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Order Management
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Purpose This option enables you to quickly create order line items based on an existing ‘Order Form‘. Order forms are in place so you can create pre-defined lists of items that are often ordered together. This may be because you have customers who order the same basic items time and time again, or because the […]
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Purpose This option is provided to allow users to create a sales order based on the customer’s previous ordering transactions. This allow users to service customer requests like “I’d like to reorder whatever I purchase last month’. You can specify how many weeks history to use as part of the ‘build’ process. Once complete the […]
Purpose This option allows users to add a product to a Sales Order, Transfer Order or Quote as a line item. It is used to add or adjust product line items, covering both Stocked and Non-Stocked inventory items. This particular line item entry option is sometimes referred to as ‘normal product input’. It differs to […]
Accounts Receivable Library Order Management
Before allowing a Sales Order Entry to be processed through the Order Management system, a ‘credit check’ is performed on the customer’s account. The following outlines the logic of the credit checking ‘rules’ used: If the customer’s credit flag is not ‘Credit Approved’ i.e. is ‘Stopped’, ‘Held’ or ‘Unapproved’, the order goes on credit stop. (Fully […]
Inventory Control
Purpose This procedure is used to initiate a stock take run and upload inventory items for a stock take and the current physical ‘stock on hand’ quantity for each item i.e. the ‘count’ quantity. This is an alternative way of creating a stock take and entering stock counts via data entry. Using this method a […]
Purpose The ‘Other Charges’ tool is designed to provide you with a mechanism to have “service” type charges automatically added to transactions based on set rules that you specify in this function. It can be used to apply additional charges to sales orders or invoices depending on certain thresholds and processing activity. It can also […]
Purpose This procedure is used to enter the default customer details according to a specific branch. These details are the mandatory inputs held against a customer. The details entered here are used in Sales Order Entry when a user creates a new customer ‘on the fly’. Refer to Sales Order Entry for more details. It […]
Purpose This procedure is designed to allow a user to quickly delete all Back Orders recorded in the system for a nominated Stock Location. Using this function a user can do a mass delete, or selective mass delete, of all Back Orders for a specified Inventory Stock Location, that being the Location recorded to “receive” […]
Purpose This procedure is designed to allow a user to quickly delete all Back Orders recorded in the system for a nominated Product within a specified stock location. Using this function a user can do a mass delete, or selective mass delete, of all Back Orders for a specified Inventory item (a Product within a […]
Purpose This procedure is designed to allow a user to quickly delete all Back Orders recorded in the system for a nominated Customer. Using this function a user can do a mass delete, or selective mass delete, of all Back Orders for a specified Customer. Data Input Step 1 – Back Order Deletion Enter Customer […]
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. […]
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, […]
User Classification Code The User Classification Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage User Classification Name Enter text to describe the User Classification. The description is shown wherever a user classification code is entered and can also be used to search […]
Sales Analysis
Purpose This procedure provides a selection of Sales reports that can be generated from the Sales Analysis data using User Sales Report Templates to define the row and column information included. From this function User Reports can be run immediately or scheduled to be run at another time. Data Input Step 1 – Schedule […]
General Ledger Release 9.4
With the User GL Reports tool, if the report templates have already been created, running them could not be easier. Here are the steps: Step 1 – “Schedule” First decide if you want to run the report “Now” or at some future time. This allows you to schedule long running sales reports for later in […]
Creating User GL report templates is a fairly straight-forward activity with the setup tool that leads you through the questions required to write a report. The hardest part (as always with reports) is working out what you want to see, and in what sequence. Below is a step by step sample of some of the […]
The ability to report and analyse General Ledger (GL) figures is a crucial part of Online Advantage. Over the years we have found that no matter how many standard GL reports we include with the system, there will always be a user who wants something different in some way. To this end, we have developed […]
Purpose This routine offers a comprehensive selection of reporting tools that permit a user to produce sales analysis reports specific to their requirements from previously created Standard Sales templates. These reports are capable of extracting sales information across a twenty four (24) month summarised monthly sales period and presenting them in the form of Sales […]
Purpose This procedure is used to create or change Standard Sales Report templates. These are essentially a record of different “settings” that can be used to generate a Sales Report. There are many Standard Sales Report templates delivered with Online Advantage – approximately 500. If there is not a template that does what you require […]
Inventory Control Manufacturing System Manager
Using this function you can establish defaults for the manufacturing system relating to reporting and the establishment of products within the manufacturing and jobbing areas of the system. Manufacturing Details Material Variance % Enter a percentage to two decimal places that is used as a trigger to generate End of Day reporting on material variances […]