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Daily Archives: February 6, 2018

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  3. February
  4. 06

Vendor SKU Creation

By Koushik DeyAdvancePro University Purchasing SetupLeave a comment

Synopsis:

  • How vendor SKUs and vendor catalogue numbers function when placing a vendor order?
  • How to track vendor SKUs when you buy the same product from multiple vendors with different SKUs?
  • How to assign vendor SKUs from AdvancePro and how to assign them from spreadsheets?

February 6, 2018
Details

Customer Promotions

By Koushik DeyAdvancePro University Pricing SalesLeave a comment

Synopsis:

  • How can I create a temporary pricelist with an expiration date?
  • How can I run promotions, which will override my other pricing structures?
  • How can I assign these promotions to customers and customer groups?

February 6, 2018
Details

Price Lists

By Koushik DeyAdvancePro University Pricing SalesLeave a comment

Synopsis:

  • How can I create Price lists?
  • How can I calculate pricing by margin?
  • How can I manage and upload pricelists?
  • How can I apply a price list to a customer or group of customers?

February 6, 2018
Details

Default User Roles

By Koushik DeyAdvancePro University Setup UsersLeave a comment

Synopsis:

  • How can I change the roles and permissions for an AdvancePro user?
  • What do each of the Default roles do when assigned to a user?
  • How do I configure a Sales Rep or Restricted Sales Rep role and what does that do?

February 6, 2018
Details

Consignment and Additional Entities

By Koushik DeyAdvancePro University ConsignmentLeave a comment

Synopsis:

  • How can I use AdvancePro for consignment?
  • How can I put address information for a third party on customer orders/packing slips/invoices?

February 6, 2018
Details
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