Acctivate Inventory
Management Software

Acctivate is a comprehensive inventory management solution designed with growing businesses in mind. Whether you’re just starting out or scaling up, our software works seamlessly with QuickBooks to help you streamline operations and improve overall efficiency.
ABOUT ACCTIVATE

Acctivate Inventory Management Software: Software That Grows with Your Business

Acctivate is more than just an inventory management tool; it’s a growth-focused solution that adapts to your unique business needs. With features for inventory control, purchasing, and order management, Acctivate integrates with QuickBooks to provide you with the insights you need to make informed decisions. Our user-friendly interface makes it easy to track your products, manage orders, and oversee multi-channel sales. Plus, with powerful reporting and real-time dashboards, you’ll have a clear view of your operations at your fingertips. At CAI, we believe in supporting your journey toward success—and we know Acctivate can help you get there.
Acctivate Plan Options
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ACCTIVATE BENEFITS

Transform Your Inventory Management with Activate

Streamline your operations with Acctivate, your go-to inventory management software that integrates with QuickBooks. Our platform provides real-time visibility, improves inventory accuracy, and empowers your business to scale efficiently without the hassle of switching systems.

Save Time & Money

Automate tedious tasks so your team can accomplish more in less time while significantly reducing operational costs.

Gain Real-Time Insights

View inventory, production orders, and sales orders in real time to improve accuracy and efficiency across your business.

Enhance Visibility

With all critical information accessible in one place, Acctivate provides the visibility you need to make informed decisions throughout your operations.
Elevate your business with a platform built to streamline inventory management and help you scale without the headaches.

Acctivate is a no-brainer because it is the only software out there that has all these features and also integrates with QuickBooks.

KIND

ACCTIVATE FEATURES

Acctivate Software Features: Everything Your Business Needs in an Inventory Management System

Monitor & track inventory across all warehouses in real-time and know exactly when to reorder.

Unlimited Products

Manage any product quantity in real-time, at any location and across all sales channels, with room for expansion.

Landed Cost

Calculate true cost of goods sold by including additional costs beyond purchase price, including duties, taxes, VAT, government fees, freight, shipping, and insurance.

Lot & Serial Number Traceability

Quickly track & trace lot and serial numbered products from source to fulfillment for recalls, quality control, warranties, and more.

Advanced Costing

Track and control inventory costs across all opeations with Average, Standard, LIFO, FIFO, & Actual costing method options.

Multiple Units of Measure

Stock in one unit of measure and sell, buy, and/or package in another, like case, box, or dozen.

Overstock & Demand Analysis

Purchase inventory strategically with easy-to-use formated data and actionable insights.

Purchase Orders & Reorder Automation

Maintain accurate inventory levels across all warehouses with automated low stock alerts and seamless reordering.

Manufacturing / Assemblies

Handle the production process for how you manufacture: discrete, process, custom, refurbishing, or remanufacturing.

Optimize receiving, picking, packing, and shipping to streamline warehouse operations and boost efficiency.

Multiple Warehouses

Manage inventory across unlimited physical and/or virtual warehouses with support for stocking, sales, transfers, and tracking.

Advanced Bin-Location Control

Track inventory within warehouse locations, optimize picking, and boost productivity with a warehouse layout tool and pick lists.

Inventory Counts & Transfers

Boost warehouse operations with efficient counting and transfer processes.

Mobile Warehouse Management

Enhance accuracy and speed with mobile barcoding for receiving, picking, transfers, assemblies and inventory counts.

Deliver exceptional customer experiences across all sales channels—from quote to fulfillment, delivery, and ongoing support, whether in-store, over the phone, through eCommerce, or via EDI.

Quotes/Estimates/Templates

Create professional sales quotes and estimates instantly, with templates for printing or emailing directly from the system.

Order Manager

Monitor order progress and perform batch fulfillment actions transparently and quickly from a centralized interface.

Web Store Integration

Integrate web store operations via eCommerce platforms, i.e., Shopify, WooCommerce, and BigCommerce, with the rest of your business to manage inventory availability, order tracking & customer service.

EDI Management

Handle sales & 3PL transactions to big box retailers with fully-integrated, compliant & automated EDI solutions.

Order Entry & Workflow Automation

Simplfy the sales order process from prospect through sale to customer service, ensuring smooth tracking, processing, and completion.

Custom Kitting

Sell product as a single unit composed of multiple components, which is made on demand when ordered.

Drop Ship & Special Order Management

Streamline drop shipping with instant sales order creation per vendor, and consolidate special orders for multiple customers into a single purchase order per vendor to not affect stock.

Shipping Integration

Optimize shipping with integrations to carriers like FedEx, UPS, USPS, and DHL, plus shipping solutions like ShipStation.

Organize customer information and track communications, sales activities, and customer-specific pricing to strengthen customer relationships.

Unlimited Contacts & Customers

Manage multiple contacts and customers with detailed data to enhance relationship management.

Payment Management

Process credit card and eCheck payments through Acctivate’s preferred merchant, Fiserv. Enjoy competitive rates with Level 3 data and support in-person credit card processing using Clover Flex 3 terminals.

Credit & Receivables Management

Proactively manage credit and collections with full operational visibility and control and tools like credit hold and overdue invoice alerts.

Invoice & Purchasing History

Access a comprehensive repository of up-to-date sales and purchasing transaction records.

Customer Service & Support Ticket Management

Track and manage customer service activities and support tickets to maintain records and ensure timely follow-ups.

Customer Specific Pricing

Customize pricing per customer for individual products and negotiated contracts; and utilize upcharge and discount capabilities.

Acctivate provides macro and micro views of company data, simplifying decision-making to drive growth, profitability, and long-term success.

Microsoft SQL Express

Secure your data, optimize capacity, and gain flexibility with Microsoft® SQL Server, a robust database technology designed for growing businesses.

Reporting

Access 100+ ready-to-use, filterable reports and documents with live data from all areas of your business, Create custom reports with Crystal Reports integration for tailored insights.

Customizable Dashboard

Quickly access data via a dashboard featuring standard and configurable widgets that provide a visual overview of key business operations.

Lists & Timelines

Stay informed with a centralized hub for products, transactions, vendors, and purchasing, highlighting historical and active data alongside strategic insights.

QuickBooks Integration

Seamlessly extend QuickBooks Desktop and QuickBooks Online capabilities with Acctivate’s bi-directional sync for advanced inventory and business managment.

Innovative Software Solutions: Your Pathway to Overcome Challenges

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CASE STUDIES

See How Businesses Are Thriving with Acctivate

PG Professional Golf

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PG Professional Golf

Summertime Potato Company: Quality and Service First

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Summertime Potato Company

AP Tech Group

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AP Tech Group

Betty Dain Creations: Decades Old and Still Growing

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Betty Dain Creations

Rich Jersey

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Sugar ‘N Spice

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Sugar 'N Spice

Silver Ships

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Hawaii Nut and Bolt

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Hawaii Nut and Bolt

Lee’s Decorative Showcase

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Lee's Decorative Showcase

JS Royal Home

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JS Royal Home
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FAQs

Acctivate Inventory Management Software FAQS