Importing BOM’s from an Excel Spreadsheet
Synopsis:
- What kinds of BOM’s can be imported?
- How do I need to organize my BOM in excel?
- How do I configure a BOM Import Schema?
- How do I perform the import?
Transaction notes and Custom Fields
Synopsis:
- How Can I Create special instructions for an Order, Warehouse Document, or Bill/Invoice, or manufacturing orders?
- How can I create default notes to appear on every transaction?
- How can I link notes to line items?
- How can I view product notes and images throughout AdvancePro?
Taxes
Synopsis:
- What are Tax codes and how do I configure them?
- What are Tax code considerations if I’m importing from an Ecommerce system or exporting to QuickBooks?
- How can I assign a default tax code to a customer or vendor?
- How can I mark a Customer, Vendor, or Product as taxable or tax-exempt?
Customer Orders, Pick/Pack/Ship, and Invoice
Synopsis:
- How can I place a customer order for fulfillment?
- How can I pick goods and create an invoice?
- How can I make an immediate over the counter sale?
A Career of Enterprise Implementations – Interview with Mark Pearlman
On January 30th, 2017, Israel Ellis, CEO of AdvancePro, was interviewed by TOSS C3 as part of their Expert Interview Series. As an industry expert in Warehousing and Inventory Management, Israel shared his insights into effective inventory practices, software implementation, and exciting future trends.
Details
Vendor Purchase Orders, Receiving, and Bills
Synopsis:
- How can I order items from a vendor?
- What are my tracking capabilities for containers and international shipments?
- How can I receive goods and reconcile the received goods with the vendor bill?
- How can I make an immediate purchase and skip the receiving stage?
