AdvancePro/QuickBooks New Features

• QuickBooks Auto Export – Schedule QB auto export to occur automatically and on a timely basis. No more manual synchronizing with the QB file. Set the export interval and the export will take place automatically.
  • This feature is located at QB > Settings > Auto Export
     
• QuickBooks Export Report – The comprehensive export report has a new look and also allows you to rectify export issues from within the report itself. For example, if an item fails to export to QB, you will be able to mark that item for re-export from within the report itself.
   
• QuickBooks Inventory Adjustments – Control how you want your inventory adjustments to be exported to QB.
  • Enable this setting in ADMIN > Site Settings form
    • Compare inventory levels - AdvancePro will compare QB inventory and AdvancePro inventory, and then make QB inventory identical to what is in AdvancePro. These adjustments will only happen after pending invoices and bills are exported.
    • AdvancePro will export every manual inventory adjustment to QB regardless of whether there are pending invoices or bills in AP and regardless of whether the inventory in QB is identical to that in AP or not.
       
• QuickBooks Sales Taxes - Sales Taxes now can be modified and then exported to QuickBooks. Previously we only allowed new taxes to be added using the QB Export, but now tax values can be modified or tax names can be edited and then exported. This feature works in the QB US version. Taxes cannot be added or modified for QB Canadian versions.
   

• Vendor Quote – This new Vendor Quote now allows you to create a quote for one or multiple vendors. Easily convert a quote into an order with a click of a button. You can email, print or export this quote too.
  • This feature is accessible from Vendor Drop Down > Select  “New Vendor Quote”
     
• Vendor Order Matrix – The apparel order matrix for Vendor Orders is finally here. Now you can view product variations and add them to the orders in the easy to view grid format. The Order Matrix format is now available for viewing and printing of the Vendor Orders and Vendor Bills.
   

• Multiple Product transfer (warehouses) – This feature allows you to transfer multiple products between warehouses. You can now select a group of products to transfer between warehouses. You can also manage these transfers with an easy view of historical transfers made between warehouses.
  • This feature can be accessed from the Products > Manage Inventory form
  • The multiple warehouse feature must be enabled for this feature to work
     
• Global Pricing for UOM – Now you can easily setup pricing exceptions for products with UOM using the Global Pricing feature. This easy to use tool eliminates multiple steps and allows you to create pricing exceptions by product categories and customer groups.
  • Set the % surcharge within each UOM. This surcharge is applicable to all customers
  • Then assign the Product to a category and select the customer groups
  • If each customer group gets its own pricing exception for that UOM, follow the steps below:
    • Assign customers to a group
    • Enter a Pricing % surcharge for that group from Customers > Customer Groups
    • When you associate the group with the UOM product category, the customer group surcharge will add to the UOM surcharge and then apply to the customer group
       
• Inventory Reports – Now you can view the true inventory value per warehouse. The average cost of an item will be displayed for the warehouse it has been received into.
   
• Barcode enabled Customer Returns – This module has been revamped to accept barcode scanning. You can now search for and add items to the customer return by scanning the barcodes. You can also disable the required entry of reasons for return for each item and just enter one return reason for the complete customer return. You can scan by SKU, UPC, Product Custom fields, Lot and Serial Numbers
   
• XML Import Tool – New mapping capabilities increase the number and types of fields you can import for your orders using our XML Import Tool
  • Editable Product Name – You can now import a variable product name referring to the actual product SKU. So if your product name differs from order to order, you can import it using our XML Import Tool. The Product SKU is required to be similar to the SKU in AdvancePro to allow this import
    • Enable the editable product name settings from ADMIN > Site Settings > Additional Settings > enable “ editable product name” for Customers
    • Create the schema and map your order product name with the “Editable Product Name” field in the schema
  • CPO Custom Field – You can also map the CPO custom field to be imported using the XML Import Tool
     
• Improved CRM capabilities – The CRM lite now has customer reminders that appear in your workspace for easy access.
   
• Editable Custom field for CPO – Now you can add product specific information on the fly to this field while processing the order.
   

AdvancePro Business Intelligence:

AdvancePro Mobile:    

Bring efficiency and speed to your warehouse! You can now use the AdvancePro Warehouse module wirelessly for picking, packing and shipping and receiving vendor orders. No need to put the system in a docking station anymore, it will update your database live and in real-time. Scan the items to add to your pick tickets or receive them into your inventory, whatever the process, you can use this wireless solution to accurately record data while ensuring that this communication is relayed immediately to your order entry staff. AdvancePro Mobile offers increased productivity and efficiency to your employees along with data accuracy.

Web Services

• Emailing in Multi-Currency: You can email the Customer orders, vendor orders, bills, invoices, credit memos in the preferred currency
   
• Date Formats: Now AdvancePro supports all date formats applicable in different countries of the world