Sales Order Entry Process Training

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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Sales Tax Update

Key Concepts to Learn

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.

Learn Acctivate Sales

Ready to go beyond the basics? Take a look at the many other sales training pages to learn everything about what Acctivate sales has to offer.

Sales Order Entry Process Training Library

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Knowledge Base

Articles to help with sales specific setup & troubleshooting.

Support

Have additional questions? Email us at support@acctivate.com.

Webinars

Watch past sales webinars on-demand.

Tour

Ready to move on from sales? See all training pages.

Sales Training Guide

Sales Order Entry Process Checklist

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.