AdvancePro v9 Feature List

(416) 840-3940 x1 (800) 970-9071 x1 www.AdvanceProTech.com

AdvancePro simplifies operational processes such as; buying, selling, warehousing, & shipping, in order to

make them more efficient and effective.

AdvancePro facilitates administrative and operational functions like; warehouse & inventory control, customer

order management, and vendor order management. It helps streamline the warehouse environment by

automating shipping and receiving tasks.

Inventory Management Automatic allocation of stock to customer orders Reserve inbound stock for customer back orders

Inventory valuation reports by Average Cost, FIFO, LIFO (non-standard) Set up unlimited Products in your inventory

Item kits within Item kits Setup item kits and kits within kits

Lot and serial numbers (non-standard) Track inventory in multiple picking locations

Multiple warehouses (non-standard) Transfer stock between warehouses

Re-order alert levels and target stock levels Update stock levels using excel import tool

Order Management

Accept payments and charge credit cards Import orders via XML Import tool

Add multiple line items Multiple levels of Orders notes

Automatically place related Vendor Orders from a CPO Order Entry using Order Matrix (Apparel Industry Standard)

Automatically process imported customer orders Place Drop Ship Vendor Orders

Color coded Order statuses Print Picking, Packing and Shipping slips

Create and email customer order quotations Quick and Easy Order Entry process

Detailed reporting for Back Ordered item and orders Real time stock information during order entry

Edit billing and shipping addresses during order entry Three levels of note entry

Edit unit price View discount % on CPO

Email pro-forma invoices View ETA date for inbound Vendor Orders

Pricing/Discount Management

Assign a % discount or markup Create multiple levels of pricing exceptions

Assign pricing by Customer Groups Lock your pricing exceptions against future changes

Assign pricing by category of products

Customers Management

Automatically assign account numbers Set sales goals per customer

Customer level pricing exceptions Unlimited billing and shipping addresses

EDI compliant Store ID and Warehouse ID information View detailed customer logs

Set customer reminders

Products Management

Cost price and selling price in preferred currency Assign vendor specific Cost Price

Assign images to products Create Items Kits and kits within kits

Assign Lot/Serial Numbers per warehouse Create Variant Products with unlimited variations

Assign multiple units of measure per widget Import price lists in preferred currency

Assign unlimited Vendors per product Set Customer and Vendor volume discounts

Assign UOM specific cost and selling prices Set re-order alert levels per warehouse

Assign UPC, SKU, Vendor SKU, Customer SKUs Unlimited products

Accounting and QuickBooks Integration

Automated export to QB Import customers, vendors, products and more from QB

Detailed export report Receive payments against CPO and Invoices

Export invoices, bills, credit memos and more to QB Run Sales Reports by Customer, Products and Vendors

Export to chart of accounts by category of products Support US, Canadian, Australian and UK versions of QB

Export to Classes in QB

(416) 840-3940 x1 (800) 970-9071 x1 www.AdvanceProTech.com

Administrative Assign custom roles Hide Cost Prices

Customer details to visible per sales rep Set access options per role

Enable and disable modules with keys Set secure usernames and passwords per user

Warehouse Management

Create and assign picking slips to Pallets Print Picking, Packing and Shipping slips

Create and print Bill Of Lading (BOL) Receive Vendor Orders and update stock

Create and process Customer and Vendor returns Run reports by warehouses to track inventory

Effective Warehouse Management tool Send tickets back to open orders

Integrate with UPS, FedEx and USPS (non-standard) Track picking, packing and shipping

Manage multiple picking locations Update items to be picked, packed and shipped

Manage multiple warehouses

Purchasing Management

Assign and track VPOs by jobs Convert VPOs into Back Orders

Assign ETA per line item Create and receive inventory into multiple warehouses

Assign freight to calculate landed costs Enter detailed cargo information on Vendor Orders

Assign multiple vendors per item Notification if order below minimum re-order level

Buy and receive in multiple Units Of Measure (UOMs) Process Drop Ship Orders

Change Cost Price on the fly View detailed order history per line item

Choose to create bills with freight or without freight

Manufacturing/ Work Orders/ Bill of Material

Admin controlled WO allocation Place Vendor Orders for components out of stock

Automated WO with system filters Track component stock

Create Item Assemblies using Work Orders Variable and Optional BOM items

Create Vendor Orders for Item Assemblies View and track your Bill Of Materials

Effectively control your Manufacturing Process WO Management and Cost Tracking

Material Requirements Planning Work Orders generated from Customer Orders

Reports/Business Intelligence

Customer Sales Goals Reports Multiple Picking Locations reports

Detailed user history Reports Multiple reports for inventory, sales, shipping and tracking

Forecasting Report Run Advanced Shipping reports by order statuses

Inventory Adjustment report Sales reports by Customer, Products and Vendors

Inventory Valuation report by Average Cost, FIFO, LIFO Track the Net Movement of your inventory

Lot/Serial Number report

Premium Modules Feature List

Wireless Warehouse – APMobile

Automated updates sent to the server real-time Receive Vendor Orders

Inventory updated automatically Scan and ship items on picking, packing and shipping slips

Process and view Pick, Pack and ship slips Wireless Warehouse connection for increased mobility

Process Customer and Vendor Returns

Web Services/E-commerce

Apply Price Promotions and Discount codes No limits to number of products and customer

Automated synch between AdvancePro and websites Payments processed online by Authorize.net and Paypal

B2C, B2B and Sales Rep website integration Receive order notifications to your mail box

Manage all customer orders, customer information Restrict order entry for out of stock items

Manage orders, statuses, and tracking numbers Sales Reps: create new/ manage customers

Manage pricing, images, descriptions etc. Sales Reps: edit online pricing

No data restrictions View Inventory levels online (optional)