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ADvendio quick guide
1 Introduction
2 Account & Contact Management
3. Inventory Management
4 Sales & Order Management
5 Reporting
6 Billing & Accounting
7 Admin Basics
7.1 General Setup
7.2 Setup ADvendio Features
7.3 Guide to ADvendio Connect and Third-Party System Integrations
7.4 Standard Salesforce Admin Basics
7.5 PDF Layout Configuration
7.5.1 Configure your Proposal Layout
7.5.1.1 Manage Quote Preferences
7.5.1.1.1 Quote Layout (Landscape)
7.5.1.1.2 Quote Layout (Portrait)
7.5.1.2 Use a Custom Quote Template
7.5.1.3 Show the Gross Value (B3) and VAT on a Proposal
7.5.1.4 Configure which field to show in cases of no discount
7.5.1.5 Payment Schedule on Proposal PDF
7.5.1.6 Configure Custom Labels on your Quote PDF
7.5.2 Configure your Invoice Layout
7.5.3 Configure your Publisher Payout Credit Note PDFs
7.5.4 Configure your Commitment Layout
7.5.5 General configuration options for all PDF documents
7.5.6 Configure Address Blocks and Contacts on PDF
7.5.7 Overwrite Custom Labels
7.5.8 Edit Visit Report Layout
7.5.9 How to customize the PDFs?
7.5.10 How to show multiple currencies on the PDFs?
7.6 Setup Billing & Accounting
7.7 Interfaces to third party systems
7.8 Troubleshooting Error Messages: Resolving Common Issues and Solutions
7.9 Set up Einstein Analytics
7.10 Overview of ADvendio feature settings
8 Admin Advanced
9. ADvendio Self Service Portal
10. The Media Buying solution
11. User Guide
12. ADvendio Related Release Updates
13. Release Notes
14. Support & Miscellaneous
15. Consider Upgrading (Features)
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