All User guides articles – Page 13
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User guides
Countries
Countries are defined in ADvance to determine the basic address and financial settings for each country around the world.
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User guides
Help Text Setup
Help text can be placed into a variety of pages within ADvance back-end.
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User guides
Postcode Areas
Postcode areas allow you to group postcodes together to define specific and bespoke regions in the UK.
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User guides
Source Types
Source code types are used to group source codes under a single type to identify how they are used with ADvance.
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User guides
Text assets – what are they and how can I update them?
Text assets are used to place content into the web pages, emails and PDFs which are integrated into your websites via the ADvance system.
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User guides
Order Management - paid, gifts, free trials & complimentary corporates
This page provides guidance on order management in ADvance. This includes guidance on how to view and edit each type of order and the actions you can perform.
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User guides
Orders
Orders are created to manage the sale and distribution of your products to a customer.
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User guides
Using the Media Library
The Media Library acts as a repository for uploaded images, files and embedded video and audio information. These can be searched and reused as required.
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User guides
Company - Custom attributes
Custom attributes are questions which the customer can answer in a form.
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User guides
Company - Web activity
Web activity records party interactions - usually with another system e.g. website or email.
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User guides
Company - Customer Diary
The customer diary provides a record of actions, updates and transactions associated to the party and their orders.
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User guides
Company - Person details
Person details are displayed on a company party record to list all people who are associated with that company.
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User guides
Company - Tax Exemptions
Tax exemptions are used to remove or reduce tax costs which are applied when the party purchases a product.
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User guides
Company - Addresses and Contacts
The addresses and contacts page displays all addresses and contact details associated with the company.
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User guides
Company - Sales Summary
The sales summary page displays a summary of the financial transactions between your organisation and the party.
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User guides
Company - Basic Details
The basic details page shows the basic details of a company in ADvance.