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Order Management
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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 […]
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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 […]
Purpose This procedure can be used to cancel (reverse) an in-transit Stock Transfer Invoice. The cancellation must take place before the stock is received at the Receiving Location and as such, will not work if the ‘Direct Delivery’ option was selected on the Stock Transfer Order. During cancellation, an Order is reverted back to its […]
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 […]
Purpose This function can be used to manually enter the details of ‘Stock Receipts’ that have occurred in a given Stock Location. Once a receipt is completed using this facility the items appear in the inventory for the receiving stock location via ‘Manual Stock Receipts (MSR)’ transactions, and the value of the inventory being received […]
Purpose This function can be used to manually enter the details of ‘Stock Issues’ that have occurred in given Stock Locations. Once an issue is completed using this facility, the items are moved out of the inventory from the issuing stock location via a ‘Manual Stock Issue (MSI)’ transaction, and the value of the inventory being […]
Purpose Use this function at any time during the day to generate Stock Transfer Orders based on the current inventory levels held in the system. This function allows you to generate transfer orders in the same way as the overnight (End-Of-Day) replenishment functionality except that this procedure can be run at any time during the day, any number […]
Purpose This function can be used to create a working copy or ‘draft’ of Future Pricing based on existing pricing details. With this tool you can ‘copy’ part or all of the existing current pricing, applying inflation factors to create new pricing. This new set of prices are basically held in a ‘work in progress’ area […]
This sub-system is called Future Pricing, and as the name suggests, it provides tools for the creation of product sell pricing for use in the future whilst leaving your current ‘active’ pricing in place and operational. These functions allow for the entry and maintenance of a new Price List through the creation of new a […]
Library
Document Delivery is the term we use for the automatic sending of stationery documents to external third parties i.e. Customers and Suppliers. Document Delivery allows you to set up rules for the electronic delivery of documents via email or fax. These rules relate to documents such as Quotes, Order Confirmations, Invoices, Debtors Statements, Purchase Orders […]
Purpose This function can be used to ‘Copy’, ‘Move’ or ‘Delete’ a Price List and all the related product pricing details in the system. Both the ‘copy & move’ options take pricing from one Price List to another Price List for all products, or for specified Product Groups/Products in the inventory system. The ‘delete’ is […]
Purpose This function is used to transfer ‘To Be Advised’ (TBA) Tracking details so that the correct reference number is recorded. Online Advantage allows transactions to occur on the system without all the tracking details (Serial, Batch or Dual Reference numbers) being entered onto a transaction. This function allows the adjustment of those details at […]