Help for Online Advantage

Software Designed to Empower Your Business

9.5 Post Release Features

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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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features releases

Frequently Asked Questions Library

Frequently Asked Questions

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Browser How do I set up my IE browser?Tabs – how do you turn them on in IE?Trusted Sites – how do I add those in?How do I set up my Edge browser (Non-Technical Users)?How do I set up my Edge browser (Technical Users)?Local Printing – how do you disable pop-up in Edge?Browser Saved Passwords […]

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Version 9.5.1631.1 Online Advantage

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Release November 2024: Version 9.5.1631.1 Online Advantage Bin History options – we’ve optioned up the ways bin history can be kept for an inventory item that is using optional bin tracking. You can now choose from the following approaches: You can change this setting in the System Options function. You can now also edit the […]

Accounts Receivable

Transfer Customers

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Purpose This function is used to transfer Customer Details from one customer to another. It is most often used for the consolidation of “live” customer accounts, or for transferring information to a “discontinued” customer i.e. a customer you establish specifically to store/archive historical information. The actual transfer does not take place immediately on submitting the […]

Business To Business Business To Employee E-Commerce Release 9.5

Version 9.5.1603.1 e-Commerce Portal

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Pending Release September 2024: Version 9.5.1603.1 e-Commerce Editing orders with charges – you can now edit an order in the B2B portal that attracted ‘other charges’ when it was originally created. The charges are re-applied to the order when it is re-saved – assuming the charge criteria is still met of course. Catalogue Text Notes […]

Version 9.5.1597.1 Online Advantage

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Pending Release September 2024: Version 9.5.1597.1 Online Advantage Unit tax for selling prices – there are a couple of improvements in this area as below: Selling whole units’ conversion – a new flag has been added to Product Details that will cause the stock units for a product to round to a whole number when […]

Open/Close Till

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Use this function to open or close a Till when required. Open Till If a ‘Till’ is currently closed, you can tick the ‘Open Till’ check box to make the till available for transaction use e.g. for Point-Of-Sale transactions. Enter the amount of the opening float for the till if you have a starting ‘float’ […]

Tills

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Tills are a virtual representation of physical cash registers or cash drawers used at sales counters. They provide a control mechanism for opening ‘cash’ floats, reconciling the receipts of payments (cash/card/cheque etc.) and for tracking petty cash transactions. An unlimited number of Tills can be established as required. Each Till has a Customer, Stock Location, […]

Till Adjustment & Reconciliation

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Till Adjustment Only a till that is currently ‘closed’ may be adjusted. This is used to adjust the amount in the till after reconciliation and to adjust the various tender types that make up the Till’s balance to reflect the new total. The adjustment is posted to the General Ledger Account defined on the Till. […]

Till Maintenance

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Till Code Till code can be numeric or alpha or a mix of both. You can create a new till by copying details from an existing till and then making adjustments as needed. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Till Status The current status of the […]

POS Docket Headers and Footers

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You can customise your Point Of Sale (POS) dockets to have text appear at the top of the docket (“header”) and/or the bottom of the docket (“footer”). The header and footer text can be changed at any time, allowing you to format the POS docket as you like without the need for custom software changes. […]

Version 9.5.1572.1 Online Advantage

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Release August 2024: Version 9.5.1572.1 Online Advantage Bank Reconciliation – we’ve made several enhancements to this function as below: Service Product purchase details – we’ve enabled the ability to record preferred supplier details per ‘Service’ product so that this information can flow through to the purchasing processes Sales Order Item Reports – completed adjustments to […]

Accounts Receivable Order Management Point Of Sale

Tender Type Maintenance

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Tender Type Code Tender Type code can be numeric or alpha. The code ‘CHG’ is reserved for issuing ‘Change’ in Point-Of-Sale (POS). The code ‘APR’ is reserved for ‘Account Payment Receipts’ in POS. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Tender Type Name Enter text to describe […]

Accounts Receivable Order Management Point Of Sale

Tender Types

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Tender Types are used to control the list of payment tender you accept from customers. For instance, Cash, Debit Cards, Credit Cards (Visa, Mastercard, American Express etc.), Bank Deposit, Cheque and Gift Cards are common forms of tender. Tender Types are also used to group the payments received for Bank reconciliation purposes. For example, you […]

Accounts Receivable Business To Business Order Management Point Of Sale Sales Analysis

Sales Reps (aka Till Operators)

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Sales Representatives (Reps) can be assigned to Customer Accounts to define which customers a rep manages. All customers must be assigned a Sales Rep. Having the Sales Rep facilitates the following: If a new rep is taking over a leaving rep’s customer accounts, you can use transfer the rep using the Transfer Reps function. In […]

Accounts Receivable Business To Business Point Of Sale

Sales Rep (Till Operator) Maintenance

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Rep Code The Rep code can be numeric or alpha. The Rep’s initials are often descriptive and easy to use/remember, however if you have a high rep turn-around, something more generic might be more suitable. For example, code ‘NS’ might be for the ‘North Shore’ and rep Irene Gray (IG) works with the accounts assigned […]

Accounts Receivable Sales Analysis

Transfer Reps

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Purpose You can use this procedure to move all Customers assigned to a particular Sale Rep to a different account rep. This is useful if a Sales Rep has left or can no longer look after their assigned customer accounts, and you need to transfer responsibility for those accounts to a different rep. The transfer […]

Accounts Receivable Sales Analysis

Rep (aka Till Operator) Category Maintenance

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Rep Category Code Rep Category code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Category Name Enter text to describe the Rep Category. This is shown when selecting a Rep Category or when selecting one on-screen.For more details on descriptions, see The Role […]

Accounts Receivable Sales Analysis

Rep Categories (aka Till Operator Categories)

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Rep Categories are used to group Sales Reps for reporting purposes. You can also set commission structures at the Rep Category level which saves you from having to maintain them on each rep if they are common across your reps. In Point-Of-Sale (POS) these categories are called ‘Till Operator Categories’ and ‘Till Operators’. Commission entry […]

Accounts Receivable

Customer Types

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Each Customer account is assigned a Customer Type which can be used for report filtering and grouping purposes. But the main purpose of Customer Types is to provide a way to differentiate the General Ledger ‘Trade Debtors’ and/or ‘Sales’ accounts when posting a transaction. You can assign Customer accounts a Customer Type that has different […]

Inventory Control

Colours

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The use of ‘Colours’ in the system is optional and can be enabled/disabled via the Product Format function. In fact the very term ‘Colour’ is configurable within Online Advantage via the same Product Format definition tool. If ‘Colour’ is disabled in your system then there should be no need to create or maintain a list of them […]

v9.5 Post Release Features – Pre 2022

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The below details cover the features released before 2022. Released 12 September, 2021: version 9.5.1105.1 Online Advantage application Order Management Enhancements – a range of improvements including: Packaging Reports – a new report on the Inventory download tools menu to extract Products and their assigned packaging. This can be used to feed in to an upload to […]

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