About Acctivate Inventory Management
A real-time inventory management and high-volume order fulfillment add-on solution for growth-focused businesses using QuickBooks.
The setup and learning curve were very reasonable, daily use and upkeep is easy.
It is also difficult when you want to edit a product when you make a mistake you will need to close the program and opend it all the way again because it does not let you continue with your work.
Filter reviews (109)
Filter reviews (109)
Excellent Software for a small company
Comments: We started using ACCTivate in 2010 as an inventory add-on to Quickbooks. We have very much appreciated all the software had to offer. We have modified the system somewhat over time to fit our needs. We also had some custom reports created for us that have worked very well. Very pleased with the software and the support team.
-Very intuitive product -Easy to learn -Highly functional -Crystal report software for reporting is easy to learn and use to customize your reports -Very flexible system
-Original Reporting is lacking. Custom reports are available or can be made by a third party -Very occasional issues syncing with Quickbooks
4 years ago
Hi Ruth, Thank you for sharing your feedback. It is great to hear all you have gained and the growth in your nine years of using Acctivate. Kind Regards, Erica Avila
Comments: We have been using it for 6 years now. There was a bit of a learning curve. Once sorted out, we can order receive, pick and sell our product with ease. Database size has been a bit of an issue and Intuit file size management grows quickly. Great product for a mid size business.
Acctivate brought us up to todays technology in product Inventory and sales control, at a reasonable price.
The lack of Vendor control, and Vendor Options make things hard. Doing a Daily Sync with Quickbooks does not come with out issues, and tax rounding is Canada is a large issue. We do have SOP's in place to administrate these short falls.
Can't function with Acctivate
We bought Fishbowl inventory in 2017 and returned it within a month. And then spent considerable time looking at options and reviewing them. We spend days and days with Acctivate before buying. And then we bought it. It took three or four months to get us to an 'active state'. At which point we discovered that the entire way we setup our product structure would not work. So we started over and now, 12 months after purchasing, we have finally invoiced the projects from November of 2017.
We have posted over 100 requests in the online help system and with a few exceptions been told that our ideas are not applicable to their users.
We have made the decision to not to renew our maintenance plan.
And Acctivate was not interested in extending our plan for a few more months give the total disaster we have had implementing it.
We did consider it affordable and the yearly maintenance costs reasonable given the platform.
However, we have spent lot of money on labor to get the system implemented AND still had to hire an outside consultant to build custom routines to be able to get reports that answer basic stocking questions. We continue to find the interface prevents you from being able to make smart decisions at the moment you have to (when you can see the data) and is wholly lacking for a system with as much data as it has. We can not say strongly enough that you should really consider your options before moving forward with Acctivate.
Lot's of handholding during setup. Possibly considered affordable - unless you count your time. At this point - not much - We have fought for a year to get the system online.
Lack of respect for the ideas and needs of customers It hides important information needed to make decisions in the windows where you need to make decisions. It doesn't auto update backorders A huge list of other items.
Acctivate Inventory Management works well suits our needs
Comments: Very please with our choice
The setup and learning curve were very reasonable, daily use and upkeep is easy
The dashboard needs to be more user friendly to setup and use (sizing and placing the report boxes is awkward) Some dropdown menus are not intuitive, but once learned easy to navigate
Excellent for the Price!
Comments: We were able to greatly improve visibility of our performance allowing us to focus resources in the areas that needed help. The quality and consistency of our output also improve dramatically. Probably the one area that had the most drastic improvement has been our warehouse. The ACCTivate our inventory is the most accurate it has ever been and order processing accuracy has also improve dramatically with the use of the mobile scanners.
Software is filled with many intuitive features that cover a wide variety of of business uses in everything from order processing to inventory management. Inventory management includes ability to manage using bins and multiple physical or virtual warehouses. This is a strong feature for an application in this price range. The ability to create custom fields in virtually every section of the software helps resolve many challenges, and the fields are, in most cases, can be made to appear in reports. Has a great order management module that can be customized for specific views and allow for both visibility and batch management of open sales order. Mobile/handheld support allowed our warehouse to switch from manual to scanned picking, which greatly improved accuracy and accountability. Software supports ODBC connectivity which provide a solid work around for the software's lack of strong out-of-the-box reports (see below) In conclusion, if you are a small to mid-size business that has outgrown Quickbooks, you really cant go wrong with ACCTivate. So long as your Quickbooks data is clean and organized, migration is quick and painless.
Out of the box reporting is a bit limited depending on your needs. Very basic reports are fine and they are accurate, but if your business has complex or custom logics by which you evaluate performance, you will need to hire a report writer (Crystal Reports) to build your report templates. No real audit trail tracking/reporting so seeing who did what can be a challenge. Lacks ability to restrict certain permissions that can lead to accidental or deliberate manipulation of data resulting in order processing errors.
6 years ago
Gabriel, your feedback is greatly appreciated. We are happy to hear about the improvements across your business after implementing Acctivate, especially the visibility & productivity gains that have allowed you all to focus on the work at hand. We also continually strive to learn what businesses need and how we can enhance our software, so it is also good to know about reporting and permission based needs. - Dakota
Adequate, But Far From What It Could Be
Comments: Acctivate is a reasonably decent inventory management and customer service package. Expect to make significant investments in custom reporting and form layout in order to make the program work best for your company.
Inventory tracking features are pretty solid.
The reporting features in Acctivate leave a lot to be desired. We have had to spend a great deal in custom report programming to get information that is useful and thorough. It is obvious that the people who wrote this software do not use it daily in a real world situation. Many features are far from intuitive, and the program can be quite buggy. Alterity has also been unresponsive to suggestions that would greatly improve efficiency such as the ability to sort sales orders in SKU order, and the ability to import purchase orders.
Very Reliable and Easy To Use
Acctivate is perfect for QuickBooks users that need a better inventory and sales order process. It is a bolt on product. You just "sync" it whenever you want to have QB and Acctivate talk to each other. It makes managing inventory really easy- and gives you a ton of room and vendor history so you can manage your costs. It also makes price updates really easy. Initial integration is easy- all of the details are handled by Acctivate thru remote sign in on your first day. I suggest to have an IT person in house just to handle the small details- so you can concentrate on your business. I decided to go with Acctivate 5 years ago and have been Extremely Happy with this product. It is easy to use and is based on Crystal Reports - which means that you can get just about any report made - so you can get the specific dash boards you want or reports you want. Your employees will like using this product as well. My employees were using this by 10AM the morning we installed it. Once you have this product 90% of the time you will be operating out of Acctivate. You only use QB for the Book Keeping for the most part. Inventory control and unique inventory situations are easily handled by Acctivate. Overseas shipments or Lead Time Inventory is not a problem- Acctivate has a solution for this. Your Pack Slip, Sales Orders and Invoices will look a lot better with this product. If this product doesn't pay for itself in 1 year or less- I would be very surprised. Excellent Product.
I dont have any complaints. After an initial set up- i do suggest using a 3rd party for special reports. But you dont have to do this. Activate can help you if you want work with them. I just like having a 3rd party vendor - but i make a ton of reports. Acctivate comes with enough reports to run your business.
Acctivate has some powerful features for the price
Comments: There are many Pro's and a few Cons for each module Acctivate produces. I do enjoy their proactive webinars and online video training access. I also like we have a training company with our data that allows our new users to learn without making costly errors we need to reverse. The sales system has many options to sell a product from multiple warehouses and at custom customer defined prices using Product pricing matrices. Importing pricing from excel spreadsheets is not a big chore with saved templates Acctivate manages. We have used Acctivate since 2006 and our business has grown and yet at the same time, computer hardware, online cloud storage and major version changes from 6.0 have occurred. Being a part of the support program that has allowed Acctivate to tranform and improve has been the main reason we are still with Acctivate today. Being a key partner to Quickbooks and having these two Sequel Databases sync daily, allows me to source bookkeepers who readily trained in Quickbooks and able to spend more time on proactive analysis of our business using many standard and custom reports we have had made in Crystal reports which is the primary database query program that takes our data out and export to useful programs such as excel. One of my favorite modules is the Dashboard button which loads many crystal reports that are one page reports onto one screen and used by us daily to steer our business based on performance and reports we need to view often. Inventory management is strong, with multiple warehouse, web links and product notes can be generously added to every part number. Learning to use crystal reports to audit inventory movement can be difficult for a new user. Additional custom fields can be added such as Average Inventory turns. Acctivate does allow us to bill out our customers with masked part numbers and create a general kit with a detailed description of the work we performed without disclosing part numbers or labor. Another aspect of Acctivate I find useful is the Activity Scheduler, Alerts and Review buttons. I can generate PO's based on min/max levels or by availability and saves time. This software is still a great fit for my business.
Acctivate Inventory Software preforms well
Comments: Our inventory is able to be managed in a timely manner. Accurate inventory is key to our business.
It is easy to process orders and maintain inventory.
There are many helpful reports. However, I would like the ability to run my own queries to customize the information I need.
5 years ago
Thank you for taking the time to let us know how Acctivate is helping your business and enhancing your order and inventory management. Acctivate does provide the ability to customize the standard reports. The following help article explains how to add/change filtering criteria of any report to meet your needs - https://help.acctivate.com/articles/856/; and this video gets more in-depth on the topic -https://help.acctivate.com/webinars/std-rpts-july-17/. Our support team can also assist with slight modifications to standard reports. If you need more information or assistance on customizing reports, please reach out to them at 817-870-1311 or online at https://help.acctivate.com/requests/. - Erica
Inventory is easy with Acctivate
Comments: We were in need of an inventory software that could integrate with QuickBooks and provide a platform for our manufacturing crew to run out of. Acctivate met this need.
I love that it easily integrates with QuickBooks Enterprise. It has a lot of options that are great for manufacturers. Their on-boarding team is phenomenal; I bugged them so much and yet they always seemed so happy to hear from me!
It is expensive...BUT it's cheaper than most of it's competitors and from what I've seen, it's a better software than it's competitors. In my opinion, you get what you pay for; a great inventory software that easily integrates with QuickBooks.
5 years ago
Thank you for sharing your feedback. We are happy to hear that things are going great from the ease of use to the integration with QuickBooks and service from our onboarding team. - Erica
Acctivate Inventory Software
Comments: I think Acctivate has a lot of software updating they need to do to make this software a great use for inventory tracking.
Pros to Acctivate would be the ease of receiving inventory products and tracking where inventory items are in the process of manufacturing.
Con's to Acctivate would be it's posting and editing capabilities. Once you decide to post something in Acctivate you cannot go back and edit that post. Also if you use unearned revenue and pay a deposit on a invoice you cannot go back and edit notes on the invoice. I think this particular software is still behind in the technology world and it could be a very useful software once they work out the kinks.
3 years ago
Hi Tori, Thank you for your feedback and we understand your frustration. We are always looking for feedback from our customers for future software development. We would also like to better understand your specific case. There are ways to make changes to posted transactions and we would be happy to walk you through those options. Please reach out to our Support Team at 817-870-1311 or online at https://help.acctivate.com/form/.
For the most part acctivate is user friendly.
It is simple to use, easy to find items and customer accounts. Updating customer information is really easy to do.
Has some internal errors that happen often. Will freeze up and have to restart the program a few times a day.
6 years ago
Hi Kristen, thank you for your recent input and being candid with us. While freeze up issues are rare, we look at them closely on a case-by-case basis. Our Texas-based Support team is more than ready to help understand your specific scenario so your experience can be improved. You can call Support at 817-870-1311 or open a request at http://help.acctivate.com.
Acctivate new user
Comments: Made the move from quickbooks and dramatically sped up internal processes
Intuitive UI that is well thought out. Fantastic customer support
Report generation is sometimes slow and challenging to use
4 years ago
Hi Eric, Thank you for the wonderful review! We are happy you all chose Acctivate as your inventory and business management software and that you all are seeing major enhancements compared to your former processes. We look forward to a continued partnership with you and the entire team at Woodcraft Technologies. Kind Regards, Erica Avila
excellent company toi work with, great support, quick to response to any issue.
Comments: Excellent experience they are sharp Very experience and always helpful. They have excellent knowledge and there knowledge base is great for help.
easy to use.
Not for my shop
Comments: This product has a low learning curve and easy to set up and use. It may be good for some businesses but it is not worth the money for ours. It works great for tracking inventory and bringing completed goods into our system and tracking them through to a sale. This is where it breaks down. We are a small business and do a lot of custom goods and small run manufacturing. There's not a lot to offer for the manufacturing side of our business. For a small shop, most of the functionality of this software can be done in Quickbooks. This product still requires quickbooks for accounting as well. The yearly maintenance fee, hard to swallow for what it does for our buisness.
Easy to use and update
Many glitches and bugs Little help with manufacturing
Support team is great! Always willing to help solve any issues!
There is a learning curve but once you get going it is easier
Comments: We have definitely solved our inventory issues. Very, very pleased with the program overall
I love the sales orders, PO's and quotes. My inventory is finally understandable and notifies me when I need to re-order
It took me about a full month to fully understand the process.
5 years ago
Heather, thank you for sharing your feedback. We are happy to hear about the improvements your business has gained. - Erica
Overall good software
Reports are optimized to run quickly with large database.
Limited ability to add detailed cost information to a product. Would like to have better CRM functions. Very poor support communications.
Overall, we have seen the benefits of inventory counts and integration with Quickbooks
Pros: Ease of use and training for other employees. Overall this is a good product and I would recommend for inventory management.
Cons: Real time quantity available while making assemblies to know if you have enough product to build your assemblies.
Ability to add vendors in acctivate would be helpful. To have the
ability to see workflow on assemblies in progress on alert screen.
I would like to see adds to control shop floor movement of materials related to manufacturing, via being able to team members sign in and out of jobs.
Does what you need ...
Comments: My ideal answer would have been middle of the road. For the cost of inventory software Acctivate does what you need it to, but not always easily. Each additional module cost another $1000 to $1500+. It is fair cumbersome to get the right report at first until you learn Crystal Reports filtering and you can't modify or personalize reports with out purchasing Crystal Reports. Import Export options can be clunky it is all a learning curve. Syncs fairly well with Quickbooks, fairly easy to learn.
Comments: Acctivate is a great product that makes our business run pretty smooth. Great customer service as far as tech support goes, but one thing i wish you guys did better was product training, i haven't really had the best experiences with the third party consultants that do the t raining, they charge way to much for not much valuable info. I got more info off your help site, but it's much easier to be trained by someone that knows what they're doing. Other than that, it's pretty good overall!
Customer Services is outstanding
Comments: When working with so many software vendors; you dread picking up the phone or sending that email because you know you will get the run around no matter how thorough you are with your description. Not with Acctivate support! They have worked with us as the business model changed for our client. Support staff have been professional and helpful throughout our relationship! They are here to support us in the beginning and 3 years later!
Moving in the right direction
Comments: We've had some new bugs and changes we did not like in version 10, but overall it was an improvement on an already excellent product. Specifically, changes to the display of Totals on Sales Orders and some trouble with changes to Invoicing w/credit cards have cause some headaches. Other bugs we have seen are so far non-reproducible. The new UI overhaul, consolidation of some tabs, etc are all great changes
Acctivate review from a consultants view.
The software flexibility is the best thing about this product. If you work with someone who really knows this product then they can can help you with a solution that will help your business achieve the best results. The software is the best on the market that will allow you to remain in QuickBooks. Additionally, the fact that it leverages SQL and Crystal Reports makes it a truly good value.
I would like the ability to customize screens and I wish that it had API's for other connections.
Inventory and POS software
Pros are it does well with POS and Inventory data
Cons the reports are difficult to change to get the data we need specifically. I like speaking to a person to communicate an issue/problem to get it solved immediately. (Acctivate sends emails or auto responses) Time is money to us. You cannot split payments at POS, (If someone pays with cash and Credit Card)