Recent Updates
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Updated on: May 28, 2024
Shipping Exchange
Third-party shipment-tracking software (e.g. ReadyShipper, Starship, NRGship) can be integrated with AcctVantage by configuring the Shipping Exchange function in System Setup. This article addresses the process from the point of view of AcctVantage. For assistance with installation and use of 3rd party shipping software you should contact your vendor for tech support.
To use UPS Worldship you must obtain a middleware product called Crossware, which is available free of charge from your UPS rep. For FedEx, AcctVantage is part of their "code library" and your rep can download integration code to install at your site. You may also download the complete reference guide on Starship; the detailed appendices are applicable to any third-party shipping product that uses the ADE (automated data exchange) process.
In short, these programs communicate with AcctVantage by passing files back and forth in a folder on the Server computer. A file named ADEOUT is placed in the folder by the shipping software. AcctVantage picks up the ADEOUT file and places a file named ADEIN into the same folder.
Manual Accounts Receivable / Sales -
Updated on: May 28, 2024
AcctVantage ERP Server Install Instructions (Windows)
These instructions are only relevant to install the incremental AcctVantage releases (i.e. updating from 2013.0.0.0 to 2013.0.0.1)
*If you are upgrading from AV 2015 (or prior) please contact us at 828-692-3301 or [email protected]
Manual Administration -
Updated on: May 28, 2024
AcctVantage ERP Server Install Instructions (macOS)
These instructions are only relevant to install the incremental AcctVantage releases (i.e. updating from 2013.0.0.0 to 2013.0.0.1)
*If you are upgrading from AV 2015 (or prior) please contact us at 828-692-3301 or [email protected]
Manual Administration -
Updated on: May 21, 2024
Video: Create a Pivot Chart in Excel using AcctVantage Data
Manual All Video Tutorials -
Updated on: May 15, 2024
Lead Sources
A Lead Source is a method for getting new Clients (e.g. an advertisement in a periodical publication, a trade show, telemarketing or a radio or TV commercial). In AcctVantage, the Lead Source area allows you to analyze how your marketing strategies are working. When entering new Prospects/Clients or Sales Orders, you can associate them with Lead Source you have defined. Then you can run a report on the Lead Source and quickly determine their effectiveness.
Manual Accounts Receivable / Sales -
Updated on: May 03, 2024
How To Enter and Process Deferred Revenue Sales
Manual Accounts Receivable / Sales -
Updated on: May 02, 2024
Deferred Revenue Setup
Deferred Revenue gives you a way to record an invoice, including payment, prior to shipping product to your customer. Unlike a deposit on their account, a deferred revenue process ties the client's pre-payment to a specific sale/invoice.
Manual Accounts Receivable / Sales -
Updated on: May 01, 2024
Deferred Revenue FAQ
Manual Accounts Receivable / Sales -
Updated on: May 01, 2024
Print/Export an A/R Aging Report
Manual Accounts Receivable / Sales -
Updated on: Apr 09, 2024
Lock an Inventory Lot
☆ NEW FEATURE for AV 2015.1.1.2 ☆
The Lot Locking feature allows users to "lock" specific Inventory Lots and remove those units from available inventory. For example, instead of setting up an "in transit" warehouse, you can receive inventory into the main warehouse, lock those units, and then release the lock when units arrive. Another example would be to lock the units associated with a Credit Memo until they've passed a QC inspection.
- Locked Lots will not be displayed for either Sales Order Fulfillment or Warehouse Transfer Fulfillment. Inventory can not be drawn out of stock from a Locked Lot.
- The History section of a Locked Lot will display: User/System, Date, Time, Username, Note/Reason.
- The system also has the ability to lock a Lot. The system will lock a Lot only if the remaining quantity is smaller than the smallest Unit of Measure.
- Typically this will only happen if:
- (A) you are selling fractional units of your default Unit of Measure
- AND
- (B) your default UM is not the smallest UM that you sell
- Example: Let's say we are in the business of selling footballs and the default UM is a Case (which contains 12 footballs). Whenever we issue a PO we are ordering by the Case and we keep track of our inventory by the Case but we have also defined an Each as 1 football. If you sell each unit on its own then you are only selling 0.0833̅ of a Case at a time (i.e. 1/12). After all 12 footballs are sold there will be 0.004 units left in the Lot. Obviously it's impossible to sell a fraction of a football, so a Lot containing less than the smallest UM will be locked by the system.
- Typically this will only happen if: