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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
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7.2.11 Configure the Media Campaign's Stages
7.2.6 Configure Legal Entities
7.2.1 General Settings
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7.2.1.3 Order and Invoice Naming Conventions
7.2.1.2 Edit Picklist Values Sets (Global Picklists)
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7.2.1.1 Administration Settings
7.2.5 Setup Forecasts (Sales/Site Goals)
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7.2.7 Setup Inventory and Rates Manager
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7.2.8 Setup Sort Campaign Items
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7.2.10 How to configure additional email recipients for ADvendio processes and features
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7.2.12 Enhanced Visit Reports
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7.2.13 Setup Recommendations
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7.2.14 Configure the Package Manager
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7.2.15 Setup Area Classification
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7.2.16 ADvendio Report Types
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7.2.17 Configure the Net Calculator
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7.2.18 Configure Custom Probability
7.2.19 Setup Commercial Optimizer
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7.2.20 How to set up the Content Wizard Lightning?
7.2.21 Setup of Creative Management features
7.2.23 Setup of the Campaign Builder
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7.2.24 How to set up the Availability Check for exclusive products? (Inventory Forecast)
7.2.25 How to set up the Booking Calendar Lightning?
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7.2.9 Setup Commitments
7.3 Guide to ADvendio Connect and Third-Party System Integrations
7.4 Standard Salesforce Admin Basics
7.5 PDF Layout Configuration
7.6 Setup Billing & Accounting
7.7 Interfaces to third party systems
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7.8 Troubleshooting Error Messages: Resolving Common Issues and Solutions
7.9 Set up Einstein Analytics
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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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ADvendio Knowledge Base
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7.2 Setup ADvendio Features
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7.2.1 General Settings
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7.2.1 General Settings
Former user (Deleted)
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Former user (Deleted)
2019-04-17
1 min read
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7.2.1.3 Order and Invoice Naming Conventions
7.2.1.2 Edit Picklist Values Sets (Global Picklists)
7.2.1.3 Substitution of the field "Media Type" for "Media" in Site Object
7.2.1.1 Administration Settings
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