QuickBooks® Inventory
Control and Business
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Warehouse management software for QuickBooks inventory, barcoding & warehouse

Decision support tools

ACCTivate! delivers dynamic business intelligence tools to help you achieve your organization's goals.

Profit by turning data into knowledge

Most companies have a lot of data.
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.

The right information at the right time to:

> 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

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Visibility and insight

Customizable dashboards from ACCTivate! provide a snapshot of the real-time information you need to run your business.

> Instantly understand what's happening across your business

> Proactively identify and correct issues

> Scan, monitor and assess the entire organization

> Transform data into actionable information

Your big picture view

View the information you need to see, organized how you want to see it.

> Easy to use, easy to personalize

> Multiple dashboard widgets can be built and customized by business users

> Create widgets that are specific to your informational needs

Want to know more? Visit the ACCTivate! Dashboard solution section to explore ACCTivate!'s dashboard functionality.

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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

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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

View
Sample

Overstock Analysis Report
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

View
Sample

Demand Reports
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

View
Sample

Inventory Analysis Report
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

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We invite you to learn more about ACCTivate! by attending a demonstration and discussing your needs with an ACCTivate! specialist and/or giving ACCTivate! a try for free for 30 days. Simply complete the form below to get started!

Simply let us know if you'd like a demo or evaluation

ACCTivate! demo

Schedule a free one-on-one product demonstration and consultation with an ACCTivate! specialist. We'll discuss your specific business needs and provide an overview of ACCTivate!'s features.

Yes, I'd like to have a private demo

ACCTivate! free trial

Download and try ACCTivate! free for 30 days. We'll send you the information for downloading the software and schedule a free, live online session to help you get the most out of your evaluation.

Sounds good, let's try it

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