Order Management
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The Order Management covers the systems required to manage Sales and Transfer Orders across one or multiple branch offices, each with one or more warehouses, each taking orders in one or more currencies across the operation. In summary, it provides the following functions: Quotes & Orders Credit Control Order Confirmations Transfer Orders Order Forms Forward […]
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Accounts Receivable Order Management Point Of Sale
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 […]
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 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 Order Management
Group Discount Levels allow you to combine Product Group pricing into a ‘set’ or ‘list’ which can then be applied to multiple Customers who receive the same pricing overrides. This makes maintaining Product Group based pricing an easier task than recording them for each Customer individually. You are able to create a list of product […]
Carriers are used throughout the Order Management system to allow users to record the delivery methods used on despatches from the warehouse. You can establish Carriers (or “Couriers”) for external Third-Party companies that are used to deliver your goods to customers or to other warehouse operations. You can also set up Carriers to cover your […]
The point when you enter who the carrier is for a given order during the ordering process depends on a number of factors. Often the carrier is discussed and agreed with the customer at the time of Order Entry. Sometimes you can’t determine a carrier up front until you’ve assembled the items for despatch and […]
End of Day Order Management
This End Of Day (EOD) report is produced during Debtors EOD. It shows sales quotes where the date the quote is ‘valid to’ is due to expire in the next few days. This gives Sales Reps an opportunity to call and follow up with the customer. Can I Exclude It? Yes. This report is not […]
Purpose This procedure is used to upload Request for Quotes (RFQ). Note: For additional details on creating upload files see the notes HERE. Data Input Step 1 – File Upload Upload File Select the spread sheet file you wish to upload, by clicking Browse. This assumes you have access to the file with the RFQ […]
Frequently Asked Questions Inventory Control Order Management Point Of Sale Purchasing
From an OA perspective, the system is typically sitting and waiting for the input of a bar code at a “normal” prompt like any other text prompt, without any filtering. OA only does “something” once it receives an “end character”. The end-character is typically a suffix setting on the bar code reader. Usually a “tab” […]
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 […]
Purpose This procedure is used to import Carrier delivery costs and charges. Note: For additional details on creating upload files see the notes HERE. Data Input Step 1 – File Upload Location Nominate the Location which is the point of origin of the deliveries i.e. where items are being sent from. Carrier Nominate the Carrier […]
Purpose Carrier Costs are used to calculate delivery charges in Sales Order Entry when the Delivery Calculator option is switched on. Costs can be defined either by Area or Postcode, where an Area covers multiple postcodes and is therefore easier to maintain than a carrier cost for each Postcode. Optionally you can update Carrier Costs […]
Purpose This routine can be used to upload Customer Product details from a file created outside of the system for existing Customers and Products. Customer Product information is used in Order Processing and e-Commerce to show the customer’s product information i.e. product ID and description. This is an alternative way of entering these details and […]
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 […]
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 […]
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) […]
Purpose This procedure is used to add or maintain the details of your customer’s product codes and to manage access to products and colours in the customer’s B2B e-Commerce portal. Customer Product Codes are a useful cross reference between your product codes and your customer’s product codes. When invoices are generated, the customer’s product code corresponding […]
In Online Advantage it is possible to enable a detailed level of tracking on inventory items on a Product by Product basis, or, if required, on selected Inventory items i.e. a Product stocked in a specific Stock Location. These tracking options allow you to record a level of additional details with each transaction to assist […]
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 […]