COMING IN VERSION 14
The left menu in Acctivate gives fast entry to lists resembling Prospects, Gross sales, Merchandise, Transactions, Distributors, Buying, and Actions. These lists have all the time made it straightforward to view detailed data, however they’re now much more highly effective by enabling you to carry out key duties and handle buyer and product particulars instantly from the record view.
Prospects
The Buyer lists enhancements embrace:
- The Value Examine window will be accessed from the toolbar of the Buyer window.
- You’ll be able to connect information to a buyer by clicking the Attachments button on the Buyer window toolbar.
- Buyer-specific Product IDs will be considered and edited on the Product IDs tab, and new ones will be created utilizing the Create menu.
- Buyer contacts will be edited from the Contacts tab, and new contacts will also be added through the Create menu.
Merchandise
The Merchandise lists has add new performance to make it simpler than ever to handle product particulars.
- The Product record toolbar now features a button for printing Product Labels.
- An Motion menu has been added, permitting you to alter a product’s standing to Inactive, Discontinued, or Obtainable on Net.
- Alternate IDs will be edited from the Alternate IDs card, and new ones will be added utilizing the Create menu.
- Product Value Codes will be edited from the Costs tab, and new ones added through the Create menu.
- Product Vendor data is editable from the Distributors tab, with new vendor entries added via the Create menu.
- Product warehouse data—together with administration and final prices, stocking ranges, major location, and warehouse notes—will be edited from the Stock tab. To inventory a product in a brand new warehouse, use the Create menu.
- The Stock view of the Transactions tab now contains an choices On Hand column which gives a working whole of the readily available amount on account of the posted transaction.
Transactions
The Transactions record is the first technique to view a posted transaction and its searchability and configurability makes it perfect for viewing draft transactions. Now, you possibly can carry out all transaction features from this window, together with:
- Now you can add, delete, or break up particular person transactions.
- Complete periods will also be deleted if wanted.
- Draft transactions will be posted, and beforehand posted transactions will be voided.
Gross sales
The Gross sales record shows Gross sales Quotes, Gross sales Orders, Service Order, and Credit score Memos. The Gross sales window has all the time supplied an uncluttered take a look at gross sales data, nevertheless now customers are empowered to take motion.
All gross sales order processing features which might be out there within the Enter Gross sales Order window are actually out there within the Gross sales record. Together with:
- A gross sales order will be copied as both a Gross sales Quote or a brand new Gross sales Order.
- The Prompt Subsequent Motion button dynamically shows the really helpful subsequent step within the order course of.
- An Motion menu has been added, offering entry to all order processing features.
- Recordsdata will be hooked up to a gross sales doc utilizing the Attachments button on the Gross sales window toolbar.
Buying
The Buying record has supplied a transparent take a look at Buy Orders. Now, all buy processing features which might be out there within the Enter Buy Order window can be found within the Buying record. Together with:
- Buy Orders can now be copied instantly from the Buying record.
- The Prompt Subsequent Motion button dynamically shows the really helpful subsequent step within the order course of, resembling updating the standing or continuing with Receiving and Invoicing.
- An Motion menu has been added, providing entry to all PO processing features.
- Recordsdata will be hooked up to a buy doc utilizing the Attachments button on the Buying window toolbar.
Distributors
The Distributors record now helps enhancing Vendor Product IDs on the Merchandise tab, and new ones will be created utilizing the Create menu.
