Knowledge Base
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HOW TO GUIDES
APT University
HOW TO GUIDES
SETTINGS
CUSTOMERS
PRODUCTS
VENDORS
WAREHOUSE
RETURNS
REPORTING
SALES REPS
WEB (B2B/B2C)
MANUFACTURING
OTHER MODULES
AP MOBILE
SHOPIFY INTEGRATION
POYNT POS SYSTEM
CITRIX
SALESFORCE INTEGRATION
New AdvancePro Mobile
DATABASE MANAGEMENT
BACKUP
RESTORE
CITRIX
EXCEL IMPORT SCHEMAS
Excel Import Schemas
GENERAL
INSTALLATION
SERVER
CLIENT
MODULES
FedEx Manager
AP LABELS
BARCODING
EDI Export
EXCEL EXPORT
EXCEL IMPORT
MULTIPLE COMPANY
ORDER MATRIX
PAYMENT PROCESSOR
POS
UPS WORLDSHIP
EDI IMPORT
MANUFACTURING
QuickBooks
QuickBooks - CANADIAN
QuickBooks Import
RELEASE NOTES
REPORTS
ERRORS
TROUBLESHOOTING
Password recovery
WEB SERVICES
SALES REPS SITE
Internal
REST API
Excel Export
APTX
Variants
Password
RESTAPI
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Knowledge Base
HOW TO GUIDES
APT University
HOW TO GUIDES
SETTINGS
CUSTOMERS
PRODUCTS
VENDORS
WAREHOUSE
RETURNS
REPORTING
SALES REPS
WEB (B2B/B2C)
MANUFACTURING
OTHER MODULES
AP MOBILE
SHOPIFY INTEGRATION
POYNT POS SYSTEM
CITRIX
SALESFORCE INTEGRATION
New AdvancePro Mobile
DATABASE MANAGEMENT
BACKUP
RESTORE
CITRIX
EXCEL IMPORT SCHEMAS
Excel Import Schemas
GENERAL
INSTALLATION
SERVER
CLIENT
MODULES
FedEx Manager
AP LABELS
BARCODING
EDI Export
EXCEL EXPORT
EXCEL IMPORT
MULTIPLE COMPANY
ORDER MATRIX
PAYMENT PROCESSOR
POS
UPS WORLDSHIP
EDI IMPORT
MANUFACTURING
QuickBooks
QuickBooks - CANADIAN
QuickBooks Import
RELEASE NOTES
REPORTS
ERRORS
TROUBLESHOOTING
Password recovery
WEB SERVICES
SALES REPS SITE
Internal
REST API
Excel Export
APTX
Variants
Password
RESTAPI
HOW TO GUIDES
How to Enter Reorder Alert and Target Stock Levels for Products
HOW TO: Transfer a Product to another Warehouse on AP Desktop
How to Register to the AdvancePro Customer Support Portal
My Workspace Customization
How to use shoutout widget
How to add customized columns in Vendor Orders and Customer Orders
How to disable auto-email prompt in Customer and Vendor purchase orders
ADVANCEPRO QUICKSTART GUIDE
Non Inventory Parts Report
The request failed with HTTP status 407: authenticationrequired.System.Web.Services
How to show alternate emails when sending them
How to add Custom Field to Adjustment Screens
How to disable picking location on Packing Stage
Multi-column Grid search
AdvancePro API - Getting Started
Automatically Attach Files when Emailing a CPO or VPO
Carriers
Promotion Code Customer Order Reports
POS Daily Journal Summary Reports
How to add the same item multiples times on an order
Back up your database.
Configure Print Options per Carrier
How to Export Reports in PDF, XLS, XLSX, and other Formats on AdvancePro
How to Add Taxes on AdvancePro
How to send back to open status (Customer Order) in Advance Pro
SETTINGS
Advance Lookup Feature
Favorites Feature
AdvancePro added a new feature that will allow expired batches available for picking.
How to Create Task Reminders
Summarize Related UOMs
How to create custom templates in AdvancePro
Custom Templates: Image associated with Additional Entity
How to Set Access Options and use the Panel Sub-Access Options for Created Custom Role.
How to show Customer/Vendor SKU on PPS
Separate EMAIL templates
Edit headers for customer orders/invoices printout
Custom CPO Layout
Batch Create Invoices, Bills & Credit Memos
AdvancePro Workspace
Default Weight Measurement
Payment Terms
Email Order Notifications
How to set the default Currency for AdvancePro
Preferred Payment Method
Company Contact Information
Added Fields in the Address Dropdown Selection
How to change header names
How to display Cubic Feet column in Vendor and/or Customer Purchase Order
Serial Number Import
HOW TO Clear AdvancePro Database
Allowing external connection through SQL Server 2012 Express
Error 7 - A network-related or instance-specific error occurred while establishing a connection to SQL Server. AdvancePro ClickOnce
Marking for re-export
Open ports 1433/1434 in order to connect to the AdvancePro server (help inside)
AdvancePro Wizard
Credit Card Payment
Stock Quantity Export
HOW TO: Enable Customer Reserved Inventory
HOW TO USE VENDOR ORDER LIMIT FEATURE
HOW TO CUSTOMIZE VPO APPROVAL EMAIL TEMPLATE
How to Set the columns displayed on View all Orders per Role.
MULTIPLE ADDRESS EXPORT FOR VENDORS
MULTIPLE VENDOR EXPORT FOR PRODUCTS
MULTIPLE ADDRESS EXPORT FOR CUSTOMERS
Creating a Sales Rep Role, Assigning it to a User
Site Settings User Guide
Admin Utilities Guide
How to mark all Products as Taxable
User Roles and Permissions
How to Enable Bar Coding Printing Customer and Vendor Orders
Available to Sell Quantity Option on CPO
See more
CUSTOMERS
Live customer credit check
Remember Placed Order
Batch Drop ship Feature
How to enter Discount % on Customer Orders
Payment Allocation: How to Apply Credits from Invoice
How to display PO#, Notes, and Ship to address on Customer Credit Memos
New Improved Quote/Quotation Functionality
How to use Column Selector in View All Customer Screen.
Set Qty to send to the warehouse/create vendor order to ZERO.
How to Show Cancel Date in View All Orders and at the Warehouse and on Warehouse printouts
How to Enable "Direct Invoice for CPO" after generating VPO.
Multiple Shipping Methods for Customers
Customer Invoice History, Balances
View customer back-orders & ETA
Customer Account Notes
Specify Customer Order Minimum
Ship, Expected, Cancel Date
Live Price Adjustment
Multiple Billing and Shipping Addresses
How To Set Up Default CC Sales Rep
CPO: Disable Customer Prefetch
Enhanced Payments and Credit Memo Allocation
Credit Memo Batch Processing
How to view Invoice History
Customer specific Invoice notes
How to add Multiple billing and shipping addresses
Customer - Account number
How to set a credit limit on a customer to prevent them from processing a CPO
Customer Account Live View
View Order History and Status
Create Customer Reminders
Viewing Detailed Customer History
Edit Selling Price on Live Orders
How to Clone Orders
How To Set-up Customer Specific Warehouse
Printing and Emailing Payment Receipts
Payments and Credits feature
How to add a customer to a group at first creation of a customer
All Customer Orders Column Customization
Mass Invoicing
Add a container number to the Pre-Arrival Notice on a customer order
Invoice Email templates are now available separate from the customer order template
How to Apply Promo Codes or Coupons on a Customer Order
How to attach documents on Orders
HOW TO: SET PREFERRED CURRENCY
How do I process a Dropshipment?
How to Enter a Customer Quotation
Customer Group Pricing
How to apply a credit to an invoice
HOW TO: Process REGULAR SHIPMENT and DROPSHIPMENT on One Order for the Same Product
HOW TO: Dropship the Same Item Separately from One Customer Order
HOW TO: PROCESS PARTIAL SHIPMENT
Reserve at Customer PO
HOW TO: Voiding an Invoice - Return to Stock or Not
HOW TO: Use Customer Reserved inventory Feature
HOW TO: Re-Create a Customer Order based on Order History
HOW TO Check Customer Credit Limit
Customer Pricing in AdvancePro 11.4
Receive Credit Card Payments in AdvancePro
How to Print The Billing and/or Shipping Names on the Invoice/Order
How to Add Products to a PENDING Invoice
HOW TO Add Multiple Email Addresses on Email from AdvancePro Software
HOW TO: Import Customer Pricing using Excel Spreadsheet
HOW TO: Edit the Order after sending back from Pending Invoice Stage to Picking Stage
Customer Pricing - Price Lists (4th Level Pricing)
How to Export EDI 810 Invoices
How to change tax after sending the full order back to Open Orders
How to use the new CPO creation enhancements
See more
PRODUCTS
How to Import Product Categories from QuickBooks
Default to dropship option for Service items
How to set up alternate SKU in Products
How to use Alt.SKUs on Assembly Item and Item Kit.
How to use Catch Weights
How to create variant sorting tags
How to re-activate or duplicate a cancelled order
Minimum vendor reorder quantity warning
How to Segregate Stocks to Different Picking Locations.
How to assign MULTIPLE Products to a Picking Location
Multiple Vendors per Item
Real time stock information during order
Kitting: Item kits with available sub item kitting
Related Products & Accessories Tool
Automatically break down a Unit of Measure on CPO screen for insufficient stock
Custom Fields for Manage Inventory and View All Products Screen
Detailed Product Description
Product code intelligent ID
How to set-up and use Material Calculator
How to Categorize and Sub-Categorize Products via Excel Import
HOW TO: Recalculate reserve per product
How to Import / Export RE ORDER ALERT Products
Cycle Counts - Is the Picking Location always required when performing a cycle count?
What is the best way to create a kit where it is adjustable or customizable by our clients?
How to Locate Inactive Items on AdvancePro
How to use multiple adjustment tool
How to use multiple adjustment tool NEGATIVE / SUBTRACT
How to use multiple adjustment tool POSITIVE / ADDITIONAL
IMPORTING PRODUCTS TO ADVANCEPRO
Product Search Using Product Description SKU No.
How to Export Products to a Spreadsheet from View All Products Screen
How to Edit the Product Name on the Order
How to Assign Products to Multiple Picking Locations through Excel Import
How to Assign Stock Quantities on Multiple Picking Locations
Creating Discount/Markup based Pricing for Customer Groups
HOW TO: Setting Up Advanced Units of Measure
Search for Products by Vendor SKU
Search for Products by Customer SKU
Viewing Customer/Vendor Drop Shipment on View All Products Tab
HOW TO: Recalculate Product Sell/Cost Price on Open Orders, Kits, and Assemblies
Batch Module - Settings Overview
Batch Module - Assign Batch to Products/Assembly Items/Item Kits/Variant Products
How to Recalculate Reserved Inventory
Hot to Set Item Kit Costs, Prices and Volume Discounts
Transfer Orders - Direct
Product Import & Update Guide
Customer Pricing Import Guide
Inventory Control Guide
Price Management User Guide
Exporting to Excel from AdvancePro
Importing Image Paths
How To Perform Cycle Counts
How to Create Categories and assign Products to Categories
How to Unreserve Products if Customer Reserved Inventory is enabled
How to Create Item Kits
How to Add Product to Item Kit
How to Enter Customer Pricing for an Item Kit
Item Kit Additional Info Tab
HOW TO: Create Instances for ALL Products on New Warehouse
HOW TO: Transfer Inventory to Another Warehouse
Using VARIABLE BOM type
HOW TO ADJUST INVENTORY FOR PRODUCTS WITH MPLs - Multiple Picking Locations
How to assign all vendors on a product
Product Substitution and Product Replacement
How to Assign a Single Product to a Picking Location
How to use Alternative SKU
See more
VENDORS
How to Import Vendor Cost List
How to Create a single bill for freight added across Pending Bills
How to setup taxable/non-taxable item default by Customer/Price List/Order.
How to show new cost column on a related VPO
How to defer a vendor purchase order to a different vendor when cancelling a vendor order
How to Set Effective Date to a vendor cost list
How to select a different vendor for a product on a dropshipment.
How to import serial numbers when receiving stocks in a Vendor Order?
How to show vendor address on VPO
How to add a Vendor Cross-Reference Labels
How the Default Dates for vendor "In-Transit" Freight Works.
Select Columns to be shown in VIEW ALL CUSTOMERS/PRODUCTS/VENDORS
View and Set ETA Date of Inbound Products
ETA per Line-item Assignment
Vendor Specific Cost Price
Vendor Cost List
ETA for Inbound Products
Direct Billing
Vendor Orders for Out of Stock Components
Editing Cost Price on Live Vendor Purchase Order
How to generate a VPO from back-ordered items
Can I void a Vendor Bill?
How do I process a Partial Dropshipment?
Entering Shipping Cost On Existing Vendor Bills
HOW TO: PROCESS DROPSHIPMENT
Batch Module - Applying Batch to Receiving Vendor Order
Vendors Import Guide
How To Use The Landed Cost Freight Module
How to attach documents on CPO and VPO.
Prevent Auto Generation of Vendor Orders during Customer Order Placement
HOW TO: MODIFY QUICKBOOKS FILE PATH IN ADVANCEPRO
HOW TO - Create Multiple Vendor Bills (Dropship)
HOW TO GENERATE FREIGHT DETAILS REPORT
How to enable tracking number export to QuickBooks
Mass Billing
See more
WAREHOUSE
How to send pending bills back to the warehouse
How to assign selected SKUs to a different warehouse
How to Create a Picking Location
Show Back Ordered and Dropshipped items in Warehouse - PPS
AdvancePro added a Pick All Button to Pick Slips similar to Receive All on Vendor Purchase Order.
Change shipping warehouse of all line items in an order
Shipping Address Notes
Consolidate Pick Tickets
How To Batch Process Warehouse Orders
Assigning MPL to Products on Excel Import - Does the warehouse need to be sorted on the spreadsheet?
Is it possible to print a delivery docket?
HOW TO: Transfer Inventory to Another Warehouse
HOW TO: Create Instances for ALL Products on New Warehouse
Batch Module - Applying Batch to Customer Orders
Batch Module - Applying Batch to Work Orders
Batch Module - Creating Batch with Pick Locations
Update Dropship QTY - Reflect on Customer Purchase Order
HOW TO IMPORT PICKING LOCATIONS
Warehouse Transfer Orders
Transfer Orders - In-Transit
HOW TO: Create Multiple Warehouses
HOW TO: Assigning Variant to PL
How to Sort multiple columns
HOW TO CREATE BILL OF LADING
HOW TO: Transfer SN from one UOM to another UOM
How to use packout feature
How to send packing info to EDI Export
HOW TO: View Assembly Components in Warehouse
Print Assembly Components on Warehouse tickets
How to Print Receiving Slips
See more
RETURNS
How to update RMA resolution on Pending Credit Memo
HOW TO Customer Return
Credit-Only Return
Importing Returns (Auto Importing)
Importing Returns (Regular Importing)
Batch Module - Vendor/Customer Returns with Batch
How to use Review feature on Customer Returns and Vendor Returns
How to use Reasons drop-down on Customer Returns and Vendor Returns
Creating a Credit Memo for Overcharged Invoice
How to create Customer Return
How To Use Percentage Calculator
See more
REPORTING
New Dashboard in version 12
Managed Cost Report (for Sales Reps Report)
How to exclude cancelled VPO on vendor reports?
Detailed Inventory Report
Shipment Breakdowns
Cost of Goods In Stock and Committed Reports
Sales Reports by Vendor
Sales Rep Reports
Back Ordered Item Reports
Return Reports
Component Serial Number Reports
Shipment Report By Customer
Pre-Arrival Notice (PAN)
Generating a report by PRODUCT CATEGORY
Re-Order Alert Report Explanation
Generating an Expected Inventory Report
HOW TO: Vendor Return
LANDED COST EXPORT REPORT
See more
SALES REPS
How to setup Sales Rep view
How to View All Products Page for Sales Reps
How to restrict the salesrep selection to the assigned salesrep when creating a customer order or generating reports
How to filter CPO list by SalesRep
Assigning Multiple Sales Reps to a Sales Order
Restrict Sales Rep drop down to just Sale Rep on Place new order (V11.4)
How to Assign a Default Sales Rep for an AdvancePro User
How to update the sales rep assigned to an order once it has already been created
How to Create Sales Reps
Creating a Sales Rep Role, Assigning it to a User
See more
WEB (B2B/B2C)
UPS Rates on B2C Shopping Cart
Uploading PDF of Product for B2B
MANUFACTURING
Receive Payment Status on QuickBooks
Work order prioritization
Work orders for out of stock components
Track Component Stock
Multi-level Bills of Materials
HOW TO: Generate a Vendor Order from Work Order with Insufficient Stock
Importing Assembly Items
Importing Assembly Items in CSV Format
How to process an Assembly Item direct to the warehouse
Cost Price Shown on BOMs and Exporting BOMs to Excel
Quick Manufacturing - Instant Build
HOW TO: Convert a Customer Order to a Work Order
Manufacturing Module - Basic Process
See more
OTHER MODULES
HOW TO: Populate QuickBooks Manufacturer Part No. with AP Primary Vendor SKU No.
Tracking AdvancePro Landed Cost on QuickBooks
How to set up Classes in AdvancePro
Using the ShipStation integration tool
How to create a desktop shortcut for a website
Admin, Warehouse, and Vendor notes
How to View Product Costs in AP Mobile
Auto Import Multiple Orders by Schema
HOW TO: Import Lot and Serial Numbers when Receiving an Order
HOW TO: ACTIVATE AND USE BARCODE SCANNER MODULE
APMOBILE Cycle Count
ShipEngine Integration
HOW TO NOT INCLUDE HEADERS IN AUTO IMPORT ORDERS
AdvancePro Customer Care Program User Guide
AP Mobile APP 1.2.4 User Manual
Importing Orders from External Data Sources
Configuring the scanner on your Honeywell Dolphin black 70e
See more
AP MOBILE
How to enable or disable on account permissions for APMobile
How to Place POS Orders in AP Mobile
How to pick order in Outbound using AP Mobile
How to view and save signature in AP Mobile
How to transfer orders in Inbound using AP Mobile
How to transfer orders in Outbound using AP Mobile
How to pick items in an order in AP Mobile
How to view shipping address on order in AP Mobile
How to assign customer to the order in AP Mobile
How to place a new POS Order on AP Mobile
AP MOBILE
AP Mobile Warehouse Management
See more
SHOPIFY INTEGRATION
How to remove variants in Shopify from AP
How to access error logs
Using the Admin Panel for Managing API Integrations
Fraud Detection Feature for Shopify Integration
POYNT POS SYSTEM
AP MOBILE x POYNT POS
AdvancePro POS System - POYNT
CITRIX
How to access Cloud servers through Citrix Receiver on iOS devices
How to access Cloud servers through Citrix Receiver on Android devices
SALESFORCE INTEGRATION
SalesForce Integration
New AdvancePro Mobile
Performing Inventory Counts With AdvancePro Mobile
