Streamline the sales order entry process from quote to fulfillment
- Perform the sales order entry process manually or import orders from a flat file, integrated web store, or through EDI VAN’s.
- Process sales orders individually or in batch and create Picklists.
- Use workflow statuses to quickly see what step in the order fulfillment process the order is in.
- Take your order fulfillment process to the next level using other modules, such as Acctivate Mobile Warehouse, Web Store Integration, EDI, Shipping Workstation Integration, Picklists and more.
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A Guide to Get You Started
- Step by step directions for learning everything related to pre sales, the sales order entry process and post sales in Acctivate.
- Take the guesswork out of knowing what to learn next and onboard new team members quickly.
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Ready to go beyond the basics? Take a look at the many other sales topics to learn everything about what Acctivate sales has to offer.
Sales Guide
Sales Order Entry Process Checklist
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Price Check Video
Watch the Price Check video to get an in depth look at getting price quotes on the fly for your customers. -
Price Check Utility
Open the Price Check utility, add a customer, and see what prices show up for specific products. -
Sales Quote Video
View the Sales Quote video. We recommend pausing throughout the video so you can follow along in your Model company. -
Sales Process Video
Watch the Sales Process video. Pause while watching the video to follow the steps within your Model company. -
Create Quote
Create a Sales Quote for a customer. -
Print/Email Quote
Print a quote and email it to yourself. -
Convert a Quote to an Order
Convert the Sales Quote into a Sales Order by changing the Status to Scheduled. -
Sales Order Entry Process
Create a Sales Order with different types of detail lines. If all Ordered quantity is Scheduled, override Scheduled quantity in order to release partial invoice. -
Create Pick List
This option is available with Acctivate's Multiple Location module to create a Pick List of orders to be picked in a logical order based on warehouse layout. -
Print Shipping Document
Print shipping documents: Pick Ticket and/or Pack List and determine the procedural flow. -
Invoice an Order
Release a Sales Order for invoicing. This is the step which removes inventory from your warehouse. -
Schedule Backordered Order
Schedule a sales order with a backordered status and release for invoicing by toggling the Status back to Scheduled from Backordered. -
Copy Order/Quote
Copy an existing sales order or quote. -
Batch Invoice
Evaluate batch invoice processing using Prepare Invoices function. -
Batch Schedule Orders
Go over options for batch scheduling orders. -
Create a Credit Memo
Create a Credit Memo and release. -
Sync Invoices to QuickBooks
Synchronize Invoices to QuickBooks to verify journal entries and invoices come over properly. -
Print Invoices/Credit Memo
Print Invoices and/or Credit Memos in a batch.
