Asset Ledger System Manager
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Asset Locations are used to record the physical address of where assets are kept and to define what branch they belong to in terms of the Online Advantage branch structure. They are not to be confused with Inventory Stock Locations. Asset Locations are purely used to record where assets are located within your organisation e.g. the […]
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Accounts Payable Asset Ledger Purchasing System Manager
Asset Groups provide a method of categorising Fixed Assets. Reports generated from the Asset Ledger system are typically sorted and sub-totaled by Asset Group. Asset Groups also define the General Ledger account postings used for Asset transactions. They contain control pointers for that specific group for the following Postings: The Asset group also provides the facility […]
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 […]
System Manager
User Classifications allow you to “group” users for reporting and selection. Note that any one user can belong to multiple classification groups as appropriate. Example Some examples of classifications to consider using are: Some example of use are: Minimum Requirements Use of Classifications on Users is completely optional, so you don’t have to set up […]
‘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. […]
Frequently Asked Questions System Manager
Network printing is only available where a Virtual Private Network (VPN) exists. A VPN is basically a secure TCP/IP tunnel between two networks that allows traffic to flow privately and securely over the public internet. The tunnel can support the flow of TCP/IP traffic that might not otherwise be possible without creating a security risk […]
Job Costing System Manager
This function is used to set default data that is used when entering Job Costing Invoices. Invoice Product Enter the default invoice product. The product selected must be in a Product Group set-up as a “service” type classification (‘S’ or ‘SQ’). When entering job invoices and you use the ‘Job Costing – Summary’ or ‘Job […]
The primary purpose of this function is the general setup of the rules and settings relating to passwords used in the system. It allows you to set/maintain your company specific password rules, and the message details emailed to users as part of the ‘forgotten password’ facility on the login page. No. of Days for Password […]
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, […]
E-Commerce System Manager
Purpose This routine is used to adjust the various ‘e-Commerce Options’ available in the system. These options are used by the B2B (Business to Business), B2C (Business to Consumer) and B2R (Business to Rep) portals which are an extension of the Online Advantage application. Data Input Step 1 – Stock Availability Stock Availability Location You […]
Online Advantage is a browser based application which currently uses Microsoft Internet Explorer (IE) as the “client” application. Microsoft are phasing out support for the IE desktop application from Windows. As a replacement and to assist with users in the migration they have provided an IE mode in their new Windows browser called Edge. If […]
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Reporting System Manager
Purpose This function is used to add or change parameters for each End Of Day (EOD) report available to run via the EOD Reports Manager tool. It is a software development tool and as such should not be made available to general users. Data Input Step 1 – EOD Report Code Report Sequence Code Enter ‘N’ for “Next” […]
Business To Business Business To Consumer E-Commerce Inventory Control System Manager
Purpose This routine is used to upload files onto the server from your local PC for use within the application. Data Input Select a File Select File Select the file you wish to upload by clicking the Browse button and navigating to the place on your local PC the file is stored. Select Type Select […]
Inventory Control Stock Forecasting DRP System Manager
This function is used to maintain the Stock Replenishment system settings recorded for global use within the Inventory and Forecasting modules. The details entered here can be changed at any time during the use of Online Advantage. Replenishment Method Replenishment Method is used in the calculation of “replenishment point” in the Inventory Control and Forecasting […]
Purpose This routine can be used to adjust the messages that appear on the Online Advantage login pages. Specifically the back-office application and also the e-commerce web portal. The messages are text input but support HTML formatting on display and so are entered via our HTML editor function. Data Input Step 1 – B2U […]
Purpose This utility is used to manage the destination, format and availability of reports produced by the system’s overnight End of Day (EOD) process. There are many reports that can be produced by the End of Day processes. This function also includes the End of Week (EOW) and End of Month (EOM) processing. All reports […]
Inventory Control System Manager
Purpose The Print Product Labels function allows you to select items in inventory and print a sticky label to attach to your products. The default Product Label delivered with Online Advantage obviously isn’t going to suit everyone. There are just too many different types of label stock (papers quality, size, perforation etc.) available to have […]
Purpose This routine is used to establish the mandatory settings in relation to Products in the Distribution suite in Online. In particular the length of the Product Code to be used in Inventory, and other related settings like the use of Sizes and Colours. The settings established here are global across multiple modules throughout your […]
Purpose This procedure is used to enter or modify the details of Notes Categories. These categories are used when editing notes against various elements in the system – like products, customers, suppliers and more. To give an example: you may have reps entering sales related notes against a customer, and accounts clerks entering account related […]
Purpose This routine is used to bar user access to a specified procedure for one or more users. This process compliments the “System Allowed” and “Procedures Barred” options in the User Details function. This routine is designed to allow global barring of user access for a specific procedure/function for one or more users as required. […]