QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

  • Home
  • Solutions
  • Explore
  • Support
  • Contact
  • Schedule Demo
  • Onboarding
  • Training
  • Downloads
  • Documentation
  • Knowledge Base
 

Purchasing List

Acctivate shows an easy-to-read list of purchase orders by utilizing the left navigation Purchasing menu. The default Filter is set to Open only with the option to create customized filters to be saved for future use.
IN THIS ARTICLE
 •  Purchase Order Tab
 •  Timeline Tab
 •  Custom Tab

To begin a search, start typing in the Search by name or details field just below the selected filter. The lookup will begin performing a global search based on what you’re typing to give the best match as results.

For each purchase order shown as a match, the user can quickly see the PO Number in bold letters with the PO status to the right. Below the number, the assigned vendor name is displayed. Purchase Orders with a past due requested dates show the text Overdue in red below the status.

Select the purchase order you wish to review to see more details in the read only window to the right of the list. The PO Number and Vendor Name show above the Edit, Print, Email, and Create buttons.

  • Edit: Opens Enter Purchase Order Window in Edit mode for the user to update the order.
  • Print: Prints the default PO form.
  • Email: Opens the email purchase order window with the default PO form attached as a pdf.
  • Create: Menu to create a Receipt session, Invoice, or Business Activity. When using this menu, the related window opens with the PO and Vendor listed for users to enter the pertinent details.

The main body of the ready only purchase order screen shows the Purchase Order and Timeline tabs, as well as Custom for when custom fields exist.

On the right-hand side, users can see Info for the selected PO, such as linked Vendor record, Status with timestamp based on last update, Date Entered, Date Issued. Below the Info section, you can view Shipping Information, such as FOB, Date Requested, and Promised Date.

Purchasing List - Purchase Order Tab

Purchase Order Tab

The Purchase Order tab shows the Vendor and Ship To addresses, as well as the PO details and any special instructions notated on the footer.

Within the PO details, users can easily see line number, product ID, and description, as well as ordered, approved, received, and outstanding quantity. They’ll also see the price, line amount, and total. Clicking on the hyperlinked Product ID text will open the related product’s read-only window.

Timeline Tab

The Timeline shows all linked activities related to the purchase order. Users filter on specific types of activities by clicking the Type drop down menu. Additional filtering capability exists in the Look for box next to the Type filter. Begin typing some value to search the timeline for specific information. Acctivate will automatically start populating the data as you type.

Available Type Filters

  • Notes and Emails related to or sent from the PO
  • Purchase Invoices created for the selected purchase order
  • Receipts related to the PO

While viewing the Timeline, moving the mouse over each activity prompts certain actions. Hovering over any activity created in Acctivate which has edit capabilities will show the pencil icon where the activity icon appears. For example, clicking this on a Note opens the related window for the user to modify any header details. Anything appearing to be a hyperlink will open the related read only window. For example, clicking a linked Purchase Invoice number opens the related read only screen.

Purchasing List - Timeline Tab

Custom

When utilizing Purchase Order custom fields, you’ll also see a Custom tab. This tab will show all custom field data entered on the Additional Info tab of the Purchase Order.


Next Steps

Previous Training Topic

Previous Topic:
Setup Catch Weight/Variable Pricing 

Product Training

Training:
Product 

Sales Training

Training:
Sales 

Next Training Topic

Next Topic:
Purchase Order Statuses 

 •  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

Purchasing Basics

 •  Purchasing List

 •  Purchase Order Statuses

 •  Vendors List

Create a Purchase Order

 •  Create a PO Manually

 •  Reorder Inventory Based on Demand

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

 

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
  • eCommerce inventory management
  • EDI management software
  • 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
  • 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

© 2023 Alterity, Inc. All rights reserved. ACCTivate! is a registered trademark of Alterity, Inc., registered in the U.S.
Privacy & Disclaimers