During this Q&A session, we go over questions specifically about Acctivate version 10 for the first portion. Once the live questions start rolling in, the questions range from version 10 specific information to general Acctivate questions.
- Sales Orders
- Order Subtotal and Total (0:40)
- Ship To Location Drop Down (2:30)
- Reset Ship To Address (3:30)
- Customer Contact Default (4:10)
- Ship Via and Carrier Service (5:20)
- Additional Info (7:50)
- Payment Tab (9:30)
- Screen Shot Button
- Button no longer available (10:22)
- Other Options – Microsoft Office, Snipping Tool, SnagIt (10:40)
- Window Color Changes (11:35)
- Has the synchronization process changed in version 10? (15:00)
- Any issues with version 10 on Windows 10? (16:00)
- Can we set reminders? (16:36)
- Is there a way to export reports to Excel? (19:06)
- How do you charge a credit card in Acctivate? (21:20)
- Is there a function to auto-pick lots for sales orders? (23:58)
- Can we change a Scheduled order back to Quote status? (25:45)
- Credit Card authorization (27:12)
- EDI Setup and Process (28:13)
- Release Notes per Version (29:55)
- Is there a way to archive data? (31:07)
- Sales Order Mgmt tab in Business Alerts (32:11)
- Shortcut Keys (35:01)
- Email previews on windows (36:14)