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a future!

 



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User Feedback

We're always interested in hearing from ACCTivate! Users. You're the reason that we're in business.

If you have any questions or comments that you would like to share with us, please feel free to contact us.

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Software Updates

The ACCTivate! Software Maintenance plan is designed to provide subscribers with the newest version of ACCTivate!.

This plan includes both web-updates and full-version releases. CYMA users recognize it as SMP, while QuickBooks users recognize it as part of the new SMS plan.

Either way, it's the annual subscription that provides you with updates and new version releases.

Without a current subscription, users are not granted access to those updates and releases.

Please contact the Alterity sales office for more information on your Software Maintenance plan.

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IN THIS ISSUE:

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Feature Story: ACCTivation! 2006 – Users' Conference

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User Profile: Construction Imports

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Tech Tips: Update Vendor Prices Easily

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Featured Add-on: Drop Shipments made EASY

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Doings@ACCTivate!: Ron Souder – President & CEO

 

 


 

 

 

 

ACCTivation! 2006
The ACCTivate! Users' Conference
May 4th-5th, 2006
Arlington, TX

Time is running out!
You'd better hurry! ACCTivation! 2006 begins in just a couple of weeks.

The second annual ACCTivate! Users' Conference will include two days of speakers, new feature demonstrations, user panels and more.

Session Topics Include:

·         Tips and Tricks

·         Crystal Reports – Expanded Introduction

·         Crystal Reports – Advanced Reports

·         Customer Relationship Management

·         Owner and General Manager

·         Advanced Users - Beyond the Basics

·         Wireless and Barcode Applications

·         ... and a lot more.

All of this is in addition to an overview of new features, discussions on future plans for ACCTivate!, user case study presentations and a Question and Answer session.

Get more out of your system
While the conference itself is designed to be lively and enjoyable, attendees from last year's conference know it's much more than that.

Not only is it a great opportunity for new users to get up to speed quickly, but existing users were surprised at how much they learned and how much more productive they became after attending the professional training sessions.

In addition, the conference also presents a unique and structured networking opportunity for your company to branch out and to see how other companies exploit ACCTivate! to their own benefit.

Get more out of your ACCTivate! Investment

·         Reinvest in your company.
Learn to use your existing ACCTivate! tools even better.

·         Get tips from the ACCTivate! Pros.
Get help to maximize your efficiency and performance.

·         Talk to other ACCTivate! users.
Meet key personnel from other small and midsized businesses running ACCTivate!.

·         Tell us what you think!
This is your opportunity to talk to us to give us direct feedback about ACCTivate!.

How to register
The entire enrollment process can be completed online. The conference cost is $325 for one attendee and $245 for each additional attendee in the same company.

We have reserved a limited number of hotel rooms at the Wyndham Arlington that may be billed at an additional low rate. Registration will occur on a first-come first-served basis.

Visit the conference website or contact us for more information.

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User Profile

User Profile: Construction Imports

ACCTivate! Gives Construction Imports a Competitive Edge
Construction Imports of Titusville, FL (
constructionimports.com) imports high quality wood materials from mills in South America and China. They then distribute these products to independent lumber yards across the United States.

 

Although the company is relatively new to importing, they are confident that ACCTivate! has given them a competitive edge in the industry.

 

Tony Burns, the company's Sales Manager, stated, "Some of the features within ACCTivate! are undeniably putting us in line with overcoming the competitive edge."

 

They implemented ACCTivate! in August 2005 after a thorough investigation of several different software solutions. They needed a system that could handle their complex and unique requirements and they chose ACCTivate!.

 

Burns continued, "Overall, ACCTivate! is user friendly and has helped us through our day-to-day business. The staff did a great job with helping install ACCTivate!, and the implementation process was seamlessly easy."

 

Construction Imports is known for delivering quality products and services including impeccable raw and primed finger-joint wood molding products.

Their high standards have allowed them to grow in an overcrowded industry and ACCTivate! has helped the company delivery on their promises of "on-time" and "error free deliveries".

 

ACCTivate! has given them not only the ability to help manage their inventory and selling of their products, but it also helps manage and organize the initial procurement from around the globe.

 

Burns continued, "The real push and drive is in the inventory management system. It gives our company the capability to create a flow of data to third party carriers that is electronically formatted."

 

As Construction Imports looks towards the future, they see ACCTivate! as a key tool for their distribution and inventory management. We are proud to have earned the business of a company that values quality as much as we do.

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Tech Tips

 

Update Vendor Prices
with the Data Import Feature

Need to mass-update product prices from a CD?
Let ACCTivate! do it for you!

ACCTivate! users may not know of the powerful time-saving capabilities found in the Data Import feature.

This feature, which is included for free in the base ACCTivate! module, allows you to mass-update product information (such as Product Prices) without need for manual data-entry.

You can quickly and easily update product specific prices of already existing products in ACCTivate! with an Excel file or a standard CSV file that contains products you already have in ACCTivate!.

How does it work?

The five step process is detailed in the ACCTivate! Help Files.

 

The first step begins the process of the import. On this screen you select the type of import that you want to complete and select (or create) the mapping that you want to apply to it.

 

The second step involves the mapping editor and selecting the document to import data from. When a document is selected, the section will be populated with the previously saved mappings for that type.

 

New and unsaved mapping allow you to configure the fields that are mapped together (see image below) and then save this as a mapping type.

 

 

The third step begins when you click Begin Import and it verifies that the data will be properly imported into ACCTivate!. Each row is listed line-by-line with the imported columns and the data that occupies each record.

 

The fourth step actually does the work of importing. You can review the information in the statistics, then click the finish button.  The import will now begin after you have been prompted to backup your database.  Again, it is strongly recommended that you backup before each import.

 

The fifth and final step is designed to show you relevant information about your import, or if any errors have occurred. Along with the statistics, you can also see the records that were created and updated.

 

Summary:

ACCTivate! allows you to bypass the long and arduous task of manually importing all vendor price changes to each database.

 

The Data Import Feature permits you to quickly and easily change all product prices in your system saving you time and a considerable amount of effort.

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Featured Add-on

 

Drop-Shipments Made Easy

What is the Purchasing Wizard?
The ACCTivate! Purchasing Wizard is an add-on module that allows you to easily ship items directly from your vendor to your customer. The Purchasing Wizard automates the creation of purchase orders for products that go directly to your customers.

The Purchasing Wizard makes short work out performing drop shipments.

How does it work?
Any item on a sales order may be selected to be drop-shipped. When the order is completed, the purchasing wizard is used to automatically produce a purchase order to the selected vendor(s).

The wizard is managed in only one window, so you always know when another purchase order is ready to be created.

Companies doing repeat drop-shipments can save a considerable amount of time with the Purchasing Wizard module. In fact, some companies have reported a weekly time savings in terms of hours saved versus a manual purchase order creation process.

What are the steps needed to complete?

  • Enter products in the sales order as Drop Ship.
  • Any product may be shipped from any vendor directly to the customer.
  • Products may also be marked as "Drop Ship Only".
  • All requests to drop ship are instantly displayed in the purchasing wizard for review prior to the Purchase Order creation.
  • A preferred vendor is automatically selected for each drop shipment.
  • The preferred vendor may be changed during review.
  • The reviewer may select all drop shipment requests or process each request individually.
  • Upon completion of the review a Purchase Order will be automatically created for each Sales Order / Vendor combination that has been selected.

 

If your company performs drop shipments from your vendor to your customer, then this module really can save you a lot of time and effort.

Contact your ACCTivate! representative for more information.

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Our people make us who we are

Ron Souder
CEO and President

The rapid growth and expanding success of the ACCTivate! system is directly related to the high-quality employees that make it all happen.

 

However, before all the employees, the hundreds of companies using the software, the Users' conferences and everything else that goes along with ACCTivate!, there was Ron Souder with a vision and a plan.

 

The vision was simple: To provide powerful business software to the small and midsized market at a reasonable price. The plan turned into the development, release and distribution of ACCTivate!.

 

Ron, the CEO and President of Alterity, began his career in the 1970's as a key builder of a software product called STARS that was a worldwide success with more that 6,000 installations, which was a huge number in those days.

 

He has applied lessons learned from this (and later experiences) and his understanding of small business needs (gathered from hundreds of visits to customer sites) to design ACCTivate!.

 

Ron is a graduate of The University of Texas at Austin. Along with his duties as CEO and President, he oversees the design and development of all software products for Alterity.

 

He lives in Ft. Worth, Texas area with his wife and is active in the community. He is an avid restaurateur who also enjoys traveling and supporting the arts.

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Alterity, Inc.
2012 East Randol Mill, Suite 219
Arlington, TX 76011
Phone: 817-870-1311
Fax: 817-546-2211
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