EOD Report editor

June 22, 2018 Reporting

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” […]

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File Upload

May 14, 2018 Business To Business

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 […]

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Replenishment Settings

May 2, 2018 Inventory Control

Purpose This routine 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. Data Input ­ Step 1 – Defaults Replenishment Method Replenishment Method is used in the calculation of […]

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Login Page Messages

March 15, 2018 System Manager

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 […]

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EOD Report Manager

July 21, 2017 Reporting

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 […]

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Configuring Product Labels

November 10, 2016 Inventory Control

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 […]

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Product Format

October 12, 2016 Inventory Control

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 […]

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Notes Categories

May 15, 2016 System Manager

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 […]

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Bar Procedure Access

October 14, 2015 System Manager

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. […]

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Allow Procedure Access

October 14, 2015 System Manager

Purpose This routine is designed to allow global updating of user access for a specific procedure/function for one or more users as required. This process compliments the “Additional Procedures Allowed” and “Procedures Barred” options in the User Details function. Rather than updating the access to a given system procedure by changing each individual users settings, […]

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User Classification

October 11, 2015 System Manager

Purpose This procedure is used to enter or maintain the details of User Classifications. The user classifications should be established prior to setting up your individual users. They allow you to “group” users for reporting and electronic messaging purposes. As a example, allowing users to send a message to one or more classifications without having […]

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User Details

October 10, 2015 System Manager

Purpose This routine is used to create and maintain user details and their access profile to the system. A valid user is required to allow each of your users to log in to the Online Advantage system. This function can be used to create or change existing users used in both the B2B e-Commerce application […]

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Stock formula

August 30, 2015 Inventory Control

Purpose This routine is used to maintain the stock formula setting in the Inventory system. There are 5 stock formula options available. The currently selected formula is highlighted. The system default formula is option 5. The option selected determines how the system will calculate the Available Quantity when required. Depending on the formula selected the […]

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Manufacturing details

August 23, 2015 Inventory Control

Purpose This routine is used to establish defaults for the manufacturing system relating to reporting and the establishment of products within the manufacturing and jobbing areas of the system. Data Input Step 1 – Manufacturing Details Material Variance % Enter a percentage to two decimal places that is used as a trigger to generate End […]

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Customer Category Standard Stationery Message Update

August 19, 2015 Accounts Receivable

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 […]

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Standard Special Forms Queues

August 16, 2015 System Manager

Purpose Specific documents (stationery forms) within Online Advantage can be sent to predefined printer queues to save the user constantly needing to re-select the destination printer through the course of their days processing. This is essential given the variety of documents/forms that Online Advantage produces. In a multi-user environment where there are many printers available […]

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Company Name and Address

August 16, 2015 System Manager

Purpose This function is used to maintain the Company Name and Address details recorded for global use within the system. The details displayed here can be changed at any time during the use of Online Advantage. The details entered in this function will be used throughout Online Advantage where the company name or such details […]

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System Options

August 12, 2015 System Manager

Purpose This routine is used to adjust the various ‘System Options’ available in the system. These options are global controls on the way Online Advantage functions, and for the most part are used to turn facilities on or off within the system. For ease of navigation they are grouped by module. Data Input ­­ Step […]

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Standard Stationery Messages

August 5, 2015 System Manager

Purpose This routine is used to set and adjust the various “Standard Stationery Messages” that are used in Online Advantage on the important “Documents” within the system. These documents are typically the ones that are sent externally to customers/suppliers and so have additional formatting requirements over and above normal reports from the system. The full […]

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Automatic Shipment Take-up settings

August 2, 2015 Purchasing

Purpose This routine is used to enter variance take-up values and General Ledger posting to be used for the automatic take-up of Purchase Price Variances on finalised Shipments. Purchase price variances that are below a certain value can be easily removed from the purchase price/ shipment variance reporting facility to allow purchasing/ accounts personnel to […]

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