Order Management
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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 […]
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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 […]
Purpose This procedure is used to create and maintain details of participating EDI Partners. If you wish to process Online Advantage orders via the EDI interface, then partner details must be entered using this procedure first. This enables Online to interpret the details send in an EDI message so that the data received can be […]
Purpose This procedure is used to generate customer orders from ‘raw’ EDI details which are created by a third party based product. It is an alternative to the server based data upload based on the “EDI File Parameters” configuration details. Companies using this method would typically check their EDI mail box for incoming messages during […]
Frequently Asked Questions Order Management
Picking dockets are not created when an order is set to ‘Full’ picking and there is insufficient stock to fill the whole order. Refer to Picking Methods for more details.
Inventory Control Library Order Management
The Picking Method determines what the system does with Back Orders. The Picking Method is entered on an Order, and is defaulted from the Issuing Location in the case of a Stock Transfer Order, or the Customer Details in the case of a Sales Order. The default Picking Method can be overridden/changed for the order if […]
Inventory Control Library Manufacturing Order Management Point Of Sale Purchasing Stock Forecasting DRP
Most Online Advantage Inventory transactions require the user to enter a product quantity. The entry of that quantity – and its associated data – can range from simple to complex. The degree of complexity is determined by how your business has decided to configure the system and the individual data elements like Products, Stock Locations, […]
Accounts Receivable Library Order Management Pricing
Selling prices are determined based on a Pricing Matrix that combines elements based on which Product is being sold to which Customer. The diagram provides an overview of the matrix, showing the four basic groups of elements that are used to determine sell prices. The selling price for a particular Product is determined by the […]
Order Management Release 9.4
The ability to build a Sales Order from the Sales History of a customer has been added to the Sales Order Entry function to assist users to create orders more efficiently. In order to use this feature, simply look for the new “Sales History” option available in normal line item input as follows: When you […]
Order Management Release 9.3
The Generate Pick Dockets function used to select outstanding orders due for picking and produce the appropriate picking docket paperwork has been enhanced to include a number of new features as follows: Suggested Transfers Report This new report will make suggestions on Stock Transfer that should be performed between the Issuing Stock Location used in […]
A new function has been added to Pick Docket Processing that allows the generation of Picking Dockets from Back Orders on the system without checking if there is Stock Available as would normally be the case depending on the system setup options selected. The idea of this new routine is to allow users to generate […]
Accounts Receivable Order Management Release 9.3 System Manager
By default, Online will create a unique Invoice number in sequence for each new Invoice generated on the system. This would be the normal way people operate, so they can point to an unbroken sequence of “running” invoice numbers on their Invoice Register reports and audit trails. However there are customers who like to see […]
Accounts Receivable Order Management Release 9.3
Online has always had the ability to view a Line Item Audit that shows all the changes to standard pricing and discount a user does for a given product or customer. It’s an important and well used feature of the system. Now we have added the recording of the Authorisation details to this Audit, so […]
Four new Order Management display functions have been added to the module. Each one is discussed below: Order Availability – Summary The new Order Availability Summary screen will show a list of all the orders for a nominated Stock Location and provide a “status” of each order in a grid list – each order being […]
We have performed a complete review of the software used in the Sales Order Entry functions with a view to streamlining the system and making it more efficient to run. An emphasis has been placed on the speed of input, ease of input and the performance of the software over internet and slower links. To […]
Order Management Release 9.2
The following changes were made in this release to the Order Management facilities to assist with the processing of orders through the system. They are as follows: Customer Restricted Products There are times when you don’t want to sell a certain product or range of products to a customer. It could be that agency agreements […]
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 […]