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?
Webinar transcript
APT University: Top 3 Features in AdvancePro V. 11.8
Hello and welcome to AdvancePro university, today we’ll be taking a look at three features brand new in 11.8, first, we’ve made huge expansions to email templates, second, the ability to directly invoice backordered items, and finally, the new conditions feature with advanced units of measure.
We will be taking any questions at the end so if you do have a question go ahead and put it into the questions tab on your gotowebinar control panel. And If you’d like to learn more about advancepro, you can find all of our APTU episodes on localhost/apt under the resources tab, or on our youtube channel
So lets jump into advancepro, the first thing we’ll be looking at is email templates – this is a feature that was available before for purchase orders, sales orders, and PO approval emails, but now you can create them for invoice emails and bill response emails as well, of course you can still use tokens here to pull data from the transaction you are emailing about.
So now every email you send from advancepro can be templated.
Next, we’re going to dive into the new ability to direct invoice a backordered item, now previously, when you backordered an item, once it was received, advancepro would make you pick pack and ship it out, for those of you who don’t use those features at all, and instead rely on the direct invoice option to ship, you can now direct invoice those backordered items, once you receive the goods, simply open the order, go to order details. Enable direct invoice, and place the order. The remaining items that are available will be sent to the pending invoice stage immediately.
Finally, the biggest new feature, is a method to track the condition of goods as you receive them using our special unit of measure feature. To configure a product to use this, as you’re setting up the product, add an advanced unit of measure
So the first thing you’ll want to do as you’re using this feature is go to admin>product unit measurement and create some unit types that accurately describe the conditions you want to track. So for example here you’ll see I’ve created a new and used under eaches. This is the central part of our addition to units of measure is the ability to have these labels, and to have multiple units of measure settings with the same number of units.
Next, go to a product, this may be a new product, and as you’re setting up the product, click advanced units of measure. Here you can choose the unit measurement label, set a cost and selling price, SKU suffix, and associate a vendor to that unit of measure, this way if you buy new from one vendor and used from another, you can manage from there. If you have picking locations enabled, you can set picking locations for each unit type
Now if you’re new to advanced UOM, feel free to take a look at our related videos on that on our youtube channel. I’m just going to walk through a vendor order.
So we’ll start the vendor order, search for a product, and click the green plus sign on the search result to show our UOM options. Next, we’ll choose the quantity of each unit type, in this case new and used. And we’ll process the order, next we’ll go to receive the order, and you’ll see them laid out with their sku suffixes. Once we receive, under manage inventory, we can see the combined stock levels, or the stock levels in each unit, and when we sell the items, we can sell a mixture of the two unit types- adjusting inventory and sale prices accordingly.
This concludes today’s tour of the new features in 11.8.