QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

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Sales List

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

To begin a search within the Sales List, 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 sales order shown in the Sales List as a match, the user can quickly see the Order Number in bold letters with the Order Status to the right. If the order has an associated Company Name, you’ll see it listed directly below the order number. Orders which have overdue shipping dates listed will show the text Late in red below the status.

Select the order you wish to review within the Sales List to see more details in the read only window to the right of the list. The Order Number and Customer ID show above the Edit, Copy, Print, Email, and Create buttons.

  • Edit: Opens Enter Sales Order Window in Edit mode for the user to update the order.
  • Copy: Creates a copy of the selected Sales Order.
  • Print: Prints the default Order form for the selected customer.
  • Email: Opens the email order window with the default order form attached as a pdf and utilizes default email message template.
  • Create: Menu to create documents, such as a Credit Memo, Drop Ship / Special Order PO, Assembly Session, Business Activity, and Note. When using this menu, all documents automatically open with the customer selected and ready to enter details.

The main body of the read only sales order window shows the Sales Order and Timeline tabs, as well as Custom for when custom fields exist.

On the right-hand side, users can see pertinent information, such as linked Customer record, Status of order, Workflow Status with updated timestamp and user, Date Entered, Contact, and Shipping Information, such as Ship Via, FOB, and Requested Ship Date.

Sales List in Acctivate

Sales Order

The Sales Order tab shows the Bill To and Ship To addresses, as well as the order details and any shipping or special instructions listed on the order. If there are lot/serial numbers selected on the order or drop ship/special order purchase orders, you’ll see those details below the related lines on the order.

Within the order details, users can easily see what’s ordered, scheduled to be shipped, backordered, and outstanding quantities. They’ll also see the price with the price unit, line amount, and whether the line is taxable or non.

Sales list with Sales Order tab

Timeline

The Timeline shows all linked activities related to the customer. 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.

Sales List with Timeline tab

Available Type Filters

  • Business Activities: Any Business Activity with the selected customer listed as a related item.
  • Invoices: Sales Invoices related to selected Sales Order.
  • Notes and Emails: Notes linked to the selected order window, as well as any Emails sent from the order itself.
  • Shipments: Information displayed on the Packages tab of the Sales Order. This includes Shipments from Packaging Manager and any integration Shipping Workstation application.

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 an Invoice activity opens the Invoice window for the user to modify any header details. Anything appearing to be a hyperlink will open the related read only window. When clicking a linked Invoice number, Acctivate opens the related Invoice in a Read Only window for review. The same function exists on all hyperlinked text.

Custom

When utilizing Sales 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 Sales Order.


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 •  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

Create a Purchase Order

 •  Create a PO Manually

 •  Reorder Inventory Based on Demand

 •  Purchase Order Statuses

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

 

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