Choose a topic:
henever you take an action that involves a charge or a credit to a customer account, Λctiv8 Manager creates a transaction record in the database. The Transaction list displays all of these records, and you view and edit the details of individual transactions by opening them in the Transaction – Data Entry dialog.
We can describe transactions in three main groups:
Sales orders comprise club sales, from either your defined club packages or customer selections, and single retail sales from inventory. “Shopping cart” and event-cart sales also generate sales order transactions.
Wholesale transactions are those with distributors, resellers, restaurants, and the like.
Other transactions include shipping-only transactions, gift memos, and sales incentives for your staff and employees.
You can view any selected customerʼs transaction history from the Customer list, and for sales analysis and marketing purposes you can track the source of transactions.
Finally, if you use QuickBooks Accounting, Manager can export transactions directly to it.
In the Transaction list, the Actions menu contains commands for working with transactions:
Compliance: Commands for exporting inventory and transactions to ShipCompliant.
Shipment: Numerous commands for shipping transactions
Transfer Invoices/Sales/Credits: For synchronizing with QuickBooks Accounting
Update Transaction Data: Change Subtype and Status of multiple records