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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:


 

 

 

 

Falcon Industries - Customer Case Study

 

In the world of tractor parts, Falcon Industries of Glasgow, Kentucky (www.tractorpartsinc.com) is a leader and innovator in an otherwise common industry of parts, sealants and logos.

 

Falcon has been in business for three years and is actually two businesses in one. Falcon Industries is the retail and web arm of the company while Highlander Ag Supply serves customers at the wholesale level. Both companies currently ship between 400-500 packages each week.

 

They purchase and resell tractor parts from both domestic and foreign vendors for a wide variety of tractor makes and models.

 

Without question, the nature of this business is very inventory intensive and poses several inventory, order entry and stocking problems, especially when one part can be sold under several different part numbers.

Jamey Wells, owner of both companies, began looking for distribution and inventory management software right after the company was founded. His first choice was not ACCTivate!, but rather a mid-level standalone system that cost over $20,000. According to Wells, the system was a nightmare and it only lasted about six months.

 

"We scraped that $20,000 package to start using ACCTivate!. ACCTivate! does far more and costs under half the price," Wells said.

 

Wells bought ACCTivate! and went live in early 2005 and is thrilled with the benefits that he receives from the system.

 

Among these is a solution to one of his biggest problems, stocking one part and selling it by several different part numbers.

 

"Allowing 1-to-1 kit numbers has helped us a lot! We stock a part that can fit on a John Deere, Ford or Massee tractor and they all use different part numbers. ACCTivate! lets us sell the part using the part number that the customer knows. We then pull and ship according to our stocking number while printing an invoice that shows the customer the part number they ordered."

 

In addition to this, Falcon's online web-store typically generates 50-60 orders per day. These orders are imported into ACCTivate! using the Shopping Cart Interface module.

 

Wells noted, "The website orders are pulled from the website every morning in a matter of minutes. On Monday, the entire weekend's worth of orders is brought right into ACCTivate! with no problems."

 

Wells also noticed a dramatic increase in overall customer service satisfaction due to organization brought by ACCTivate!.

 

"We have thousands of customers, and ACCTivate! helps us keep up with them because everything is kept in one system. We know what's going on when someone has an issue."

 

Wells handles many aspects of the business; from IT services to shipping orders to answering the phone. With all these responsibilities, ACCTivate! has given him a strong helping hand in the daily management of his business.

 

"I don't see how any company that has any inventory couldn't benefit from this software," Wells said.

 

Falcon and Highlander have seen tremendous revenue growth since they began using ACCTivate!. Two years ago sales were roughly $350,000, now they see over $1,000,000 per year and anticipate further growth. Plus, they did this without expanding their staff.

 

"ACCTivate! is constantly looking for ways to improve their software and they listen to customers. Customers can submit software enhancement requests on the website for crying out loud! Most software companies don't have that," Wells said.

 

ACCTivate! has clearly contributed to the success of Highlander Ag Supply and Falcon Industries. They look to continued success with ACCTivate! as they move forward.

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Configuring Lookup Window Defaults

Configure the lookup windows to speed up your searches

Lookup buttons exist on most windows in ACCTivate!. As any ACCTivate! user knows, these buttons open the lookup window for the window in which they are in. The lookup window helps you find specific data records such as customers, orders or products.

 

However, most ACCTivate! users may not know that the lookup windows can be configured to display results organized by a default category that is set in the Configuration Manager.

 

Set your preferred default information
This feature allows you to view information by your preferred default when you open the Lookup window, without having to change the search parameters.

 

There are six different configurable Lookup windows in ACCTivate!:

 

Lookup Window

Location of Configuration Options in Configuration Manager

Customer

Customer > Customer Options

Product

Inventory > Inventory Options

Order

Sales Orders > Order Options

PO

Purchasing > Purchasing Options

Vendor

Purchasing > Purchasing Options

Activity

Business Activities > Business Activity Options

 

 

Each of the configuration options screens (listed above) have a Lookup Defaults section with a Find Where field that allows you to select a default from a drop-down menu.

For example, for the Customer Lookup window you can select the default to one of the available options.

 

The default means that upon opening a lookup window, the first data grid column will be that of the selected default and the results in the data grid will be sorted according to that selection.

Please note that this default configuration never prevents you from changing that parameter inside the lookup window. Your change, however, will not permanently affect the default setting.

 

So, if you select Customer Name as the Find Where default for the Customer Lookup window, all the customer names will be arranged in alphabetical order in the data grid.

 

 

Or, if you frequently need to find a customer by a product they ordered you can select Product ID as the default for the Customer Lookup window. This will organize the customer records according to Product IDs found on customer invoices.

 

 

The Product Lookup and Activity Lookup have additional Lookup window configuration options, in which you can also set defaults.

 

For the Product Lookup you can set defaults for the Product Type and Product Class fields found near the bottom of the Product Lookup window. The Lookup window will only display product records that match both of the selected defaults.

The Type default for the Activity Lookup window works in a similar manner, but uses Business Activity Types. These default sorting options can be temporarily changed as well using the fields near the bottom of the Lookup window.

 

The configuration options available for Lookup windows show just how flexible ACCTivate! can be to meet your needs by giving you the information you need, when you need it.

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Shopping Cart Interface Module

Import orders from your shopping cart
It is clear that allowing customers to place orders via the Internet can save you time and expense compared to traditional methods of order placement.

However, because of the differences between a website (even a database driven website) and a full inventory and distribution system, moving information between your website and your business management system has always proved to be difficult.

ACCTivate! Shopping Cart Interface Module
However, ACCTivate! has a solution for this problem. Our Shopping Cart Interface module has been designed to work with just about any website shopping cart with an order export option and a general import option. This allows you to run both systems as you currently are (or develop a new website) and transfer information back and forth when needed.

How does it work?
The process is actually very simple.

1)     Your customer enters an order on your existing website shopping cart.

2)     You export those orders into a file that you move into ACCTivate!.

3)     ACCTivate! reads that file and automatically turns your web orders into full sales orders.

The amount of information that is contained in the order is determined by the amount of information that exists in your website shopping cart. You can then process these orders with your distribution and order fulfillment procedures.

Moreover, our Shopping Cart Interface module also provides you with the ability to export customer and product information from ACCTivate! that you can import back into your shopping cart system.

The benefit of this is clear. Your website shopping cart system can be developed with customer login and password information (stored in ACCTivate!), product information, prices, and just about any information that exists in ACCTivate!.

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ACCTivate! 6.1 Preview

New features and other enhancements are coming in ACCTivate! 6.1

 

With a scheduled release date set for later this year, we're hard at work in the development of ACCTivate! 6.1.

 

Take a look at a few of the enhancements and changes that will be released with the new version.

 

 

 

ACCTivate! 6.1 – Sneak Peek

Look and feel

Design changes on many screens allows for easier readability with softer colors and a more ergonomic layout.

 

Drag and drop columns have been added to some screens to let you see information in the order you want.

Finding Information

Enhanced filtering on certain windows (i.e. Business Alerts Window) provided by drop-down menus.

 

Ascending / descending sortable columns on certain windows allow for easier organization of information.

Synchronization

Synchronization with QuickBooks now has options for full sync or quick sync.
(QuickBooks users only)

New Modules

The new Shipping Manager module can integrate with the ACCTivate! EDI Manager for faster and easier management of shipments.

 

It allows for multi-package and/or multi-skid shipments to be tracked more easily through the logistics chain.

...and more

Look for a major release later this year to include support for QuickBooks 2007, CYMA 9.0 and significant new features.

 

Remember, ACCTivate! updates are included in your software subscription (SMP or SMS).

 

Contact your ACCTivate! representative for more information.

 

 

 



The Business Activity Review (above) and Business Alerts (below) windows in ACCTivate! 6.1, will have the new colors and drop-down menus to provide a better user experience.

 

 

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Alterity, Inc.
2012 East Randol Mill, Suite 219
Arlington, TX 76011
Phone: 817-870-1311
Fax: 817-338-1855
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