All ADvance customer data management articles – Page 10
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User guides
Brand - Merchant Information
The merchant information is used to define the payment service provider information required to process payments from credit cards for products purchased via the integrated ADvance pages.
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User guides
Postage and package
Postage and packaging prices are added to the basic price of a physical product when it is sold to a customer.
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User guides
Revenue types
Revenue types and cost centres are used to classify income for accounting purposes.
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User guides
System Parameters > Merchant information
The merchant information is used to receive payments from credit cards for products purchased via the integrated ADvance ecommerce pages on your websites.
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User guides
System Parameters > Bank Details
The bank details are used to receive payments from bank cards for products purchased via the integrated ADvance ecommerce web pages.
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User guides
Payment methods
The payment methods page allows you to define which methods of payment your organisation will accept from its customers. The payment methods are displayed in a tree structure. The methods are also broken down by the type of payment. Tick the payment types ...
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User guides
System Parameters > Basic Details
The system parameters allow you to define some of the basic settings for your organisation.
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User guides
Categories > Images
Images are displayed on the ecommerce web page for the product offer.
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User guidesBrand - Basic Details
The basic details of a brand are used to identify the brand and its associated vertical group, and control the front end settings and cancellation emails.
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User guides
Categories > Basic Details
The basic details page is used to determine the basic details of the category.
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User guides
Categories
Categories are only relevant to organizations which have an online e-commerce shop managed through ADvance.
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User guides
Campaign
Campaigns in the configuration area of ADvance are used to allow you to group source codes and relate them to a campaign.
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User guides
Configuration > Bank Details
The bank details page displays details of all bank accounts associated with payment processing for products managed in ADvance.
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User guides
Additional Code Types
Additional code types are used to group additional codes under a single type.
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User guides
User Roles
User roles allow you to define which sections of ADvance a user can access. It also allows you to determine whether or not the users have the ability to make amendments and export data.
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User guidesExplore the wealth of customer data using the power of Business Intelligence
The ADvance database contains user data received from web registrations, surveys, product orders, subscriptions, event registration, event attendance, and other sources.
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Release notes
AD release notes – July/August 2018 - v1.3.7
Includes corporate order improvements, reset password URL available on party record, PII flag, updating e-commerce crumbtrails via text asset, ability to link multiple variants for continuous payment.
