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Accounts Receivable Sales Analysis
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Market Segments can be used for grouping and filtering Customer related information. They are primarily used for grouping sales analysis data. You can define your market segments to suit your business. Each Customer must belong to a Market Segment. When you create a Sales Order for a Customer the customer’s market segment is defaulted into […]
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Customer Categories are used for filtering and grouping report data related to Customers. Customer Categories are particularly useful for Sales Analysis reporting. How you define your categories is entirely up to you. Categories such as Retail, Wholesale, Trade, Distributer are typical examples. Customer Category is not the only method of grouping similar customers, so you […]
Purchasing
Purpose This procedure is used to upload changes to Purchase Orders from a file created/adjusted outside of the system. This is an alternative way of adjusting purchase item details and is efficient where you are updating purchase orders with large volumes of products. Using this method a “spread-sheet” style tool can be used to create […]
Accounts Payable Cash Management
Purpose This procedure is used to upload bank fees from a file created outside of the system. This is an alternative way of entering these details and allows you to upload bulk entries from credit cards and banks where there can be multiple line items and multiple postings. Using this method a “spread-sheet” style tool […]
Release 9.5
Purchase Order Adjustments Upload – a new download/upload pair of functions has been added to let you download and then upload an existing purchase order with new product order information. This allows users to make mass changes to quantities/prices across the line-items and then upload those changes Shipment Receipts – we’ve added an alternate method […]
Accounts Receivable
Buying Group Code Buying Group code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Buying Group Name Enter text to describe the buying group. The name appears on all debtors and customer sales reports relating to buying group and is also useful for […]
Order Management
Delivery Area Code Delivery Area code can be numeric or alpha.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Delivery Area Short Name Enter a short name – up to 10 characters, to describe the delivery area.This short description is used on screens and reports where space is too limited […]
Accounts Payable
Category Code Supplier Category code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Category Name Enter text to describe the Supplier Category. This is shown when selecting a supplier category to apply to a Supplier and in report filtering. For more details on […]
Pricing
Contract Price List Code Contract Price List code can be numeric or alpha. The Contract Price List code is used to group non-standard product pricing that can then be applied to one or more customers. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Contract Price List Description Enter […]
Market Segment Code Market segment code can be numeric or alpha. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Short Name Enter a short name – up to 10 characters, to describe the market segment.The short name is used on reports or screens where limited space is available. Name […]
Inventory Control
Price List Code Price List Code can be numeric or alpha.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Price List Name Enter text to describe the price list.This is a mandatory field. The maximum length of the description is 20 characters. Branch This is optional and only required […]
Customer Category Code Customer Category code can be numeric or alpha.For details on the use of “codes”, see The Role of “Codes” in Online Advantage Customer Category Name Enter text to describe the Customer Category. This is shown when selecting a customer category as a report filter or when assigning a category to a customer […]
Recent Items – the number of recently accessed items appearing in forms has been extended to 25 EDI Order Picking – consignment entry is now available during Picking Adjustment on EDI orders EDI Orders from Bunnings – EDI for Bunnings xml GS1 format is now available for Bunnings purchase orders. A brief outline of the […]
Release November 2024: Version 9.5.1631.1 Online Advantage Bin History options – we’ve optioned up the ways bin history can be kept for an inventory item that is using optional bin tracking. You can now choose from the following approaches: You can change this setting in the System Options function. You can now also edit the […]
Purpose This function is used to transfer Customer Details from one customer to another. It is most often used for the consolidation of “live” customer accounts, or for transferring information to a “discontinued” customer i.e. a customer you establish specifically to store/archive historical information. The actual transfer does not take place immediately on submitting the […]
Business To Business Business To Employee E-Commerce Release 9.5
Pending Release September 2024: Version 9.5.1603.1 e-Commerce Editing orders with charges – you can now edit an order in the B2B portal that attracted ‘other charges’ when it was originally created. The charges are re-applied to the order when it is re-saved – assuming the charge criteria is still met of course. Catalogue Text Notes […]
Pending Release September 2024: Version 9.5.1597.1 Online Advantage Unit tax for selling prices – there are a couple of improvements in this area as below: Selling whole units’ conversion – a new flag has been added to Product Details that will cause the stock units for a product to round to a whole number when […]
Point Of Sale
Use this function to open or close a Till when required. Open Till If a ‘Till’ is currently closed, you can tick the ‘Open Till’ check box to make the till available for transaction use e.g. for Point-Of-Sale transactions. Enter the amount of the opening float for the till if you have a starting ‘float’ […]
Tills are a virtual representation of physical cash registers or cash drawers used at sales counters. They provide a control mechanism for opening ‘cash’ floats, reconciling the receipts of payments (cash/card/cheque etc.) and for tracking petty cash transactions. An unlimited number of Tills can be established as required. Each Till has a Customer, Stock Location, […]
Till Adjustment Only a till that is currently ‘closed’ may be adjusted. This is used to adjust the amount in the till after reconciliation and to adjust the various tender types that make up the Till’s balance to reflect the new total. The adjustment is posted to the General Ledger Account defined on the Till. […]