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Search Results for “import data”
372 articles found
Exporting Inventory Stock Levels
How to export current stock quantities from AccuArk by location, including available columns, location filtering, and practical uses such as physical inventory worksheets and stock corrections.
Exporting Serial Numbers
How to export serial number records from AccuArk by location, including available columns, location filtering, and practical uses such as auditing and inventory verification.
Exporting CRM Deals
How to export your CRM deal records from AccuArk to a CSV file, including which columns are included and common uses for pipeline analysis, reporting, and backup.
Exporting Categories
How to export your inventory category structure from AccuArk to a CSV file, including parent-child relationships, and common uses for templates, reorganization, and backup.
Enabling Serial Tracking on Inventory Items
Step-by-step guide to enabling serial number tracking on inventory items, understanding the Serials tab, and managing individual serial records.
Serial Numbers on Invoices
How to capture and manage serial numbers on invoice line items, including validation rules that prevent saving without required serial data.
How Long Does Setup Take?
Installation takes a few minutes per machine, and most businesses are up and running within an hour.
Why Is My CSV Showing Numbers as Text in Excel?
Excel may auto-format CSV values as text. Use the Text to Columns feature to convert them back to numbers.
Introduction to Customer Relationship Management
A complete overview of AccuArk's CRM system covering all ten customer tabs, activity tracking, sales pipeline, support tickets, task management, and the CRM dashboard.
Customer Profile and Information Tab
Detailed guide to the Customer Info tab covering all profile fields, CRM settings, credit settings, and account management options.
Managing Customer Addresses
How to manage shipping and billing addresses for customers, including adding, editing, and linking addresses to invoices.
Customer Marketing & Segments
Guide to the Marketing tab covering customer segments, coupon usage history, and gift card management.
Logging Customer Activities
Complete guide to the Activities tab including logging calls, emails, meetings, and notes, with details on the activity dialog and automatic contact date tracking.
Configuring Activity Types
How to customize the activity types available for logging customer interactions, including adding new types, setting icons, and managing sort order.
Configuring Pipeline Stages
Administrator guide to configuring sales pipeline stages including stage order, probabilities, colors, won/lost designations, and auto-task automation settings.
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