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At the time of writing, Microsoft has not provided a User Interface (UI) to allow the user to configure tab settings for Internet Explorer (IE) mode. The settings remain when a user upgrades from an existing Windows 10 system with IE to the Windows 11 platform, but the UI to change them is no longer […]
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Release 9.5
Released 6th February 2022 : version 9.5.1153.1 Online Advantage Colours – A new ‘Colours’ upload function has been added to the Inventory > Tools menu. The Colours report has also been improved as shown below: AP transaction display – added branch and division to the ‘Account’ column data for improved drill down into General Ledger displays […]
Released 6th February 2022 : version 9.5.1116.1 e-Commerce portal Credit Cards – improvements when entering credit card payments in all e-Commerce portals including automatic card type detection and card number length checking American Express – added more validation rules for credit cards made through the e-Way payment gateway Order forms – are no longer showing on the […]
Business To Business Business To Consumer E-Commerce Library
Released 23rd January 2022 : version 9.5.1111.1 e-Commerce portal Password Change – The User Activity display now shows password change activity details for e-commerce portal users eWAY responses – we enhanced the messaging shown to users making e-commerce payments for purchases via the eWay payment gateway interface. For instance users will now see messages like ‘insufficient funds’ […]
End of Day Pricing
There are two versions of this EOD report; one sorted by Customer and one sorted by Price Lists. These EOD reports run whenever Debtors EOD is run. These reports show Contract Prices that are due to expire (and be deleted) within the next 7 days of the EOD run. The expiry date is determined using […]
Order Management
Purpose This procedure is used to import Carrier delivery areas per postcode for use in determining area freight charges. Note: For additional details on creating upload files see the notes HERE. Data Input Step 1 – File Upload Carrier Nominate the Carrier the areas and postcode details being upload are for. Upload File Select the […]
Purpose This procedure is used to import Carrier delivery costs and charges. Note: For additional details on creating upload files see the notes HERE. Data Input Step 1 – File Upload Location Nominate the Location which is the point of origin of the deliveries i.e. where items are being sent from. Carrier Nominate the Carrier […]
Purpose Carrier Costs are used to calculate delivery charges in Sales Order Entry when the Delivery Calculator option is switched on. Costs can be defined either by Area or Postcode, where an Area covers multiple postcodes and is therefore easier to maintain than a carrier cost for each Postcode. Optionally you can update Carrier Costs […]
Purpose This routine can be used to upload Customer Product details from a file created outside of the system for existing Customers and Products. Customer Product information is used in Order Processing and e-Commerce to show the customer’s product information i.e. product ID and description. This is an alternative way of entering these details and […]
Inventory Control
Online Advantage contains a ‘Stock Take’ module that is designed to help you manage the process of comparing your physical stock holdings to the perpetual quantities recorded in the Inventory system. The module allows you to create a stock take for a whole stock location, or for selected inventory items i.e. fast moving, spare parts, […]
Accounts Payable Purchasing
Purchase Type Code Purchase Type code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Purchase Type Name Enter text to describe the Purchase Type. This is shown when selecting a purchasing type in Request for Quote entry and when assigning a Purchase type […]
Purpose This function is used to create (initiate) a stock take ‘run’. Each ‘run’ is a list of inventory items that you want to perform a stock take on at the same time, so it is basically a ‘batch’ of items to count. The main purpose of this function is the selection of the inventory […]
Purpose This function is used to ‘Freeze Stock’ on an existing Stock Take Run. The ‘”freeze” process records the current Inventory ‘Stock On-Hand Quantity’ as the ‘Freeze Quantity’ of each item on the stock take run. Stock should be frozen for a run before count quantities are entered unless you have control of what warehouse […]
General Ledger
Purpose This function is used to enter or modify the list of valid General Ledger Categories available in the system. Each GL Chart of Account must be assigned to a category. Categories are a way of organising the Chart of Accounts and are used for sorting and sub-totalling on General Ledger reports. Some examples of […]
Purpose This function is used to enter or modify the details of Chart of Accounts available for use in the system. The Chart of Account list is integral to all General Ledger posting functions, balance details and reporting functions. Each chart of account record holds descriptive data and must be assigned to a General Ledger […]
Cash Management
Statement Format Code Format Code can be numeric or alphabetic or a combination of both. Name Enter a name to describe the statement format. This will be used when selecting a format to associate with the bank in Bank Details entry. For more details on descriptions, see The Role of “Names & Descriptions” in Online […]
Purchasing
Payment Method Code Payment Method code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Description Enter text to describe the Payment Method. This is shown when selecting a payment method on a Supplier or during Purchase Order Entry. For more details on descriptions, […]
Accounts Receivable
Purpose This function is used to enter receipts details of payments from your Customers as well as ‘Sundry Receipts’ that need to be banked from non-debtors sources e.g. rental income, insurance policy refunds, sale of assets etc. These sundry receipts are manually posted to one or more General Leger Accounts. Where these receipts affect customers, the […]
Customer Trading Terms Code Trading Terms code can be numeric or alpha (or a combination). It is often descriptive e.g. ‘C’ for ‘cash’, ‘7’ for 7 days, ’30N’ for 30 days from invoice date. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Standard Terms This shows the Trading […]