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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This is a debt collection tool that helps you to send a reminder to your customers that their account is overdue. The reminder is sent as an email with an interim statement attached. The subject and body of the email is chosen at the start of the process from 1 of up to 5 levels […]
This report is a debt collection tool that sends reminder emails for Customer’s whose accounts are overdue. The report sends an email to the customer with an Interim Statement attached. The wording in the email can be set up in System Manager under Standard Stationery Messages – there are five ‘Overdue Reminder’ email templates to […]
Purpose The Overdue Debtors function is a debt collection tool that allows you to select Customers for debt collecting and view the overall debt based on many varied criteria. For example, you could select customers in the New South Wales branch for a particular rep who have 30 day Trading Terms and who owe more than $5000 […]
Accounts Receivable Order Management
Use this function to change the customer order number recorded against an invoice or credit transaction. This function is provided to allow you to correct any errors made in the recording of the customer’s order number (their Purchase Order number) after the transaction has been invoiced/credited. The same applies to a transaction (Sales Order) where […]
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 […]