Recent Updates

  • Updated on: Apr 17, 2020

    Big Commerce - Products & Inventory

  • There are several methods of connecting to your AcctVantage system remotely. These methods range from minimally complicated and inexpensive but sometimes slow, to complex and expensive, but much faster.

    Virtual Private Network (VPN): VPN is typically accessible through your computer’s operating system, commonly incurring no extra cost. The exact steps for setting it up vary from one operating system to another. Search Google for “virtual private network” and the name of your operating system (e.g. Windows or Mac OS) to get the most appropriate step-by-step directions on setting this up. The disadvantage of using VPN to connect remotely is that it can be slow.

    Remote One-to-One connection: Applications such as TeamViewer or LogMeIn enable a remote user to connect to a machine physically located on the home network. The user controls applications on the remote computer. The advantage this provides over using VPN alone is that all of the usual communication that takes place between the Server and Client is over the local network. The data which travels over the internet to the remotely connected user is merely screen images, which can be transmitted very quickly. The disadvantage is that for each user connecting remotely, a machine on the home network must be dedicated to their exclusive use. This can be an excessive use of hardware resources.

    Remote Desktop Services (Windows) or Apple Remote Desktop (Mac): A function built into the operating system. A single machine running on the local network can serve multiple remote connections, depending on licensure. No data is transmitted, only images, so the speed is much faster. The advantage of using Remote Desktop over TeamViewer is that only one computer on the home network must be dedicated to the remote users.

    Back to My Mac: This service is only available to Mac users who have an Apple ID. It uses iCloud to facilitate the remote connection and requires the same iCloud account to be used on both computers.

    Third party hosted service: A 3rd-party vendor, such as Citrix can provide a hosted solution to enable many users in multiple locations to connect to a single AcctVantage Server seamlessly. This is the most expensive and complex solution, but may be most appropriate if there are large numbers of users in several different remote locations. Speed is similar to using Windows Remote Desktop.

  • There are several methods of connecting to your AcctVantage system remotely. These methods range from minimally complicated and inexpensive but sometimes slow, to complex and expensive, but much faster.

    Virtual Private Network (VPN): VPN is typically accessible through your computer’s operating system, commonly incurring no extra cost. The exact steps for setting it up vary from one operating system to another. Search Google for “virtual private network” and the name of your operating system (e.g. Windows or Mac OS) to get the most appropriate step-by-step directions on setting this up. The disadvantage of using VPN to connect remotely is that it can be slow.

    Remote One-to-One connection: Applications such as TeamViewer or LogMeIn enable a remote user to connect to a machine physically located on the home network. The user controls applications on the remote computer. The advantage this provides over using VPN alone is that all of the usual communication that takes place between the Server and Client is over the local network. The data which travels over the internet to the remotely connected user is merely screen images, which can be transmitted very quickly. The disadvantage is that for each user connecting remotely, a machine on the home network must be dedicated to their exclusive use. This can be an excessive use of hardware resources.

    Remote Desktop Services (Windows) or Apple Remote Desktop (Mac): A function built into the operating system. A single machine running on the local network can serve multiple remote connections, depending on licensure. No data is transmitted, only images, so the speed is much faster. The advantage of using Remote Desktop over TeamViewer is that only one computer on the home network must be dedicated to the remote users.

    Back to My Mac: This service is only available to Mac users who have an Apple ID. It uses iCloud to facilitate the remote connection and requires the same iCloud account to be used on both computers.

    Third party hosted service: A 3rd-party vendor, such as Citrix can provide a hosted solution to enable many users in multiple locations to connect to a single AcctVantage Server seamlessly. This is the most expensive and complex solution, but may be most appropriate if there are large numbers of users in several different remote locations. Speed is similar to using Windows Remote Desktop.

  • Updated on: Apr 06, 2020

    Auto Purchase Orders - How To Process

    First, a description of how Auto PO works and then we'll get to the "how-to" part of the article...

    Manual Purchasing
  • Updated on: Apr 03, 2020

    Export the Auto Purchase Order data

    Manual Purchasing
  • Updated on: Apr 01, 2020

    Lot Locking

    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.
  • Updated on: Mar 24, 2020

    Web Enabled Devices

    AcctVantage Mobile features are compatible with modern web browsers running on virtually any desktop or handheld device. There are hundreds of variations of web enabled devices available today: phones, tablets, desktop and laptop computers, net books...It would be nearly impossible to test them all.  The list below is by no means a definitive guide; it is simply a list of what we used in our testing environment.

    • Windows 10 with Chrome
    • Mac OS 10.9-10.12 with Safari and Chrome
    • iPad (2-4) with SwipeTrack, Safari and Chrome
    • iPod Touch (iOS9.3) with SwipeTrack, Safari and Chrome
    • iPhone 5s (iOS10.1.1) with SwipeTrack
    • iPhone 6 (iOS 10.1.1) with SwipeTrack and Safari
  • Updated on: Mar 24, 2020

    AV Mobile User Access

    Access to AV Mobile features is controlled via the AcctVantageERP  > User Access Levels screen. Mobile and AV ERP Client permissions are the same...if the user has access to a function via AcctVantage Client, she also has access via a web enabled device.

    The same user name and passwords are used for AV Client and Mobile.

  • Updated on: Mar 24, 2020

    Product Allocation

    The Allocation process allows you to assign specific Inventory items to various "consumers" of Inventory. These assignments do not affect stock quantities or automatically fill orders. Allocation is only a tool to help with planning between Orders and Inventory. This can be very helpful with managing high volume products that are often out of stock (i.e. Back Orders.)

    An Allocation is made up of two components, a Source and a Target.

    • A Source is a location where the stock is coming from and includes Quantity On Hand, Quantity on PO, and Quantity In-Transit.
    • A Target is the destination to where the Source is being assigned and includes Sales Orders, Back Orders, Work Orders and non-shipped Warehouse Transfers.

    There are two ways to run the Allocation process; Manual or Automatic.

    Note: Allocations can only link Sources and Targets that are located in the same Warehouse. There are no cross-Warehouse Allocations.