AdvancePro Technologies | AdvancePro University

AdvancePro University

AdvancePro University is a resource for users who want to optimize their use of AdvancePro and take their inventory control to the next level. In these videos, our Product Experts share tutorials on key features and tips for both new and experienced AdvancePro users.


Latest Videos

 
 
 
 
 
 
 
 
 
 
  • Discover the Power of AP Mobile
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  • AP Mobile Placing Sales Orders on Poynt Terminal
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  • AdvancePro B2B Marketplace
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  • AdvancePro Cloud
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  • Conditional Unit of Measure

    Conditional Unit of Measure

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  • Customer Replacement Order And Vendor Return

    Customer Replacement Order And Vendor Return

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  • Enhanced Returns Process

    Enhanced Returns Process

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  • Quick Tips for Managing Picking Locations
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  • Fixed Multi-Currency Cost Price
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  • Custom manufacturing – BOM Changes from Sales Orders

    Synopsis:

    Learn how to use substitutions, and to adjust the manufacturing BOM from the customer order.

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  • The FIFO/LIFO Report

    Synopsis:

    Learn a variety of ways to calculate your stock valuations.

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  • Web services for developers – injecting HTML into your product descriptions

    Synopsis:

    Learn how to customize product descriptions with HTML.

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  • Creating Users and Custom Roles

    Synopsis:

    • Learn to add remove and change users for your team members,
    • Learn how to restrict or enable access to parts of AdvancePro for a user,
    • Learn about AdvancePro's new Security settings
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  • Volume Discounts

    Synopsis:

    Learn how to use advancepro to manage units in addition to square footage.

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  • Flooring and Square Units

    Synopsis:

    Learn how to use advancepro to manage units in addition to square footage.

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  • Importing Picking Locations

    Synopsis:

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

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  • Customer Quotes

    Synopsis:

    • Create an initial quotation
    • Manage quotations
    • Convert from quote to sale
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  • Buying and Selling by Weight

    Synopsis:

    How to configure use items that receive catch weights, or that are bought and sold by the pound.

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  • Pre-Arrival Notice

    Synopsis:

    The Pre-Arrival Notice is a feature that allows you to quickly create a document for an order that does not contain any pricing details. On this week's APTU we'll show you how to convert a sale or PO into a Pre-arrival notice.

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  • 3rd Party Manufacturing

    Synopsis:

    • How to manage manufacturing with a third party where you pay manufacturing fees and provide components.
    • How to manage the locations of manufacturing spread across multiple facilities
    • How to set up manufacturing work orders and sub-assemblies to accommodate third-party value-add providers such as painting, powder coating, or co-packers.
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  • 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
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  • AdvancePro Point of Sale

    Synopsis:

    • Learn how AdvancePro can manage shift reports
    • Learn how to do sales on a touch screen in a retail environment
    • Learn how to get reports on cash floats
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  • 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?
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  • Customer Promotions

    Synopsis:

    • How can I create a temporary pricelist with an expiration date?
    • How can I run promotions, which will override my other pricing structures?
    • How can I assign these promotions to customers and customer groups?
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  • Price Lists

    Synopsis:

    • How can I create Price lists?
    • How can I calculate pricing by margin?
    • How can I manage and upload pricelists?
    • How can I apply a price list to a customer or group of customers?
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  • 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?
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  • Consignment and Additional Entities

    Synopsis:

    • How can I use AdvancePro for consignment?
    • How can I put address information for a third party on customer orders/packing slips/invoices?
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  • AP Intel – Business Intelligence Demonstration

    Synopsis:

    AP Intel is a Business Intelligence and Data Visualization platform that provides unprecedented visibility into your business. It is a custom, web-based dashboard tool that can gather data from any data source and present it as stunning visualizations that update in real-time.

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  • 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?
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  • Product Specific Pricing

    Synopsis:

    • How can I create pricing rules for my customers that are specific to each product?
    • How can I apply these rules to customers, or to a group of customers?
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  • Across the Board Pricing

    Synopsis:

    • How can I create simple discount/markup rules for my customers?
    • How can I apply these rules to customers, or to a group of customers?
    • How can I make it so that whenever I add a customer to an existing group, that they inherit the pricing rules of that group?
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  • CRM and Customer History

    Synopsis:

    • How can I duplicate a previous order?
    • How can I track interactions or calls to a customer?
    • How can I see if a customer has paid their invoices?
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  • Discount Codes

    Synopsis:

    • How can I create a discount code?
    • How can I use discount codes on orders?
    • How can I make specific products exempt from discount codes?
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  • Understanding Inventory Reserve

    Synopsis:

    • When are inventory items reserved? when are they removed from stock or released from reserve?
    • Can I change when customer orders get reserved?
    • Can I release reserved items?
    • How does the reserve on an item change its behaviour?
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  • Using AdvancePro For Rental Business

    Synopsis:

    • How can I set up return dates, charge rental fees?
    • How can I manage common rental issues using AdvancePro dashboards?
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  • Vendor Managed Inventory (VMI) and Consignment

    Synopsis:

    • How Can I use AdvancePro to manage stock across all customer locations?
    • How can I use AdvancePro to bill my customers on a consignment basis.
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  • Asset Management

    Synopsis:

    • How can I use the Batch report to find which work orders were affected by an ingredient/component recall?
    • How can I find the customers who received product created by a recalled ingredient/component?
    • How can I find the ingredients/components used to manufacture a given batch of finished goods to identify potential quality issues?
    • How can I track batches through multi-layer manufacturing/sub assemblies?
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  • Advanced Batch Tracking with Manufacturing

    Synopsis:

    • How can I use the Batch report to find which work orders were affected by an ingredient/component recall?
    • How can I find the customers who received product created by a recalled ingredient/component?
    • How can I find the ingredients/components used to manufacture a given batch of finished goods to identify potential quality issues?
    • How can I track batches through multi-layer manufacturing/sub assemblies?
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  • 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?
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  • 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?
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  • Jobs

    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?
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  • 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?
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  • The Work Order

    Synopsis:

    • How do I add components to a build that were not listed in the BOM?
    • How do I assign a serial/lot number to my finished product?
    • How do I track the serial/lot numbers of my components used during manufacturing?
    • How can I adjust my final amount based on the results of the MFG process
    • What are the reports I can use for a recall?
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  • Vendor Quotes

    Synopsis:

    • How can I create a form to request a quote from a vendor?
    • How can I manage my backlog of vendor quotes?
    • How can I turn a vendor quote into a vendor order?
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  • 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)
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  • AdvancePro Cloud – How it works

    Synopsis:

    • How can I sign in to AdvancePro cloud?
    • How can I transfer files to AdvancePro cloud?
    • How can I print using AdvancePro Cloud?
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  • 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?
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  • Third Party Approval Portal

    Synopsis:

    • How can I allow someone to approve orders placed on the B2B before those orders arrive in AdvancePro?
    • How Do I configure the 3PA(third party approval) Settings?
    • How Do I create a customer, and an approver for that customer?
    • How does approval work?
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  • Quotations

    Synopsis:

    • How can I create a quotation to send to my client?
    • How can I move forward with a quotation and make a sale?
    • What is the difference between quotations and Sales orders/Customer purchase orders?
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  • 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?
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  • Variant Sorting in AdvancePro 11.6

    Synopsis:

    • How can I control the order of variants within a SKU as they are displayed in an order matrix, or on the manage inventory screen and other areas of AdvancePro?
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  • Drop Shipping

    Synopsis:

    • What settings are needed to arrange my vendor to drop ship to my customer?
    • How can I set a product to always drop ship?
    • What If I want to drop ship to my customer's client?
    • How do I get a bill or an invoice from a drop shipment?
    • What if only part of a customer order is drop shipped, or if an order has drop shipments from different vendors?
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  • 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?
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  • 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?
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  • Returns

    Synopsis:

    • How do I return an item from a customer?
    • How can I return an item for a customer purchased my product from a distributor or third party?
    • How can I return an item to a vendor?
    • How can I create a credit memo or request replacement product?
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  • 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?
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  • 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?
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  • 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?
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  • Customer Orders, Pick/Pack/Ship, and Invoice

    Synopsis:

    • How can I place a customer order for fulfillment?
    • How can I pick goods and create an invoice?
    • How can I make an immediate over the counter sale?
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  • Vendor Purchase Orders, Receiving, and Bills

    Synopsis:

    • How can I order items from a vendor?
    • What are my tracking capabilities for containers and international shipments?
    • How can I receive goods and reconcile the received goods with the vendor bill?
    • How can I make an immediate purchase and skip the receiving stage?
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  • 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?
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  • Courier Integrations (UPS, FEDEX)

    Synopsis:

    • How can I send my Orders to UPS Worldship (or another shipping platform) using AdvancePro?
    • What information moves over?
    • How do I bring the Tracking information back to AdvancePro?
    • How can i view a report of tracking numbers by order?
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  • 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?
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  • Credit Card & Payment Processing

    Synopsis:

    • How can I take payment in AdvancePro?
    • How does Payment pass between QuickBooks and AdvancePro?
    • How can I configure and use Credit Card processing with AdvancePro?
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  • Inventory Adjustment and Cycle Counts

    Synopsis:

    • How can i have my employees perform a count of inventory items to be approved?
    • How can I quickly adjust product in/out without a purchase or sale?
    • How can I adjust my stock if I'm using Lot/Serial numbers or Picking Locations?
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  • Multi Order Print and Ship Management

    Synopsis:

    • How do I manage the print queue?
    • How do I pick, pack, or ship many orders at once?
    • How Do I consolidate invoices?
    • What are standard print and smart print options?
    • How can I print a basic shipping label?
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  • AP Mobile Walkthrough

    Synopsis:

    AP Mobile is AdvancePro's powerful mobile app that gives you the power to control your inventory from any android-enabled device. This walkthrough will help you answer the following questions:
    • How can I use AP Mobile to ship and receive orders?
    • How can I use AP Mobile to Transfer items between warehouses and pick locations?
    • How can I use AP Mobile to look up my stock levels?
    • How can I use AP Mobile to make stock adjustments?
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  • Custom Barcode and AP Label

    Synopsis:

    • How do I get a barcode on my Customer and Vendor documents for easy lookup?
    • how do I scan products when receiving or shipping?
    • How does picking locations work when I'm scanning with AdvancePro Desktop?
    • How do I create rules for barcodes that contain multiple pieces of information?
    • How does AdvancePro handle GS1 and similar barcode standards?
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  • Freight on landing cost

    Synopsis:

    • How do I track vendor freight?
    • how do I track landed costs on products?
    • how do I set up a freight provider?
    • how do I track the cost of shipping to my customer?
    Read More
  • Back Order Management

    Synopsis:

    • How can I turn a customer sales order into a vendor order?
    • What happens when I receive a vendor order with customer items on it?
    • How can I get a report on my backordered items?
    • How does reserve inventory work?
    • How do Partial shipments work?
    • How does Drop Shipping work?
    Read More
  • Variants Items and Order Matrix

    Synopsis:

    This video will review how to configure and use variant items and Order Matrix options within AdvancePro.
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  • Picking Locations

    Synopsis:

    • How do I configure Picking locations?
    • How do I set default locations for products?
    • How does having picking locations change shipping, receiving, or manufacturing?
    • How can I change picking location ordering?
    • How can I create a location for storage only?
    Read More
  • QuickBooks Workflows for Special Cases

    Synopsis:

    This video discusses some methods for using AdvancePro and QuickBooks in situations other than the general workflow.
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  • New powerful pricing tools in AdvancePro v11.4

    Synopsis:

    • How do I create Customer Pricing Rules?
    • How can I assign expiration dates to customer pricing rules?
    • How can I easily manage customer price lists built using pricing rules?
    Read More
  • Quickbooks Integration Setup

    Synopsis:

    • How do I link AdvancePro to a QuickBooks file?
    • What settings are vital to a QuickBooks integration?
    • How can I bring records from QuickBooks into AdvancePro, and which records transfer?
    • How do transactions move from AdvancePro to Quickbooks after the setup?
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  • Tracking Serial, Lot, and Batch Numbers

    Synopsis:

    • What are Lot, Serial, and Batch numbers?
    • How can I manage Lot,serial or batch numbers through the product life cycle including purchasing, selling, or manufacturing?
    • How do I track Batch, serial or lot number history?
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  • Creating Reorder Levels

    Synopsis:

    • Which reports can help me decide what my alert levels should be?
    • How do I configure alert levels for my products from the AdvancePro Software?
    • How do I import alert levels from an excel sheet?
    Read More
  • Unit of Measure Conversions

    Synopsis:

    • How Can I convert units if i buy/receive my products in large quantities, but then want to track them by the base unit?
    • How can I track full cases of products using Advanced units of measure?
    • How can i break a full case into individual units as I need them?
    Read More
  • Kits, UOM, and vendor breakdowns – dealing with items in cases

    Synopsis:

    • How do I create a kit that bundles several items and sells them together or sell items in case quantities?
    • How is kit stock tracked?
    • How do I set up vendor purchases to manage buying by the case?
    • How can I set up complex units of measure?
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  • Multi Warehouse and Transfers

    Synopsis:

    • How can I add a new warehouse to my Advancepro configuration?
    • How do I configure products inside each warehouse?
    • How do I transfer products between warehouses?
    • How do I handle shipping and receiving with multiple warehouses?
    • How do I lock a customer or warehouse employee to a warehouse?
    Read More
  • Customer Pricing

    Synopsis:

    • How Can I import customer pricing schemes from a Spreadsheet?
    • How can I associate a pricelist to a group?
    • How can I give a customer a specific price for a specific product?
    • how can I give a group of customers a discount across all products or across a category of products?
    Read More
  • AdvancePro V11 Detailed Demo

    Synopsis:

    • How can I order Products from a Vendor?
    • How do I receive items I've ordered?
    • How do I deal with Vendor Bills?
    • How does the AdvancePro sync to Quickbooks work?
    • How can I place a Customer Sales Order?
    • How can I use web services to bring customer orders into AdvancePro?
    • How can I ship out a customer order?
    • How can I deal with back orders to vendors or to my manufacturing line?
    • How do I deal with invoicing and payment from customers?
    Read More
  • AdvancePro V11 Quick Tour

    Synopsis:

    • How does AdvancePro work with Quickbooks?
    • How can I order stock from a Vendor?
    • How do I receive stock from a Vendor?
    • How do I deal with vendor bills?
    Read More
  • Automatic Order Importing

    Synopsis:

    • How can I set up automatic Order importing?
    • How often can I run an import?
    Read More
  • Order Importing in AdvancePro

    Synopsis:

    • How can I import orders from a spreadsheet?
    • What format/schema is required?
    Read More
  • Excel – From Basic to Advanced for Advancepro Users

    Synopsis:

    • How can I use formulas to build SKU numbers or adjust my prices?
    • What is Vlookup and how is it useful?
    • What are other software tools that can help me use spreadsheets more effectively?
    Read More
  • Disassembly work orders

    Synopsis:

    • What is required in order to run a disassembly work order?
    • Can I disassemble an item once it is returned?
    • How can I return components to inventory following a disassembly?
    Read More
  • APConnects: Shopify integration with AdvancePro

    Synopsis:

    • Customer details
    • Orders and shipping data
    • Fulfillment and tracking data
    • Product details and inventory levels
    Read More
  • Key new features and enhancements in AdvancePro v11.2

    Synopsis:

    • APConnects API Toolkit and Shopify Integration preview
    • New reports in v11.2
      • Shipment report by customer
      • Cost of Goods in Stock and Committed
      • Pre Arrival Notice
      • Jam-N Logistics 940
    • Pick all at warehouse
    • Extended cube support on VPO and CPO documents
    • Multiple addresses export for customers and vendors, and multi vendor export for products
      • Export active or inactive options
    • User role based settings for view all customer orders
    • Cost price and export shown for Assembly item BOM
    Read More
  • Excel Export/Import

    Synopsis:

    • How Can I export my products, customers or vendors to an excel file?
    • Once I have updated my data, how can I import my products, customers, and vendors back to AdvancePro?
    • How can I update stock levels and prices from excel?
    Read More
  • Multi-Layer Work Orders and Sub-Assemblies

    Synopsis:

    • How can I add a sub assembly to a Bill of Materials/Assembly item?
    • What happens when I run a work order for the main item, but don't have the sub assembly?
    • How do I complete a work order that contains sub-assemblies?
    Read More
  • AdvancePro Creating Assembly Items

    Synopsis:

    • What is the Manufacturing module?
    • How is an assembly item different from a kit?
    • How do I make a new assembly item?
    • How can I create substitution rules for my components/ingredients?
    • How do I turn assembly items into finished goods?
    • Can I make reorder alerts for Assembly items?
    Read More
  • AdvancePro Website Content Management System (CMS)

    Synopsis:

    • What is the AdvancePro Content Management System?
    • How can I use the CMS to change how my Ecommerce webservices work?
    • How can I use the CMS to enable online credit card processing?
    • How can I add advertisements and widgets to my website?
    • How can I use the CMS to manage SEO settings for my website?
    Read More
  • AdvancePro Sales Rep Shopping Cart Add on

    Synopsis:

    • How Can I allow my sales reps to enter orders and manage their customers without giving them an AdvancePro Login?
    • How can I create a Sales Rep and give them a sign-in for the Sales Rep Portal?
    • How can I create a third-party approval system?
    • How can my reps or managers track order statuses for all customers?
    • How can my reps update customer information?
    Read More
  • AdvancePro B2B Shopping Cart Add on

    Synopsis:

    • What is the B2B Web service and how is it different from B2C?
    • How can my customers place an unpaid B2B order?
    • How can I control what each individual Customer-sees on the B2B?
    • How can a customer create a recurring or duplicate order using the B2B?
    • How can I create a B2B sign-in for a customer?
    Read More
  • AdvancePro B2C Shopping Cart Add on

    Synopsis:

    • What is The AdvancePro B2C Sales Web Service?
    • How can my customers place an order?
    • How does it come into AdvancePro?
    • Who Hosts the site?
    • Design Options
    • How can I control the B2C Website from AdvancePro?
    • How can a customer view their order statuses?
    Read More