QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

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Import Sales Quotes and Orders

Acctivate Order Management includes an import utility which allows users to import sales quotes/orders from a flat file. The sales order import utility is designed to dramatically speed up the process of creating quotes/orders in Acctivate for non-EDI or integrated webstore orders. Once configured, users can run the import whenever necessary to create orders from a file. These import tiles are typically saved with unique names and swapped out each time the import is started.

This page covers using the import utility after it’s been setup. To create or edit an existing template, check out this training page.

Begin Sales Order Import

Create Sales Orders or Quotes via Import Utility

  1. File > Import Sales Orders or click Import Orders icon from the icon bar.
  2. Select the Template to use for import > Begin Import
  3. Verify or select the Source File. Customers typically save each new file with a unique name to keep a history of what’s been used in the past but some prefer to overwrite the same filename each time.
  4. Click Next
  5. The Preview window shows the user the information in the file, as well as gives them the ability to modify data on the fly before import.
  6. Click Next
  7. If option to validate orders before import is checked, click Validate Orders. Otherwise, select Import Orders
    • This adds a step to the import where the data is validated prior to import. The user will be shown any warnings or errors found to resolve before completing the process. Once validated, click Next to be able to Complete Import.
  8. Import Complete will show on screen when finished with the list of orders created. Any unresolved warnings or errors will be listed to review.
  9. Close when done.

Sales Order Import Complete


Next Steps

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Mobile Order Entry 

 •  Overview

General

 •  Getting Started

 •  Windows & Features

 •  Create & Modify Filters on Lists

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Business Activities

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 •  Business Activity Review

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Product Basics

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Product Management

 •  Import Products

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Create a Purchase Order

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Receive & Invoice a Purchase Order

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Additional Processes

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Sales Basics

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Quotes

 •  Create a Sales Quote

 •  Print & Email a Quote

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 •  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

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Advanced Order Processing

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 •  Special Orders

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 •  Catch Weight Pricing on Sales Quotes & Orders

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Order Picking

 •  Pick Ticket

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 •  Select Bin Locations on Orders

 •  Select Lot or Serial Numbers on Orders

 •  Mobile Order Picking

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Order Packaging

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 •  Create a Shipment in Packaging Manager

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Order Shipping

 •  Process Shipments via Shipping Workstation Integration

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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

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 •  Customer Orders

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 •  Invoice & Payment History for Customer

 •  Sales History, Marketing Information & Webstore Customer ID

 •  Emails Sent from Customer Window

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 •  Create New Customer Manually

 •  Import Customers

 •  Create Customer Jobs

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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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