QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

 

Sales Order Entry Process Training

 
 
 
 
 
 

Sales Training

Getting Started with Sales

Quick Checklist

  1. Create a Sales Quote and print or email to yourself to review format.
  2. Convert Quote to Sales Order.
  3. Create a new Sales Order from scratch and print or email to yourself to review the standard form.
  4. 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.
  1. Create Sales Invoice. If orders were imported into the Model company, test out invoicing multiple orders at one time.
  2. Enter a new customer payment and apply to an invoice.
  3. Create a Credit Memo Proof to go through the return/customer credit process.
  4. Invoice Credit Memo to complete the return/credit process.

Sales Training Library

Guided steps for specific functions regarding sales

Sales Basics

View pertinent data for active and past sales orders.

Quickly & accurately determine the price of products based on different pricing rules.

 

Quotes

Initiate sales quotes with different options in Acctivate.

After saving a quote, email or print them individually or in batch.

Perform different actions for quotes, i.e., copying, cancelling, and rejecting.

Progress quotes to scheduled or booked sales orders by quickly converting them using one of two methods available in Acctivate.

 
 

Order Entry

Manually create a new sales order in Acctivate using the method that is right for your business.

Utilize the webstore sync to quickly and efficiently import orders into Acctivate from your ecommerce site(s).

Import sales quotes/orders from a flat file to quickly create quotes/orders in Acctivate.

Create sales orders in your showroom with a mobile barcoding device and the Mobile Order Entry app.

 
 

Order Processing Basics

Override credit holds to process orders despite credit restrictions.

Send the sales order form to a customer to provide & acknowledge order information.

Reset scheduled quantities on a sales order based on current availability.

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

Track time and materials on a business activity for services, projects, or returns.

Create service orders from the Activities List or Enter Business Activity Window to bill for services.

Manage daily tasks easily with Business Activity Scheduling.

Create multiple service orders with the Activity Billing Wizard.

 
 

Advanced Order Processing

Easily drop ship items from vendors directly to the customer without the need to receive into a warehouse.

Create special orders from your vendors to receive into stock.

Send & receive EDI transaction files for sales and third-party warehousing.

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

Start the picking process by creating a pick ticket.

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.

Package orders into shipments containing multiple cartons with the Packaging Manager module.

Select order(s) to be included to create a shipment with Packaging Manager.

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.).

Utilize the Packaging Manager to ship orders and maintain shipment tracking info.

 

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.

Create invoices for multiple orders at once after fulfillment.

 

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.

 

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