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The Edit Product Pricing utility found at Hub / Utilities offers the ability to edit several product prices at the same time. The feature can be used to create Price Levels marked up by a certain percentage or a specific margin from cost or anot...
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Delete aged product quotes by Customer at Hub / Utilities / Delete Aged Product Quotes . The quotes for the Customers selected that expire on or before the date entered display. A checkbox is available to indicate the quotes to delete when Conti...
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Created On: 02/14/2022
in Knowledge Base Hub
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Add Users and assign a Role at Hub / Setup / Users . In addition to the Role restrictions, several security-related restrictions may be added at the User level. These include restrictions to certain General Ledger Account Categories, Product costs,...
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Found by selecting Roles at Hub / Setup / Users , this important step must be done before Users can be added. Consider the tasks Users perform and the access needed to various areas of the company data and reports. As each Role is defined, the ...
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Additional security options are available at Hub / Setup / Users by selecting Options and/or Location Restrictions . The optional Agvance user security found by selecting Options serves to control access to data. Access to the User area of th...
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Created On: 02/14/2022
in Knowledge Base Hub
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Created On: 02/14/2022
in Knowledge Base Hub Hub Setup Technology Licenses are assigned to Customers who purchase a license to buy proprietary product from a vendor. Most commonly, seed companies with a certain proprietary type of seed will license their product. These vendors are set up as Technology G...
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Created On: 02/14/2022
in Knowledge Base Hub Hub Setup The Alternate Product ID is available at the Select a Sales Allocation window at Hub / Setup / Sales Allocations . This area is optionally used to allocate product at a specific price for use on Sales Orders. Allocations interact with Sales...
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Created On: 02/14/2022
in Knowledge Base Hub Hub Setup This utility at Hub / Setup / Geocode Agvance Data gives the ability to geocode customer addresses, ship to addresses, locations, fields, and tanks. The latitude and longitude may be viewed along with a map. Type – Select the drop-down to cho...