Inventory Control and Warehouse Transactions Training

Seamlessly manage product information & inventory transactions across your warehouses

Configure, manage and report on all of your products in Acctivate.
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

Multiple Warehouses

Mobile Warehouse Management

BOM, Kitting & Assemblies

Landed Cost

Traceability

Inventory Control & Warehouse Transactions Training Guide

A Guide to Get You Started

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

Learn Acctivate Inventory Control & Warehouse Transactions

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

Inventory Control & Warehouse Transactions Training Library

Looking for more?

Knowledge Base

Articles to help with product & transaction specific setup & troubleshooting.

Support

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

Webinars

Watch past product & transaction related webinars on-demand.

Tour

Ready to move on from product information & transactions? See all training pages.

Inventory Control & Warehouse Transactions Training Guide

Checklist

Import Products

If you are new to QuickBooks, you’ll need to import items directly into Acctivate. See available fields for importing items.

Some customers like to import products on their own. Get step by step instructions to import new or update existing products from a file. Feel free to reach out to your Onboarding Specialist to assist with any item imports or example import files for your review.
Product Information Video

Watch the Product Information training video. It is recommended you watch this with Acctivate open to pause and see how the information looks in your Model company.
Create Product

Create a new product.
Copy Product

Copy an existing product.
Add a Warehouse to Product

Add a warehouse to either a new or an existing item.

If you have bin locations, enable them in Configuration Management and select one on an item.
Set Warehouse Reorder & Stock Levels

Set the reorder and stock levels for a warehouse (see the Management Tab section of this article).
Add a Vendor to Product

Add a vendor to a product, as well as setting the vendor price.
List Price

Set the list price.
Setup Price Codes

Setup price codes in configuration management.
Price Categories

Add price codes to item based on product specific or product price categories.
Inventory Reports

Run Inventory Reports to see which ones make sense for your business and what information is populated.
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.