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. Please follow the video URLs below. In these videos, our Product Experts share tutorials on key features and tips for both new and experienced AdvancePro users.

AdvancePro Software Overview

  1. Flooring and Square Units
  2. Importing Picking Locations
  3. Customer Quotes
  4. How To Create/Edit a Product, Customer or Vendor
  5. 3PL, Multi Company, and Resource Management
  6. AP Mobile Walkthrough
  7. AdvancePro V11 Detailed Demo
  8. AdvancePro V11 Quick Tour

Sales

  1. Custom manufacturing – BOM Changes from Sales Orders
  2. Volume Discounts
  3. Flooring and Square Units
  4. Customer Quotes
  5. AdvancePro Point of Sale
  6. Customer Promotions
  7. Price Lists
  8. Top 3 Features in AdvancePro V. 11.8
  9. Product Specific Pricing
  10. Across the Board Pricing
  11. CRM and Customer History
  12. Discount Codes
  13. Invoice Printing Settings
  14. Company Address and Logo Settings
  15. Sales Reps
  16. Service Items
  17. Third Party Approval Portal
  18. Quotations
  19. Variant Sorting in AdvancePro 11.6
  20. Drop Shipping
  21. Returns
  22. Transaction notes and Custom Fields
  23. Customer Orders, Pick/Pack/Ship, and Invoice
  24. How To Create/Edit a Product, Customer or Vendor
  25. Credit Card & Payment Processing
  26. Back Order Management
  27. Unit of Measure Conversions
  28. Kits, UOM, and vendor breakdowns – dealing with items in cases
  29. Customer Pricing
  30. Automatic Order Importing
  31. Order Importing in AdvancePro
  32. AdvancePro Website Content Management System (CMS)
  33. AdvancePro Sales Rep Shopping Cart Add on
  34. AdvancePro B2B Shopping Cart Add on
  35. AdvancePro B2C Shopping Cart Add on

Manufacturing

  1. Custom manufacturing – BOM Changes from Sales Orders
  2. 3rd Party Manufacturing
  3. Advanced Batch Tracking with Manufacturing
  4. The Work Order
  5. Importing BOM’s from an Excel Spreadsheet
  6. Disassembly work orders
  7. Multi-Layer Work Orders and Sub-Assemblies
  8. AdvancePro Creating Assembly Items

Accounting

  1. The FIFO/LIFO Report
  2. Invoice Printing Settings
  3. Jobs
  4. Multi Currency
  5. Taxes
  6. Customer Orders, Pick/Pack/Ship, and Invoice
  7. Vendor Purchase Orders, Receiving, and Bills
  8. Credit Card & Payment Processing
  9. Freight on landing cost
  10. QuickBooks Workflows for Special Cases
  11. Quickbooks Integration Setup
  12. Customer Pricing

Purchasing

  1. Volume Discounts
  2. Vendor SKU Creation
  3. Asset Management
  4. Vendor Quotes
  5. Transaction notes and Custom Fields
  6. Vendor Purchase Orders, Receiving, and Bills
  7. Back Order Management
  8. Creating Reorder Levels
  9. Unit of Measure Conversions
  10. Kits, UOM, and vendor breakdowns – dealing with items in cases

Warehouse Management

  1. Importing Picking Locations
  2. Understanding Inventory Reserve
  3. Returns
  4. Customer Orders, Pick/Pack/Ship, and Invoice
  5. Vendor Purchase Orders, Receiving, and Bills
  6. Inventory Adjustment and Cycle Counts
  7. Multi Order Print and Ship Management
  8. AP Mobile Walkthrough
  9. Custom Barcode and AP Label
  10. Back Order Management
  11. Picking Locations
  12. Multi Warehouse and Transfers

Shipping

  1. Pre-Arrival Notice
  2. Bills of Lading
  3. Drop Shipping
  4. Customer Orders, Pick/Pack/Ship, and Invoice
  5. Courier Integrations (UPS, FEDEX)
  6. Custom Barcode and AP Label