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…
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…
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…
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? Webinar transcript APT…
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? Webinar…
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…
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…
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…
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…
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…