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Last Updated: 05/30/2025
in Knowledge Base Hub CRM
The Customer Gap Analysis presents data in a Summary Style grid giving vision of both sales and purchases for selected customers. Using this data, companies can evaluate each customer’s Grain purchases and Accounts Receivable sales to identify mis...
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Last Updated: 07/07/2023
in Knowledge Base Hub Hub Utilities This function, found at Hub / Utilities / Create/Refresh Data , creates a copy of the currently logged in dataset to a different data folder on the current server or to another data server (running a version of SQL Server). Most often this function...
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Reports and grids can be exported into various file formats (i.e., Word or Excel document). The report can then be accessed later using Word, Excel, etc. Lengthy month-end reports can be exported and saved in a specified location. Many customers ...
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Last Updated: 03/18/2025
in Education Educational Pathways
The Agvance SKY Order app gives office and sales staff the ability to create orders from any device using a Chrome or Safari web browser. All Orders are saved to the Agvance database in real-time making this web app a valuable tool. Order Videos...
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There are 2 ways to create generic Bookings in Agvance: Create a generic prepay product in a miscellaneous inventory department. Use this product on a Booking, entering the dollars to be received in the Quantity column and $1.00 as the Unit Pri...
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These end of period functions are extremely important. Care should be taken that all checklists provided are followed. Daily The Agvance data represents the financial records of the business as well as many hours of data entry time. Here are s...
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Sometimes it is necessary to void a Purchase Order. Purchase Orders may be voided regardless of the prepay status of the Purchase Orders. If a Purchase Order has been received or invoiced off of at all, it cannot be voided. However, if the PO will ...
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Last Updated: 01/10/2025
in Education Educational Pathways
Agvance SKY Analytics brings data to live through visualizations, charts, and graphs for easy analysis. These dashboards give the ability to gauge performance, monitor trends and view outliers for easy comparisons.
SKY Analytics Videos
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Payments can be made via the Agvance SKY Customer application by completing the Sky Payments setup page. Payment Processors Toggle the Heartland option to On to allow for online credit card payments through Heartland. When the Heartlan...