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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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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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Assign Buyer to Product Groups

May 27, 2018 Inventory Control

Purpose This tool is used to assign a Buyer to a selected set of Product Groups of your choosing. It is basically a short cut for setting the purchasing buyer responsible for the replenishment of many product groups at once. You enter the buyer you want to use for a given stock location and then […]

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Stationery Email: Placeholders

March 1, 2018 Library

When sending out documents such as Invoices and Purchase Orders to Customers and Suppliers via email, the email ‘subject’ and ‘body’ requires some politely worded text. Within that ‘fixed’ text you often want to insert some ‘variable’ words pertaining to the document being sent. For example you may want to highlight your invoice number and the customer’s order number for […]

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What is ‘Held’ versus ‘Sent’ in Banking?

May 12, 2017 Frequently Asked Questions

When a payment transaction doesn’t have a ‘Date Sent’ recorded against it, it is considered a ‘Held’ payment. When a ‘Date Sent’ is recorded then the system assumes that payment has been sent to the recipient/payee. ‘Held’ means that a payment has been processed in the system but held back i.e. the cheque sits in […]

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How do I reverse a Cash Receipt?

April 21, 2017 Frequently Asked Questions

To reverse a Cash Receipt transaction that has been processed incorrectly you can process a negative cash receipt and then process a new transaction. Suggest you consider doing both these transactions with a new/different reference number so they are not recorded in a normal cash receipt batch. Even if the original cash receipt transaction has […]

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Delivery Details

September 9, 2016 Library

Below is a description of the prompts that form the ‘Delivery Details’ section for an Order: Delivery Area Adjust the orders nominated ‘Delivery Area’ at this prompt. The Delivery Area defaults from Customer Details for Sales Orders or from the Issuing Location for Transfer Orders. You may override the default on an order by order basis […]

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Order Details

September 9, 2016 Library

Below is a description of the prompts from the ‘Order Details’ section for a Customer Sales Order: Date required Enter the date when the order is required. The current system date is used as the default date required. This date is also referred to as ‘Delivery Date Required’. One of the main uses of the […]

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Running User GL Reports

September 6, 2015 General Ledger

With the User GL Reports tool, if the report templates have already been created, running them could not be easier. Here are the steps: Step 1 – “Schedule” First decide if you want to run the report “Now” or at some future time. This allows you to schedule long running sales reports for later in […]

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Creating User GL Reports

September 6, 2015 General Ledger

Creating User GL report templates is a fairly straight-forward activity with the setup tool that leads you through the questions required to write a report. The hardest part (as always with reports) is working out what you want to see, and in what sequence. Below is a step by step sample of some of the […]

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User GL Reports

September 6, 2015 General Ledger

The ability to report and analyse General Ledger (GL) figures is a crucial part of Online Advantage. Over the years we have found that no matter how many standard GL reports we include with the system, there will always be a user who wants something different in some way. To this end, we have developed […]

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Can I change a Product Code?

July 16, 2015 Frequently Asked Questions

It is not possible to just edit a product and change its code because that product code can exist in hundreds to many thousands of places in the database Online Advantage uses to access your product related information. However it is possible to set the system to change the “code” a Product is known under. […]

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How do I make a Country appear on the list when entering an address?

July 16, 2015 Frequently Asked Questions

In order to keep the list of countries short for easy selection, not all countries are marked as “Active”. However when you need to add a country to the list simply use the setup function for the Countries you want to add and set it to “Active”. Refer to Countries for more details.

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Cube

April 2, 2015 Library

Overview Online Advantage has a built-in analysis tool called the “Cube”. We provide facilities with the system to send your data from reports or displays into the Cube so that you can explore and analyse the information within as required. The data in your system has many relationships that can be viewed in an almost […]

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Time Cards Module Summary

July 7, 2014 Time Cards

The Time Cards module provides a simple and efficient method for the processing of employee timesheets details and allocating the cost of labour, whether productive or non-productive, to Manufacturing Work Orders or Job Costing projects. In summary, it provides the following features: Work Order time allocation Job Cost time allocation Non-Productive Time recording Payroll run […]

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Job Costing Module Summary

July 7, 2014 Job Costing

The Job Costing module is a powerful project costing tool for monitoring the progress, productivity and profitability of each job you undertake. In summary, it provides the following features: Job Sheet/Information Outstanding Job Purchases Labour Estimates/Actuals Job Costs Estimates/Sell Prices Job Profitability Job Account Profitability Job Tracking & History Job Notes & Status Invoicing/Credit functions […]

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Material Requirements Planning Module Summary

July 7, 2014 Materials Requirements Planning

The Material Requirements Planning (MRP) module gives you the ability to have the right materials at the right location, at the right time. In summary, it provides the following features: Raw Materials Planning Sub-Assembly Planning Finished Product Planning Demand Forecasting Time Phased Scheduling Automatic Order Release Master Production Schedule Lead Time Forecast Overheads Recoveries costing […]

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Manufacturing Module Summary

July 7, 2014 Manufacturing

The Manufacturing module is an easy to use but comprehensive system for managing all components, assemblies and sub-assemblies used in simple to complex manufacturing processes. In summary, it provides the following features: Multi-level Bill of Materials Indent Manufacture Work Order printing Factory Floor instructions Material Requisitions Labour & Other Charges costing Order Notes & Tracking […]

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Royalties Module Summary

July 5, 2014 Royalties

The Royalties module covers the requirements of manufacturers/distributors who pay a royalty to a third party based on the movement of products under contract. In summary, it provides the following features: Contract Maintenance Royalty Recipients Accounts Payable Interface Extracts Sales & Stock details Automatic Royalty Calculation Royalty Statement Generation You can read an overview of […]

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Cash Management Module Summary

July 5, 2014 Cash Management

The Cash Management module accurately maintains and controls the financial values of a company’s assets. In summary, it provides the following features: Bank Reconciliation Unlimited Bank Accounts Bank Control Register Foreign Currency/Ledger Bank Statement Upload Cash Forecasting Currency Requirements reporting Automatic Interest/Bank Fees Posting Allocation Un-presented Cheque listing You can read an overview of the […]

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