Advantage Online - a powerful tool to manage sales, inventory and income

Advantage Online Access means

  • Information viewable from various locations
  • Easy access by multiple users
  • No installation
  • Easy upgrade
  • Server install is available

Advantage Online includes: Overview
Advantage Online allows tracking of:
Managed inventory:
  1. Sort inventory by location or category.
  2. Configure locations and categories.
  3. Select from sales section any item in inventory.
Sales:
  1. Enter or select sale(s) from inventory.
  2. Select customer(s) from the customer list.
  3. Receive and enter payment(s) from payment section of sale.
  4. Access report sale summaries.
Customers and Suppliers:
  1. List and sort customers/suppliers.
  2. Customer Detail lists customers/suppliers with number of sales.
Accounts:
  1. Apply income or expense to account(s).
  2. Create and manage account(s).
  3. View account summaries of income or expense sorted by date.
Appointments:
  1. Home view includes a calendar.
  2. Appointments are highlighted allowing weekly and monthly view.
  3. Selecting a date displays weekly details of appointment(s).
Notes Information:
  1. Notes view reveals collections of information.
  2. Add attachments to group information.

Quick Start
Login -- Enter your user id and password to access Advantage Online.
Note: Password is case sensitive but User id is not.

  • Successful login displays main/home screen.
  • Calendar and Messages is the first screen to display.
  • Appointment(s) scheduled will be highlighted on the calendar.
  • Navigate to other months by selecting <= or =>.
  • Message section will display communications from Advantage Online.
  • From menu in left column, choose category and continue access to Advantage Online.
  • Following options are available from Home View
NOTE: On all screens Lists will be on the left while Detail Lists are on the right. These will be assumed designated work areas though the actual title will not appear column headings.


Home Screen

Inventory section - Add/change current inventory.
Note: Return to Home View by selecting "Menu" button.


Inventory Screen
    Inventory button -
    • Select to display Inventory view.
    • Add item(s) to inventory by selecting New Item. Fill in the required fields and save (upper right menu bar).
    • After entering inventory data, select the newly entered item (left column) for details (right column) to display quantity, price and stored item image (if attached).
    • Current Inventory List displays on the left.
    • Detailed Inventory List displays on the right.
    • Change/update any items details and save.
    • Delete by selecting an item then "Delete".
    • Locations or Categories display lists used to organize inventory.
    Example of locations. You are free to create your own.
    • Select Location or Category to add as desired. (These will be available when "item" is updated.)
    Example of categories. You are free to create your own
    • Search items can be limited to Item Name ID, (Item) ID, Location or Category in Inventory List or Inventory Detail List.

      • NOTE: Both lists will be affected by Search option (upper right).
      Important: Search must be cleared to display entire inventory.
Sale section -- Create new sale(s), Customer(s) created/selected, Payment(s) credited.


Sale Screen
    Add or change a sale:
    • Select Sales button for Sale View. Current Sale List on left. Sale Details List on right.
    • Select New Sale, fill in desired fields, and Save.
    • After entering data, view details including item, amount, customer and etc. by selecting this new sale in the Sale List on the left.
    • Select Payment to create payment records (sale must already be assigned to a customer).
    • From a specific sale select Reminder (right) to add notes to calendar.
    • Select Search to limit the sales listed in Sale List or Sale Details List. Search can limit sale results by Description, Number, Date or Amount. Select Set Search to apply or Clear Search to remove search limits.

      • NOTE: Sale List & Sale Details List will be affected by the Search option (top right) and date range
    PIC
    Before "search" showing entire list of data
    PIC
    Resulting data from selected search
    Important: Search must be cleared to display entire Sales List.
Accounts section -- Manage income and expenses.


Accounts Screen
    View accounts or add transactions
    • Select Accounts button to display Accounts view.
    • Current Income or Expense Account Lists appear on the left.
    • Account Detail List summary is displayed on the right with totals for each listed account.
    • Select Add/Edit Account, fill in desired information, and Save.

      • NOTE: Total(s) will be affected by date range at the top of summary page.
      Important: Search must be cleared to display entire Account List
    • Account Detail List displays (right) after selecting an account from the Account List (left).
    • Select Add/Edit Accounts to add new or update an account description.

      • NOTE: If the top left screen displays Income Accounts the new account will be Income. If the top left side displays Expense Accounts the new account will be Expense.
    • Income transactions are created automatically by entering a payment on the sale screen.
Customers and Suppliers -- Manage Contacts.


Customers/Suppliers Screen
    View or change customers
    • Select Customer button.
    • Current Customer List is on left.
    • Customer Detail List is displayed on right.
    • Customer Detail List includes number and total amount of sale, customer information, sales and payments.
    • Select Customer from Customer List (left) to view individual customer details (right).
    • View or change from the Customer Detail List customer name, address or other customer information.
    • Select Sales to view sales for this customer.

      • NOTE: Selecting Sales from Home View is the only place to enter new sales.
    • Select Payments to view a customer payment history.

      • NOTE: only adding on Sale or Account screens enters new payment(s).
    • Search for customers by entering customer last name in the Co/Last Name and select Refresh.
    NOTE: Customer List and Detailed Customer List will be affected by the date range and search at the top of the Customer Detail List.

    Important: Search must be cleared to display entire Customer List
Notes -- Manage external information associated with an account/sale.


Notes Screen

View or change calendar information


Calendar on Home Screen
  • Select "Home" button to view the calendar with the current month
  • Select <= or => to navigate forward or backward through the months.
  • Select a date to display appointments for that day/week.
  • Select an appointment (from the weekly list) to view or edit details
  • Select New from the drop down box to add a new appointment.

    • NOTE: Also select Reminder in sale screen to create Appointments.
Home section (Calendar/Messages) -- view calendar and messages from Advantage Online program.
    View messages from the Advantage program
    • Select "Home" button to view the message area
    • Select message title in the list to view message
    • Select "X" next to message title to remove message
Preferences section -- Change and create individual settings.
  • Enter company name to display at top of program.
  • Change company name/set logo. Change e-mail address for e-mail invoice.
  • Powerful area to personalize Advantage Online.
Office - Several optional components for various aspects of a business