Customer Information Training

Getting Started with Customer Information

Quick Checklist

Check out the Customer List.
Review and update basic customer information.
Add new ship to locations to a customer.

Create a new customer.
Manage additional customer contacts.
Gain insight on how Acctivate selects pricing on sales orders for customers.

Guided steps for specific functions regarding customer information

Navigate the Customer Library:

Edit Customer Window Overview | Customer List & Credit Management | Create Customers

Edit Customer Window Overview

Update Basic Customer Info

Within the Edit Customer Window, maintain basic customer information which syncs back to QuickBooks.

Manage Customer Ship To Locations

For each customer maintain one or multiple ship to locations that include a ship to address and more.

Customer Contact Management

Manage multiple customer contacts for each customer in Acctivate for company-wide access throughout the system.

Customer Credit Specs

View all credit management info for each customer, including current balance, past due balances & unapplied credits or payments.

Product Invoice History for Customer

Quickly view product sales history per customer with a breakdown by product for each order/invoice.

Customer Orders

Review all orders, quotes and credit memos for a customer in one view with drill-down access to details.

Customer Specific Product IDs

Define for any customer, a customer specific product ID and customer specific description to Acctivate product IDs and descriptions.

Invoice & Payment History

View invoice and payment history for each customer, i.e., the current, past due, unapplied credits/payments, and customer balance.

Sales History, Marketing Info & Webstore Customer ID

See the sales activity for a customer with sales figures broken into months, and months broken into categories, plus set marketing and webstore related info.

Emails Sent from Customer Window

Send emails directly from the Customer Information window and drag and drop emails from Outlook. View copies of these emails at anytime.

Customer Pricing Rules

Price by customer using a myriad of methods, i.e. contracts, specific pricing & price categories, and price codes.

Customer Business Activities

View a history of customer related activities that can be used to record a specific problem, question, return, or info usually reported from the customer.

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Customer List & Credit Management

Customer List

Access an easy to read, searchable/filterable list of customers for quick info about all related activities, and a full history of purchased products.

Credit & Collections Features

Access the tools to stay up to date on any customer credit issues and take action to optimize customer relationships, minimize risk and maximize cash flow.