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Accounts Receivable
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Customer Type Code Customer Type Code can be alpha or numeric. Note: codes ‘D’, ‘E’ and ‘I’ are reserved for use as the standard customer types delivered with the system i.e. D=Domestic, E=Export, I=Inter-Company.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Type Name Enter some text to […]
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Online Tools
Contact Job Title Code The Contact Job Title Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Contact Job Title Name Enter text to describe the Contact Job Title. For more details on descriptions, see The Role of “Names & Descriptions” in Online […]
Accounts Payable Accounts Receivable Online Tools
Contact Type Code The Contact Type Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Contact Type Name Enter text to describe the Contact Type. For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Accounts Payable Accounts Receivable Online Tools System Manager
Use Contact Types to categorise contacts in any way that suits your business needs. Each contact must be allocated a type, so it is important to establish the list of types early before you have too many recorded in the Contacts database. Contact Types are particularly relevant when looking up contacts or when performing any […]
Use Job Titles to classify contacts in way that suits your needs. The Job Title can be used to filter Contact selections so you can target certain contacts for mail outs and other digital communcations that you might want to have with the people recorded in your Contacts database. Example Some examples to use are: […]
Contact Personal Title Code The Contact Personal Title Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Contact Personal Title Name Enter text for the honorific. For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Contact Classification Code The Contact Classification Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Contact Classification Name Enter text to describe the Contact Classification. For more details on descriptions, see The Role of “Names & Descriptions” in Online Advantage
Contact Classifications are used to “categorise” your contacts in a way that helps you define them for your purposes. For instance, classification(s) can be used to filter Contact selections so you can target certain contacts for mail merges, marketing or sales call targeting. You can include a given contact under multiple classifications. This means you […]
Accounts Payable Purchasing
Shipping Ports contain descriptive details on overseas shipping ports and are used in purchasing for the tracking and reporting of incoming Purchase Orders and Shipments. Example By recording the shipping port your goods are being shipped from (or going through) you can easily report on outstanding purchases for those ports when problems such as strikes, […]
Purchasing
Shipping port Code Shipping Port code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Shipping Port Name Enter text to describe the Shipping Port. This is shown when selecting a shipping port for Suppliers or in PO entry and reporting. For more details […]
Quality Assurance Codes allow you to establish a lookup table of supplier quality assurance codes for use in the purchasing system. These can then be used to identify if the supplier meets your quality standards. Example This could be ISO standards or some scale of your own devising to rate suppliers based on the quality of […]
Quality Assurance Code Quality Assurance code code be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Quality Assurance Code Name Enter text to describe the Quality Assurance Code. This is shown when selecting a QA code in Suppliers maintenance and reporting filters.
A purchase Delivery Method is a description of how an order is to be delivered e.g. Truck, Rail, Air, Sea etc. Delivery Methods are allocated to purchase orders and shipments in the purchasing system and are used for tracking and reporting of your purchase activity. You can assign a Delivery Method to a Supplier so that […]
Payment Methods contain descriptive details on purchasing payment arrangements used for local or foreign shipments. An unlimited number of purchasing payment methods can be established.The use of payment methods allows the purchasing personnel to mark a given purchase order or shipment with a particular method of payment i.e. letter of credit, bank transfer/telegraphic transfer. The […]
Hold Payment reasons are used to “tag” transactions with the reason you are currently not paying the Suppliers Invoice. A Hold Payment Reason can be applied against a Supplier’s invoice as you enter it, or it may be added to invoices at a later date using the Adjustments function. Invoices with a Hold Payment reason […]
Purchase Types contain descriptive details on the types (or categories) of products that you purchase. It’s a way to ‘group’ and describe the suppliers by the product or service they provide. You can record one or more Purchase Types against a Supplier account and this can be used to target specific suppliers when sending out […]
Use Personal Titles to record the contacts preferred title or honorific when addressing them. The Title can be used when formulating a full contact name for emails and addresses e.g. Sir Elton John, Dame Judy Dench and so on. Use of a title for a contact is optional. Example Some examples to use are: Mr, […]
Delivery Method Code The Delivery Method Code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Delivery Method Name Enter text to describe the Delivery Method. This appears on the Purchase Order Docket sent to the supplier and on the Purchase Receipt Docket. It […]
Release 9.5
Release June 2024: Version 9.5.1537.1 Online Advantage Overdue Reminders – there are now two Overdue Reminder options available: Product Transfer Upload – this will now accept duplicate products if the from and to size/colour are unique. Basically allows you to upload “similar” product transfer rows that will then be merged into one list that can […]
Trading Terms contain descriptive details and settings for the various sets of debtor trading terms that you want to use when providing credit to your customers. You may specify ‘Standard Trading Terms’ for your business as a System Option. These are used for all Customers that do not have individual settings. You can then override those standard […]