Software Designed to Empower Your Business
Accounts Receivable Inventory Control
Leave a Comment
Packaging Material can be entered against Products along with the corresponding weight of the material. Tagging products with the type of Packaging material (e.g. wooden pallets, plastic, cardboard boxes) allows this information to be used to generate reports required for environmental reporting purposes. Example Bubble wrap, cardboard boxes, pallets, shrink wrap. Minimum Requirements The use of product […]
Read more »
General Ledger System Manager
Division Code The ‘Division code’ may be numeric or alpha.The number of characters for this code is defined in the Accounting Format procedure. You need to set up the Accounting Format before entering any divisions.Consider using a 1 digit code for fastest data entry. For details on the use of “codes”, see The Role of […]
Cash Management General Ledger System Manager
Divisions are major functional or product-based segments of companies that can have their own budgets, goals and performance metrics. Unlike subsidiaries, divisions are not separate legal entities-they operate under the same corporate entity. Each division usually concentrates on a specific product line or service, market or geographical region. Divisions are a critical Masterfile in Online […]
Inventory Control
Warehouse Code Warehouse code can be numeric or alpha. Unlike stock location code, the warehouse code does not need to be prefixed by branch.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Warehouse Name Enter text to describe the warehouse. This is used when selecting a warehouse for stock […]
Warehouses are used in conjunction with Stock Locations to define your warehouse setup and structure. Since multiple Stock Locations can be set up within each Warehouse, this provides an excellent reporting summary option when you need to consolidate Inventory figures i.e. Stock on Hand, Stock Value. Usage etc. Refer to System Options for more on Warehouse […]
Manufacturing Order Management
Purpose This function is used to update the manufacturing dates of all work orders linked to a sales order. Data Input Step 1 – Mandatory Filters Sales Order No. Enter the sales order number which you want to set the Work Order dates for. Start Date Enter the date manufacturing will start on the […]
Release 9.5
Pro forma invoice – there is a new pro forma invoice print option for sales orders on the Orders ‘Reprints’ menu. You can tag which contact for a customer is to receive pro forma invoices, and you can set up email subject and body text for sending pro forma invoices via document delivery in the […]
Accounts Receivable
Purpose This function is used to transfer a selected customers from one Sales Rep to another. Data Input Step 1 – Mandatory Filters From Rep Enter the rep who is currently assigned to the customers i.e. the rep you’re moving the customers “From”. To Rep Enter the rep who will be assigned to the […]
Purpose This procedure is used to upload stock take ticket counts. This is an alternative way of entering stock counts to data entry. Using this method a “spreadsheet” style tool can be used for entry of the count quantity for a list of products. Prior to using this upload, you should initiate (and optionally freeze) […]
Order Management
Return Reasons are used to record a reason an item was returned when the sales credit is entered. There are many different reasons for entering credits, for example, wrong size, wrong colour, damaged item, wrong item sent. Setting up Return Reasons allows you to analyse the reasons for raising credits in your business to help […]
System Manager
Code The Note Category code can be numeric or alpha.The code “TFR” is reserved for notes pertaining to system transfers e.g. Product Transfers.The code “DH” is reserved for notes pertaining to document history e.g. Order confirmation emailed to xx For details on the use of “codes”, see The Role of “Codes” in Online Advantage Category […]
Delete Reason Code Reason codes can be numeric or alpha.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Delete Reason Name Enter text to describe the delete reason. This is used when selecting a reason for deleting an order, and in reporting. For more details on descriptions, see The […]
Sales & Back Order Deletion Reasons allow you to keep track of the reasons orders (including Sales, Quotes, Drafts & Transfers) & back orders are deleted. Whenever an order or back order is deleted, you have the choice to record a reason for the deletion. The delete reasons are used for display and reporting purposes. […]
Note categories are used when editing Notes against various elements in the system – like products, customers, suppliers and more. You can restrict access to notes by limiting Users to a set of note categories. It is important to remember that not only can access to notes be limited by these categories, but they can […]
Branch Code Select the branch code you want set-up or adjust the “new customer default” details for. You should enter details in this function for each branch that requires “quick” customer creation from the Sales Order Entry function. Without these default details specified for a given branch, any users allocated with the branch as their […]
Postcodes are used in addresses. Postcodes can be useful as selection criteria in reporting and data exports and are often used by Carrier companies to determine cartage rates. Since there are often thousands of postcodes for a country, you may want to download postcodes from the country’s postal service web site and then upload them […]
This function is used to enter default customer details for a specific branch. These details are the mandatory required fields for a new customer. The details entered here are used in Sales Order Entry when a user creates a new customer ‘on the fly’. It saves users from having to enter all the mandatory settings […]
Country Code Select an existing Country. Only active country codes are available for selection.Postcodes are unique to a particular country. Postcode Enter the postcode (or zip code, local code etc.). Localities Locality Name Enter the locality name of the postcode i.e. suburb, town, area or city name. This name is shown when entering postcodes and […]
An Order Class can be used to define the source of a Sales Order. For example, whether the order request came via an email, was phoned in, was the result of a sales rep visit or perhaps via a web site e-commerce portal. The system records the class against the order and subsequent invoice transactions […]
Order Class Code Order class code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Order Class Name Enter a name to describe what the Order Class code represents. The Order Class name appears on picking dockets and various reports. For details on descriptions, […]