Page Comparison

Image Modified

Orders are used to send Stock to Customers, Transfer Stock within the current Warehouse, Transfer Stock to a Warehouse in a different location this will create the outgoing Stock Movements before re-landing (receipting) the Goods again on a Pre-Advice when you need to correct any Stock issues that occurred during their original landing.

• It can also create Customs Duty Payments if required.

To Create a New Sales Order, Navigate to the Goods Out menu within the Main Vision Warehousing menu bar, then click on the New button. You will then be presented with the Sales Order screen.

• To View and Edit existing Sales Orders, search within the Orders section of the Navigation Panel.

The only way to remove existing Stock from your system is via the Goods Outwards Process on a Sales or Transfer Order, ensuring Stock is only moved according to HMRC regulations.

• This is regardless of whether the stock will be sent out of the Warehouse, transferred between Customers in the same Warehouse, re-landed to correct Product and Stock attributes, or even destroyed.

Due to the amount of information, we have created a dedicated page for Creating a new Sales Order

This screen will show all the Orders that are on Hold.

Image Modified

• Each of these tabs corresponds to a different held reason

• Double click on a row to open the Order on the screen where you can rectify any issues to take them off hold.

• Orders show in bold until they have been opened on this screen.

Held Order Reason Description and Colour Key

Image Modified	The Order has failed a Credit Limit Check.
Image Modified	Customer is Frozen in your Company's accounts package.
Image Modified	The Deferment account used with the Order has been Held.
Image Modified	Order is clearing more than 50% of the sending Customer account's Stock.
Image Modified	Awaiting Underbond Consignee information.
Image Modified	Awaiting Underbond Transport information.
Image Modified	Breaking Cases to obtain Bottles requires authorisation.
Image Modified	The Order has been placed on hold because Delivery dates in VD are not yet available.
Image Modified	Failed the High-Value Product check.
Image Modified	Ordered vs Manufactured quantity tolerance warning.
Image Modified	The Order cannot be Picked in time for the booked/collection date provided.
Image Modified	Image Modified Awaiting Reserve Account release authorisation. Where Reserve Account release authorisation is required a button will show at the bottom of the screen. When clicking on the button at the bottom of the order screen it will show a new screen for the user to authorise the release.   You will need to tick the authorise checkbox and hit confirm.
Image Modified	Destination Warehouse is not approved for Stock, not in Free Circulation.
Image Modified	Insufficient stock for line(s) on this order. Click the Avail button next to the issue line on your Order for more details.
Image Modified	Source and Destination Product Attributes do not match.
Image Modified	Customer is not set up to store non-Free Circulation Stock.
Image Modified	Awaiting Receipt details for the Receiving Customer.
Image Modified	Receiving Customer is not permitted to use this Product Type.
Image Modified	User clicked the Save and Hold button on the Order.
Image Modified	Order has been placed On Hold by a User on VCIS.

• Some fields will show the background colour code to indicate a hold reason.

  • In the screenshot below the Customer Code field is showing the Order is on Hold because the Customer Account is Credit Held.

Image Modified

If an order has been placed for a Product that is in a High-Value Product Group it will need Authorisation from before it is available for Picking.

HV Awaiting Authorising

Image Modified

• This tab is used to view and Authorise any orders that are on Hold for HV Product

• You must have the correct permission to Authorise HV Release

• When clicking on the Authorise button a pop message will list any reasons why the High-Value Order(s) cannot be processed.

  • Any Orders that are successfully processed will be removed from the results on this screen.

Authorised HV Orders

• This tab is used to show High-Value Orders that have already been successfully Authorised

• In the list of the Orders that are on hold for HV, you will see a '+' symbol. Click this to see the Product Lines that are on the currently highlighted Order.

HV Group Maintenance

• This tab will allow you to update the Product Group, Brand, and Vintage for a Product Code.