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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Accounts Receivable Inventory Control
A ‘Section’ can be allocated to a Product to ‘tag’ it for reporting purposes. Section codes may be used in Inventory and Sales reporting to group products together. It is available as a user “filter” on almost all Product reports in the system. Take a look at the Sales Analysis Schematic for a good visual representation of where Product Sections sit in […]
A ‘Class’ can be allocated to a Product to ‘tag’ it for reporting purposes. Class codes may be used in Inventory and Sales reporting to group products together. It is available as a user “filter” on almost all Product reports in the system. Take a look at the Sales Analysis Schematic for a good visual representation of where Product Classes sit in the […]
A ‘Type’ can be allocated to a Product to ‘tag’ it for reporting purposes. Type codes may be used in Inventory and Sales reporting to group products together. It is available as a user “filter” on almost all Product reports in the system. Take a look at the Sales Analysis Schematic for a good visual representation of where Product Types sit in […]
A ‘Material’ can be allocated to a Product to ‘tag’ it for reporting purposes. Material codes may be used in Inventory and Sales reporting to group products together. It is available as a user “filter” on almost all Product reports in the system. Take a look at the Sales Analysis Schematic for a good visual representation of where Product Materials sit in the […]
Product Material Code Product material code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Product Material Name Enter text to describe the Product material. This is shown when selecting a product material as a filter in reporting. For more details on descriptions, see […]
Product Section Code Product section code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Product Section Name Enter text to describe the Product section. This is shown when selecting a product section as a filter in reporting. For more details on descriptions, see […]
Product Class Code Product class code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Product Class Name Enter text to describe the Product class. This is shown when selecting a product class as a filter in reporting. For more details on descriptions, see […]
Product Type Code Product Type code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Product Type Name Enter text to describe the Product Type. This is shown when selecting a product type as a filter in reporting. For more details on descriptions, see […]
Product Packaging Material Code Product packaging material code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Product Packaging Material Name Enter text to describe the Product packaging material. This is shown when selecting a product packaging material when maintaining products that are used […]
Packaging Material can be entered against Products along with the corresponding weight of the material. Tagging products with the type of Packaging material (e.g. wooden pallets, plastic, cardboard boxes) allows this information to be used to generate reports required for environmental reporting purposes. Example Bubble wrap, cardboard boxes, pallets, shrink wrap. Minimum Requirements The use of product […]
Purpose This function is used to transfer a selected customers from one Sales Rep to another. Data Input Step 1 – Mandatory Filters From Rep Enter the rep who is currently assigned to the customers i.e. the rep you’re moving the customers “From”. To Rep Enter the rep who will be assigned to the […]
Accounts Receivable Pricing
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’ so that you only have one set of contract prices to […]
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 […]
Accounts Receivable Sales Analysis
Buying Groups are used as a means of associating independent clients (Customers) allowing you to selectively view information based on a nominated Buying Group(s). In particular, the Online Advantage sales analysis system allow for the selection and consolidation of sales figures at the Buying Group level. Examples Some typical examples of Buying Groups are: Minimum […]
Market Segments can be used for grouping and filtering Customer related information. They are primarily used for grouping sales analysis data. You can define your market segments to suit your business. Each Customer must belong to a Market Segment. When you create a Sales Order for a Customer the customer’s market segment is defaulted into […]
Customer Categories are used for filtering and grouping report data related to Customers. Customer Categories are particularly useful for Sales Analysis reporting. How you define your categories is entirely up to you. Categories such as Retail, Wholesale, Trade, Distributer are typical examples. Customer Category is not the only method of grouping similar customers, so you […]
Buying Group Code Buying Group code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Buying Group Name Enter text to describe the buying group. The name appears on all debtors and customer sales reports relating to buying group and is also useful for […]
Market Segment Code Market segment code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Short Name Enter a short name – up to 10 characters, to describe the market segment.The short name is used on reports or screens where limited space is available. Name […]
Customer Category Code Customer Category code can be numeric or alpha.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Customer Category Name Enter text to describe the Customer Category. This is shown when selecting a customer category as a report filter or when assigning a category to a customer […]
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 […]