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Category Archives: Setup

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Importing Picking Locations

By Koushik DeyAdvancePro University Picking Locations Setup Warehouse ManagementLeave a comment

Synopsis:

Learn how to format and use excel files for use with advancepro, for creating pricelists, complex sku’s, and more!

March 28, 2018
Details

Logo Display on Documents

By Koushik DeyAdvancePro University SetupLeave a comment

Synopsis:

  • How to set up your corporate logo on purchase orders, picking slips and invoices
  • How to resize and adjust your logo and address information to display correctly

February 23, 2018
Details

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

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
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

Invoice Printing Settings

By Koushik DeyAccounting AdvancePro University Sales SetupLeave a comment

Synopsis:

  • How can I adjust the terms on my invoice?
  • How can I add the tracking number to my invoice in printouts or emails?
  • How can I add the balance Due on my invoice?

December 6, 2017
Details

Company Address and Logo Settings

By Koushik DeyAdvancePro University Sales SetupLeave a comment

Synopsis:

  • How can I change my company’s name or Billing address?
  • How can I change my company’s shipping address(es)?
  • How can I set my company logo shape and size and what documents will it print on?

December 5, 2017
Details
Work Orders in Manufacturing

Jobs

By Koushik DeyAccounting AdvancePro University SetupLeave a comment

Synopsis:

  • How can I create and track customer jobs in AdvancePro?
  • How can I assign Vendor transactions to jobs?
  • How are jobs synced to QuickBooks?

December 5, 2017
Details

Sales Reps

By Koushik DeyAdvancePro University Commission Sales SetupLeave a comment

Synopsis:

  • What do Sales Reps do in AdvancePro?
  • How to create a Sales Rep Profile?
  • How to track commissions?
  • How to assign a Sales Rep to a customer or transaction?

November 29, 2017
Details

Service Items

By Darryl ReidAdvancePro University Sales SetupLeave a comment

Synopsis:

  • How can I create fees that don’t impact inventory?
  • How can I create components for items I don’t track?(MFG)

September 6, 2017
Details
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