Inventory and Warehouse Transactions Training

Seamlessly manage inventory across your warehouses

Process all inventory & warehouse transactions in Acctivate regarding purchasing, selling, receiving, issuing, transferring, counting, adjusting and assembling items.
Maintain inventory levels across all physical/virtual warehouses, warehouse locations, and sales channels, i.e., EDI, eCommerce, in-store, over the phone, etc.
Track and trace lot and serialized inventory.
Know true cost of goods sold with Landed Cost.
Boost productivity and ensure accuracy with Acctivate Mobile Warehouse for inventory transactions.

Recent Webinar

Find True COGS with Landed Cost

Key Concepts to Learn

Inventory Control

Warehouse Management

Mobile Warehouse Management

BOM, Kitting & Assemblies

Landed Cost

Traceability

Inventory & Warehouse Transactions Training Guide

A Guide to Get You Started

Step by step directions for learning everything related to inventory & warehouse transactions in Acctivate.
Take the guesswork out of knowing what to learn next and onboard new team members quickly.

Learn Acctivate Inventory & Warehouse Transactions

Ready to go beyond the basics? Take a look at the many other inventory training pages to learn everything about what Acctivate has to offer.

Inventory & Warehouse Transactions Training Library

Looking for more?

Knowledge Base

Articles to help with inventory specific setup & troubleshooting.

Support

Have additional questions? Email us at support@acctivate.com.

Webinars

Watch past inventory related webinars on-demand.

Tour

Ready to move on from inventory transactions? See all training pages.

Inventory & Warehouse Transactions Training Guide

Inventory Transactions Checklist

Inventory Receipt Video

Watch the Inventory Receipt video to get a basic overview of receiving.
Inventory Receipt

Create and Post an Inventory Receipt session.
Inventory Issue Video

Watch the Inventory Issue video to get a basic understanding of issuing inventory out of your warehouse.
Issue Transaction

Create an Issue Transaction; expense to miscellaneous expense account or use the default account assigned to the Warehouse.
Inventory Adjustment video

Watch the Inventory Adjustment video to see how to adjust your inventory quantity on hand.
Inventory Adjustments

Process Inventory Adjustments both as a positive and negative quantity.
Inventory Transfer Video

Watch the Inventory Transfer video to get a basic understanding of moving products from one warehouse to another.
Transfer Inventory

Transfer Inventory from one warehouse to another.
Inventory Assembly Video

Watch the Inventory Assembly video to see how to create and post a standard assembly session.
Inventory Assembly

Assemble a product that uses multiple components.
Inventory Balance Adjustment Video

Watch the Inventory Balance Adjustment video to see how to adjust your product value.
Balance Adjustment

Process a Balance Adjustment and confirm how it impacts the product adjusted. This type of transaction will set the quantity on hand as of the end of the day. Therefore, creating an invoice or receiving new items will affect this transaction.
Sync Accounting Entries

Run a synchronization and review the accounting entries made in QuickBooks linked to these transactions.
Inventory Count Video

Watch the Inventory Count video to get a basic understanding of printing and entering a count sheet.
Create an Inventory Count

Create an Inventory Count and enter quantities. Review items after posting and take a look at the variance report. We have a great webinar presented by one of our Acctivate Consulting Partners which covers physical vs cycle counts. There are a myriad of articles covering options for counting.
Transactional Reports

Take a look at the Transactional reports in the Inventory reports menu.
Void Inventory Session Video

Watch the Void Inventory Session video to see how to remove a posted inventory session.