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

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