QuickBooks Inventory Management Software | Acctivate

QuickBooks Inventory Management Software

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Webinar: Question & Answer Session with Lauren and Brad

Check out a full hour of Acctivate solutions during a Question & Answer session with Lauren and Brad. We begin the presentation with some questions sent in through email beforehand and end with questions sent in throughout the webinar.

  • Scheduling Orders – 0:27
    • Business Alerts > Sales Order Management
    • Reset Schedule on Order
  • Orders per Customer – 4:31
    • Orders tab on Customer window
    • Open Orders report filtered on Customer Name
    • Open Orders by Customer report
  • Warehouse Location Update – 7:20
    • Manually override current Warehouse Locations in Configuration Manager
    • Update Warehouse Locations via Location Import
    • Create new Locations, Transfer into new Locations, and mark old Locations as Inactive
  • Vendor Price Update – 10:44
    • Import new Vendor Prices via Product import
  • Excel Queries – 15:00
    • Excel Queries in Microsoft Excel 2010
    • Customer Contract Pricing – Product Price view
    • Product Classes – Product Class view
  • Inventory Reorder – 20:19
    • Business Alerts > Inventory Mgmt > Reorder
    • Inventory Reorder report
  • Units of Measure for Vendors – 28:27
    • Alternate Unit of Measure
    • Vendor Pricing Unit of Measure
  • Removing Inventory Sessions – 32:30
    • Red X on each type of Inventory Transaction
  • Transaction History – 37:10
    • Inventory Ledger report
  • Customer Prepayments or Deposits – 41:05
    • General Ledger Account
    • Product Class
    • New Other Charge Product
    • Processing Prepayments or Deposits
  • Setting a Default Warehouse – 49:38
    • Branch Default Warehouse
  • Ordering or Selling in Alternate Unit of Measure and how it’s reflected on Inventory window – 53:25
    • Purchase in Alternate Unit of Measure will be reflected as the Stocking unit on Inventory window
    • Unit of Measure Relationships
  • Edit a Completed Sales Order – 56:48
    • Use of Business Activities to track damages
    • Can Edit PO, Reference, Reference 2, and In Dispute on Invoice itself, but not anything on Completed Order
  • What’s been Received for a Purchase Order – 1:00:25
    • Detail of Purchase Order number shows Received Quantity
    • Transactions tab of Product and Look for Purchase Order number
    • Add filter to Inventory Receipt report for Purchase Order number

Navigate all webinar topics...
Webinar - Overview Webinar - Customer Webinar - Purchasing Webinar - Sales Orders
Webinar - Manufacturing Webinar - Inventory Webinar - Reporting Webinar - System
Webinar - Add-ons Webinar - QuickBooks Webinar - 3rd Party Integrations Webinar - What's New
Webinar - Tips & Tricks Webinar - Q&A Webinar - Consultant Webinar - Archive
 

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