QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

  • Home
  • Solutions
  • Explore
  • Support
  • Contact
  • Free Trial
  • Onboarding
  • Training
  • Downloads
  • Documentation
  • Knowledge Base
 

Acctivate Windows & Features

Acctivate Desktop

The Acctivate Desktop is a sizable window that gives you access to all of the features and functions of the software.

These features include everything from:

  • Accessing customer information
  • Processing orders and quotes
  • Controlling inventory
  • Issuing purchase orders
  • Keeping track of a wide variety of information to help make your business a success.
IN THIS ARTICLE
 •  Desktop
 •  Customizable Icon Bar
 •  List Windows
 •  Lookup Window
 •  Customer Lookup Window
 •  Online Help

Customizable Icon Bar

Located on the top of the desktop, beneath the menu bar, are a series of shortcut buttons that are collectively called the Icon Bar. These buttons are always available to you no matter what you are doing to perform common tasks.

Each user can customize their icon bar by adding and removing buttons; hiding the bar; adding custom keyboard shortcuts; displaying smaller icons and more. Click the drop-down arrow to the left of the icon bar and notice all the buttons that are available to display.

Acctivate Icon Bar is customizable

List Windows

The Acctivate list window menu is located on the left-hand side of the Acctivate desktop. All of the list windows (Customers, Sales, Products, Transactions, Vendors, Purchasing and Activities) have the ability to search for a specific item. Follow these steps to learn how to use list windows.

A powerful search exists within each list window that allows custom filters to be created and saved at an individual and company-wide level.

The Lookup Window

One of our most powerful features is the ability to find information quickly and efficiently for you. Included in this are the very powerful Lookup windows in each major section of the software.

The Lookup window allows information to be filtered by multiple categories. This helps you to find a specific customer, sales order, purchase order or invoices quickly and easily.

Anytime that you see the Lookup (magnifying glass) button, you know that you have the ability to search for a specific record. During the course of this tour, you will use the Lookup window to find everything from customers to products.

One of the most frequently used Lookup windows is the Customer Lookup window. If you can’t remember the full name of a customer, you have over 30 ways to find their information.

Customer Lookup Window

Filter through addresses, cities, states, zip codes, PO numbers, phone numbers, email addresses and more. You will have the opportunity to examine the Lookup windows later in the tour.

Online Help

Acctivate includes context-sensitive help on most features and functions found in the software.

  • Press F1 or select Online Help from the main Help menu
  • In most cases, a web page will be displayed for the window that is currently active on the desktop

Next Steps

Previous Training Topic

Previous Topic:
Getting Started 

Inventory Transactions Training

Training:
Inventory Transactions 

Product Training

Training:
Product 

Next Training Topic

Next Topic:
Create/Modify List Filters 

 •  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

 

Company

  • About Acctivate
  • Branding
  • Privacy & disclaimers
  • Careers
  • Contact us

Community

  • Technology partners
  • Referral program
  • Partner directory
  • Partner program
  • Partner resources
  • Inventory glossary
  • Blog

Features

  • Barcoding software
  • Bill of materials (BOM), Kitting & Assemblies
  • Tracking inventory task activity
  • Catch weight management
  • Credit management
  • Customer management
  • eCommerce inventory management
  • EDI management software
  • Hosted inventory management
  • Import export software
  • Inventory dashboard
  • Inventory forecasting
  • Landed cost
  • Manufacturing
  • Matrix inventory
  • Multi-channel inventory management
  • Multi currency
  • Order fulfillment
  • Order management
  • Pricing tools
  • Process manufacturing
  • Purchasing management
  • Reporting
  • Retail counter sales
  • Service and repair management software
  • Traceability
  • Wholesale distribution

How to buy

  • Learn Acctivate
  • Acctivate Benefits
  • Inventory Module Features
  • Acctivate Onboarding
  • System requirements
  • Free Trial
Connect with us
Acctivate on Facebook Acctivate on Instagram Acctivate on Linkedin Acctivate on Twitter Acctivate on YouTube

© 2022 Alterity, Inc. All rights reserved. ACCTivate! is a registered trademark of Alterity, Inc., registered in the U.S.
Privacy & Disclaimers