Assign Replenishment Details

May 27, 2018 Inventory Control

Purpose This tool is used to assign replenishment details to a selected set of inventory items of your choosing. It is basically a short cut for setting the replenishment type on many inventory items at once. You enter the replenishment details to set, then the selection criteria of the inventory items you want e.g. apply […]

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Change Replenishment Supplier

May 27, 2018 Inventory Control

The ‘Change Replenishment Supplier’ function is a tool that allows you to swap from one Supplier to another for ‘default’ replenishment. This utility can select all Products and/or Inventory items that are set to use a given Supplier for replenishment, and change the details recorded so they are replenished from a different Supplier. Note that […]

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Assign Buyer to Product Groups

May 27, 2018 Inventory Control

Purpose This tool is used to assign a Buyer to a selected set of Product Groups of your choosing. It is basically a short cut for setting the purchasing buyer responsible for the replenishment of many product groups at once. You enter the buyer you want to use for a given stock location and then […]

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Change Customer Order Number

May 23, 2018 Order Management

Purpose This procedure is used to change the Customer Order Number recorded against an invoiced transaction or transactions. It is provided to allow you to correct any errors made in the recording of the customers order number (their Purchase Order number) after the transaction has been completed. The same applies to a transaction (Sales Order) […]

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Upload Time Cards

May 13, 2018 Time Cards

Purpose This procedure is used to import Employee Time Cards data from a file created outside of the system. This is an alternative way of entering Time Cards from the standard system functions provided for entering and editing time card details. Using this method a “spread-sheet” style tool can be used to prepare Time Card data for […]

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Upload Special Prices

May 9, 2018 Inventory Control

Purpose It’s sale time! This procedure is used to upload and update Special Prices from a file created outside of the system. This is an alternative way of adjusting sale prices to the standard system functions for changing and editing items. Using this method a “spread-sheet” style tool can be used to adjust a list of […]

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Replenishment Settings

May 2, 2018 Inventory Control

Purpose This routine is used to maintain the Stock Replenishment system settings recorded for global use within the Inventory and Forecasting modules. The details entered here can be changed at any time during the use of Online Advantage. Data Input ­ Step 1 – Defaults Replenishment Method Replenishment Method is used in the calculation of […]

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Replenishment Overview

May 2, 2018 Inventory Control

‘Replenishment‘ is the term used to describe the processes of ‘restoring’ or ‘filling’ an inventory item’s stock position to the level required to be able to satisfy on-going demand.  We use the term  in Online Advantage to cover the functionality provided in the system to assist in the management of the inventory position of each […]

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Model Products

April 29, 2018 Inventory Control

Purpose This procedure is used to add or maintain a list of Products attached to a Model. A ‘model’ is a special product that is used to group other similar products under one ‘Product Code’ (the ‘Model Code’). This makes it easy to access the group of products through the single ‘Model Code’. For example, […]

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Login Page Messages

March 15, 2018 System Manager

Purpose This routine can be used to adjust the messages that appear on the Online Advantage login pages. Specifically the back-office application and also the e-commerce web portal. The messages are text input but support HTML formatting on display and so are entered via our HTML editor function. Data Input ­­ Step 1 – B2U […]

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Remove Unapproved Account Status

March 4, 2018 Accounts Receivable

Purpose This procedure is used to select Customer accounts that are flagged as ‘Unapproved for Credit’ so they can be set to ‘Credit Approved’. Accounts may have a credit flag of ‘Unapproved’ because they are new customers that are yet to go through a credit approval process, or because they are old customers who have […]

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Tools for Account Approvals

March 4, 2018 Accounts Receivable

Usually when a customer applies to purchase goods and services on credit, they are subject to an account approval process before a line of credit is granted. During this time, the Customer Credit Flag can be set to a status of ‘Unapproved Account’. There are various functions (outlined below) to assist with management of the […]

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The Upgrade Process

February 28, 2018 Releases

To implement a new release of Online Advantage, your system must be upgraded. The steps of the upgrade process are outlined below. Our technical team assess your current software modifications (if any) We then determine the cost of the upgrade and provide you with an estimate – largely affected by how many modifications you have and […]

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Transfer Employee Codes

October 23, 2017 9.5 posts

Purpose This procedure is used to transfer Employees from one code to another. All references to the ‘From employee’ in the database are adjusted to the ‘To employee’ code. You might use this function if you need to match employee codes to a new payroll system, or to update an employee code to reflect a change their name. […]

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Upload Product Groups

October 23, 2017 Inventory Control

Purpose This routine can be used to upload Product Groups for inventory Products from a file created outside of the system for existing products. This is an alternative way of entering these details and is useful where you are updating large volumes of new data. Using this method a “spread-sheet” style tool can be used to create a list […]

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Configuring Product Labels

November 10, 2016 Inventory Control

Purpose The Print Product Labels function allows you to select items in inventory and print a sticky label to attach to your products. The default Product Label delivered with Online Advantage obviously isn’t going to suit everyone. There are just too many different types of label stock (papers quality, size, perforation etc.) available to have […]

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Print Product Labels

November 9, 2016 Inventory Control

Purpose This function can be used to print ‘Product Labels’ for inventory items. It offers two basic approaches to the selection of which products to print labels for. The first method it to use the details of what is in Inventory i.e. in stock to select the products to print. The second option is to […]

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Stock Reasons

November 2, 2016 Inventory Control

Purpose This procedure is used to add, change or delete the details of a ‘Stock Reason’. Stock Transaction Reasons are used when entering Manual Stock Issues and Manual Stock Receipts. The use of a ‘Reason’ for the stock transaction provides: A consistent ‘standardised’ reason for manual stock movements which leads to better reporting A default […]

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Warehouses

October 30, 2016 Inventory Control

Purpose This procedure is used to add or change the details of a Warehouse, or to delete a Warehouse when required. 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 […]

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Price Lists

October 23, 2016 Inventory Control

Purpose This procedure is used to add or change the details of a Price List on the system. You can have as many price lists in OA as you require as part of the Pricing Matrix. Each Price List permits you to define separate Costs and Prices for your Products. Each Price List can have […]

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