Take control of sales order management
& front and back office operations
with ACCTivate! for QuickBooks®

•  Sales orders can include products, service fees, shipping fees, handling charges or any other chargeable item
  or activity
•  Credit status displayed when order is entered with permission-based override capability
  
•  Multiple payment options including credit cards, checks, money orders, cash
  
•  Contract name and contact points can be selected or added at the time of sales order
  
•  Set requested ship date & a separate promise date
  
•  Don't ship before and don't ship after dates
  
•  Multiple-level special instructions on order for internal use or visible externally
  
•  Pre-defined comments may be selected for inclusion on any order
  
•  Book orders in advance of shipment without inventory commitment (seasonal)
  
•  Mobile sales orders can be created in real-time from a wireless device such as PDA while at a customer location,
  at a tradeshow or from your showroom
•  Customer may request specific text that prints on each order or invoice, i.e., compliance statement,
  internal routing, etc
•  Standard shipping instructions, reference info, special handling or shipping instructions, customer job number
  
  and ship method may be recorded for each customer and automatically included on each sales order
•  Sales tax jurisdiction and rate information is recorded for each shipment to properly calculate, report and
  remit sales taxes for any number of states or other jurisdictions
•  Sales tax rates may be determined for overlaying jurisdictions
  
•  Customer specific product code, vendor specific product code, OEM product code or UPC code cross referenced
  to SKU with automatic translation during order entry

Online

• Interface to most shopping carts with one-time configuration using easy-to-use mapping tool
• One click order synchronization between ACCTivate! and website
• FedEx, UPS and DHL shipping integration with tracking information available to customers via email
• All product attributes available online including images & descriptions
• Real-time credit card payment processing
• Vendor consigned inventory, Inventory consigned to vendor, or Vendor managed inventory (VMI) support
• Drop Ship: Orders from any source can be drop shipped from vendor with the click of a button
• Return Merchandise Authorization (RMA) process support
• 3PL support

•  Multiple pick route options
•  Wireless handheld and barcode picking
•  FedEx, UPS, DHL and Less than Truckload (LTL) shipping options
•  Any # of ship to locations per customer with contact information, dated notes, special instructions
  and delivery route information
•  Ability to set primary warehouse with override to alternate warehouses

•  Track order progress: quote ~ sales order ~ shipping ~ rescheduling ~ backorders
•  Create, manage, control & monitor pricing decisions across the company
•  Fully-integrated CRM from lead to customer service
•  Complete historical record of contacts, emails, formal sales quotes, orders, invoices, products purchased
  and any other associated history related to the account is maintained in ACCTivate!
•  The Business Activity Review provides a 1 click overview of all sales opportunities and may be further
  filtered by status, resolution, & priority date by 1 click of a drop down menu.
•  Create unlimited reports with Crystal Reports® for pipeline analysis, sales trends, gross margin analysis,
  win-loss analysis, and review or other sales opportunity information.

• Web orders instantly come in as ACCTivate! sales orders
• Any new customers that ordered via the website are automatically created in ACCTivate!
• Inventory availability is adjusted accordingly in both ACCTivate! and the web store
• Tracking information is synchronized

•  Orders imported from website are handled as all other ACCTivate! orders with system-wide access to order,
  inventory, product, warehouse, credit, or customer service information, history, reporting, notes, alerts & activity management
•  Multi-channel customer management – online, offline, mail order, telephone order, catalog
  
•  B2B or B2C capabilities
  
•  All product attributes available online including images & descriptions
  
•  Real-time credit card payment processing through QuickBooks Merchant Service (QBMS) that is fully
  
  integrated with ACCTivate! with stored/recurring charge capabilities or credit card processing via Merchant's existing processor with ACCTivate! data synchronization for storing order, customer service and payment data
•  Interface to most shopping carts with one-time configuration using easy-to-use mapping tool
  
•  Simple, easy order synchronization between ACCTivate! and website
  
•  Default fields can be set in ACCTivate! for fields not supplied by shopping cart
  
•  Batch processing of web orders allows for efficient processing
  
•  Ability to set primary warehouse with override to alternate warehouses
  
•  FedEx, UPS and DHL shipping integration with tracking information available to customers via email
•  Backorders or pending orders can be released for shipment anytime in the future
  
•  Drop Ship: Web store items can be drop shipped with the click of a button
  
•  3PL support
  
•  Direct QuickBooks integration
  
•  Industry-standard components such as Microsoft SQL®
  
•  Custom reports utilizing Crystal Reports®
  
•  Encrypted ACCTivate! passwords for data security
  
•  User-level permission management