Warehouse Management
and increase efficiencies with ACCTivate!.
separate financial treatment for each warehouse
Warehouse management software for your growing business
As inventory intensive businesses grow, their warehouse needs seem to grow at an even faster pace. ACCTivate! Inventory & Warehouse management software solves
today's issues and tomorrow's challenges with inventory and warehouse management tools designed to efficiently manage warehouse tasks, control inventory across one
location or many, and provide instant visibility into the process. Add automation to the solution with EDI and barcoding and watch cost overheads become even greater
cost reductions.
In an ever-increasing complex and competitive world, ACCTivate! easily, quickly and affordably enables small and mid-size businesses to gain control of inventory and
warehouse management, optimize resources, leverage opportunities and improve overall business operations and profitability.
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ACCTivate! ~ Inventory & Warehouse Management Software for QuickBooks
Organized warehouses provide the foundation for quality and efficiency in an environment that is often fast-paced and chaotic. Strategic inventory storage decisions, enabled by a warehouse system with the flexibility to accommodate numerous inventory statuses, locations and types of ownership, give companies a distinct competitive advantage. Utilize tools to produce shelf and bin labels, and introduce barcoding and wireless warehouse devices, and the resulting well-organized warehouses will be a strategic operations center for the business.
Sounds great, but that's only for big business, right? Not any more.
ACCTivate! enables small and mid-sized businesses to organize warehouse operations with these flexible, strategic capabilities including Warehouse organization, Consignment & VMI inventory, Location management and Labeling.
Organizing warehouses
ACCTivate! for QuickBooks allows for inventory to be configured and organized across multiple, actual or virtual warehouses. A warehouse can be a different physical location, logical division of inventory or a financial segmentation such as:
A powerhouse for warehouse management, ACCTivate! enables:
- Geographic
Warehouses defined by physical, geographic locations
Ex: New York ~ Los Angeles ~ Seattle - Category
Warehouses defined by category or inventory type
Ex: Dry Goods ~ Freezer ~ Liquids ~ Hazardous material - Location
Warehouses defined for inventory accountability control
Ex: Warehouse ~ Truck 1 ~ Truck 2 - Ownership
Warehouses defined by product ownership
Ex: Company-owned ~ Consigned inventory from vendor ~ Consigned inventory to customer - Status
Warehouses defined by inventory status
Ex: Inspection ~ Available for Sale ~ Damaged ~ Returned ~ Repair ~ Return to vendor - Usage
Warehouses defined by usage
Ex: Raw materials ~ Work in progress (WIP) ~ Finished goods ~ Outsourced
Consignment & Vendor managed inventory
ACCTivate!'s inventory management features provide companies the ability to utilize advanced supply chain strategies such as consigned inventory and vendor managed inventory.
- Vendor consigned inventory
Inventory on consignment in your warehouse or warehouses that are still owned by the supplier - Inventory consigned to customers
Inventory owned by your company that is shipped to or consigned to your customer or distributor and stored in their warehouse, warehouses or locations.
Typically, consignment inventory is shipped and stored at a warehouse, multiple warehouses or other types of agreed-upon locations (service & repair trucks, stores, etc.). The inventory is held at that location and the inventory is purchased when it is used or sold, or on a pre-determined schedule (monthly, quarterly). - Vendor managed inventory (VMI)
Vendor managed inventory occurs when inventory is managed by the supplier on behalf of the receiving organization, based on pre-determined minimum and maximum inventory levels. Vendor managed inventory can lower inventory levels for both the supplier and the receiving organization, provide suppliers better insight into anticipated demand, reduce lead times, and improve customer satisfaction.
Vendor managed inventory or consigned inventory can be implemented with the same inventory and warehouse procedures as other inventory types, can be included or excluded from warehouse cycle counts, and can be managed with transparency to the end customer.
Location management within the warehouse – and beyond
Track inventory quantities in any location that is a step below the warehouse – aisle, rack, shelf or bin
location, on trucks or other company-defined areas.
Location management enables:
- Organized inventory count sheets
Inventory count sheets display the locations and zones where a product is stocked. Locations can be identified by zone. - Inventory location transfers
Bin to bin, bin to truck, warehouse to warehouse, etc. - Receiving of inventory to a specific location
Receive products into inventory specifying the warehouse and the specific location within the warehouse - Ability to sell from specific locations
Specify the inventory location to sell from when entering an order (service technician's truck, warehouse nearest customer, etc.) - Primary location defaults
Set a primary inventory location for a product that will be the default warehouse location for every transaction. Set a stock level as well, to keep track of primary location inventory requirements. - Adding locations on the fly
Set up all warehouse locations at one time or add a new warehouse location when needed
Inventory labeling
Increase the ease of locating inventory items and improve warehouse efficiencies with warehouse location labels. ACCTivate! and Crystal Reports® make printing warehouse labels a snap.
- Labels can be used for products, bins or both
- Bin labels can contain product number, bin numbers or both and can contain barcodes
- Customize the inventory label by size, shape and data shown
- Add barcodes to any inventory label
- Print inventory labels one at a time or in batch
- Print inventory labels for any product in stock with one click of the mouse
- Modify or develop inventory labels to include any information stored in the system
ACCTivate! ~ Inventory & Warehouse Management Software for QuickBooks
Efficient inventory and warehouse transaction management
Keeping inventory accurate and updated is simplified with ACCTivate!'s user-friendly interface. Inventory movement, adjustments and status changes are captured and managed through use of transactions found in the ACCTivate! Inventory menu. Warehouse transactions are handled in an efficient, one-screen process.
- Receiving: Records
inventory received into a warehouse or location, with or without a purchase order,
without disclosing products and expected quantities (Blind Receiving) or with the Receive all function, which populates the receipt with all outstanding items, allowing for quantities to be changed as needed
- Transfers: Records
the transfer of inventory to a new location within a warehouse, from a
warehouse to another location, such as a delivery truck, or between warehouses within a company
- Breakage or shortage
adjustment transactions: Allows for the manual reduction of
inventory to correct inventory levels in the event of inventory breakage, shortage or loss.
- Financial or balance
adjustment transactions: Inventory is adjusted for accounting
purposes such as changing the stated value of inventory for a particular product. Changes will be reflected on the general ledger as a gain or loss on inventory.
- Non-sales use or issue of
product: Provides a means to record non-sales issue of
inventory users, such as in the event of donations or marketing.
- Physical count:
Products to be counted will be "frozen" until the count is completed at which
time a variance report will be generated and the inventory on hand quantity adjusted to reflect the count.
- Customer returns:
Returns are efficiently managed through the Return Merchandise
Authorization (RMA) process which allows tracking of the returned inventory and related information by referencing the RMA number generated by ACCTivate! There are several methods for handling the return transaction depending on if the product will be returned to inventory or if the product is discarded.
- Vendor returns:
Vendor returns of inventory are handled by issuing a return request which,
when approved, will automatically create a vendor credit and reduce inventory.
- Sales: Processing of a sales order automatically creates warehouse transactions for picking
ACCTivate! ~ Inventory & Warehouse Management Software for QuickBooks
handled with barcoding increases:
- Speed
- Accuracy
- Efficiency
- Access to inventory information
- Information for decision making
Using barcodes in your business is easier than you might think
Replacing pens and paper with bar codes and scanners reduces costs, improves operations and is available to businesses of all size.
ACCTivate! barcoding is easy to implement, easy to use and delivers a quick return on investment.
Barcodes are simply a type of font that a scanner can "read" and understand as a letter, number or symbol. However, when a barcode is tied to an inventory
control system like ACCTivate!, the full power of a barcode system can be seen. A barcoded product ID number can be scanned to handle warehouse transactions such as:
Rapid receipt of inventory
Inventory transfers between warehouses, within warehouse or to trucks
Rapid, accurate physical and cycle counts
Picking
Want to know more about barcoding for inventory and warehouse management?
Discover ACCTivate!'s Barcoding functionality
or
Request a guided tour of ACCTivate! today
ACCTivate! ~ Inventory & Warehouse Management Software for QuickBooks
Below is an extensive list of the capabilities of ACCTivate! Warehouse Management Software
Some features are optional.
- Assembly processing, including variable build and batch process, from a mobile device
- Barcode label creation & printing
- Bin management
- Blind receiving of inventory
- Categorize raw materials, WIP, finished goods
- Catch-weight picking of inventory
- Consignment inventory management
- Country of origin tracking
- Customize inventory labels by size, shape & data
- Discontinued inventory & stock management
- EDI integrated software
- History of all warehouse and inventory transactions
- Inventory moves and transfers
- Inventory & parts status lookup
- Inventory transfers using handheld barcode reader
- Labeling for any product in inventory with any stored information
- Loading dock transactions
- Location additions on the fly
- Location groups and classes within warehouse and/or warehouses
- Location management within warehouse and/or warehouses
- Lot & multi-bin capabilities
- Mobile inventory management
- Mobile inventory receiving with handheld barcode reader
- Mobile order picking with handheld barcode reader
- Multiple buildings within warehouse and/or warehouses
- Multiple locations within warehouse and/or warehouses
- Multiple stock areas within warehouse and/or warehouses
- Multiple warehouses (physical or virtual)
- Optimized pick sequence
- Organized inventory count sheets by locations & zones
- Physical & cycle counts using handheld barcode reader
- Physical inventory reconciliations
- Picking of inventory using handheld barcode reader
- Primary location defaults for products/inventory
- Product search via 15 attributes
- Product labels with barcodes
- Random & dedicated put away
- Receive without PO/unexpected receipt
- Receive inventory to a specific location within warehouse and/or warehouses
- Return merchandise authorization (RMA)
- Robust warehouse management & inventory reporting
- Sales order creates warehouse transactions
- Sell from specific location within warehouse and/or warehouses
- Set default values at user or warehouse level
- UPS code & case pack information
- User-defined fields
- Vendor returns management
- Warehouse receipt documents
- Warehouse receiving transactions
- Warehouse adjustment transactions
- Warehouse transfer transactions
- Warehouse zoning
ACCTivate! ~ Inventory & Warehouse Management Software for QuickBooks

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.
good track of these items that are sitting in our warehouse,
so ACCTivate! has been excellent at helping us keep control of that inventory."
Don Olson,
Chief Financial Officer,
Matthew 25: Ministries

Inventory Software delivering
the most value for the money
with Inventory Control,
Business Management & CRM
for QuickBooks.


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