This Q&A starts out with the questions sent in prior to the webinar, as well as on screen demonstrations of each one. Afterwards, questions sent in during the webinar are covered. See below for the outline:
- QuickBooks Lists (0:43)
- Chart of Accounts
- Payment Method (2:27)
- Sales Rep List (3:07)
- Sales Tax Items and Groups (4:10)
- Terms Codes (5:06)
- Vendors (5:47)
- Sales Order Management (9:06)
- Purchasing Management (21:18)
- Vendor Discounts
- Receiving Multiple PO’s in Bulk (24:11)
- Landed Cost Allocations (26:39)
- Void Transactions (28:16)
- Product Information (31:22)
- Product Photos
- Item Type (32:43)
- Categories: Class, Type, Sales Category (34:02)
- Report Catalog (35:10)
- Do not override report definition
- Products Purchased by Customer (37:11)
- Salesperson Invoices for a Certain Period (38:21)
- Product Demand (39:42
- Live Questions
- Can you create expiration dates on pricing? (40:30)
- Can you modify serial/lot numbers after posting them into inventory? (42:52)
- How do we setup sending emails from Acctivate? (43:41)
- Can you customize the sequence of buttons shown on Order Manager? (45:30)
- What are the pricing options in Acctivate? (46:41)
- Can you mask labor costs to users? (47:33)
- When working on a hosted environment, can you still use email in Acctivate? (48:35)
- Business Activity Review refresh rates (50:05)
- Can you rename the “Custom” tab on the Customer window for custom fields? (51:25)
- Any beginner webinars for new users in Acctivate? (52:20)
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