Accounts Receivable
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The Accounts Receivable module puts you in control of customer creation, management and debt collection. In summary, it provides the following features: Debt Collection Tools Customer Notes & Records Debtors Aged Register Cash Receipting Deposit Slip Printing Bank Reconciliation interface Debtors Statements Automatic Electronic Document Delivery Overdue Interest calculation & Posting You can read an […]
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Purpose This function is used to transfer Customer Details from one customer to another. It is most often used for the consolidation of “live” customer accounts, or for transferring information to a “discontinued” customer i.e. a customer you establish specifically to store/archive historical information. The actual transfer does not take place immediately on submitting the […]
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 Business To Business Point Of Sale
Rep Code The Rep code can be numeric or alpha. The Rep’s initials are often descriptive and easy to use/remember, however if you have a high rep turn-around, something more generic might be more suitable. For example, code ‘NS’ might be for the ‘North Shore’ and rep Irene Gray (IG) works with the accounts assigned […]
Accounts Receivable Sales Analysis
Purpose You can use this procedure to move all Customers assigned to a particular Sale Rep to a different account rep. This is useful if a Sales Rep has left or can no longer look after their assigned customer accounts, and you need to transfer responsibility for those accounts to a different rep. The transfer […]
Rep Category Code Rep Category code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Category Name Enter text to describe the Rep Category. This is shown when selecting a Rep Category or when selecting one on-screen.For more details on descriptions, see The Role […]
Rep Categories are used to group Sales Reps for reporting purposes. You can also set commission structures at the Rep Category level which saves you from having to maintain them on each rep if they are common across your reps. In Point-Of-Sale (POS) these categories are called ‘Till Operator Categories’ and ‘Till Operators’. Commission entry […]
Each Customer account is assigned a Customer Type which can be used for report filtering and grouping purposes. But the main purpose of Customer Types is to provide a way to differentiate the General Ledger ‘Trade Debtors’ and/or ‘Sales’ accounts when posting a transaction. You can assign Customer accounts a Customer Type that has different […]
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 […]
Accounts Payable Accounts Receivable System Manager
Countries are used in address input and define (in part) some of the address format details – like the wording for ‘state’ and ‘postcode’ which can vary between countries. Along with assisting to define the “rules” for data entry, having a separate and validated input for countries allows Online Advantage to filter reports and provide […]
‘Other Time’ codes are used to record employee time expended that is not recorded as actual Labour for the costing of Manufacturing or Job Costing. They are used to record employee time in Time Card Entry when an Employee has not been working on a particular Work Order or Job but involved in other activities. […]
Customer Type Code Customer Type Code can be alpha or numeric. Note: codes ‘D’, ‘E’ and ‘I’ are reserved for use as the standard customer types delivered with the system i.e. D=Domestic, E=Export, I=Inter-Company.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Type Name Enter some text to […]
Accounts Payable Accounts Receivable Online Tools
Contact Type Code The Contact Type Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Contact Type Name Enter text to describe the Contact Type. For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Accounts Payable Accounts Receivable Online Tools System Manager
Use Contact Types to categorise contacts in any way that suits your business needs. Each contact must be allocated a type, so it is important to establish the list of types early before you have too many recorded in the Contacts database. Contact Types are particularly relevant when looking up contacts or when performing any […]
Use Job Titles to classify contacts in way that suits your needs. The Job Title can be used to filter Contact selections so you can target certain contacts for mail outs and other digital communcations that you might want to have with the people recorded in your Contacts database. Example Some examples to use are: […]
Contact Classifications are used to “categorise” your contacts in a way that helps you define them for your purposes. For instance, classification(s) can be used to filter Contact selections so you can target certain contacts for mail merges, marketing or sales call targeting. You can include a given contact under multiple classifications. This means you […]
Use Personal Titles to record the contacts preferred title or honorific when addressing them. The Title can be used when formulating a full contact name for emails and addresses e.g. Sir Elton John, Dame Judy Dench and so on. Use of a title for a contact is optional. Example Some examples to use are: Mr, […]
Trading Terms contain descriptive details and settings for the various sets of debtor trading terms that you want to use when providing credit to your customers. You may specify ‘Standard Trading Terms’ for your business as a System Option. These are used for all Customers that do not have individual settings. You can then override those standard […]
Accounts Receivable Purchasing
Selling Group Code Selling Group code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Selling Group Name Enter text to describe the Selling Group. This is shown when selecting a Selling Group to categorise a Supplier under or when selecting one.For more details […]
Accounts Receivable End of Day
This End Of Day (EOD) report is produced during Debtors EOD. It shows customers that have an account credit status of ‘Unapproved’. You can enter sales orders for Unapproved Accounts but they cannot be released from credit hold. Customer accounts may be created initially with an ‘Unapproved’ credit status, or they may be set to […]
Accounts Receivable Pricing
Purpose Contract Pricing can be used to establish “Special” (non-Standard) product pricing for a specific customer or for a group of customers. If you want to apply the same Contract Pricing to a group of customers, then you should create a Contract Price List ‘Code’ using this function so that you only have one set […]