Order Management
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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 […]
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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 […]
Manufacturing Order Management
Purpose This option allows users to add ‘Jobbing Products’ to the system during Order Entry so that they can be ordered by a customer and processed through the system. Jobbing Products are custom manufactured products. Typically a variation on a standard manufactured product you are already making, but with changes to the requirement as specified […]
Purpose This option enables you to quickly create order line items based on an existing ‘Order Form‘. Order forms are in place so you can create pre-defined lists of items that are often ordered together. This may be because you have customers who order the same basic items time and time again, or because the […]
Purpose This option is provided to allow users to create a sales order based on the customer’s previous ordering transactions. This allow users to service customer requests like “I’d like to reorder whatever I purchase last month’. You can specify how many weeks history to use as part of the ‘build’ process. Once complete the […]
Purpose This option allows users to add a product to a Sales Order, Transfer Order or Quote as a line item. It is used to add or adjust product line items, covering both Stocked and Non-Stocked inventory items. This particular line item entry option is sometimes referred to as ‘normal product input’. It differs to […]
Purpose This option allows you to add ‘Text’ line items to an order. The text entered is free-form and multi-line input and has no restriction in terms of the total length of the text entered. Essentially this means there is no theoretical limit to the number of lines of text that can be entered in […]
Accounts Receivable Library Order Management
Before allowing a Sales Order Entry to be processed through the Order Management system, a ‘credit check’ is performed on the customer’s account. The following outlines the logic of the credit checking ‘rules’ used: If the customer’s credit flag is not ‘Credit Approved’ i.e. is ‘Stopped’, ‘Held’ or ‘Unapproved’, the order goes on credit stop. (Fully […]
Purpose This function is used to upload Stock Transfer invoices. This is an alternative way of creating a transfer invoice through data entry via the ‘Manual Despatch’ function. Using this method a “spread-sheet” style tool can be used to create a data file with a list of products & quantities to be used to create a […]
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Purpose This function is used to upload Customer Sales ‘Invoices’ into the system. This is an alternative way of creating an invoice by entering the data into the ‘Manual Despatch’ function. Using this method a “spread-sheet” style tool can be used to create a data file with a list of products and quantities sold to […]
Purpose The ‘Other Charges’ tool is designed to provide you with a mechanism to have “service” type charges automatically added to transactions based on set rules that you specify in this function. It can be used to apply additional charges to sales orders or invoices depending on certain thresholds and processing activity. It can also […]
Purpose This procedure is used to enter the default customer details according to a specific branch. These details are the mandatory inputs held against a customer. The details entered here are used in Sales Order Entry when a user creates a new customer ‘on the fly’. Refer to Sales Order Entry for more details. It […]
Purpose This procedure is designed to allow a user to quickly delete all Back Orders recorded in the system for a nominated Stock Location. Using this function a user can do a mass delete, or selective mass delete, of all Back Orders for a specified Inventory Stock Location, that being the Location recorded to “receive” […]
Purpose This procedure is designed to allow a user to quickly delete all Back Orders recorded in the system for a nominated Product within a specified stock location. Using this function a user can do a mass delete, or selective mass delete, of all Back Orders for a specified Inventory item (a Product within a […]
Purpose This procedure is designed to allow a user to quickly delete all Back Orders recorded in the system for a nominated Customer. Using this function a user can do a mass delete, or selective mass delete, of all Back Orders for a specified Customer. Data Input Step 1 – Back Order Deletion Enter Customer […]
Purpose Sales & Back Order Deletion Codes 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. This procedure is used to enter or change the […]
Accounts Receivable Order Management System Manager
Purpose This routine is used to set or change standard stationery messages using the customer category. The message entered against a category here will be used by the appropriate document to override the “standard” message the system would normally use (if recorded). Note that the system allows for a standard message to appear on ALL […]
Order Management System Manager
Purpose This routine is used to maintain a list of “standard” descriptions you use to describe the way you pack items for despatch. These descriptors are also used on the Consignment Note to show the contents of a delivery. The consignment note descriptions are used in all order processing facilities that allow the entry of […]
Inventory Control Order Management Purchasing System Manager
Purpose This function is used to set and change the “tax” settings and import duty details used by the system. “Tax” is a generic term used to describe whatever local tax needs to be accounted for. The system has been used extensively in countries with taxes like GST, VAT and Sales Tax. The ability to […]
Purpose Some EDI partners require that a third party EDI scan packing system is employed by their suppliers. This normally means that the picking and packing of an EDI takes place “outside” of the Online system. In these situations the partner is normally sent an Advance Shipping Notice (ASN) of the items despatch for an […]
Purpose This routine is used when the EDI data import of messages is being performed as a server based activity, usually because the EDI messages are being delivered and stored directly onto the Online Advantage server or at least in a folder that Online can access to read the messages direction. In order for Online […]