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for QuickBooks® users.
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Picking and shipping
Pick accuracy and on-time shipping are the last critical steps before the moment of
truth when the customer receives the order. ACCTivate!'s Picking & shipping tools are designed to reduce errors,
eliminate bottlenecks, optimize worker productivity and assist in the process of satisfying customers time and again.
Pick
Pack
Ship
Track
Order fulfillment
Gain the competitive advantage of flexible, reliable and cost-effective order fulfillment with ACCTivate!'s fully-integrated picking, shipping and shipment tracking capabilities.
Maximize productivity ~ Minimize handling costs ~ Increase customer satisfaction
> Strategic warehouse organization, bin management
& product/bin labeling capabilities
> Flexible pick sequence options to match your workflow
> Paperless picking & automation of warehouse
activities with barcoding, mobile,
& wireless technologies
> Automatically add cost-based or flat fee shipping
fees, with or without handling fees,
to the invoice
> Build brand awareness with customized & personalized packing documentation
> Enhance customer communication & reduce customer
service call volumes with automated
customer email notifications of the order status and shipment tracking information
> USPS, FedEx, UPS & DHL shipping integration
> EDI integration throughout the warehouse – picking,
packing & shipping
– reducing operational costs
> 3PL support: Easily export orders to 3PL vendor
and import quantity shipped
& tracking numbers
Pick, Pack, Ship & Track with ACCTivate!
Inventory, Warehousing & Order Fulfillment Software for QuickBooks
ACCTivate! ~ Picking & packing your way
Maximize outbound operations
> Configurable pick routines: Create
tailored pick sequence paths to meet your business
needs in single or multi-warehouse
environments
> Individual order picking: Pick each
order separately from a picking document. Packing slip
identifies contents for every box to be picked & shipped at the box level
> Consolidated or batch picking: Combine pick lists to create a bulk picking list of items from
multiple orders
> Zone picking: Picking for fulfilling
orders occurs by zones or sections within the warehouse
> Priority order picking: Prioritize
picking lists for shipments requiring immediate shipment
> Paper picking: Orders are picked with
customizable pick lists that are printed or reprinted.
Ticket information can include items,
quantity, locations, ship date, order date,
shipping carrier, terms, customer type, or other system information.
shipping carrier, terms, customer type, or other system information.
> Mobile picking: Pick the product from a
mobile handheld computer with barcode reader
with no printed paperwork required. Capture product
barcode, bin barcode, and/or lot
or serial numbers.
or serial numbers.
> Positive confirmation: Pickers can be
required to provide positive confirmation of the
product or lot by scanning the product’s bar
code
> Lot number management: Pre-assign
specific lot or serial numbers for the warehouse to
pick or allow warehouse personnel the
convenience of picking any number and record
it when shipping. FEFO (First Entered First Out) capability for lots with expiration dates.
it when shipping. FEFO (First Entered First Out) capability for lots with expiration dates.
> Substitutions: Item substitutions can
be managed automatically by pre-defined,
date-specific substitutions or manually at the warehouse
level (with permissions)
> Order specific picking instructions:
Orders may include picking instructions viewable by
warehouse personnel and printed on
customer documentation noting specialized delivery
needs or expiration dates.
needs or expiration dates.
> Order specific special instructions:
Orders may include special instructions viewable by
warehouse personnel but not printed on
customer documentation noting specialized
delivery needs or expiration dates.
delivery needs or expiration dates.
> Customized packing documents:
Create customized & personalized packing
documentation using Crystal Reports® including
bills of lading, invoices, packing slips,
shipping labels, and customer thank you notes.
shipping labels, and customer thank you notes.
Reporting & analysis
Custom reports using Crystal Reports® enable reporting and extensive filtering on any field containing information within ACCTivate! Examples of uses include:
> Analyze worker productivity, order completed,
quantities picked or error rates
> Test and compare different pick route methods
> Analyze returns and error rate improvements over time periods
Pick, Pack, Ship & Track with ACCTivate!
Inventory, Warehousing & Order Fulfillment Software for QuickBooks
FedEx and UPS integration
The ACCTivate! Shipping Workstation integrates directly with FedEx & UPS to provide order address information and collect package information.
> UPS or FedEx system requests ACCTivate! order
number and lookup address directly from
ACCTivate! database
> UPS or FedEx system will automatically supply
package tracking and shipping cost to ACCTivate!
> ACCTivate! displays package details when order is invoiced
DHL & other shipping options
> DHL can be integrated with ACCTivate!
> Less than Truckload (LTL) and other carriers: Print
the bill of lading and shipping labels from ACCTivate!
Case lot shipping
> Large, multi-package shipments with packages going
to various shipping addresses
> Scan/enter order numbers into ACCTivate!
> ACCTivate! automatically pulls package information (by
box) and prints a label for each box
> Data is exchanged with USPS, FedEx, UPS or DHL and
tracking number and shipping cost details
are supplied to ACCTivate!
> USPS, FedEx, UPS & DHL orders are automatically marked
as shipped enabling use of the Invoicing Wizard to
easily invoice all shipped orders at the
end of the day
Shipping & handling billing options
Shipping costs may be selectively added to invoice with the following options:
> Standard pack: Pre-recorded product weights will
calculate without weighing at time of shipment
> Bill exact cost of shipping
> Bill exact cost of shipping plus a handling fee
> Flat fee: Bill a flat fee
> Obtain shipping costs from third party (3PL provider)
and add to invoice
Pick, Pack, Ship & Track with ACCTivate!
Inventory, Warehousing & Order Fulfillment Software for QuickBooks
Tracking
> Tracking information is automatically
supplied to ACCTivate! from UPS
and FedEx
and FedEx
> ACCTivate! can provide UPS and
FedEx email address information
for notification
for notification
> ACCTivate! can automatically
generate customer emails to provide
order status and tracking information
order status and tracking information
> Single-click access to shipping &
tracking information on shipper
website from ACCTivate! CRM for
customer service inquiries
website from ACCTivate! CRM for
customer service inquiries
Customer self service portal
Provide customers 24/7 access to account information with ACCTivate!'s Customer self service portal.
Using a templated or “white labeled” design, the portal is customizable allowing companies to maintain
their brand identity and the look and feel of their website.
> Account information: Customers have
access to account information, balance due,
order history, invoice details and payment
history.
> Shipping tracking: Shipment
tracking number links to shipper website and pre-populates
field with tracking number for
easily tracking of shipments
Pick, Pack, Ship & Track with ACCTivate!
Inventory, Warehousing & Order Fulfillment Software for QuickBooks
Below is an extensive list of the Picking & shipping capabilities of ACCTivate!
Some features are optional.
> Account & contact information access
> Activity management and alerts
> Alerts for items requiring action
> At-a-glance access to key information
> Barcode label creation & printing
> Bill of lading creation
> Bin management Bulk/partial orders
> Catch-weight picking of inventory
> Configurable permissions for each user
> Control shipping methods & warehouse ship-from
location
> Custom fields
> Customer order status & history
> Drill down & drill around information access
> EDI integrated software
> USPS, FedEx, UPS & DHL integration
> Mobile order picking with handheld barcode reader
> Multiple ship to locations
> Notes throughout the system
> Partial shipments
> Pick route optimization
> Picking management tools
> Route management
> Search item number, name, product group, product
classification, inventory level,
marketing code, vendor part #, description, vendor, UPC/GDSM
code
> Shipping instructions per order
> Shipping label generation
> Shipment scheduling
> Shipment tracking
> Substitutions
> Unlimited custom reports using Crystal Reports®
> User-defined picking zones
Pick, Pack, Ship & Track with ACCTivate!
Inventory, Warehousing & Order Fulfillment Software for QuickBooks
Inventory
Warehousing
Purchasing
CRM
Sales order management
EDI
Mobile Computing
Picking & shipping . . . . . . . . .
Service management
Reporting
Foundation
Warehousing
Purchasing
CRM
Sales order management
EDI
Mobile Computing
Picking & shipping . . . . . . . . .
Service management
Reporting
Foundation
Download
ACCTivate! results
"Barcoding in ACCTivate! saves us an
hour per day."
Tim Burleson,
Owner & CTO
Ugly Mug Coffee
Tim Burleson,
Owner & CTO
Ugly Mug Coffee
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