AdvancePro Technologies | Comprehensive AdvancePro Feature List

AdvancePro simplifies operational processes such as; buying, selling, warehousing, & shipping, in order to make them more efficient and effective.

AdvancePro facilitates administrative and operational functions like; warehouse & inventory control, customer order management, and vendor order management. It helps streamline the warehouse environment by automating shipping and receiving tasks.

AP Mobile Point-of-Sale
AP Mobile: Point-of-Sale	Syncs in real-time with AdvancePro
Barcode scanning providing accuracy and efficiency	Pick, pack & ship customer orders and vendor returns
Receive vendor orders and customer returns	Lookup inbound and outbound orders
Scan any product to see it’s details	Live inventory adjustments
Product & Average Cost on AP Mobile

Inventory Management
Barcoding	Batch product updates
Cycle counts	Inventory replenishment intelligence with re-order alerts
Inventory valuation reports by Average Cost	FIFO,LIFO
Kitting: Item kits with available sub item kitting	Batch Handling and Traceability
Live inventory adjustment	Lot and serial numbers
Multiple warehouses	Real time stock availability
Reserve inbound stock for special orders	Set up unlimited products in your inventory
Track Inventory in multiple picking locations	Transfer stock between locations

Warehouse Management
Batch process orders through the warehouse	Consolidate pick tickets
Create and print bills of lading and shipping manifests	Manage multiple picking locations
Manage multiple warehouses	Pick work orders
Pick, pack and ship customer orders	Pick, pack, ship and receive with barcode scanning
Print picking, packing, shipping and receiving documentation	Process customer and vendor returns
Receive vendor orders	Run reports by warehouses to track inventory
Send orders from the warehouse back to open order	UPS/FedEx integration
Wireless mobile warehouse management	Transfer Orders
Pack-out: Break down orders into specific packages	ShipStation Integration
Print Assembly components on Pick Tickets	View assembly components in the warehouse

Product Management
Advanced product syncing to QuickBooks	Batch product updates
Buy and sell products by weight	Cost and selling price in preferred currency
Couponing	Custom fields
Customer and vendor volume discounts	Default bin locations
Default to drop ship	Detailed product descriptions
Kitting: Item kits with available sub item kitting	Lot and/or serial numbers
MSRP	Multiple units of measure
Multiple vendors per product	Product code intelligent ID
Product file attachments	Product images
Product price change audit function	Re-order alert levels per warehouse
Related products & accessories tool	Sell on the web: B2B, B2C and Sales Rep Portal
Unlimited products	Variants
Vendor specific cost price	View back-orders
Material Calculator	Conditional Unit of Measure
Show total sq. ft. on Manage Inventory and View All Product Screen

Customer Order Management
Accept payments	Add multiple line items
Admin, Warehouse, and Customer notes	Apply payment terms
Associate sales rep	Automatically place related vendor orders from a sales order
Barcode orders	Create quotations
Create RMAs for customer returns	Customer account live view
Customer specific pricing	Customer specific warehouse
Direct invoicing	Drop Shipping / Partial Drop Shipping
EDI order processing	Automated import orders from external sources
Live customer credit check	Live order sale price edits
Multiple billing and shipping	Order entry using Order Matrix (apparel industry standard)
Order status	Palletize orders
POS Terminal	Print bills of lading and shipping manifest
Print picking, packing and shipping slips	Pro-forma invoicing
Real time stock information during order	Sell in multiple currencies
Ship, cancel, expected date entry	View discount
View ETA date for inbound product	Volume discounts and couponing
Web orders: B2B, B2C and Sales-Rep Portal	Email Templates
Extended Cube Support on CPO and VPO Documents	Enhanced Control in View All Order Settings
CPO Line item actions	Available to Sell Quantity option on CPO
Enhanced Return Process	Rename Price & Orig Price columns
Customer Replacement Order and Vendor Return	Available to Build quantity option on CPO
Automatically break down an Advanced UOM on CPO

Pricing/Discount Management
Assign a discount or markup	Assign pricing by category of products
Assign pricing by customer groups	Create multiple levels of pricing exceptions
Customer specific pricing	Customer specific promotions
Import customer pricing	Live price adjustment
Lock contract pricing	Promo codes and coupons
Update prices system wide	Volume discounts
Pricing List Management

Customer Relationship Management
Account numbers	Create custom fields by customer
Create task reminders	Customer account notes
Customer level pricing exceptions	Customer specific invoice notes
Customer specific markup/discount	Customer specific product mix on B2B and Sales Reps Portal
Default shipping warehouse & carrier	Invoice history
Multiple billing and shipping addresses	PCI compliant customer payment information
Preferred currency	Preferred payment method
Reserve products	Set customer reminders
Set sales goals per customer	Set up terms and tax
Specify customer order minimum	Specify QuickBooks A/R account and default class per customer
Track sales by project	View customer back-orders & ETA
View detailed customer history	View quotes and order info
Sales Rep Access Management	View outstanding customer balances from QuickBooks in AdvancePro
Credit Limit for a Customer

Purchasing Management
Add multiple line items	Admin, Warehouse, and Vendor notes
Automatically place vendor orders from related sales orders and work orders	Barcode orders
Buy and receive in multiple units of measure	Change cost price in real time
Direct billing	Drop shipping
EDI order processing	ETA per line item assignment
Import orders from external sources	Landed cost
Live order purchase price edits	Multiple billing and shipping
Multiple vendors per item	Order entry using Order Matrix (apparel industry standard)
Order status	Print receiving slips
Product replenishment tools	Purchase in multiple currencies
Real time stock information during order entry	Ship date and expected date
Vendor back-orders	Vendor quotes
View detailed order history per line item	View ETA date for inbound product
Volume discounts	Wireless mobile warehouse management
Partial Drop Shipping	Vendor Purchase Order Approval
Extended Cube Support on CPO and VPO Documents	Attach documents and files to transactions
Replicate old Sales and purchase orders	Prevent auto generation of Vendor orders during placement of customer order

Accounting and QuickBooks Integration
Automated sync to QuickBooks	Check credit limit from QuickBooks
Detailed export report to QuickBooks	Export invoices, bills, credit memos and more to QuickBooks
Export to chart of accounts by category of products	Export to classes in QuickBooks
Import customers, vendors, products, assemblies and more from QuickBooks	QuickBooks Desktop integration
QuickBooks Online integration	Receive payment status from QuickBooks
Receive payments against sales orders and invoices and sync to QuickBooks	Reckon integration (Australia)
Run sales reports by customer, product and vendor	Support multiple versions of QuickBooks
Product Sub-items import	Batch Invoicing and Billing

Reports/Business Intelligence
Advanced Customer Order Reports	Advanced Customer Shipping Reports
Advanced Net Movement Reports	Back Ordered Item Reports
Component Serial Number Reports	Cost of Goods In Stock and Committed Reports
Customer Sales Goal Reports	Customer Back Ordered Item Reports
Customer Order Reports	Customer Price Lists
Expected Inventory reports	FIFO/LIFO Reports
Inventory Forecast Reports	Detailed Inventory Reports
Item Kit Component Shipped Quantity Reports	Monthly Sales Summary Reports
Month To Date Shipped Quantity	Multi-Company Customer Order Reports
Multi-Company Inventory Reports	Multi-Company Sales Reports by Customer
Multi-Company Sales Reports by Product	Multi-Company Sales Reports by Vendor
Net Movement Reports	Paper Trail Reports
Picking Location Reports	POS Cash Reconcilliation Reports
POS Daily Journal Summary Reports	POS Time Sheet Reports
Product Re-Order Alert Reports	Promotion Code Customer Order Reports
Purchase Reports	Quantity Comparison Reports
Return Reports	Sales Rep Reports
Sales Reports by Customer	Sales Reports by Product
Sales Reports by Vendor	Shipment Breakdowns
Track Component Inventory Reports	Tracking Number Reports
Unsold Product Reports	Vendor Back Order Item Reports
Vendor Order Committed Cost Reports	Vendor Order Reports
Warehouse Reports by Pallet	Batch History Report
Automatic Export for EDI Reports

Administration
Carriers	Company contact information
Custom fields	Database backup & restore
Default currency	Default system settings
Default weight measurement	Excel imports & exports
Integrated payment processing	Logo for print
Multiple currencies	Multiple units of measure
Payment methods	Payment terms
Permission based user roles	Printing options
Tax settings	User defined experience
Return Reasons drop-down	Enhanced Payments and Credit Memo Allocation
Payments and Credits feature

Manufacturing (Not included with APT Standard)
Component inventory visibility	Cost-plus pricing
Create and edit bills of materials	Disassembly orders
Make to order (MTO)	Make to stock (MTS)
Multi-level bills of materials	Process work orders through workstations
Re-order alert levels	Serial number tracking
Track component stock	Variable bills of materials
Vendor orders for out of stock components	Work order prioritization
Work orders for out of stock components	Batch Only Manufacturing
Quick Manufacturing: Instant Build

Web Services/E-commerce
B2B site for customer specific pricing and product mix	B2C site for sales to the general public
Sales rep portal for sales reps to sell to clients	Email order notifications
Promotions and discount codes	Unlimited product listings
Automated sync with AdvancePro	Online payment processing
Restrict orders for out of stock items	View order history and status
Manage pricing, images, descriptions and more from a single database	Sales Reps can edit online pricing
No data restrictions	View inventory levels online
Display cross-sellers and accessories on product pages	Fraud Detection feature for Shopify Integration

Comprehensive AdvancePro Feature List

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