Acctivate

The setup of separate database for other companies.

View data quickly via a dashboard with standard & configurable widgets that raise critical awareness to business operations at a convenient, visual level.

Dashboard for visualizing inventory data and metrics.

Tools for forecasting inventory needs and demand.

Purchase inventory strategically with readily available data in user-friendly formats, i.e., reports.

View order progress snapshots and perform batch fulfillment actions to handle all orders transparently and quickly from one spot.

Inject clarity & speed into the entire sales order process from prospect through sale to customer service & track the orders throughout for smooth processing and completion.

Maintain accurate inventory levels with automatic low stock alerts & instant reordering for each warehouse with the ability to consolidate purchase orders by vendor.

Manage credit & collections efforts proactively with full visibility and control of all operations + tools, i.e., alerts of credit held customers & overdue invoices.

Track & manage business activities related to customer service and support to maintain records and follow-up accordingly and in a timely manner.

Manage any number of contacts and customers with detailed data for relationship management.

Import and export data capabilities.

Cloud-based inventory management capabilities.

Features tailored for wholesale distribution operations.

With the foundation of the solid database technology of Microsoft SQL Server designed for growing companies, data is secure, capacity is optimized and usage of data is flexible.

Support for multiple currencies in transactions.

Manage bill of materials, kitting, and assembly operations.

Handle the production process for how you manufacture: discrete, process, refurbish, remanufacture or custom.

Support for process manufacturing operations.

Barcode scanning and mobile capabilities for warehouse operations.

Increase accuracy and speed with mobile receiving, picking & inventory management via mobile barcoding devices.

Monitor and track business activities across the organization.

Stay apprised to pertinent info to be proactive and take action on business activities, reorder needs, customer credit, sales orders, POs, etc.

Streamline drop shipping with instant sales order creation for each drop ship vendor to complete orders for your customers. Also, designate product as special order to not affect stock and consolidate multiple orders with special order items for multiple customers into a single purchase order per vendor.

Deliver superior customer experiences from quote to fulfillment to delivery to continued customer service for all sales channels, i.e., in-store, over the phone, eCommerce & EDI.

Complete order fulfillment capabilities.

Process credit card & eCheck payments with Acctivate's preferred merchant, Fiserv. Get the best rates with Level 3 data and support for in-person credit card processing with Clover Flex terminals.

Tools for managing and optimizing pricing.

Price per customer for an individual product or products as negotiated, maintain contract pricing and utilize upcharge & discount capabilities.

Assign, manage & track any activity, issue, follow-up, event or project throughout the company. Also, manage projects related to warranty and service work with tools for scheduling & consolidated billing for labor and materials.

Complete purchasing and procurement management.

Access ready-to-use, filterable reports & documents with thorough and summarized forms of live data for all sides of the business, i.e., sales, customers, products and more.

A complete repository of up-to-date sales & purchasing transactions.

Comprehensive reporting and analytics capabilities.

Support for retail counter and point-of-sale operations.

Increase probability of gaining new business with instant sales quotes and estimates + professional templates for printing & emailing quotes directly from the system.

Service and warranty management capabilities.

Track and trace lot and serial numbered products from origination to production to fulfillment within minutes.

Product traceability and tracking capabilities.

Track inventory in any location within warehouses, plus optimize picking & boost productivity with a warehouse layout tool and pick lists.

Boost warehouse operations with streamlined count and transfer capabilities.

Support for any number of physical and/or virtual warehouses to stock, sell, transfer, and track inventory.

Complete warehouse management functionality.