QuickBooks® Inventory
Control and Business
Management Software
Decision support & Dashboard
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A view of what matters most - determined by you.           |
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Some companies produce a lot of reports.
Only a few companies profit from making better decisions as a result of either.
ACCTivate! decision support tools simplify the decision-making process by providing easy access to real-time business intelligence across all areas of your company.
The Result: Personalized, useful information for each user, delivered with a flexible, simple-to-use interface, allowing every member of the organization to gain the knowledge they need to make better decisions - whether dealing with vendors, prospects, customers or employees.
- Explore, uncover and analyze decision alternatives
- Anticipate trends and identify opportunities
- Expedite problem solving and increase organizational control
- Real-time visualization of key performance indicators (KPIs)
- Facilitate communication, learning and collaboration across the organization
Whether you need to look at summaries, details, or both, ACCTivate! Dashboards are a dynamic, interactive solution that enable you to gain insight and make better business decisions.
- One screen information saves time and conveniently keeps you informed
- View data from every area of the company, or only one - you decide
- Quickly identify issues and take action to resolve them
- Gain better visibility into remote offices and operations
- Real-time information available when you are - no more next morning reports
- Eliminates the clutter - enables users to focus on their environment
- Don't be constrained by our imagination - use your own.
Almost limitless possibilities and uses by creating custom widgets
Dashboard personalization
The ACCTivate! Dashboard delivers the information you want to see, organized how you want to see it
Using widgets and panels, each user can create, organize and display their data in the way that makes the most sense to them.
- The Dashboard is a collection of widgets, selected by the user.
- The widgets are powered by reports - either standard reports or custom reports.
- Multiple dashboard widgets, with a variety of level of detail, can be built and customized by each business user.
- The widgets are located in a window within ACCTivate! and can be moved as desired within ACCTivate! or
outside of ACCTivate! on a single monitor or a second monitor, if one is available.
Business activities and alerts
Leverage the entire company and institute a culture of collaboration with ACCTivate!'s Business Activities and Alerts. Designed to facilitate the company-wide sharing of information & issues, Business Activities provides a centralized environment that encourages effective communication, teamwork and productive task management.
Business Activities enables the management and tracking of any activity, issue, follow-up, event or project.
Each time a user logs into ACCTivate!, they are presented with a current list of Alerts and Business Activities.
Business Activity Management
Assign, manage and track activities throughout the organization with Business Activities.
- Activities can include sales calls, customer communications, client quote requests,
product development milestones or virtually any other business activity - Each acitivity can include description, notes email communication history, resolution description, due dates,
status, closure date, task owner/assigned to, priority and additional activity information - Activity scheduling & assignments: Activities & alerts may be scheduled for yourself or for others
(with permissions) - Business activities may be cross-linked within a department or company-wide
- Custom items with web links can be created and linked to a business activity
- A variety of information can be linked to a business activity, such as quotes, sales orders, purchase orders,
credit memos, production work orders, inventory transactions and more - Customer popup notes are displayed when adding a customer to related items or loading an existing
Business Activity related to a customer
Business Activity Review
The Business Activity Review provides a 1 click overview of all business activities and may be further filtered by status, resolution, opened date & priority date by 1 click of a drop down menu.
- Drill-down and drill-around while reviewing Business Activities
Business Alerts
Alerts are reminders that can be filtered by type and due date. Managers, or those with permission, can view other users' alerts and assign alerts to others. Examples include at-risk deal alerts, customer service issues, low stock alerts or any other item needing a reminder or to be highlighted.
- Enable Escalation management using alerts such as account manager notification of customer service issues,
management notification of priority sales requests, etc. - Create a purchase order based on inventory requirements with the Reorder Function directly from the
Inventory Management tab in Business Alerts - Before creating purchase orders during the reorder process print and review Reorder Proof reports
- View "Pending Purchase Invoices" from the Purchasing Management tab in Business Alerts
ACCTivate! provides fully-integrated, real-time access to company-wide information
- A complete historical record of customer communication, orders, invoices payments, products
purchased, credit history and other associated credit & collections information relating to the account is maintained in ACCTivate! - Conduct trend analysis utilizing ACCTivate!'s historical date repository for uncovering opportunities to
improve working capital and enhance productivity with limited resources - Over 100 standard reports & documents out of the box
- Create unlimited reports with Crystal Reports® for customer service trend analysis, service level
performance measurements and additional business analytics
Demand & Analysis Reports
Lower inventory investment with the Overstock Analysis Report that uses your ACCTivate! data to provide an estimate of the one time cash increase your business could realize through improvements in your inventory
Improve inventory service levels and forecasting with ACCTivate!'s Demand Reports, designed to enable buying trend analysis to better predict future buying and production needs
The Inventory Analysis report, with filtering by a period of time, is your source for instant access to the quantity and value of inventory on hand, quantity sales figures, sales revenue numbers, cost of goods sold, turnover rate, number of shipments made to customers, on time customer deliveries and service levels and vendor service level information
Contact us at 866-877-1311 to talk about your needs or simply complete
the form and a specialist will contact you to discuss solutions.
Inventory Software delivering
the most value for the money
with Inventory Control,
Business Management & CRM
for QuickBooks.
