Gold developer of QuickBooks inventory management and control software with sales order management

Take control of sales order management
& front and back office operations
with ACCTivate! for QuickBooks®

QuickBooks inventory management and control software with inventory control, sales order management, warehouse management
Contact Us (866) 877-1311
sales order management back office operations software

Order management is mission critical. High performance requires real-time, multi-location, multi-channel sales order access to accurate inventory and pricing information and an order processing system that is efficient, flexible and highly-scalable for peak times. ACCTivate! delivers powerful sales and order management capabilities that enable companies to book and deliver orders accurately, consistently, and with ease.

Sales order management

The Sales Order Window in ACCTivate! is composed of five separate tabs for which all information dealing with any specific order is kept. To move through the sales order window, click on one of the highlighted tabs listed below.

Click any tab on the window to display more information.


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Sales order process

There are several procedures that individually initiate the sales order process. Examples of preliminary procedures are illustrated below in the first part of the flowchart. When these are completed they lead to a sales order and the rest of the sales order process.

The second part of the flowchart illustrates the most typical type of sales order, which involves receiving and entering an order for a product, then processing the paperwork for that order and shipping the products from your location.

Click on an image below for more information.


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The credit memo process

A Credit Memo is a simple process that is typically done when a customer returns a product to you for credit or refund. These products are usually returned to inventory so they can be resold.

Click on an image below for more information.


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Counter sales

The Counter Invoice sales process involves all aspects of order entry, product delivery and invoicing in three steps all done at the same time.

For example: An existing customer walks into your location and selects items for purchase. Complete a Counter Invoice Sale by entering the sales order for those items and then printing an invoice to provide to them. The customer walks out of the store with the items he/she purchased and an invoice for them as well.

Click on an image below for more information.


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Importing web orders

The Shopping Cart Interface imports orders from your website's shopping cart and turns each order into a new sales order in ACCTivate!

Click on an image below for more information.


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QuickBooks Gold developer
Learn more today

Contact us at 866-877-1311 to talk about your needs or simply complete
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ACCTivate! results
"We are well on our way to providing a unique and very special face to our customers that allows us to stand out above the crowd."

Dick Van Buren,
Owner & CEO,
Bags, Inc.
Key features order mgmt
>
Formal quotations with conversion to sales order at acceptance
>
"QuickBooks Quote" for price inquiries
>
Manage multiple branches
>
Counter sales
>
Route management
>
Mobile sales orders
>
eCommerce integration
>
Credit card processing
>
Multiple pricing options
>
Customer/product price matrix
>
Customer/product discount matrix
>
Line and/or invoice discount
>
Adjustments: Backorders & credits
>
Shipping instructions per order
>
Default price codes
>
Pop-up reminders for cross-selling
>
Multiple ship to locations
>
Booked orders for future scheduling




QuickBooks inventory management & control software with inventory control, business management & customer service management
Award-winning, integrated
Inventory Software delivering
the most value for the money
with Inventory Control,
Business Management & CRM
for QuickBooks.
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