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Category Archives: Sales

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Custom manufacturing – BOM Changes from Sales Orders

By Koushik DeyAdvancePro University Manufacturing SalesLeave a comment

Synopsis:

Learn how to use substitutions, and to adjust the manufacturing BOM from the customer order.

May 17, 2018
Details

Volume Discounts

By Koushik DeyAdvancePro University Purchasing SalesLeave a comment

Synopsis:

Learn how to use advancepro to manage units in addition to square footage.

April 17, 2018
Details

Flooring and Square Units

By Koushik DeyAdvancePro University Sales Units of MeasureLeave a comment

Synopsis:

Learn how to use advancepro to manage units in addition to square footage.

April 11, 2018
Details

Customer Quotes

By Koushik DeyAdvancePro University SalesLeave a comment

Synopsis:

  • Create an initial quotation
  • Manage quotations
  • Convert from quote to sale

March 21, 2018
Details

AdvancePro Point of Sale

By Darryl ReidAdvancePro University SalesLeave a comment

Synopsis:

  • Learn how AdvancePro can manage shift reports
  • Learn how to do sales on a touch screen in a retail environment
  • Learn how to get reports on cash floats

February 13, 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
Work Orders in Manufacturing

Top 3 Features in AdvancePro V. 11.8

By Koushik DeyAdvancePro University Condition Email Inventory Management Product Settings Release Notes Sales Setup Units of MeasureLeave a comment

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?

December 28, 2017
Details
Work Orders in Manufacturing

Product Specific Pricing

By Koushik DeyAdvancePro University Customer SKU Pricing SalesLeave a comment

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?

December 28, 2017
Details
Work Orders in Manufacturing

Across the Board Pricing

By Koushik DeyAdvancePro University Pricing SalesLeave a comment

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?

December 28, 2017
Details
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