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Inventory Management Software for QuickBooks Users

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AdvancePro Technologies Business Assessment

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AdvancePro Technologies Business Assessment - DEV

1 Basic Info

2 Pricing Info

3 Additional Pricing

4 Workflow Analysis

Company Name*
Company Size (How many employees?)*
Your Name*
Your role in the company*
Your Phone Number*
Your Email*
Country*
State*
State/Province*
State*
Street Number
Unit Number
Street Name
City
Zip Code/Postal Code
Company Web Address
Please describe what your business does?
Why are you looking for inventory management system now?
When are you looking to have a new system in place?
Name of AdvancePro Advisor
How did you hear about us?
- Add alternative contact (Optional)
Alternative contact’s name
Alternative contact’s roll
Alternative contact’s phone
Alternative contact’s email

How many users would you require to use AdvancePro software?*
How many companies are you planning to manage using AdvancePro?*
How many warehouses do you have?*

Are you looking for mobile barcode scanning capabilities?*
- Yes
- No
how many users will be using mobile barcode scanning devices?*
Do you require barcode label printing capabilities?*
- Yes
- No
How would you like to install + Host AdvancePro?*
- I plan to use AdvancePro Cloud Hosted Service
- I would like to install APT on my local server
- Quote me both
Do you need AdvancePro eCommerce Shopping cart web services?*
- B2B Shopping cart web services
- B2C Shopping cart web services
- Sales Rep Shopping cart web services (For agent and sales rep place orders online)
- None. I do not need shopping cart services

How is your data stored today?
- Quick Book
- Excel
- Other
Please describe
Do you intend to sync AdvancePro with QuickBooks ?
- yes
- No
Please tell us which QuickBooks version you are using?
- QuickBooks Pro
- QuickBooks Premier
- QuickBooks Enterprise
- QuickBooks Online
- Others
Please specify
Understanding your Inventory
These questions help determine how to setup data in AdvancePro and also provide insight into which modules may be.
Does any of your inventory have serial and/or lot numbers ?
- Yes
- No
If the answer to the above question was Yes, can you get them listed on an Excel spreadsheet?
- Yes
- No
Do you manufacture any products?
- Yes
- No
Do you assemble any kits?
- Yes
- No
Do any of your products contain variants within a single SKU?
- Yes
- No
Do your products require an order matrix setup (ie. apparel)?
- Yes
- No
Do you want to track landed costs on your purchased inventory?
- Yes
- No
Is any of your product sold by weight?
- Yes
- No
Are there any other inventory questions you would like to address?
Customer Description
Getting to know your customer
Who are you customers?
- Retail
- Wholesale
- Internal
- Others
Please specify
Do you extend different pricing for differnt customers/groups of customers?
- Yes
- No
Sales orders ?
Determines what the sales/customer order process is
How will customer orders be received?
- Phone, Email, Text message
- AdvancePro website
- 3rd party shopping cart
- walk ins
- sales reps
- EDI
- others
Please describe your sales process
Do you prepay for your inventory?
- Yes
- No
Determines order fulfillment process
Are all orders filled from stock on hand?
- Yes
- No
Do you do any drop shipping?
- Yes
- No
Do you send partial shipments?
- Yes
- No
Do you special order products for your customers?
- Yes
- No
Would you like to integrate your inventory management/fulfillment system with any of the following e-Commerce platforms?
Please specify?

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Contact Info

1110 Finch Ave. West
Suite 814
North York, On
Canada
M3J 3J4
Phone (Toll Free): +1(800) 970-9071
Phone (Local): +1(416) 840-3940
Email: info@advanceprotech.com

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