Inventory Control
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Purpose This function is used to enter or adjust the details of product ‘Materials’ set up within the system. A ‘Material’ can be allocated to a Product to ‘tag’ it for reporting purposes. Material codes may be used in Inventory and Sales reporting to group products together. It is available as a user “filter” on almost all Product reports […]
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Purpose This procedure is used to enter or modify the details of Product Categories. Product Categories may be used in Inventory and Sales reporting to categorise products together. Product Categories are made up of one or more Product Groups in the system. They are really a reporting consolidation point and have no specific role in the […]
Purpose This procedure is used to view, add or change the details of Product Groups in the Inventory ledger. The use of Product Groups is probably the single most important element in the creation of your Inventory structure within Online Advantage. This is because the Product Group that each Product is allocated to has a […]
Business To Business Business To Consumer E-Commerce Inventory Control
Purpose This procedure is used to add or change the details of Product Indexes held on the system. Product Indexes are used in OA for a number of reasons, but mainly as an alternative way of navigating your products in a structure that is more flexible and adaptable than the more rigid structures of Product […]
Order Management
Purpose This procedure is used to enter or adjust the details of Customer Returns that are used to raise Credit Notes in the system. Credit Notes are for processing returns from customers where products are returned to stock, or for damaged goods that are usually written off from inventory at the same time as processing […]
Purpose This procedure is used to despatch and invoice an existing order individually without having to go through the order run processing procedures or picking docket processing routines. You can perform a complete or a partial despatch, add additional product items to the original order, substitute one item for another, add service charges, and change the details […]
Purpose This procedure is used to enter or modify the details of despatch dockets that were issued manually. Details of these despatch dockets must be entered before an invoice can be produced for the delivery. Typically this function is used for the “post processing” of a delivery docket that has already been manually completed. Data […]
Purpose This function can be used to enter or adjust Stock Transfer and/or Customer Back Orders. Back Order items are usually generated by the Order Run Processing or Picking Docket Processing routines when the order quantity required cannot be delivered on the first attempt and so the remaining quantity ordered stays on back order until […]
Purpose This procedure is used to generate Picking Dockets for outstanding Customer & Stock Transfer Back Orders that are waiting to be picked by using Purchasing Shipment Receipt details as a means for the system to target the items being processed. Typically, this procedure would be used after receipting a large shipment or shipments. This function […]
Purpose This procedure is used to generate Picking Dockets for outstanding Customer & Stock Transfer Back Orders that are waiting to be picked without checking if there is Stock Available as would normally be the case, depending on the ‘Check Stock’ System Options setting. The idea behind this function is to allow users to generate picking paperwork in […]
Purpose This procedure is used to generate Picking Dockets for outstanding Customer & Stock Transfer Back Orders that are waiting to be picked and can now be satisfied by the current Inventory levels. This function will create new Sale Order items from the back orders items that meet the criteria, allocate available stock to the […]
Purpose This procedure is used to generate Picking Dockets from outstanding Customer Sales Orders & Stock Transfer Orders that are waiting to be picked. This function will allocate available inventory to the order items, select the picking bin(s) needed to fill the order requirements, produce a Picking Docket and update the order status to ‘On […]
Purpose This function is used to record the receipt of stock as a result of an internal Stock Transfer Order. The order being received must have already been recorded as “despatched” from the issuing stock location in order to be available for receipt using this function. In other words, the Transfer Order must be ‘in-transit’ […]
Purpose This procedure provides the ability to make adjustments to consignment details after they have been printed, should a mistake have been made, or perhaps due to a change in despatch arrangements. Once adjusted the function allows for the reprint of the consignment note, getting the correct details on the new paperwork. Additionally should a […]
Purpose This procedure is used to enter and print despatch labels and carrier consignment notes for orders being despatched. This can be for a single Customer Sales Order or Stock Transfer Order, or for a batch or ‘run’ of orders that you require labels and con notes to be printed for. This function can only […]
Purpose This procedure can be used to ‘Adjust Picking Dockets’ after the physical picking of the items on an order has been completed, assuming of course that adjustments to the delivery quantities of the picking dockets are required. It is an alternative to the Adjust Picking Docket Quantities function. It has the additional benefit of allowing the […]
Purpose This procedure allows a Picking Docket to be reset back to its original Order Entry ‘Committed’ status. This function is typically used when a Picking Docket has been printed in error, or when your customer service people want to make changes to the order and produce a picking docket at some later time. NOTE: […]
Purpose This procedure can be used to ‘Adjust Picking Docket Quantities’ after the physical picking of the items on an order has been completed, assuming adjustments to the delivery quantities of the picking dockets are required. It is an alternative to the Adjust Picking Dockets function. It has the additional benefit of allowing the user to […]
2 Comments on Order Entry
Purpose Order Entry is the main creation and adjustment function in the Order Management system. It is the primary method used to add or edit Customer Sales Orders, internal Stock Transfer Orders, Customer Quotes and Draft Sales Orders. It also allows users to convert Quotes to Orders, convert Draft Orders to committed Orders, and build […]
Purpose This option allows you to add a ‘Quantity based Service Charge’ product to a Sales Order. A product is defined as a ‘service charge’ via the product classification of the Product Group it belongs to. Sales of Service Charges form part of the data available in the Sales Analysis system. A ‘Quantity based Service […]
Purpose This option enables you to add products to a Sales Order, Transfer Order or Quote as a line item with minimum input. It is used to add or adjust product line items, covering both Stocked and Non-Stocked inventory items. It is designed for fast keyboard entry where the minimum required inputs are the product and […]
Purpose This option allows you to add a ‘Service Charge’ product code to a Sales Order. A product is defined as a ‘service charge’ via the product classification of the Product Group it belongs to. Sales of Service Charges form part of the data available in the Sales Analysis system. In all other ways a […]
Purpose This option allows you to use ‘Add-on Charge’ products on a Sales Order. A product is defined as an ‘add-on’ via the product classification of the Product Group it belongs to. Sales of Add-on charges are tracked separately to other product sales and do not form part of the data available in the Sales […]
Inventory Control Order Management
Purpose This option enables you to create a ‘Non Inventory Product’ so that you can then use the new product on your current order as a sales order line item. This essentially allows you to quickly and easily create new products ‘on the fly’ without the need to leave the Order Entry function and go […]