QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

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Customer List

Acctivate shows an easy to read list of customers by utilizing the left navigation Customers menu. The default Filter is set to Active only with the option to create customized filters to be saved for future use.
IN THIS ARTICLE
 •  Timeline
 •  Products
 •  Custom

To begin a search, start typing in the Search by name or details field just below the selected filter. The lookup will begin performing a global search based on what you’re typing to give the best match as results.

For each customer shown as a match, the user can quickly see the Customer Name in bold letters with the Balance (and Currency Code when applicable) to the right. If the Customer has an associated Company Name, you’ll see it listed directly below the Customer Name. Customers over their set limit or on credit hold will show the credit status in red below their balance.

Select the customer you wish to review to see more details in the read only window to the right of the list. The Customer Name and Company show above the Edit, Print, Email, and Create buttons.

  • Edit: Opens Edit Customer Window for selected Customer for user to update the information shown.
  • Print: Prints the Customer report showing details for the selected customer.
  • Create: Menu to create documents, such as a Business Activity, Sales Order, Credit Memo, Sales Quote, and Note. When using this menu, all documents automatically open with the customer selected and ready to enter details.

The main body of the read only customer window shows the Timeline and Products tabs, as well as Custom for when custom fields exist.

On the right-hand side, users can see pertinent information, such as Customer Balance, Sales Summary information, Customer Type, Branch, Salesperson, Contacts, Billing Address, and the default Ship To Address. If multiple ship to addresses exist, click the down arrow next to the default address to show the full list and select an alternate. Creating an order from this customer list window will auto-populate the customer and selected Ship To Location.

Customer List

Timeline

The Timeline shows all linked activities related to the customer. Users filter on specific types of activities by clicking the Type drop down menu. Additional filtering capability exists in the Look for box next to the Type filter. Begin typing some value to search the timeline for specific information. Acctivate will automatically start populating the data as you type.

Available Type Filters

  • Business Activities: Any Business Activity with the selected customer listed as a related item
  • Charges: Statement charges applied to the customer in QuickBooks, as well as any other miscellaneous transactions effecting customer balance (i.e., general journal entries)
  • Credits: Credits Memos created for this customer
  • Invoices (Open): Sales Invoices with an unpaid balance
  • Invoices (Paid): Sales Invoices with a balance of $0.00
  • Notes and Emails: Notes linked to the selected customer window, as well as any Emails sent from the customer window
  • Orders: Sales and/or Service Orders related to customer
  • Payments: Applied and Unapplied payment records for customer
  • Quotes: Sales Quotes related to customer
  • Shipments: Information displayed on the Packages tab of a Sales Order. This includes Shipments from Packaging Manager and any integration Shipping Workstation application.

While viewing the Timeline, moving the mouse over each activity prompts certain actions. Hovering over any activity created in Acctivate which has edit capabilities will show the pencil icon where the activity icon appears. For example, clicking this on a Sales Order activity opens the Enter Sales window for the user to modify any necessary details. Anything appearing to be a hyperlink will open the related read only window. When clicking a linked Invoice number, Acctivate opens the related Invoice in a Read Only window for review. The same function exists on all hyperlinked text.

Products

To review the full history of products purchased, check out the Products tab. This list includes products purchased from before the integration with Acctivate, as well as the history within the software. If it’s linked to a document in Acctivate, you’ll see the information listed as a hyperlink. Clicking on the hyperlinked text opens the related read only window. To find specific details, type the value you’re looking for in the Look for box. This will show the best match to what you’re searching. For sorting, click the header you wish to sort to show ascending, descending or no sort.

Custom

When utilizing Customer custom fields, you’ll also see a Custom tab. This tab will show all custom field data entered on said custom fields.


Next Steps

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Business Activities Related to Customer 

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Training:
Transactions 

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Credit & Collection Features 

 •  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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Features

  • Barcoding software
  • Bill of materials (BOM), Kitting & Assemblies
  • Tracking inventory task activity
  • Catch weight management
  • Credit management
  • Customer management
  • eCommerce inventory management
  • EDI management software
  • Hosted inventory management
  • Import export software
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  • Inventory forecasting
  • Landed cost
  • Manufacturing
  • Matrix inventory
  • Multi-channel inventory management
  • Multi currency
  • Order fulfillment
  • Order management
  • Pricing tools
  • Process manufacturing
  • Purchasing management
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  • Retail counter sales
  • Service and repair management software
  • Traceability
  • Wholesale distribution

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