Upload Carrier Postcode Areas

May 18, 2020 Order Management

Purpose This procedure is used to import Carrier delivery areas per postcode for use in determining area freight charges. Note: For additional details on creating upload files see the notes HERE. Data Input Step 1 – File Upload Carrier Nominate the Carrier the areas and postcode details being upload are for. Upload File Select the […]

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Upload Carrier Costs

May 18, 2020 Order Management

Purpose This procedure is used to import Carrier delivery costs and charges. Note: For additional details on creating upload files see the notes HERE. Data Input Step 1 – File Upload Location Nominate the Location which is the point of origin of the deliveries i.e. where items are being sent from. Carrier Nominate the Carrier […]

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Carrier Costs

May 18, 2020 Order Management

Purpose Carrier Costs are used to calculate delivery charges in Sales Order Entry when the Delivery Calculator option is switched on. Costs can be defined either by Area or Postcode, where an Area covers multiple postcodes and is therefore easier to maintain than a carrier cost for each Postcode.  Optionally you can update Carrier Costs […]

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Upload Customer Products

May 18, 2020 Order Management

Purpose This routine can be used to upload Customer Products details from a file created outside of the system for existing Customers and Products. Customer Product information is used in Order Processing and e-Commerce to show the customers product information i.e. product id and description. This is an alternative way of entering these details and is […]

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9.5 Post Release Features

May 17, 2020 Release 9.5

Whilst most features of a release are completed during our normal R&D cycle, we regularly add new features during the “life” of a release via patch updates. Usually because the feature is significantly beneficial to the majority of the users. Below is a summary of the new features added to this version. Something you’d like […]

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Stock Take Overview

July 28, 2019 Inventory Control

Online Advantage contains a ‘Stock Take’ module that is designed to help you manage the process of comparing your physical stock holdings to the perpetual quantities recorded in the Inventory system. The module allows you to create a stock take for a whole stock location, or for selected inventory items i.e. fast moving, spare parts, […]

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General Ledger Categories

July 23, 2019 General Ledger

Purpose This function is used to enter or modify the list of valid General Ledger Categories available in the system. Each GL Chart of Account must be assigned to a category. Categories are a way of organising the Chart of Accounts and are used for sorting and sub-totalling on General Ledger reports. Some examples of […]

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Chart of Accounts

July 23, 2019 General Ledger

Purpose This function is used to enter or modify the details of Chart of Accounts available for use in the system. The Chart of Account list is integral to all General Ledger posting functions, balance details and reporting functions. Each chart of account record holds descriptive data and must be assigned to a General Ledger […]

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Bank Reconciliation

July 9, 2019 Cash Management

Purpose This procedure is used to reconcile statements received from your Bank with the transactions recorded in the Bank Reconciliation system. It may be used at any time. You can either reconcile statements manually, or use auto-reconciliation – where you upload your statement from the bank and have items match automatically. At the end of […]

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Custom Data Sets

April 14, 2019 Online Tools

Purpose This function is used to create and update Custom Data Sets. This ‘Custom Data’ tool offers you the opportunity to store data specific to your business needs. Data that is not covered in the standard Online Advantage database structures. For example, with Assets you may want to record additional purchase and/or insurance details.  Perhaps […]

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Manual Stock Receipts

October 1, 2018 Inventory Control

Purpose This function can be used to manually enter the details of ‘Stock Receipts’ that have occurred in a given Stock Location. Once a receipt is completed using this facility the items appear in the inventory for the receiving stock location via ‘Manual Stock Receipts (MSR)’ transactions, and the value of the inventory being received […]

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Manual Stock Issues

October 1, 2018 Inventory Control

Purpose This function can be used to manually enter the details of ‘Stock Issues’ that have occurred in given Stock Locations. Once an issue is completed using this facility, the items are moved out of the inventory from the issuing stock location via a ‘Manual Stock Issue (MSI)’ transaction, and the value of the inventory being […]

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Generate Transfer Orders

September 5, 2018 Inventory Control

Purpose Use this function at any time during the day to generate Stock Transfer Orders based on the current inventory levels held in the system. This function allows you to generate transfer orders in the same way as the overnight (End-Of-Day) replenishment functionality except that this procedure can be run at any time during the day, any number […]

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Create New Prices

June 27, 2018 Inventory Control

Purpose This function can be used to create a working copy or ‘draft’ of Future Pricing based on existing pricing details. With this tool you can ‘copy’ part or all of the existing current pricing, applying inflation factors to create new pricing. This new set of prices are basically held in a ‘work in progress’ area […]

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Product Future Pricing

June 27, 2018 Inventory Control

This sub-system is called Future Pricing, and as the name suggests, it provides tools for the creation of product sell pricing for use in the future whilst leaving your current ‘active’ pricing in place and operational. These functions allow for the entry and maintenance of a new Price List through the creation of new a […]

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Document Delivery

June 20, 2018 Library

Document Delivery is the term we use for the automatic sending of stationery documents to external third parties i.e. Customers and Suppliers. Document Delivery allows you to set up rules for the electronic delivery of documents via email or fax. These rules relate to documents such as Quotes, Order Confirmations, Invoices, Debtors Statements, Purchase Orders […]

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Transfer and Delete Price Lists

June 17, 2018 Inventory Control

Purpose This function can be used to ‘Copy’, ‘Move’ or ‘Delete’ a Price List and all the related product pricing details in the system. Both the ‘copy & move’ options take pricing from one Price List to another Price List for all products, or for specified Product Groups/Products in the inventory system. The ‘delete’ is […]

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Transfer "TBA" Tracking Details

June 11, 2018 Inventory Control

Purpose This function is used to transfer ‘To Be Advised’ (TBA) Tracking details so that the correct reference number is recorded. Online Advantage allows transactions to occur on the system without all the tracking details (Serial, Batch or Dual Reference numbers) being entered onto a transaction. This function allows the adjustment of those details at […]

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Update Tracking Details

June 6, 2018 Inventory Control

Purpose This function can be used to update the tracking details recorded in the system. This basically allows you to ‘transfer’ a serial number, batch number, or dual reference for all of the inventory and some or all of the historical transactions recorded in the system for the given tracking reference. It is designed to […]

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Tracking Details – Bin/Serial/Batch/Dual Reference entry

May 30, 2018 Inventory Control

Where a product has been set up for some form of ‘Tracking’ (see related topic Inventory Tracking Overview), you are asked to enter tracking details for the quantity of the transaction being recorded.  The entry of these details is generic across the system and is described below. The entry of tracking details is usually started […]

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