All How-to guides articles – Page 4
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How-to guides
Guidance on constructing efficient BI queries
The BI module is very powerful and allows searches and retrieval of data across the entire ADvance database. The database itself can become very large (Abacus has clients with millions of party records and tens of millions of individual transactions). It is therefore important to construct BI queries carefully.
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How-to guides
How is the start date calculated on a renewal order?
This documentation explains the differences between an explicit and implicit renewal, and how the start date is calculated in different scenarios.
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How-to guides
How to report on orders placed, money received & liability
Aside from the reporting functionality of Business Intelligence, ADvance has a series of pre-defined financial and logistical reports that are designed to cover a wide range of reporting needs. On this page, we are focusing on a handful of common reporting needs and questions and suggesting which report will provide ...
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How-to guides
How to change a fixed tax rate being used on Product Variants
Do you need to update the fixed tax rate that is being applied on variants? This documentation quickly goes through the two steps involved.
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How-to guides
How to change the delivery postal address on an order
Learn how to change the delivery address of a print product on an existing order.
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How-to guides
How to use ETL to bulk add addresses to multiple party records
Batch Uploads (ETL) allow you to upload bulk data via an Extract Transform Load process. This document explains how to create a suitable CSV file to bulk upload a new address to existing party records.
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How-to guides
How to upgrade an existing order to sell additional recipients or products
ADvance allows you to upgrade an existing order with additional recipients or products. The upgrade order is linked to the original order and ends at the same time. At renewal, the renewal order will look at both the original and upgrade order.
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How-to guides
Registration flow for front-end and back-end users
This document provides information on how credentials are created on both the front end and back end via ADvance.
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How-to guides
How to remove someone from a corporate order
Corporates are multi-recipient orders. This documentation will explain how to manually remove users via the backend.
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How-to guides
How to process and manage a corporate order
Corporate orders are large bespoke orders that can have multiple recipients against it. Users can be added manually, automatically via an email domain or IP address, or via the Corporate Self Service Module.
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How-to guides
How to process a Direct Debit order
This documentation will explain how to process a Direct Debit order in the backend as well as some things to keep an eye out for.
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How-to guides
How to renew existing orders on the backend
This documentation will show you how to process an order as a renewal, and how to flag an existing order as a renewal.
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How-to guides
Accessing OData feeds in ADvance
This document covers the basics of making the connection between a visualisation tool (in this example Microsoft Power BI) and the ADvance data source which you can create using the BI function in ADvance to build an OData feed (an industry-standard XML format data feed).
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How-to guides
How to process a new gift order
A gift order is where someone purchases a subscription for another recipient. This documentation explains the two methods of creating a recipient and how to add them in the backend subscription flow.
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How-to guides
How to process an agency order in the backend
Agency orders are orders that have been purchased by a subscription agency. This documentation explains how to process these orders under an agency party record.
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How-to guides
How to create a new personal order on a party record
A personal order is an order that is created on a person’s party record where both the billing and recipient party are the same. This documentation goes through step-by-step how to create a personal order in the backend subscription flow.
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How-to guides
Restrictions on linked variant functionality
Information on the built-in restrictions that apply to the use of Linked Variant for Continous Payments.
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How-to guides
How to add online products to existing print only continuous payment subscriptions
How to add an Online product to an existing Print Only Continous Payment Order.
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How-to guides
How to create a step up rate for a continuous payment order
How to use the Linked Variant functionality to create a Continous Payment order that starts at a low price and moves to a higher price after a certain number of payments have been taken.
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How-to guides
How to create a continuous payment variant
How to set up continuous payments in ADvance.
