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Small business management software for inventory control and order fulfillment

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.

Gain the competetive advantage of flexible, reliable and
cost-effective order fulfillment with ACCTivate!'s
fully-integrated picking, shipping and shipment tracking
capabilities.

  • 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
  • FedEx, UPS, USPS, ShipRush & 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

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Pick, Pack, Ship & Track with ACCTivate!
Inventory, Warehousing & Order Fulfillment Software for QuickBooks & Intacct

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.
  • 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.
  • 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.
  • 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.
  • 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.
  • 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.

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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

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Pick, Pack, Ship & Track with ACCTivate!
Inventory, Warehousing & Order Fulfillment Software for QuickBooks & Intacct

FedEx, UPS, USPS, ShipRush & DHL integration

The ACCTivate! Shipping Workstation integrates directly with FedEx, UPS, USPS, ShipRush & DHL to provide order & address information and to collect package information.

  • FedEx, UPS, USPS, ShipRush or DHL system requests ACCTivate! order number and lookup address directly from ACCTivate! database
  • FedEx, UPS, USPS, ShipRush or DHL system will automatically supply package tracking and shipping cost to ACCTivate!
  • ACCTivate! displays package details when order is invoiced

Other shipping options

  • Less than Truckload (LTL) and other carriers: Print the bill of lading and shipping labels from ACCTivate!

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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 FedEx, UPS, USPS, ShipRush or DHL and tracking number and shipping cost details
    are supplied to ACCTivate!
  • FedEx, UPS, USPS, ShipRush or 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

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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

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Pick, Pack, Ship & Track with ACCTivate!
Inventory, Warehousing & Order Fulfillment Software for QuickBooks & Intacct

Track shipments in UPS from ACCTivate!

Tracking

  • Tracking information is automatically
    supplied to ACCTivate! from UPS
    FedEx, USPS, ShipRush or DHL
  • ACCTivate! can provide FedEx, UPS,
    USPS, ShipRush & DHL email address
    information for notification
  • ACCTivate! can automatically
    generate customer emails to provide
    order status and tracking information
  • Single-click access to shipping &
    tracking information on shipper
    website from ACCTivate! CRM for
    customer service inquiries

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
  • FedEx, UPS, USPS, ShipRush & 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

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Pick, Pack, Ship & Track with ACCTivate!
Inventory, Warehousing & Order Fulfillment Software for QuickBooks & Intacct

QuickBooks Gold developer
ACCTivate! for Intacct
Learn more today

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.


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