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  1. Establishing Roles

    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 ...
  2. User Login Setup

    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...
  3. Users and Security

  4. Technology Licenses

    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...
  5. Sales Allocations

    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...
  6. Geocode Agvance Data

    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...
  7. Product Synchronization

    Setup The use of the Product Master Replication process in Agvance requires a Product Master location be specified in the database. This is done at Hub / Setup / Locations or Accounting / Setup / Locations on the Profile tab. Select the...
  8. Credit Statuses

    There are five pre-defined statuses at Hub / Setup / Credit Statuses that may be assigned to customers: Excellent , Good , Fair , Poor , and Hold . Add, edit, or delete additional Credit Statuses on this window. The Hold status requires a ...
  9. Mapping Preferences - Hub

    This area at Hub / Setup / Mapping Preferences allows non-Mapping users to set preferences for options related to viewing maps outside of Mapping. Background Road Folder – Use the Browse icon to choose which folder is the background road ...
  10. Location Preferences - Hub

    At Hub / Setup / Location Preferences , select the Location from the drop-down for the preferences to display/edit. User Defined Soil Test Heading – There is one user-definable test result available at the soil test tab in the fi...