Inventory Control
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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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Accounts Payable Purchasing
Purchase Type Code Purchase Type code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Purchase Type Name Enter text to describe the Purchase Type. This is shown when selecting a purchasing type in Request for Quote entry and when assigning a Purchase type […]
Order Management
Purpose This procedure can be used to cancel (reverse) an in-transit Stock Transfer Invoice. The cancellation must take place before the stock is received at the Receiving Location and as such, will not work if the ‘Direct Delivery’ option was selected on the Stock Transfer Order. During cancellation, an Order is reverted back to its […]
Library Reporting
Once documents are completed (sent/printed), sometimes you have the need to go back and look to see where they were sent. This can be useful when checking for mistakes, or finding evidence of a paper trail. When a document is completed there are 3 audit updates that occur and you can find and view the […]
Frequently Asked Questions
Occasionally you may see that when you try to log in, you get a message stating that you are unable to because the ‘User limit has been reached’. This message occurs when the system believes that the number of users logged has reached the limit permitted. For the most part, this happens when a user […]
Purpose This function is used to enter the physical stock count of an inventory item at any time. It is the quickest way to correct an item’s stock on hand quantity. It will bring the perpetual stock on hand into line with the physical quantity. This function is designed to be used as and when […]
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 […]
Accounts Receivable Reporting
Overview This report is produced during the Debtors and Stock End Of Month Ledger Processing and Closing. It is a mandatory report and may not be excluded from the EOM reporting. The ‘Month Ending’ date on the report is derived from the Debtors/Stock Fiscal period end date, and not from the Debtors Ageing Calendar as is the […]
Overview This report is produced during the End Of Month Processing where ‘Debtors Statements’ are generated and customer balances are aged. It is an optional report and so may be excluded from the EOM reporting. The ‘Period Ending’ date on the report is derived from the Debtors Ageing Calendar and not from the Debtors/Stock Fiscal […]
Online Tools
Purpose This procedure is used to record a description of a change to software and the software items that were involved in making that change. This function should only be used by Unipix staff and is a software developer tool, not a user function. Data Input Step 1 – Version Number Version Number Enter […]
Reporting System Manager
Purpose This function is used to add or change parameters for each End Of Day (EOD) report available to run via the EOD Reports Manager tool. It is a software development tool and as such should not be made available to general users. Data Input Step 1 – EOD Report Code Report Sequence Code Enter ‘N’ for “Next” […]
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 […]
Inventory Control Order Management Purchasing
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 […]
The ‘Change Replenishment Supplier’ function is a tool that allows you to swap from one Supplier to another for ‘default’ replenishment. This utility can select all Products and/or Inventory items that are set to use a given Supplier for replenishment, and change the details recorded so they are replenished from a different Supplier. Note that […]
Purpose This procedure is used to change the Customer Order Number recorded against an invoiced transaction or transactions. It is provided to allow you to correct any errors made in the recording of the customers order number (their Purchase Order number) after the transaction has been completed. The same applies to a transaction (Sales Order) […]
Time Cards
Purpose This procedure is used to import Employee Time Cards data from a file created outside of the system. This is an alternative way of entering Time Cards from the standard system functions provided for entering and editing time card details. Using this method a “spread-sheet” style tool can be used to prepare Time Card […]
Purpose It’s sale time! This procedure is used to upload and update Special Prices from a file created outside of the system. This is an alternative way of adjusting sale prices to the standard system functions for changing and editing items. Using this method a “spread-sheet” style tool can be used to adjust a list […]
Purpose This procedure is used to upload Inventory details from a file created outside of the system for existing products. This is an alternative way of entering these details and is useful where you are entering large volumes of new data. Using this method a “spread-sheet” style tool can be used to create a list of products […]
Inventory Control Materials Requirements Planning Stock Forecasting DRP
‘Replenishment‘ is the term used to describe the processes of ‘restoring’ or ‘filling’ an inventory item’s stock position to the level required to be able to satisfy on-going demand. We use the term in Online Advantage to cover the functionality provided in the system to assist in the management of the inventory position of each […]
Purpose This procedure is used to add or maintain a list of Products attached to a Model. A ‘model’ is a special product that is used to group other similar products under one ‘Product Code’ (the ‘Model Code’). This makes it easy to access the group of products through the single ‘Model Code’. For example, […]
Release 9.5
The 9.5 Release of Online Advantage is a major new version with a long list of new features and improved functions for our customers to put to good use through the course of their daily activities. Below is a summary of the 9.5 Release highlights: End of Day Reporting We have completely overhauled the End of Day […]
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System Manager
Purpose This routine can be used to adjust the messages that appear on the Online Advantage login pages. Specifically the back-office application and also the e-commerce web portal. The messages are text input but support HTML formatting on display and so are entered via our HTML editor function. Data Input Step 1 – B2U […]
Accounts Receivable
Purpose This procedure is used to select Customer accounts that are flagged as ‘Unapproved for Credit’ so they can be set to ‘Credit Approved’. Accounts may have a credit flag of ‘Unapproved’ because they are new customers that are yet to go through a credit approval process, or because they are old customers who have […]
Accounts Receivable Release 9.5
Usually when a customer applies to purchase goods and services on credit, they are subject to an account approval process before a line of credit is granted. During this time, the Customer Credit Flag can be set to a status of ‘Unapproved Account’. There are various functions (outlined below) to assist with management of the […]