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Inventory Control
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Purpose This function can be used to create a working copy or ‘draft’ of Future Pricing based on existing pricing details. With this tool you can ‘copy’ part or all of the existing current pricing, applying inflation factors to create new pricing. This new set of prices are basically held in a ‘work in progress’ area […]
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This sub-system is called Future Pricing, and as the name suggests, it provides tools for the creation of product sell pricing for use in the future whilst leaving your current ‘active’ pricing in place and operational. These functions allow for the entry and maintenance of a new Price List through the creation of new a […]
Library
Document Delivery is the term we use for the automatic sending of stationery documents to external third parties i.e. Customers and Suppliers. Document Delivery allows you to set up rules for the electronic delivery of documents via email or fax. These rules relate to documents such as Quotes, Order Confirmations, Invoices, Debtors Statements, Purchase Orders […]
Purpose This function can be used to ‘Copy’, ‘Move’ or ‘Delete’ a Price List and all the related product pricing details in the system. Both the ‘copy & move’ options take pricing from one Price List to another Price List for all products, or for specified Product Groups/Products in the inventory system. The ‘delete’ is […]
Purpose This function is used to transfer ‘To Be Advised’ (TBA) Tracking details so that the correct reference number is recorded. Online Advantage allows transactions to occur on the system without all the tracking details (Serial, Batch or Dual Reference numbers) being entered onto a transaction. This function allows the adjustment of those details at […]
Purpose This function can be used to update the tracking details recorded in the system. This basically allows you to ‘transfer’ a serial number, batch number, or dual reference for all of the inventory and some or all of the historical transactions recorded in the system for the given tracking reference. It is designed to […]
Inventory Control Order Management Purchasing
Where a product has been set up for some form of ‘Tracking’ (see related topic Inventory Tracking Overview), you are asked to enter tracking details for the quantity of the transaction being recorded. The entry of these details is generic across the system and is described below. The entry of tracking details is usually started […]
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 […]
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 […]
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 […]
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) […]
Purpose This procedure is used to add or maintain the details of your customer’s product codes and to manage access to products and colours in the customer’s B2B e-Commerce portal. Customer Product Codes are a useful cross reference between your product codes and your customer’s product codes. When invoices are generated, the customer’s product code corresponding […]
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 […]
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 […]
Inventory Control Stock Forecasting DRP System Manager
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 […]
Inventory Control Materials Requirements Planning Stock Forecasting DRP
‘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 […]
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, […]
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 […]
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 […]
Accounts Receivable Release 9.5
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 […]