QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

  • Home
  • Solutions
  • Explore
  • Support
  • Contact
  • Free Trial
  • Onboarding
  • Training
  • Downloads
  • Documentation
  • Knowledge Base
 

Customer Information

 
 
 
 
 
 

Customer Information Training

Getting Started with Customer Info

Quick Checklist

  1. Check out the Customer List.
  2. Review and update basic customer information.
  3. Add new ship to locations to a customer.
  1. Create a new customer.
  2. Manage additional customer contacts.
  3. Gain insight on how Acctivate selects pricing on sales orders for customers.

Customer Training Library

Guided steps for specific functions regarding customer information

Navigate the 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.

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.

 

Create Customers

 Create New Customers Manually »

Add a customer from a multitude of places, such as the customer list, edit customer window, a quote, an order, and a business activity.

 Import Customers »

Import a list of customers and associated customer info easily and quickly into Acctivate.

 Create Customer Jobs »

Create jobs linked to specific customers and bill per job.


Next Steps

Previous Training

Previous Training:
Sales 

Acctivate Documentation Site

Documentation 

Acctivate Knowledge Base

Knowledge Base 

Next Training

Next Training:
Transactions 

Back To Top

Company

  • About Acctivate
  • Branding
  • Privacy & disclaimers
  • Careers
  • Contact us

Community

  • Technology partners
  • Referral program
  • Partner directory
  • Partner program
  • Partner resources
  • Inventory glossary
  • Blog

Features

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

How to buy

  • Learn Acctivate
  • Acctivate Benefits
  • Inventory Module Features
  • Acctivate Onboarding
  • System requirements
  • Free Trial
Connect with us
Acctivate on Facebook Acctivate on Instagram Acctivate on Linkedin Acctivate on Twitter Acctivate on YouTube

© 2022 Alterity, Inc. All rights reserved. ACCTivate! is a registered trademark of Alterity, Inc., registered in the U.S.
Privacy & Disclaimers