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Inventory Control
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Purpose This function is used to enter or adjust the details of product ‘Materials’ set up within the system. A ‘Material’ can be allocated to a Product to ‘tag’ it for reporting purposes. Material codes may be used in Inventory and Sales reporting to group products together. It is available as a user “filter” on almost all Product reports […]
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Purpose This procedure is used to enter or modify the details of Product Categories. Product Categories may be used in Inventory and Sales reporting to categorise products together. Product Categories are made up of one or more Product Groups in the system. They are really a reporting consolidation point and have no specific role in the […]
Purpose This procedure is used to view, add or change the details of Product Groups in the Inventory ledger. The use of Product Groups is probably the single most important element in the creation of your Inventory structure within Online Advantage. This is because the Product Group that each Product is allocated to has a […]
Business To Business Business To Consumer E-Commerce Inventory Control
Purpose This procedure is used to add or change the details of Product Indexes held on the system. Product Indexes are used in OA for a number of reasons, but mainly as an alternative way of navigating your products in a structure that is more flexible and adaptable than the more rigid structures of Product […]
Order Management
Purpose This procedure is used to enter or adjust the details of Customer Returns that are used to raise Credit Notes in the system. Credit Notes are for processing returns from customers where products are returned to stock, or for damaged goods that are usually written off from inventory at the same time as processing […]
Library
Below is a description of the prompts that form the ‘Delivery Details’ section for an Order: Carrier For convenience the Carrier can be entered here. This is the same carrier as entered on the Consignment Details stage of order entry. This denotes the carrier that will be used to physically deliver the goods to the […]
Below is a description of the prompts from the ‘Order Details’ section for a Customer Sales Order: Date required Enter the date when the order is required. The current system date is used as the default date required. This date is also referred to as ‘Delivery Date Required’. One of the main uses of the […]
Purpose This function is used to record the receipt of stock as a result of an internal Stock Transfer Order. The order being received must have already been recorded as “despatched” from the issuing stock location in order to be available for receipt using this function. In other words, the Transfer Order must be ‘in-transit’ […]
Purpose This procedure provides the ability to make adjustments to consignment details after they have been printed, should a mistake have been made, or perhaps due to a change in despatch arrangements. Once adjusted the function allows for the reprint of the consignment note, getting the correct details on the new paperwork. Additionally should a […]
Purpose This procedure can be used to ‘Adjust Picking Dockets’ after the physical picking of the items on an order has been completed, assuming of course that adjustments to the delivery quantities of the picking dockets are required. It is an alternative to the Adjust Picking Docket Quantities function. It has the additional benefit of allowing the […]
Purpose This function is used to upload Stock Transfer orders. This is an alternative way of creating transfer orders than via data input using the ‘Order Entry’ function. Using this method a “spread-sheet” style tool can be used to create a data file with a list of products & quantities to be used to create a transfer […]
Tagged
Purpose Order Entry is the main creation and adjustment function in the Order Management system. It is the primary method used to add or edit Customer Sales Orders, internal Stock Transfer Orders, Customer Quotes and Draft Sales Orders. It also allows users to convert Quotes to Orders, convert Draft Orders to committed Orders, and build […]
Inventory Control Order Management
Purpose This option enables you to create a ‘Non Inventory Product’ so that you can then use the new product on your current order as a sales order line item. This essentially allows you to quickly and easily create new products ‘on the fly’ without the need to leave the Order Entry function and go […]
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 […]
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 […]
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 […]