QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

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Importing Online Orders via Webstore Sync

Utilizing the webstore sync allows users to quickly import orders into Acctivate from your Ecommerce site(s) without mistakes. Removing the need for manual order entry enables the ability to streamline processes with little to no errors. During the import process, Acctivate reads the response from your cart(s) to create orders to be fulfilled by your warehouse(s). The webstore sync can also create customer records, send inventory availability back to your site(s), export tracking numbers for shipments, etc. This gives your customers and Acctivate users real time, accurate information.

For those customers who don’t want to start the sync manually, set the specific sync frequency needed and leave the window open. If no errors exist, the sync runs at the set interval until someone closes the webstore sync window.

The following steps are followed once the webstore sync is setup with our support team. If you need one setup, create a support ticket.

Sync Webstore Orders

  1. Open the Web Store Sync window by clicking the Web Stores icon on the icon bar or using the Web Stores menu > Web Store Sync
    • If multiple templates exist, users can select or unselect as needed to run specific stores or all at one time. In the example for this page, the Shopify store is the only one selected.
  2. To setup an automatic sync interval, select the appropriate Sync Frequency. Keeping the window open after the first sync will start off the automatic sync intervals based on the selection. We suggest doing so on a workstation. This ensures someone will be able to see if the sync stops due to errors.
  3. Click Sync Now
  4. The next window gives information on what orders and/or customers will be created. With the option to Provide confirmation before importing sales orders checked, the user will see an option to Complete Sync immediately after validation.
  5. Once all data is imported/exported, users can choose to Sync Now, close the window, or keep it open for Acctivate to sync at the next set interval.

Web Store Sync Completed


Next Steps

Previous Training Topic

Previous Topic:
Create a Sales Order 

Purchasing Training

Training:
Purchasing 

Customer Training

Training:
Customers 

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Next Topic:
Import Sales Quotes & Orders 

 •  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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