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Till Code Till code can be numeric or alpha or a mix of both. You can create a new till by copying details from an existing till and then making adjustments as needed. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Till Status The current status of the […]
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You can customise your Point Of Sale (POS) dockets to have text appear at the top of the docket (“header”) and/or the bottom of the docket (“footer”). The header and footer text can be changed at any time, allowing you to format the POS docket as you like without the need for custom software changes. […]
Release 9.5
Release August 2024: Version 9.5.1572.1 Online Advantage Bank Reconciliation – we’ve made several enhancements to this function as below: Service Product purchase details – we’ve enabled the ability to record preferred supplier details per ‘Service’ product so that this information can flow through to the purchasing processes Sales Order Item Reports – completed adjustments to […]
Accounts Receivable Order Management Point Of Sale
Tender Type Code Tender Type code can be numeric or alpha. The code ‘CHG’ is reserved for issuing ‘Change’ in Point-Of-Sale (POS). The code ‘APR’ is reserved for ‘Account Payment Receipts’ in POS. For details on the use of “codes”, see The Role of “Codes” in Online Advantage Tender Type Name Enter text to describe […]
Tender Types are used to control the list of payment tender you accept from customers. For instance, Cash, Debit Cards, Credit Cards (Visa, Mastercard, American Express etc.), Bank Deposit, Cheque and Gift Cards are common forms of tender. Tender Types are also used to group the payments received for Bank reconciliation purposes. For example, you […]
Accounts Receivable Business To Business Order Management Point Of Sale Sales Analysis
Sales Representatives (Reps) can be assigned to Customer Accounts to define which customers a rep manages. All customers must be assigned a Sales Rep. Having the Sales Rep facilitates the following: If a new rep is taking over a leaving rep’s customer accounts, you can use transfer the rep using the Transfer Reps function. In […]
Accounts Receivable Business To Business Point Of Sale
Rep Code The Rep code can be numeric or alpha. The Rep’s initials are often descriptive and easy to use/remember, however if you have a high rep turn-around, something more generic might be more suitable. For example, code ‘NS’ might be for the ‘North Shore’ and rep Irene Gray (IG) works with the accounts assigned […]
Accounts Receivable Sales Analysis
Purpose You can use this procedure to move all Customers assigned to a particular Sale Rep to a different account rep. This is useful if a Sales Rep has left or can no longer look after their assigned customer accounts, and you need to transfer responsibility for those accounts to a different rep. The transfer […]
Rep Category Code Rep 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 Rep Category. This is shown when selecting a Rep Category or when selecting one on-screen.For more details on descriptions, see The Role […]
Rep Categories are used to group Sales Reps for reporting purposes. You can also set commission structures at the Rep Category level which saves you from having to maintain them on each rep if they are common across your reps. In Point-Of-Sale (POS) these categories are called ‘Till Operator Categories’ and ‘Till Operators’. Commission entry […]
Accounts Receivable
Each Customer account is assigned a Customer Type which can be used for report filtering and grouping purposes. But the main purpose of Customer Types is to provide a way to differentiate the General Ledger ‘Trade Debtors’ and/or ‘Sales’ accounts when posting a transaction. You can assign Customer accounts a Customer Type that has different […]
Inventory Control
The use of ‘Colours’ in the system is optional and can be enabled/disabled via the Product Format function. In fact the very term ‘Colour’ is configurable within Online Advantage via the same Product Format definition tool. If ‘Colour’ is disabled in your system then there should be no need to create or maintain a list of them […]
The below details cover the features released before 2022. Released 12 September, 2021: version 9.5.1105.1 Online Advantage application Order Management Enhancements – a range of improvements including: Packaging Reports – a new report on the Inventory download tools menu to extract Products and their assigned packaging. This can be used to feed in to an upload to […]
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Accounts Receivable Order Management
Group Discount Levels allow you to combine Product Group pricing into a ‘set’ or ‘list’ which can then be applied to multiple Customers who receive the same pricing overrides. This makes maintaining Product Group based pricing an easier task than recording them for each Customer individually. You are able to create a list of product […]
Carriers are used throughout the Order Management system to allow users to record the delivery methods used on despatches from the warehouse. You can establish Carriers (or “Couriers”) for external Third-Party companies that are used to deliver your goods to customers or to other warehouse operations. You can also set up Carriers to cover your […]
Order Management
The point when you enter who the carrier is for a given order during the ordering process depends on a number of factors. Often the carrier is discussed and agreed with the customer at the time of Order Entry. Sometimes you can’t determine a carrier up front until you’ve assembled the items for despatch and […]
Asset Ledger System Manager
Asset Locations are used to record the physical address of where assets are kept and to define what branch they belong to in terms of the Online Advantage branch structure. They are not to be confused with Inventory Stock Locations. Asset Locations are purely used to record where assets are located within your organisation e.g. the […]
Accounts Payable Asset Ledger Purchasing System Manager
Asset Groups provide a method of categorising Fixed Assets. Reports generated from the Asset Ledger system are typically sorted and sub-totaled by Asset Group. Asset Groups also define the General Ledger account postings used for Asset transactions. They contain control pointers for that specific group for the following Postings: The Asset group also provides the facility […]
Accounts Payable Accounts Receivable System Manager
Countries are used in address input and define (in part) some of the address format details – like the wording for ‘state’ and ‘postcode’ which can vary between countries. Along with assisting to define the “rules” for data entry, having a separate and validated input for countries allows Online Advantage to filter reports and provide […]
System Manager
User Classifications allow you to “group” users for reporting and selection. Note that any one user can belong to multiple classification groups as appropriate. Example Some examples of classifications to consider using are: Some example of use are: Minimum Requirements Use of Classifications on Users is completely optional, so you don’t have to set up […]