QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

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Create Customer Jobs

In Acctivate, users can create customer jobs via the Edit Customer window or link an existing customer. Each job is considered an individual customer which means billing is per job.
IN THIS ARTICLE
 •  Create New Customer Job
 •  Link Existing Customer to Parent

Any jobs created in QuickBooks will synchronize to Acctivate as such for use in the sales process. For consolidated billing or statements, print from QuickBooks. Individual job invoices are printed from Acctivate.

When utilizing the customer import utility, the parent is required to be in the system before creating and assigning jobs to it. For further details, check out this training page.

Create New Customer Job

  1. Select Customer > Customer Information on the title menu to open the edit customer window or click Customer icon on the icon bar.
  2. Click the drop-down arrow next to the New button in the window.
  3. Create new customer job from Edit Customer WindowSelect New Job from the drop-down menu.
  4. This checks the Job box and opens the Choose Customer window to select the parent customer from the list.
  5. Select the customer the job is for. This customer will populate the Customer field on the top-right.
  6. Enter the Job name which will be the customer ID or customer name in Acctivate and QuickBooks.
  7. Update any of the prefilled customer information based on the parent customer selection in step 5.
  8. When ready, click the Save button.

Link Existing Customer to Parent Customer

  1. Navigate to the customer needing to be linked to the parent.
  2. Click Edit, if not opened from customer list.
  3. Check the Job box next to the magnifying glass button.
  4. The Choose Customer window opens for the user to select the parent from a list.
  5. Acctivate prompts the user to update the contact information to match the newly assigned parent customer. Choose Yes or No depending on need.
  6. Save changes.

All parent customers linked to jobs will have a Jobs tab within the Customer Information window. Users can double-click on these records to open from the parent customer, when needed, by double-clicking the job name. The parent customer can also be accessed from a job by clicking the View Customer button at the top-right next to the Customer field.

Job Tab and Open Customer from Job


Next Steps

Previous Training Topic

Previous Topic:
Import Customers 

Sales Training

Training:
Sales 

Inventory Transactions Training

Training:
Transactions 

Next Training Topic

Next Topic:
Purchase Order Receipt 

 •  Overview

General

 •  Getting Started

 •  Windows & Features

 •  Create & Modify Filters on Lists

 •  Synchronize with QuickBooks

Business Activities

 •  Activities List

 •  Relate Activities to Documents & Transactions

 •  Business Activity Review

 •  Overview

Product Basics

 •  Product List

 •  Create a New Product

 •  Product Prices

Product Management

 •  Import Products

 •  Manage Product Components

 •  Manage Alternate Units of Measure on Products

 •  Setup Catch Weight/Variable Pricing

 •  Overview

Create a Purchase Order

 •  Create a PO Manually

 •  Reorder Inventory Based on Demand

 •  Purchase Order Statuses

Receive & Invoice a Purchase Order

 •  Purchase Order Receipt

 •  Purchase Invoice

 •  Allocate Other Amounts on Vendor Bill via Landed Cost

Additional Processes

 •  Vendor Returns

 •  Purchase with Catch Weights

 •  Overview

Sales Basics

 •  Sales List

 •  Customer Price Check Utility

Quotes

 •  Create a Sales Quote

 •  Print & Email a Quote

 •  Manage Quotes

 •  Convert Quote to Order

Order Entry

 •  Create a Sales Order

 •  Import Online Orders via Webstore Sync

 •  Import Sales Quotes & Orders

 •  Mobile Order Entry

Order Processing Basics

 •  Approve Credit Holds

 •  Send Order Acknowledgment

 •  Rescheduling Sales Orders

 •  Kitting on Sales Orders

Service Orders

 •  Add Time & Materials to Business Activities

 •  Create Service Orders

 •  Service Scheduling

 •  Service Billing

Advanced Order Processing

 •  Drop Shipments

 •  Special Orders

 •  Process EDI Transactions

 •  Catch Weight Pricing on Sales Quotes & Orders

 •  Create/Edit Existing Sales Order Import Template

Order Picking

 •  Pick Ticket

 •  Create a Pick List

 •  Select Bin Locations on Orders

 •  Select Lot or Serial Numbers on Orders

 •  Mobile Order Picking

 •  Mobile Pick Lists

Order Packaging

 •  Packing Slips

 •  Packaging Management

 •  Create a Shipment in Packaging Manager

 •  Packaging Shipment in Packaging Manager

Order Shipping

 •  Process Shipments via Shipping Workstation Integration

 •  Shipping with Packaging Manager

Payment Entry

 •  Enter Customer Payments

Order Invoicing

 •  Create Invoices from a Sales Order

 •  Batch Invoices

Credit Memos

 •  Create a Credit Memo

 •  Invoice a Credit Memo

 •  Overview

Edit Customer Window Overview

 •  Update Basic Customer Information

 •  Manage Customer Ship To Locations

 •  Customer Contact Management

 •  Customer Credit Specifications

 •  Product Invoice History for Customer

 •  Customer Orders

 •  Customer Specific Product IDs

 •  Invoice & Payment History for Customer

 •  Sales History, Marketing Information & Webstore Customer ID

 •  Emails Sent from Customer Window

 •  Customer Pricing Rules

 •  Business Activities Related to Customer

Customer List & Credit Management

 •  Customer List

 •  Credit & Collection Features

Create Customers

 •  Create New Customer Manually

 •  Import Customers

 •  Create Customer Jobs

 •  Overview

Receipts

 •  Purchase Order Receipt

 •  Mobile Receiving

 •  Inventory Receipt for Lot Number Split/Product Breakdown

Adjustments

 •  Inventory Adjustment

 •  Inventory Balance Adjustment

 •  Inventory Issue

 •  Inventory Count

 •  Mobile Inventory Counts

Transfers

 •  Inventory Transfer

 •  Mobile Inventory Transfers

Assemblies

 •  Inventory Assembly

 •  Mobile Inventory Assemblies

 •  Assembly Workflow Status Configuration

Landed Cost

 •  Vendor Bill Allocation to Inventory Cost

Track & Trace

 •  Track & Trace Inventory Movement for Lot/Serial Items

Void Transactions

 •  Void Inventory Sessions

 

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