Daily Archives: February 6, 2018

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Vendor SKU Creation

By Koushik Dey AdvancePro University Purchasing Setup Leave 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

Customer Promotions

By Koushik Dey AdvancePro University Pricing Sales Leave 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

Price Lists

By Koushik Dey AdvancePro University Pricing Sales Leave 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

Default User Roles

By Koushik Dey AdvancePro University Setup Users Leave 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

Consignment and Additional Entities

By Koushik Dey AdvancePro University Consignment Leave 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