Category Archives: CRM

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Work Orders in Manufacturing

CRM and Customer History

By Koushik Dey AdvancePro University CRM Sales Leave a comment

Synopsis:

How can I add a sub assembly to a Bill of Materials/Assembly item?
What happens when I run a work order for the main item, but don’t have the sub assembly?
How do I complete a work order that contains sub-assemblies?

December 7, 2017

Customer Pricing

By Ben Hart Accounting AdvancePro University CRM Pricing Sales Leave a comment

Synopsis:

How Can I import customer pricing schemes from a Spreadsheet?
How can I associate a pricelist to a group?
How can I give a customer a specific price for a specific product?
how can I give a group of customers a discount across all products or across a category of products?

January 18, 2017