Recent Updates

  • Updated on: Jul 24, 2018

    Product Inventory Tab

  • This lesson will detail how to email a Purchase Order to your Vendor.

    Note: Each User can be set up to send Email using either an SMTP server or Apple Mail.

    Manual Sales
  • Updated on: Jul 19, 2018

    Customer Care Program

    We often get questions about the difference between Technical Support and Consulting. People wonder, "Where's the line?" or "How do I know when I've crossed it?" Given that Technical Support is covered by your CCP membership and Consulting is billed by the hour, these are important questions!

    • Technical Support helps you to understand why the software is doing what it's doing or reproduce any error condition you may encounter so we can get it on our fix list.
    • Consulting covers anything else, like creating reports, anything to do with custom scripts, helping you learn how to use the software (i.e training), or helping you figure out how to best utilize the software in your business, among many other things.

    That said, here are our official definitions and policies:

  • Updated on: Jul 19, 2018

    Tech Support vs. Consulting

    We often get questions about the difference between Technical Support and Consulting. People wonder, "Where's the line?" or "How do I know when I've crossed it?" Given that Technical Support is covered by your CCP membership and Consulting is billed by the hour, these are important questions!

    • Technical Support helps you to understand why the software is doing what it's doing or reproduce any error condition you may encounter so we can get it on our fix list.
    • Consulting covers anything else, like creating reports, anything to do with custom scripts, helping you learn how to use the software (i.e training), or helping you figure out how to best utilize the software in your business, among many other things.

    That said, here are our official definitions and policies:

  • Updated on: Jul 17, 2018

    Vendors

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

    Notes about special fields:

    • Vendor Name: This field is required when creating new records. It can also be used as a key to lookup Vendor records when choosing the Update Existing Records option.
    • ID: This field is not required. It can be used as a key to lookup Vendor records when choosing the Update Existing Records option.
  • Updated on: Jul 17, 2018

    Products - Bill of Materials

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

    Notes about special fields:

    • Kit or Assembly Part Number: This field is required whether creating a new BOM or updating the existing BOM.
    • Component Part Number: This field is required whether creating a new BOM or updating the existing BOM.
    • Component Quantity: This field is required whether creating a new BOM or updating the existing BOM.
  • Updated on: Jul 17, 2018

    Introduction to the Import Wizard

    The Import Wizard allows for import of XLS files directly into AcctVantage. With this tool you can create and/or update records for a number of supported tables. We’ve made it easy to map your import file to matching fields in the system. We've also indicated which fields are required and which fields need special consideration.

    Each table allows for import of new records in the database. As records are created, AcctVantage will validate the data, ensure that all required fields are included and report back to you if there are any problems. A log file is created containing any rejected records. Simply correct the mistakes and re-import the rejected records directly from the error log file.

    Some tables have an Update Existing Records option. When using this option, the system will attempt to match records based on the chosen key "lookup" field. If a matching record is found in AcctVantage, the data on your import file will overwrite/update the existing record. If no match is found, a new record will be created.

    Please refer to these articles for detailed instructions about each import:

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

  • Updated on: Jul 17, 2018

    Clients

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

    Notes about special fields:

    • Client Name: This field is required when creating new records. It can also be used as a key to lookup Client records when choosing to Update Existing Records.
      • If you're importing a Client with a first and last name, then this Client Name field should contain the Client's Last Name. There is a separate field for First Name.
    • Telephone Main: This field is required when creating new records. It is not required when choosing to Update Existing Records.
    • ID: This field should be left blank when creating new records. It should only be used as a key to lookup Client records when choosing to Update Existing Records.
    • Relation: If this field is left blank when creating new records, then it will be pulled from the Client Defaults that are set in: Administration ➤ System Setup ➤ Sales & Purchasing. There are ONLY two possible Client Relations allowed:
      • Client
      • Prospect
  • Updated on: Jul 17, 2018

    Contacts

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

    Notes about special fields:

    • Client / Vendor: This field is required. There are 2 possible options to enter on the import file:
      • Client
      • Vendor
    • Client / Vendor Num: When updating records, either this field or the Company Name field are required in order to match the Contact to the appropriate Client or Vendor record.
    • Company Name: This field is required when creating new records. It must match an existing Client or Vendor Name. It can also be used as a key (in combination with the Contact Last Name) to lookup Contact records when choosing the Update Existing Records option.
    • Company First Name: This field is required when creating new records if the Client or Vendor record is using the First Name (The) field.
    • Contact Last Name: This field is required when creating new records. It can also be used as a key (in combination with the Client/Vendor Name) to lookup Contact records when choosing the Update Existing Records option.
    • ID: This field should be left blank when creating new records. It can be used as a key to lookup Contact records when choosing the Update Existing Records option.
  • Updated on: Jul 17, 2018

    Contacts - Telephone Numbers

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

    Notes about special fields:

    • Client / Vendor: This field is required. It is used to indicate if the Contact record being imported/updated is related to a Client or Vendor record. There are 2 possible options to enter on the import file:
      • Client
      • Vendor
    • Company Name: This field is required in order to properly match the Contact. It must match an existing Client or Vendor record.
    • Contact Last Name: This field is required. It must match the Last Name of an existing Contact record.
    • Phone Number: This field is required.
    • Contact First Name: This field is recommended when creating new records. It would be 100% necessary if you have a more than one Contact with the same last name who works for the same company.