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Created On: 03/18/2022
in Knowledge Base Grain
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Created On: 03/16/2022
in Knowledge Base KB General
There are special considerations to take into account when selecting and installing a new terminal server running the Agvance program files.
Selecting a New Terminal Server
Before purchasing a server, review the Agvance Hardware Re...
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Overview
Agvance Mobile Sales is an iPad app allowing sales people to retrieve customer data, view inventories, create orders, and close deals quickly and easily from anywhere. The Agvance Mobile Sales app communicates with the Agvance we...
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Created On: 03/16/2022
in Knowledge Base Hub CRM Successfully implementing a CRM (Customer Relationship Management) program at your business is a process requiring planning and execution. In the business world, a number of CRM implementations fail for a variety of reasons but often they lack mana...
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Multi-Factor Authentication can be set up by selecting the User drop-down and choosing My SKY Account . Setup Select Edit to set up Multi Factor Authentication in SKY. Select + Add Multi Factor Method . Choose an authentication metho...
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A signature can be set up by selecting the User drop-down and choosing My SKY Account . Select Add Signature to draw a signature using either a mouse or finger. Choose Save when done. The signature will display on the Signature ...
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At View Tanks , the Latitude and Longitude of the tank displays. If the Lat/Long does not exist for the tank or it needs updated, click Map . On the View Ta...
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Use Multi Ticket to start a ticket for multiple tanks. Select the tanks to fill. As tanks are selected, they display in the bottom portion of the window. The tanks are filled in the order they are listed. Use Move Up and Move Dow ...
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To change the billing split on a tank, start with the View Trip Plan, Single Ticket, or Multi Ticket button. Select the tank or order and click View Tank .
On the Profile tab, click on ...
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This customer has $100 in Unapplied Cash and is being invoiced for $325. The Take a Payment checkbox is selected. Save the ticket, and the screen ...