Sales Training
Getting Started with Sales
Quick Checklist
- Create a Sales Quote and print or email to yourself to review format.
- Convert Quote to Sales Order.
- Create a new Sales Order from scratch and print or email to yourself to review the standard form.
- Print a Pick Ticket and Pack List for review. These documents are typically used by the warehouse employees during the fulfillment process but are not required.
- Create Sales Invoice. If orders were imported into the Model company, test out invoicing multiple orders at one time.
- Enter a new customer payment and apply to an invoice.
- Create a Credit Memo Proof to go through the return/customer credit process.
- Invoice Credit Memo to complete the return/credit process.
Sales Training Library
Guided steps for specific functions regarding sales
Navigate the Library:
Sales Basics
Quotes
Progress quotes to scheduled or booked sales orders by quickly converting them using one of two methods available in Acctivate.
Order Entry
Utilize the webstore sync to quickly and efficiently import orders into Acctivate from your ecommerce site(s).
Order Processing Basics
Review components on a sales order for standard or custom kits and make updates, i.e., selecting lot/serial numbers & bin locations + more for custom kits.
Service Orders
Create service orders from the Activities List or Enter Business Activity Window to bill for services.
Advanced Order Processing
Easily drop ship items from vendors directly to the customer without the need to receive into a warehouse.
Create quotes/orders based on the average/nominal quantity and adjust the price quantity based on the actual weight for products that utilize catch weight or variable pricing.
Setup the template to create a new or modify an existing sales order/quote import using a text file source.
Order Picking
Utilize a pick list through Acctivate’s Mulitple Locations feature to pick multiple orders in a specified sequence based on the layout of your bins/locations.
Choose bin locations based on the workflow of your picking process & whether lot or serial numbers are required.
Select/enter the inventory control number for products on a sales order that are lot numbered, serial numbered, or number when invoiced as a requirement before invoicing.
Pick sales orders using the Acctivate Mobile Picking app by navigating the warehouse and scanning to pick individual sales orders to move through the fulfillment process.
Fulfill multiple sales orders at once with the use of pick lists, bin locations, and Acctivate Mobile to show warehouse personnel efficient routes for picking to quickly move through the fulfillment process.
Order Packaging
Print or email a packing slip after picking a sales order and moving on to packaging the order for shipment.
Pack shipments and record any necessary info prior to shipping using the Packaging Manager after creating the shipment.
Order Shipping
Use the Shipping Workstation Integration after an order has been packed for shipment to pull the shipment information into your shipping software (UPS WorldShip, FedEx Ship Manager, Stamps, etc.).
Payment Entry
Create customer payments linked to sales orders, invoices, and bulk payments to be applied to multiple invoices.
Order Invoicing
Create invoices once an order has been picked, packed, and shipped to record important financial info while also removing the shipped inventory from your on hand quantity.
Credit Memos
Process credit memos as a return of goods or a simple balance credit for the customer utilizing multiple options.
Create a credit invoice as the last step in the credit memo process to create the credit towards the customer balance, if any, and return product to stock.