Recent Updates
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Updated on: Oct 03, 2022
Setup Alternate Units of Measure
<p>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. </p> <ul><li>You can define the base unit and as many alternate UMs for your Products as you need.</li> <li>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. </li> <li>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.</li> </ul> <p><span style="color: rgb(255,0,0);text-decoration:underline"><strong>*NEW for AV 2015*</strong></span></p> <ul><li><em><strong>Universal</strong></em><strong> Units of Measure are no longer supported. </strong><ul><li>In AV2013, if you defined a CASE as containing 12 units, then CASES were defined as 12 units for all Products.</li> <li>In AV2015, every Product will have its own multiplier for any given Unit of Measure. For example, <em>a CASE of widgets might contain 12 units</em> whereas <em>a CASE of thingamajigs might contain 10 units.</em></li> <li>When you convert from AV2013 to AV2015, all of your current alternate Units of Measure will be converted to the new format.</li> </ul> </li> <li><strong>There is now a separate Unit of Measure tab on the Product record where all of the alternate UMs will be defined.</strong></li> </ul> <p>___________________________________________________________________________________________</p> <p>Please see these related lessons for more on how to <em>Purchase</em> or <em>Sell</em> Products using Alternate UM's:</p> <p><a href="58408?data-resolve-url=true&data-manual-id=" data-object-class="article" data-object-uuid="D4F7C905-F456-4EF7-B54F-437115ACE607" data-object-manual-uuid="" data-resolve-url="true" target="_blank">Purchase Orders & Alternate Units of Measure</a></p> <p><a href="86116?data-resolve-url=true&data-manual-id=" data-object-class="article" data-object-uuid="E17A7297-121D-4397-88C2-6D490FF24DF2" data-object-manual-uuid="" data-resolve-url="true" target="_blank">Sales Orders & Alternate Units of Measure</a></p> -
Updated on: Oct 03, 2022
Change Default PO Cost for a batch of Products
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Updated on: Sep 19, 2022
Progress Billing
Manual Job Costing -
Updated on: Aug 29, 2022
Bar Code Scanner: Hardware
<p>We are incredibly excited to bring bar code scanning to AcctVantage Mobile!</p> <p>All bar code enabled features <strong>require </strong>an AV Mobile license<strong>, </strong>an iOS device (iPod, iPhone, iPad) running the <a href="http://www.swipetrack.com/swipetrack-browser.php" target="_blank">SwipeTrack browser</a> from SwipeTrack Solutions and a <strong>Linea Pro 5/6 1D</strong> sled. These scanners may be sourced from a number of different retailers.</p> <p>At this time (AV2017.0.0.3), this is the only supported bar code scanning device.</p>Manual AcctVantage Mobile Articles -
Updated on: Aug 29, 2022
Checking Account Reconcile (Video)
<p>Video Tutorial of the AV 2017 Check Reconcile process.</p> <p>Related articles:</p> <p><a href="../../9726/l/624321?data-resolve-url=true&data-manual-id=9726" data-object-class="article" data-object-uuid="5299E7F0-479A-0134-77CC-22000BC102FE" data-object-manual-uuid="0848C700-6A35-0130-6734-12313804AAC3" data-resolve-url="true" target="_blank">Reconcile the Check Register (AV 2017 and later)</a> </p> <p><a href="../../9726/l/624363?data-resolve-url=true&data-manual-id=9726" data-object-class="article" data-object-uuid="fdfad98c-804d-4a80-a93d-7586dc67547b" data-object-manual-uuid="0848C700-6A35-0130-6734-12313804AAC3" data-resolve-url="true" target="_blank">Import QFX</a><a href="../../9726/l/624363?data-resolve-url=true&data-manual-id=9726" data-object-class="article" data-object-uuid="fdfad98c-804d-4a80-a93d-7586dc67547b" data-object-manual-uuid="0848C700-6A35-0130-6734-12313804AAC3" data-resolve-url="true" target="_blank"> File</a></p>Manual All Video Tutorials -
Updated on: Jul 27, 2022
Import Wizard - MRP - Forecast
<p><span style="color: rgb(255,0,0)"><strong>Important: Please execute a database backup prior to starting any import process!</strong></span></p> <p><strong>Notes about special fields:</strong></p> <ul><li><span style="color: rgb(255,0,0)"><strong>Part Number:</strong></span> This field is <em>required</em> when creating new records. It can also be used as a key when choosing the <strong>Update Existing Records</strong> option.</li> <li><span style="color: rgb(255,0,0)"><strong>Product Name:</strong></span> This field is <em>required</em> when creating new records.</li> <li><span style="color: rgb(255,0,0)"><strong>Product Class:</strong></span> This field is <em>required</em> when creating new records. <em>It must match an existing Product Class. </em><ul><li><span style="color: rgb(255,0,0)"><strong>Once a Product record is created, the Product Class can not be changed.</strong></span> </li> <li>Navigate to <strong>Administration ➤ Product Classes</strong> and click <strong>Show All</strong> to find the Product Classes that you can use on your import file.</li> </ul> </li> <li><strong>Default Type Override: </strong>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. <ul><li><span style="color: rgb(255,0,0)"><strong>Once a Product record is created, the Product Type can not be changed.</strong></span> </li> <li>If you want to import specific types of Products, you can do so by using one of these five Product types here:<ul><li>Assembly</li> <li>Freight</li> <li>Inventory</li> <li>Kit</li> <li>Non-Inventory</li> </ul> </li> </ul> </li> <li><strong>ID:</strong> This field is not used for creating new Product records. It can be used as a key when choosing the <strong>Update Existing Records</strong> option.</li> </ul>Manual Importing & Exporting Data -
Updated on: Jul 20, 2022
Inventory Levels for Purchase Orders
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Updated on: Jul 20, 2022
Inventory Levels for Sales Orders
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Updated on: Jul 18, 2022
Void Ord-BO and Reopen the Backorder
Manual Accounts Receivable | Sales -
Updated on: Jul 14, 2022
EasyPost - Batch Shipment Setup
Manual Software Integrations