Login Screen The login screen provides you with a dashboard view of activities that need attention. Let’s start by creating a product by clicking the ‘Products’ tab at the top.

Products Panel The products panel allows you to manage all activities associated with products and managing inventory. Click the indicated box to create a product.

Add New Product – Product Information In this screen we specify the product name, category, unit of measurement, weight per unit and other information.

Add New Product – Vendor & Pricing Info Here we select the vendors that this product is purchased from as well as the minimum reorder quantity. We also specify our cost price and a mark up percentage or selling price. We can also indicate if this product is available in multiple units of measure and input any volume quantity discounts when purchasing or selling.

Add New Product – Additional Info In this screen, we can specify a reorder alert level to have AdvancePro report to us whenever we drop below a certain quantity in stock. We also specify in which picking location in the warehouse this product can be found. PDF documents and an image can be attached to the products.

Vendor Panel Now let’s explore how to place purchase orders with our vendors. The vendor panel allows you to manage all activities associated with vendors. We will begin by clicking ‘Place A New Order’.

Place a Vendor Order Select the vendor that you would like to purchase from and the warehouse you want the product shipped to. You may enter your own PO# or the system can generate one for you.

Selecting Product for Vendor PO Product can be added to an order by entering or selecting the SKU, UPC or Vendor SKU# from a drop down menu. Products can also be listed by clicking the magnifying glass. We can also specify an ‘Expected Date’ for receiving our order.

Selecting Product using Magnifying Glass Multiple products can be added to an order at the same time for quick, efficient ordering.

Smart Ordering The items have now been added to our order. We can click the ‘eye’ icon to see if we are already expecting a Vendor Order for the same product to avoid double-ordering. We then click Save and then Place Order. The order is now sent to the warehouse for receiving. The Warehouse Panel is accessed by clicking the ‘Warehouse’ tab in the top menu.

Warehouse Panel All warehouse tasks are managed from the warehouse panel. In this case we want to receive the vendor PO that we have just placed.

View All Vendor Orders From this screen we can view orders by status and date range. In this case we will select PO #100 to receive the order that we have previously placed.

Receiving Inventory can be received by scanning or typing the quantity received. The inventory is allocated to the default picking location, however alternates can be selected. Lot numbers and serial numbers can be entered upon receiving. The Vendor Bill number is entered and product is received.

Creating Vendor Bills Now we will take a look at the Vendor Bill by clicking on the ‘Vendors’ tab and selecting ‘View All Bills & Credit Memos’.

Applying Landed Costs We can now review and confirm the details of the vendor bill. We can also apply landed costs to the product received by clicking on the ‘Freight $’ button.

Applying Landed Costs All of the freight expenses associated with bringing in our product can be included in our landed freight cost. The amounts are entered, the services and providers are selected, and the PO# is entered in order to generate the appropriate bills. The freight costs can be allocated by quantity, cost, weight or volume.

Finalizing Vendor Bills The landed costs can be seen by selecting the ‘Display Freight’ checkbox. Now we can view our unit product cost, as well as our unit freight cost and cost with freight. The information is then saved and the bill is created. The finalized bill is now ready for export to QuickBooks.

Viewing Inventory Now we can view the related impact on current inventory levels by selecting the ‘Products’ tab and clicking ‘View All Products’.

Selecting Product Products can be searched for by SKU #, UPC, Product Name, Vendor, Product Description or Category. Details of transaction history can be viewed by clicking the ‘eye’ icon.

Viewing Transaction History The transaction history, average cost, and quantity available are all viewable from this area.

Creating a Customer Order Customer orders can be creating by clicking on the ‘Customers’ tab and then selecting ‘Place A New Order’. Alternatively, the ‘Place New Order’ button can be selected on the left-hand side.

Selecting the Customer The customer is selected along with their billing and shipping addresses. The PO # is automatically generated but can also be overridden. The customer’s order history and invoice history are both viewable.

Adding Products to the Order Multiple products are selected and added to the order.

View Product on Vendor Orders Clicking the ‘eye’ icon shows all incoming vendor orders along with quantity ordered and quantity backordered on customer orders. Orders can then be placed or saved as quotations.

Selecting inventory and Processing Orders The inventory is allocated to orders. The warehouse that will fill the order is selected. If inventory is too low to fill the order, the quantity will be created on a vendor PO. The truck checkbox can be selected if drop-shipping is required. This will generate a vendor PO with the customer as the ship- to address.

Order Confirmation AdvancePro provides you with an order confirmation and lets you know which actions have been created. In this case, only a pick ticket has been created since all of the products are in stock.

Pick List Selection The pick tickets can be printed or opened up on the computer screen. The green box indicates that a pick ticket has already been printed. Multiple orders can be selected and consolidated onto a single pick slip as well. We will select PO #104.

Picking/Packing/Shipping the Order The inventory is picked and incremented on the pick slip. Product can be picked by scanning the bar code. The order can be picked, packed and shipped in separate stages or all at once. A tracking number can be entered and the carrier selected.

Invoicing Once an order is shipped, a pending invoice is created.

Selecting the Invoice The pending invoice was automatically created in the previous step. In this step, the invoice is selected. Multiple invoices to the same customer can be consolidated and ed. In this case, we will select PO #104.

Finalizing Invoices The invoice is reviewed and any necessary changes can be made. The ‘Create Invoice’ button is selected and the invoice is finalized and ready for export to QuickBooks.

QuickBooks Customers, Vendors and Products are imported from QuickBooks upon initial sync. All information listed above is exported to QuickBooks either at a predetermined time interval or on demand at the click of a button.

Reports AdvancePro comes with over 50 canned reports to help you make smart business decisions.