Recent Updates

  • Updated on: Oct 17, 2022

    Inventory Levels for Work Orders

    Manual Inventory & Warehouse Management
    inventory levels work order

  • Updated on: Oct 05, 2022

    Update Product Costs via PO Entry

    Manual Accounts Payable / Purchasing
    Purchase Order default po cost primary vendor cost secondary vendor cost um cost unit of measure cost update cost

  • Updated on: Oct 03, 2022

    Setup Alternate Units of Measure

    AcctVantage supports Unit of Measure conversion for purchasing and selling. This means you can stock a product in one Unit of Measure (UM), and sell it in any number of alternate UMs. For example, you can stock an item as INDIVIDUAL UNITS (i.e. EACH) and sell it as a CASE which could be defined as 12 units.

    • You can define the base unit and as many alternate UMs for your Products as you need.
    • The base UM on the Product record should be the smallest unit that you deal in. This unit is used throughout the Inventory system for Physical Inventory Counts, Work Orders, Maintenance, Inventory Reporting, etc.
    • Units of Measure should multiply up, not down. While the system will allow and can track partial units, it's not an ideal situation. It can cause problems with your inventory if you do things like sell 0.75 of a unit or build assemblies that contain 0.125 of a unit. Eventually, the rounding off of partial units will become problematic. Ideally your Units of Measure would be multiples of whole numbers.

    *NEW for AV 2015*

    • Universal Units of Measure are no longer supported.
      • In AV2013, if you defined a CASE as containing 12 units, then CASES were defined as 12 units for all Products.
      • In AV2015, every Product will have its own multiplier for any given Unit of Measure. For example, a CASE of widgets might contain 12 units whereas a CASE of thingamajigs might contain 10 units.
      • When you convert from AV2013 to AV2015, all of your current alternate Units of Measure will be converted to the new format.
    • There is now a separate Unit of Measure tab on the Product record where all of the alternate UMs will be defined.

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    Please see these related lessons for more on how to Purchase or Sell Products using Alternate UM's:

    Purchase Orders & Alternate Units of Measure

    Sales Orders & Alternate Units of Measure

    Manual Inventory & Warehouse Management
    UM unit of measure 2017

  • Updated on: Oct 03, 2022

    Change Default PO Cost for a batch of Products

    Manual Inventory & Warehouse Management

  • Updated on: Sep 19, 2022

    Progress Billing

    Manual Job Costing
    job costing jobs progress billing

  • Updated on: Aug 29, 2022

    Bar Code Scanner: Hardware

    We are incredibly excited to bring bar code scanning to AcctVantage Mobile!

    All bar code enabled features require an AV Mobile license, an iOS device (iPod, iPhone, iPad) running the SwipeTrack browser from SwipeTrack Solutions and a Linea Pro 5/6 1D sled.  These scanners may be sourced from a number of different retailers.

    At this time (AV2017.0.0.3), this is the only supported bar code scanning device.

    Manual AcctVantage Mobile Articles

  • Updated on: Aug 29, 2022

    Checking Account Reconcile (Video)

    Video Tutorial of the AV 2017 Check Reconcile process.

    Related articles:

    Reconcile the Check Register (AV 2017 and later)

    Import QFX File

    Manual All Video Tutorials

  • Updated on: Jul 27, 2022

    Import Wizard - MRP - Forecast

    Important: Please execute a database backup prior to starting any import process!

    Notes about special fields:

    • Part Number: This field is required when creating new records. It can also be used as a key when choosing the Update Existing Records option.
    • Product Name: This field is required when creating new records.
    • Product Class: This field is required when creating new records. It must match an existing Product Class.
      • Once a Product record is created, the Product Class can not be changed.
      • Navigate to Administration ➤ Product Classes and click Show All to find the Product Classes that you can use on your import file.
    • Default Type Override: This field is not required, however, if you don't designate a Product Type then all of the new records from the import file will be created as Inventory Products.
      • Once a Product record is created, the Product Type can not be changed.
      • If you want to import specific types of Products, you can do so by using one of these five Product types here:
        • Assembly
        • Freight
        • Inventory
        • Kit
        • Non-Inventory
    • ID: This field is not used for creating new Product records. It can be used as a key when choosing the Update Existing Records option.
    Manual Importing Data

  • Updated on: Jul 20, 2022

    Inventory Levels for Purchase Orders

    Manual Inventory & Warehouse Management
    inventory levels work order

  • Updated on: Jul 20, 2022

    Inventory Levels for Sales Orders

    Manual Inventory & Warehouse Management
    inventory levels work order