Bills of Lading
Synopsis:
- How can I attach bill of lading information to a vendor order?
- How can I create pallet management for outbound shipments?
- How can I create Bills of Lading with Manifests by pallet?
Email Templates and Selectors in AdvancePro 11.6
Synopsis:
- How can I control and adjust email addresses used for sending vendor and customer orders?
- How can I create and control email templates and signatures from AdvancePro?
Custom Column Selection
Synopsis:
- How can I customize my view of orders and product records in AdvancePro?
- How can I create a new default view for a given user/role?
Multi Currency
Synopsis:
- How do I manage currencies and exchange rates in AdvancePro?
- How does pricing work in multiple currencies?
- How can I assign a currency to a vendor or customer?
Product Categories and Customer Groups
Synopsis:
- How do I create product categories and customer groups in AdvancePro
- How do I add products to categories and customers to groups?
- How can i filter for these groups and categories in product screens and reports?
Importing BOM’s from an Excel Spreadsheet
Synopsis:
- What kinds of BOM’s can be imported?
- How do I need to organize my BOM in excel?
- How do I configure a BOM Import Schema?
- How do I perform the import?
Transaction notes and Custom Fields
Synopsis:
- How Can I Create special instructions for an Order, Warehouse Document, or Bill/Invoice, or manufacturing orders?
- How can I create default notes to appear on every transaction?
- How can I link notes to line items?
- How can I view product notes and images throughout AdvancePro?
Taxes
Synopsis:
- What are Tax codes and how do I configure them?
- What are Tax code considerations if I’m importing from an Ecommerce system or exporting to QuickBooks?
- How can I assign a default tax code to a customer or vendor?
- How can I mark a Customer, Vendor, or Product as taxable or tax-exempt?
How To Create/Edit a Product, Customer or Vendor
Synopsis:
- How can I create or edit a record in AdvancePro?
- How are customers, vendors, and products linked?
- How can I put customers in groups and products in categories?
3PL, Multi Company, and Resource Management
Synopsis:
- How can I Manage orders and inventory across multiple companies who might sync into multiple QuickBooks files?
- How can I get reports across all companies for inventory levels and items shipped or received over a given time period.
- How can I get estimates on Picking/packing/shipping or receiving time for items, and use that information to estimate my total required labor?
