Sales Analysis
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Purpose This procedure is used to upload Branch Budget details from a file created outside of the system. This is an alternative way of adjusting budgets to the standard system functions for creating and editing a sales budget. Using this method a “spread-sheet” style tool can be used to adjust the budget figures with the […]
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Inventory Control
Purpose This procedure is used to upload and update Prices from a file created outside of the system. This is an alternative way of adjusting selling 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 of products you want […]
Purpose This procedure is used to upload and update Standard Costs from a file created outside of the system. The function was added at the request of some of our Manufacturing clients who had the need to review and adjust their “Standard Costs” for their “Raw Material” items. Setting a new standard cost allows them […]
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General Ledger
Purpose This procedure is used to upload and update General Journals from a file created outside of the system. For additional details on creating upload files, see the note HERE. You can use this function for a number of purposes as you see fit, but here’s some common applications we’re aware of clients doing: Payroll […]
Library Online Tools
Purpose The Notes feature is used to view/add whatever notes (or internal “memos”) are required against selected important “data” elements of the Online Advantage system. At any time in the system you can view/add notes from the displays menus, or you can directly view/add notes relating to a particular element via the menu link that […]
Reporting System Manager
Purpose This routine is used to schedule functions and manage scheduled functions. The functions are typically a report or long running process of some type. Primarily the ‘Process Scheduler’ is used to schedule the running of End Of Day (EOD), End Of Week (EOW) and End Of Month (EOM) processes. Along with those functions, it […]
Library
Whilst OA relies on “codes” and they have their role to play, it is the “descriptions” and “names” that belong to those codes that really make the information mean something to users. Below are some examples of the types of data we are referring to here: Customer Name Supplier Name Product Description Sale Rep Name […]
Accounts Receivable
Purpose This routine is used to upload new contract price details. For additional details on creating upload files, see the note HERE. Data Input Step 1 – Upload File Clear or Append Select clear if you only want the new contract prices to be stored in the Contract Prices file. If you want to […]
System Manager
Purpose The primary purpose of this routine is the general setup of the rules and settings relating to passwords used in the system. It allows you to set/maintain the system override password, your company specific password rules, and the message details emailed to users as part of the ‘forgotten password’ facility on the login page. […]
Order Management
Purpose When a Sales Order is entered into Online Advantage, the customer’s account is credit checked and if it is found that the customer has insufficient credit available on their account the order is placed on a ‘credit stop’ status. Orders on credit stop are prevented from entering the Picking stage of Order Processing. Depending […]
Return Reason Code Return Reason code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Reason For Return Name Name Enter the Return Reason Name. The name appears on Order Statistics and Return Reason reports and in Credit Note entry. Reason to use for […]
Purpose An Order Class can be used to define the source of a Sales Order. For example, whether the order request came via an email, was phoned in, was the result of a sales rep visit or perhaps via a web site or e-commerce portal. The system records the class against the order and subsequent […]
Purpose Order Forms are basically a way to create a “group” of products that can be input into the system during Order Entry as a pre-defined list. This can be appropriate in situations where you might run special promotions of a range of products, or perhaps products that are being discontinued and therefore offered under […]
Purpose Carriers are used throughout the Order Management system to allow users to record the delivery methods used on despatches from the warehouse. The purpose of this function is to allow you to add new Carriers into the system, or to adjust Carriers you have previously set up. You can establish Carriers for external Third […]