QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

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Create and Modify Filters on Lists

When looking up records via the left navigation lists, users can create and save custom filters. These filters can be saved for individual or company-wide use.

Filter List Lookup to Save for Future Use

IN THIS ARTICLE
 •  Save Filter List Lookup
 •  Modify Existing Filter
 •  Rename Custom Filter
 •  Delete Custom Filter

  1. Open any of the Lists from left navigation bar. The steps below cover adding a filter to the customer list, but the same steps apply to all other lists on the same navigation bar.
  2. Click on the Filter button at the top of the customer list window or use the active filter drop down to select Custom Filter.
  3. Click on the ‘+‘ to begin creating your filter.
    • Click Matches All to change the type of matching, add conditions, add groups, or clear all filters.
    • To create a filter to show customers with bad credit status, add Credit Status > Is any of > Credit Hold, Over Limit, Overdue.
  4. To update the current list of filtered customers, click Apply.
  5. To save for future use, click Save As.
  6. Name the Filter.
  7. If this filter needs to be shared to other users, check the box to make Available for all users. Not checking this option means only the creator will be able to use the filter.
  8. Save.


Custom List Filters

Modify Existing Filter or Create Alternate Version

  1. Select the previously created filter on the specific list window to be updated.
  2. Click the Filter button.
  3. Add additional filters, conditions, and groups by clicking the + button or remove any unwanted filter criteria by clicking the x button.
  4. To create an alternate version of the existing custom filter, click the down arrow next to the Save button and choose Save As. To save changes in existing filter, click Save.

Rename Custom Filter

  1. Select a custom filter to be renamed.
  2. Click Filter button.
  3. Click the down arrow next to Save button.
  4. Choose Rename Filter.
  5. Assign New Name.
  6. Save.

Delete Custom Filter

  1. Select a custom filter to be renamed.
  2. Click Filter button.
  3. Click the down arrow next to Save button.
  4. Choose Delete Filter.
  5. Click Yes to prompt.

Next Steps

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Syncing with QuickBooks 

 •  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

Purchasing Basics

 •  Purchasing List

 •  Purchase Order Statuses

 •  Vendors List

Create a Purchase Order

 •  Create a PO Manually

 •  Reorder Inventory Based on Demand

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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