Importing Picking Locations
Synopsis:
Learn how to format and use excel files for use with advancepro, for creating pricelists, complex sku’s, and more!
Logo Display on Documents
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
Vendor SKU Creation
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?
Default User Roles
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?
Top 3 Features in AdvancePro V. 11.8
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?
Invoice Printing Settings
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?
Company Address and Logo Settings
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?
Sales Reps
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?
Service Items
Synopsis:
- How can I create fees that don’t impact inventory?
- How can I create components for items I don’t track?(MFG)
