Advance™ provides administrative access that enables you to modify and configure the system to meet your exact needs.
An admin user can add/remove fields, re-label fields, determine drop-down values and make adjustments to dozens of settings. The following administrative modules are available for adjustments and customization:
- Order Configuration
- Module Fields
- Categories
- Drop-Down Editor
- Decoration Types
- Decoration Locations
- Additional Charges
- Reports
- Warehouses
- Units of Measure
- Commissions
- Documents
- Email Templates
- Integrations
- Imports
- Permissions
- Currency
- Customer Portal access
- Users
Flexibility to control the way your orders and documents are viewed by customers or users is an important administrative function. With Antera’s Advance™ system, you have the ability to set default configuration settings to manage orders based on your preferences.
Is the product taxable? Do you want to roll additional charges and fees into the product and have it represented as a single price? What about pricing behavior? Do you want it to automatically adjust prices for price breaks or standard margin?
Configuration will allow you to set defaults and control standard behaviors, but you still have the ability to override and adjust items for specific orders.
The Commissions module gives you the flexibility to pay commissions based on revenue or gross profit. Plans allow for payment to groups comprising multiple people. Target profit allows for commissions to increase based upon the level of gross profit.
Paid on paid invoices, or paid on booked, as well as special commission logic, give you tremendous flexibility to meet your commission needs.
Dashboards can even identify commissions on a real-time basis.
Antera Advance™ maintains a decoration fees table to automatically insert charges and prices in any given order. You have the ability to upload as many decoration vendors’ price lists as you would like. The system automatically inserts the vendor’s price for the order submitted.
Additional charges like setup fees can automatically be added also. You also have the flexibility to maintain contract pricing or specific customer pricing.
Documents
The document editor in Advance™ gives you the ability to customize each of your documents. You can upload your logo, select a template and then adjust the details of items shown to determine exactly what you want your customer or vendor documents to reflect.
Email templates
There are 16 unique email templates you can use to send emails out via the system. You can utilize the email template’s merge tags to automatically insert customer, vendor, or order details.
Each email triggered uses the appropriate template and the user can designate any sender entered in the system to receive email communications.
Imports
Large quantities of data can be imported into the your system using Antera’s Advance™ import module. This module enables you to import data using a .CSV template to quickly populate your records.
- Accounts
- Contacts
- Decoration Charges
- Products
- Inventory
- Warehouses and Bins
- Artwork
- Leads
- Locations
- Categories
- Attributes
Integrations
All integrations are managed in the Advance™ admin integrations module.
KPI dashboards
Advance™ KPI dashboards can provide real-time insights into the performance of your company by any department. These can be customized to display performance by department or overall company statistics. This will keep your organization on the correct performance track. By automatically refreshing every minute, you are assured of up-to-date, accurate information.
Permissions
Advance™ permissions module allows admin users to segment permissions by user groups, as well as use custom logic to control specific events. You can lock down features like ‘delete’ or turn on specific functions like invoice an order. The permissions module gives you full control of any data you want or do not want your staff to have access to.