Acctivate Training
Achieve an understanding of basic Acctivate functionality
Getting Started
Gain clarity on individual modules before planning, setting up & training on advanced features.
Training Guides
Follow recommended guided paths to maximize your use of the Acctivate system.
Training Libraries
Access extensive libraries of training topics covering specific functions per Acctivate module.
Recommended order for learning Acctivate
For each section take a tour, follow guided training and access a reservoir of training pages.
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Grasp basic Acctivate concepts to get started and maximize your use of the system, i.e., understanding of the user interface, knowing what syncs with QuickBooks & more.
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Learn about managing all your products in Acctivate from configuration settings to adding them in the system to running related reports.
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Familiarize yourself with tools that improve spending management by streamlining purchasing complexities with dynamic functionality for managing Requisitions, Request for Quote, Purchase Orders, Receiving and Alerts.
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Understand and learn how to perform all inventory transactions regarding purchasing, selling, receiving, issuing, transferring, counting, adjusting & assembling items.
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Gain the knowledge to build & maintain solid customer relationships from quote to fulfillment with the help of Acctivate.
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Master the management of all orders from entering, processing to fulfilling them.
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Configure each aspect of Acctivate as a system admin, i.e., setup new users, set customer credit settings, create warehouses, create custom fields, etc.
Webinars
Each month we present an Acctivate webinar that covers a specific topic with a presentation that usually includes a demo in Acctivate and Q&A time.
Past webinars can be viewed on-demand in our library of recorded webinars.
Resources
Context-Sensitive Answers
Within Acctivate, users can press F1 while on any window for context-sensitive answers.
Knowledge Base
Articles to help with setup & troubleshooting.