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…
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?…