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Business To Business Business To Employee E-Commerce Release 9.5
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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 […]
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Release 9.5
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. […]
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 […]
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 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 […]