QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

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

Purchasing Process

 
 
 
 
 
 

Purchasing Process Training

Getting Started with Purchasing

Quick Checklist

  1. Review how the Purchase Order Status changes the purchasing process.
  2. Create a new Purchase Order manually.
  3. Receive vendor shipment into stock.
  1. Create a Purchase Invoice.
  2. Sync with QuickBooks and view Vendor Bill created by Acctivate.
  3. Use the Reorder wizard to create multiple PO’s at one time based on demand.

Purchasing Process Library

Guided steps for specific functions regarding purchasing

Navigate the Library:
Purchasing Basics | Create a Purchase Order | Receive & Invoice a Purchase Order | Additional Processes

Purchasing Basics

 Purchasing List »

Initiate the manual creation of a purchase order using streamlined methods.

 Purchase Order Statuses »

Progress purchase orders bi-directionally with statuses to reflect where the POs are in the process.

 Vendors List »

Review supplier data and related transactions quickly in one spot from Acctivate’s Vendors List.

Create a Purchase Order

 Create a Purchase Order Manually »

Initiate the manual creation of a purchase order using streamlined methods.

 Reorder Inventory Based on Demand »

See all products that need to be reordered and create POs for them quickly.

 

Receive & Invoice a Purchase Order

 Purchase Order Receipt »

Receive inventory & ensure proper reconciliation of purchase accounts.

 Purchase Invoice »

Create a purchase invoice to cover the payable amount of a specific purchase.

 Allocate Other Amounts via
Landed Cost »

Distribute additional fees, i.e., freight & customs, on vendor bills across the value of items received into inventory.

Additional Processes

 Vendor Returns »

Streamline the return process to suppliers for damaged goods, incorrect orders, etc.

 Purchasing with Catch Weights »

For catch weight & variable items create a purchase order, receive into inventory & create a vendor bill.

 

Next Steps

Previous Training

Previous Training:
Product 

Acctivate Documentation Site

Documentation 

Acctivate Knowledge Base

Knowledge Base 

Next Training

Next Training:
Sales 

Back To Top

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