General
How can I change a Customers or Suppliers Name?
You can amend many key fields in Ostendo. This is especially useful where your Customer or Supplier has changed their name. To reflect that name change in Ostendo go to File>System Configuration>Global Name Change and select the specific field that ...
How do I set up and maintain a Knowledge Base of information?
Go to General>Knowledge Base. You can categorise the Knowledge base into Categories and Sub Categories if required (Go into General>Settings to maintain these). Having created the Knowledge Base the Sort and Search options in the List view will ...
How do I import Supplier Catalogues?
Supplier Catalogue Items can be called up in Sales Orders, Job Orders, Purchase Orders, and Purchase Invoices where the contents of the Catalogue are displayed from which the user makes selection(s). There are two methods of importing supplier ...
How do I record Employee Labour Times against Jobs etc.
Two methods are available. 1. Use Timesheets (Labour>Timesheets) where you can enter times by Employee. 2. Go into the Job or Assembly Order line and, against a Labour Code, enter an ‘Actual’ time for the employee
How do I set up Special or Promotional Prices?
Special Pricing allows for the maintenance of promotional pricing of Items or Descriptors. To create a special price go into Pricing>Special Pricing and create a special Price - covering a brief period - for the Item or Descriptor. The Special Price ...
How can I change the Unit of Measure?
Create the replacing Unit of Measure if it does not currently exist by going into General>Settings>Standard Units. For changing the base Unit of measure against an Item - Go into Inventory>Items and select the Item Code then click on the ‘Related’ ...
What Sell Pricing options are available within Ostendo?
Ostendo’s Sell Price structure covers: - Inventory Items - Descriptors - Labour Charges - Kit Sets (Kits of Parts) - Tasks (Service oriented activities) - Supplier Catalogues The Pricing options offered: - Basic Sell Price - Price Matrix by Customer ...
How do I set up and maintain Sell Prices for Item and/or Descriptors?
1. Inventory Items Basic Sell Price - To add the Base Sell Price go into Inventory>Items and add the base Sell Price. In the absence of any other Sell Price conditions this price will be used. If no Price is entered here then a zero Base Price is ...
How do I set up Discounts relating to the evaluated Sell Price?
There are two options relating to Discounts. 1. You can apply a Discount to the base or calculated price for Items or Descriptors. To create a Discount go into Pricing>Discount Matrix where you will see the Discounting maintenance screen. 2. You can ...
What Stock Replenishment options are available?
Two options are available to Replenish Inventory: Single Level MRP: This focuses on nominated Items and creates Suggested Orders required to maintain stock to satisfy the future actual and/or Forecast demand. Multi-Level MRP: In addition to looking ...
How do I create Supply Orders from the Inventory Replenishment Run?
If you go into Replenishment>Create Required Orders you will see all Suggested orders from the following sources: - The Replenishment Routine (Both Single and Multi-Level MRP) - Items, Descriptors, and Catalogue Items whose ‘Supply Method’ is ‘Source ...
Does Ostendo have a Shipment Tracking function?
Shipments can cover shipments from local and overseas Suppliers. Ostendo’s Shipment Tracking Function provides facility to identify shipments and their content. Additionally you can record ETD and ETA in addition to Departure and Arrival Points. ...
Can I order from Supplier Catalogues?
Ostendo has facilities to Import and hold multiple Supplier Catalogues (via Purchasing>Supplier Catalogues). Having imported a Catalogue it can be used in Sales Orders, Purchase Orders, Job Orders, and Direct Invoicing
Can I stock Supplier Catalogue Items?
Once a Catalogue has been imported via Purchasing>Supplier Catalogues the same routine (in the ‘Lines’ tab) allows you to identify those Catalogue Items that you also wish to hold in stock. ‘Check’ the relevant lines and click the ‘Convert Selected ...
How do I restrict Purchasing Items to specific Supplier(s)?
Click on ‘Pricing’ on the top toolbar and select Item Pricing or Descriptor Pricing as required. Highlight the Item (or Descriptor) and click on the ‘Buy Prices’ tab in the middle of the screen. If you have entered a Buy Price then the checkbox ...
Does Ostendo cover Import Costing facilities?
Yes. Against each Shipment you can identify multiple additional charges such as Duty, Storage Fees, etc. These charges can be apportioned to each Item in the shipment by Price, Quantity, Volume, Weight, or Duty. Upon receipt the apportioned Shipment ...
How do I add multiple Contact Names to a Supplier record?
To create multiple contacts go to the Supplier screen (Purchasing>Suppliers) and click on the 'Related' button down the right of the screen and select 'Contacts'. Alternatively you can go to CRM>Contacts and create the contacts via that screen using ...
Does Ostendo have 3-way matching?
Ostendo covers the 3 steps normally associated with Purchasing. These are: - Raising the Purchase Order - Matching Receipts against the Purchase Order - Matching Supplier Invoices against the Receipts
Is 3-way matching a mandatory requirement?
No. In addition to the normal 3-Way matching you can: - Receive Goods without having a prior Purchase Order - Receive an Invoice without having a prior Receipt or Purchase order
How do I maintain Buy Prices without going into each record?
Two routines enable the user to maintain Item and Descriptor Buy prices. - Go into Pricing>Batch Price Update. In this screen you can select a range of Items or Descriptors and apply a % change based on Standard Sell Price, Standard Buy Price, or ...
Can I ‘Drop-Ship’ my Purchase orders
Ostendo will allow you to create a Purchase Order and identify the delivery address to be that of your Customer. Your Supplier will confirm the delivery (Usually by presentation of an Invoice). You can print your Sales Invoice at any time or upon ...
What options are available for creating Purchase Order Lines?
If you go into Purchasing>Purchase Orders and click on the 'Lines' tab you can enter lines in both Batch or single entry modes as follows: - Selecting from a user-defined List - Selecting Items in batch - Selecting Descriptors in batch - Selecting ...
How do I link Images, Documents, etc to a Supplier record?
You can add Images or Documents to a Supplier record by going into Purchasing>Suppliers and selecting the Supplier. Click on the 'Related' Button on the right of the screen and select 'Supplier Images' or Supplier Documents point the program to where ...
Does the BOM include both Setup and Process requirements?
Yes. You can optionally include BOM requirements (Labour, Material, Descriptor) that are specific to setting up in preparation for manufacturing the Assembly. When the Assembly Order is created the Setup requirements are copied directly to the Order ...
What are ‘Phantom’ Assemblies?
Phantom Assemblies are Bills of Material that are not normally manufactured in their own right but are used to simplify creation and maintenance of other (parent) Bills of Material. For example, if you have (say) 100 end products who’s BOM includes ...
How do I carry out a Cost Roll-Up?
Cost Roll-ups are used to determine the cost of all Assembled Items by using the components required to make it plus Labour and other costs to put the components together. To carry out a Cost Roll-up go into Assembly>Standard Cost Rollup and click on ...
Can I set up a BOM that relates to making a Batch Quantity?
Many industries use a BOM (or Ingredients) that relate to a Production Batch Size. Ostendo allows you to identify the Parent Batch size and create a BOM relative to it.
Can I enquire on all occurrences where a component is used?
Yes. Go into Assembly>Where Used Inquiry and enter the component. A multi-level ‘where Used’ display will be returned
Does Ostendo allow Backflushing ?
Backflushing is used during Assembly Order receipts to automatically issue the components, Descriptors and Labour required to make the Assembled Item at the time the Item is received into stock. Ostendo allows you to define if Backflushing is at ...
Do the Sell Prices include GST (Tax)?
Sell Pricing can be entered against Items or Descriptors with Tax Inclusive or Tax Exclusive prices using the default Tax rate set for the company. When using the Sell Prices the Sales Order function always uses Tax Exclusive pricing. For POS, ...
To what extent is Barcoding used in Ostendo?
Barcoding is used extensively across Ostendo. Barcoding covers: Descriptors: To enter Barcodes against Descriptors go into Inventory>Descriptors and enter the barcode into the ‘Barcode’ field Item specific Barcode: To enter Barcodes go into ...
How do I get Ostendo to generate a Warranty record?
Having created the Warranty definition ‘Template’ via Service>Warranty Definitions you can create actual Warranty records using one of two methods 1. Go into Service>Warranty List and create it manually 2. Go into the Item, Descriptor, or Labour ...
Can I order multiple variations of a Product (such as Colour and Size)?
Sub-Level variants of an individual Item is covered throughout Ostendo. The sub-level control can include Colour, Size, Lot, Revision Number, Expiry Date, Serial Number. Each Item may contain one, or combinations of these (Such as Colour and Size for ...
How do I create a Customer Asset?
There are two methods to created a Customer Asset 1. Go into Service>Customer Assets and create it manually 2. Go into Inventory>Items and ‘check’ the ‘Create Customer Asset’ checkbox (you can also specify the Service Plan to be used when generating ...
Does Ostendo retain full Service History of a Customer Asset?
An Asset’s Service Order (both Scheduled and Breakdown) is generated as a Job Order. The Job Order records the Customer Asset along with all activities carried out during the Service. These can be accessed and grouped within the Job Order function ...
Can I link multiple Assets to a main Customer Asset?
You may wish to link multiple Customer Assets to a main Asset. For example the Main Asset could be a Customer’s Building which requires regular servicing of all the Safety equipment contained in it. Each Item of Safety Equipment is a Customer Asset ...
Orders default to 'On Hold'
Whenever a Sales or Job Order is created Ostendo automatically gives the Order a Status of 'On Hold' Go into Sales Rules or Job Rules where you will see a checkbox called 'Optional Credit Blocking'. - If this checkbox is set then you can create ...
Can you print a delivery docket from a job order?
Go to Jobs ->Job Transactions and create a Transaction Batch for what you are delivering If you click on 'Reports' in this screen you will see that you can print a 'Job Transaction Sheet'. This can easily be amended to serve as a Delivery Docket
Setting up and maintaining Sell Prices for Item and/or Descriptors
1. Inventory Items Basic Sell Price - To add the Base Sell Price go into Inventory>Items and add the base Sell Price. In the absence of any other Sell Price conditions this price will be used. If no Price is entered here then a zero Base Price is ...
How do I reverse or correct a Customer Payment?
You basically work backwards deleting out the offending transactions which will in turn create reversing jnls in the accounting package Recall the Customer Payment (ticking the include fully applied status). From the Detail screen of the payment, ...
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