Top 3 Features in AdvancePro V. 11.8
Synopsis:
- How can I set templates for all the emails from AdvancePro?
- How can I perform direct invoicing for items that had been on backorder?
- How can I set conditions for my products?
Product Specific Pricing
Synopsis:
- How can I create pricing rules for my customers that are specific to each product?
- How can I apply these rules to customers, or to a group of customers?
Across the Board Pricing
Synopsis:
- How can I create simple discount/markup rules for my customers?
- How can I apply these rules to customers, or to a group of customers?
- How can I make it so that whenever I add a customer to an existing group, that they inherit the pricing rules of that group?
CRM and Customer History
Synopsis:
- How can I duplicate a previous order?
- How can I track interactions or calls to a customer?
- How can I see if a customer has paid their invoices?
Discount Codes
Synopsis:
- How can I create a discount code?
- How can I use discount codes on orders?
- How can I make specific products exempt from discount codes?
Understanding Inventory Reserve
Synopsis:
- When are inventory items reserved? when are they removed from stock or released from reserve?
- Can I change when customer orders get reserved?
- Can I release reserved items?
- How does the reserve on an item change its behaviour?
Using AdvancePro For Rental Business
Synopsis:
- How can I set up return dates, charge rental fees?
- How can I manage common rental issues using AdvancePro dashboards?
Vendor Managed Inventory (VMI) and Consignment
Synopsis:
- How Can I use AdvancePro to manage stock across all customer locations?
- How can I use AdvancePro to bill my customers on a consignment basis.
Asset Management
Synopsis:
- How can I use the Batch report to find which work orders were affected by an ingredient/component recall?
- How can I find the customers who received product created by a recalled ingredient/component?
- How can I find the ingredients/components used to manufacture a given batch of finished goods to identify potential quality issues?
- How can I track batches through multi-layer manufacturing/sub assemblies?
Advanced Batch Tracking with Manufacturing
Synopsis:
- How can I use the Batch report to find which work orders were affected by an ingredient/component recall?
- How can I find the customers who received product created by a recalled ingredient/component?
- How can I find the ingredients/components used to manufacture a given batch of finished goods to identify potential quality issues?
- How can I track batches through multi-layer manufacturing/sub assemblies?
