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…
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) Webinar transcript APT University:Service items Hello and welcome to AdvancePro…
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?…
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…
Invoice Printing Settings
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…
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? Webinar transcript APT University:…
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? Webinar…
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…
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?…
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…