets that raise critical awareness to business operations at a convenient, visual level.
Business Alerts
Stay apprised to pertinent info to be proactive and take action on business activities, reorder needs, customer credit, sales orders, POs, etc.
Business Activity Management
Assign, manage & track any activity, issue, follow-up, event or project throughout the company. Also, manage projects related to warranty and service work with tools for scheduling & consolidated billing for labor and materials.
SmartVault Integration
Securely attach, store, view & share documents/files, i.e., receipts, images, invoices & vendor agreements.
Manufacturing / Assemblies
Handle the production process for how you manufacture: discrete, process, refurbish, remanufacture or custom.
Advanced Bin-Location Control
Track inventory in any location within warehouses, plus optimize picking & boost productivity with a warehouse layout tool and pick lists.
AvaTax Integration
Manage complex tax issues, i.e., nexus, exemptions, product taxability, sourcing rules, split rates, sales tax holidays, tax caps/thresholds, etc.
Standard Web Store Integration
Integrate web store operations via eCommerce platforms with the rest of your business to manage inventory availability, order tracking & customer service.
EDI Management
Manage sales & 3PL transactions to big box retailers with fully-integrated, compliant & automated EDI.
Mobile Warehouse Management
Increase accuracy and speed with mobile receiving, picking & inventory management via mobile barcoding devices.
Additional Company Setup
The setup of separate database for other companies.
Acctivate Setup & Onboarding:
Acctivate Setup & Onboarding is required with every package and consists of access to an Onboarding Specialist to assist with the setup and implementation of your Acctivate software for one QuickBooks company. Onboarding support will consist of phone conversations, email-based support, and any other activities related to setup and implementation. Acctivate Onboarding is delivered remotely. Onboarding is typically completed in 90 days. The Onboarding Service is billed at $1,000 for each month until the Go Live date.
1Acctivate Subscription:
Acctivate Software Subscription includes regular software updates including new features, technical corrections, and integrations. Support is included with the subscription including our knowledge base, unlimited support tickets with remote screen sharing, email, chat, and phone (callbacks).
The Acctivate Subscription is paid annually. Third-party financing is available for a fee if monthly payments are required.
2 Supported 3rd Party Shipping Integrations:
3 Acctivate Supports Fiserv, QuickBooks Payments, and Authorize.net
4 Standard Web Store Integrations:
Frequently Asked Questions
No, all features available in Professional and Enterprise are available a la carte with the Starter package, allowing you to take advantage of more advanced features when you are ready.
Software Maintenance & Support is included in the Acctivate software subscription. Software Maintenance & Support provides access to the latest updates for the Acctivate software and unlimited routine support requests via phone, email or online submission.
No. The Total Package Price includes a one-time fee for the Initial License plus an annual subscription for the Acctivate software. The Annual Subscription fee is much less than the Total Package Price.
Acctivate accommodates both deployments to suit the needs of your business. Acctivate can be hosted in the cloud by Alterity for new customers integrating with QuickBooks Online or via third-party hosting partners (e.g., Rightworks, GoToMyERP, Noobeh) to provide additional software and services. Acctivate can also be hosted on-premise by your business or private hosting service.
The preferred payment method is ACH, but wire instructions are available upon request, and we’ll always accept a paper check mailed to our office. Financing and Credit Card payments are available for a fee.