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
- 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
- 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
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