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 Orders
Credit Note processing Reason for Returns Customer Service Enquiries
Back Order processing Consignment Notes Outstanding Order reporting

You can read an overview of the Order Management system and its functions, features & benefits HERE. For a more Detailed Overview of this module see Order Management Overview

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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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Upload Carrier Costs

May 18, 2020 Order Management

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 […]

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Carrier Costs

May 18, 2020 Order Management

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 […]

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Upload Customer Products

May 18, 2020 Order Management

Purpose This routine can be used to upload Customer Products 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 customers product information i.e. product id and description. This is an alternative way of entering these details and is […]

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Cancel Transfer Invoice

July 7, 2019 Order Management

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 […]

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Tracking Details – Bin/Serial/Batch/Dual Reference entry

May 30, 2018 Inventory Control

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 […]

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Change Customer Order Number

May 23, 2018 Order Management

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) […]

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Customer Product Codes

May 16, 2018 Order Management

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 […]

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Inventory Tracking Overview

November 16, 2016 Inventory Control

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 […]

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Credit Note Entry

September 25, 2016 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 […]

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Despatch Specified Orders

September 18, 2016 Order Management

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 […]

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Manual Despatch Dockets

September 14, 2016 Order Management

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 […]

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Back Order Adjustment

September 12, 2016 Order Management

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 […]

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Generate and Print Picking Dockets – Back Orders from Shipments

August 21, 2016 Order Management

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 […]

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Generate and Print Picking Dockets – Back Orders from Transfers

August 21, 2016 Order Management

Purpose This procedure is used to generate Picking Dockets for outstanding Customer & Stock Transfer Back Orders that are waiting to be picked by using Stock Transfer Receipt details as a means for the system to target the items being processed. Typically, this procedure would be used after receipting a large stock transfer. This function will […]

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Generate and Print Picking Dockets – Back Orders – No Stock Check

August 14, 2016 Order Management

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 […]

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Generate and Print Picking Dockets – Back Orders from Inventory

August 14, 2016 Order Management

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 […]

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Generate and Print Picking Dockets – Orders

August 7, 2016 Order Management

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 […]

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Receive Transfer Orders

July 24, 2016 Order Management

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’ […]

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