Versions Compared

Old Version 26

changes.mady.by.user Sarah Stalley (Unlicensed)

Saved on

compared with

New Version 27

changes.mady.by.user Sarah Stalley (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Expand
titleAPI Shipping Method

API Shipping Method is used when using the posting Orders from the website, using a Shipping Method ID which will map to the correct Carrier.

Tip

To use this screen you would need to have set up the Carriers.

 

API Shipping Method1.PNGImage Added
Expand
titleAnalysis Code Group

The Analysis Code Group is used throughout Commerce for reporting and extract purposes.

Info

To use this screen, you would need to have set up the Analysis Type and Analysis Captions (which is normally set up by the Vision Team).

Image Added

Expand
titleBank Account Maintenance

The Bank Accounts are used on the Customer Maintenance, to show which account that they will be paying into.

Info

You can have multiple Bank Accounts with different currencies

The Short Name, Account Number, Sort Code, Swift BIC and IBAN information you provide will show up on the Invoice that is generated for the customer depending on your Customer set-up.

You will be able to set a Bank Account to be a default to all new customers.

 

Bank Account1.PNGImage Added
Expand
titleCustomer Contact Outcome

The Customer Contact Outcome is used when contacting a customer and you are entering a note into the Customer Contact Maintenance.

Image Added

Expand
titleDelivery Service

The Delivery Address is specified for each order. This should be based on the delivery options offered by your integrated Warehouse.

Info

Contact your warehouse to see what options that do provide before creating the Delivery Service

 

Delivery Service1.PNGImage Added
Expand
titlePackaging Maintenance

The Packaging Maintenance is used to identify how many bottle/singles that can be packed for a specific Carrier.

For example: Standard packaging can hold a maximum of 15 bottles, on the order, there are 25 bottles, this means we would need 2 packagings for this order.

  • Standard Packing will be using per Singles

  • Freestyle Packing will be using per Litres.

You would need to select the Packaging type to save this.

Packaging Maintenance1.PNGImage Added
Expand
titlePayment Method

Payment Method is used when using the posting Orders from the website, using a Payment Method ID which will map to the correct Payment Method.

If linked with your Finance System, ensure that the “Accounts System Bank/Method ID” setup in this matches exactly with the Finance System to avoid failures during the posting process.

Image Added
Note

When Vision Commerce is configured to post Sales Receipts to a Finance Software and the Cashbook is in use, it's important to set up a payment method for each cashbook, remembering that a cashbook is necessary for each currency that you want to post to it.

  • For example, you may have a 'Credit Card' payment method, if you're receiving credit card payments in multiple currencies, you will need a payment method set up for each currency, and link each of these payment methods to the corresponding cashbook.

Expand
titlePrice List Group

The Price List Groups are used to manage the Price List. All Price List must belong to a Group.

A Price List Group could have multiple Price List against it

Price List Group1.PNGImage Added
Expand
titleProduct Group

The Product Group is assigned your Products to and is used for reporting and extract purposes.

Note

You must have set up your nominal Control Accounts using Contol Account before creating a Product Group

Info

ON-Cost = Freight+Insurance+RH&D+Delivery

Tip

The minimum fields that need to be entered are

  • Code

  • Name

You are able to exclude the Products that are assigned to this Product Group from any Customer Price Lists.

Product Group1.PNGImage Added
Expand
titleProduct Style

The Product Style is assigned your Products to and is used for reporting and extract purposes.

Product Style1.PNGImage Added
Expand
titleProduct Type

The Product Type is assigned your Products to and is used for reporting and extract purposes.

Tip

The minimum fields that need to be entered

  • Code

  • Name

Nominal Ledger Prefix, Suffix, Sales Account Code, Cost of Sale Account Code and the Delivery Account Code

  • As these codes will be used in postings to your Finance Software, care should be taken when setting this up or changing them.

Product Type1.PNGImage Added
Expand
titlePromotion Reason

The Promotion Reason is used on the Sales Order to select a Reason for the Promotional.

Info

The minimum field that you need to enter would be the Reason

 

Promotion Reason1.PNGImage Added
Expand
titleProduct Variant

The Product Variant is used for L-WIN products and is used for reporting and extract purposes.

 

Product Variant1.PNGImage Added
Expand
titleRegion

Regions are used for website integration and reporting purposes.

Info

You must have already have created a country in order to create a Region

  • Entering values for the Insurance and Freight will override the values on the Country screen

    • If this screen is blank, Commerce will use the values against the Country

  • The Region Years information relating to the current Country for the current Region

    • Please see the next tab for more information

  • Any changes that you have made in this Region there is an audit for this on the History tab.

Region1.PNGImage Added
Expand
titleRegion Year

The Region Year is to create scores for the Region on a Yearly basis and used for website integration and reporting purposes.

Info

You must have a Region already set up to create a Region Year.

The minimum you will need to enter is Year, Region and Drink.

 

 

Region Year1.PNGImage Added
Expand
titleShipper

The Shipper is used in Commerce if the Purchase Order requires transporting goods by sea, land, or air.

Image Added
Tip

The minimum fields that are required Code, Name, VAT Code, Currency, and Nominal Code. If you wish to use the POP Documents you need to complete the email information and select to send this by email to your shipper.

Expand
titleWarehouse

The Warehouse is used for the Location of the Stock under the Warehouse Groups.

Image Added
Info

You must have already created a Warehouse Group before you can create a Warehouse.

Tip

The Warehouse Customer Code is used if you are using the Warehouse Submission/Documents by EDI. You will also need to enter the details in the Export Options Details.