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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Manufacturing Order Management
Purpose This function is used to update the manufacturing dates of all work orders linked to a sales order. Data Input Step 1 – Mandatory Filters Sales Order No. Enter the sales order number which you want to set the Work Order dates for. Start Date Enter the date manufacturing will start on the […]
Return Reasons are used to record a reason an item was returned when the sales credit is entered. There are many different reasons for entering credits, for example, wrong size, wrong colour, damaged item, wrong item sent. Setting up Return Reasons allows you to analyse the reasons for raising credits in your business to help […]
Delete Reason Code Reason codes can be numeric or alpha.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Delete Reason Name Enter text to describe the delete reason. This is used when selecting a reason for deleting an order, and in reporting. For more details on descriptions, see The […]
Sales & Back Order Deletion Reasons allow you to keep track of the reasons orders (including Sales, Quotes, Drafts & Transfers) & back orders are deleted. Whenever an order or back order is deleted, you have the choice to record a reason for the deletion. The delete reasons are used for display and reporting purposes. […]
Branch Code Select the branch code you want set-up or adjust the “new customer default” details for. You should enter details in this function for each branch that requires “quick” customer creation from the Sales Order Entry function. Without these default details specified for a given branch, any users allocated with the branch as their […]
This function is used to enter default customer details for a specific branch. These details are the mandatory required fields for a new customer. The details entered here are used in Sales Order Entry when a user creates a new customer ‘on the fly’. It saves users from having to enter all the mandatory settings […]
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 e-commerce portal. The system records the class against the order and subsequent invoice transactions […]
Order Class Code Order class code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Order Class Name Enter a name to describe what the Order Class code represents. The Order Class name appears on picking dockets and various reports. For details on descriptions, […]
Accounts Receivable Inventory Control Order Management
Delivery Areas can be used as a reporting filter for Sales Orders and Customers, however Delivery Areas are primarily used to manage deliveries of Sales Orders. For example, you may generate picking dockets for all orders designated to a particular Delivery Area. Or you may sort despatches by Delivery Area so they are sent out […]
Delivery Area Code Delivery Area code can be numeric or alpha.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Delivery Area Short Name Enter a short name – up to 10 characters, to describe the delivery area.This short description is used on screens and reports where space is too limited […]
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 […]