• Set currencies, invoice, PO and RMA number sequences

• Add and define custom fields

• Set up QuickBooks synchronization 

• Select logos for inclusion on forms

• Select preferred carriers (UPS, FedEx etc.)

• Set AdvancePro to work with your SMTP mail server

Assign Roles & Permissions

• Set employee access levels based on required roles and responsibilities

• Secure higher level functionality for management use only

• Define and add (or delete) new roles as needed

• Train staff in just the AdvancePro functions necessary

• At a glance view of all pending activities 
• Focused drill down to outstanding tasks
• Reminder calendar
• Add links to important  web resources

• Create customer specific pricing and margin schedules
• Make specific feature products available to specific customers
• Assign customer created SKUs to products
• Check payment history before accepting orders
• Use order history to create recurring orders
• Check order status for each customer
• Assign customers to groups and apply group specific changes to pricing etc.
• Set customer preferred currency
• Maintain customer notes archive

• Using AdvancePro web services customers can enter their orders directly into the system through a B2B or B2C website (click to read more)

• Receive all customer orders in one administrative console and monitor and control all order details and current status reports

• Associate single products with multiple vendors
• Create vendor specific pricing for multiple vendor products
• Use vendor specific SKUs for products coming from multiple vendors
• Set vendor (as opposed to product) specific margins
• Run vendor purchase, returns and product sales reports

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• Consolidate same vendor orders
• Send vendor orders via email directly from AdvancePro
• Via EDI (Electronic Data Interchange) or XML

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