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Details of what is in each tab on the form is shown in the sections below :

Expand
title

...

Info

All mandatory fields need to be completed before you will be able to save the customer record.

Note

The bonded customer option is a one time only setting option, once set it can never be changed.

Tip

A unique customer code needs to be setup. If you have multiple sites then you should try to ensure that when the same code is used on multiple sites that they should both be for the same customer.

The customer options (tick boxes at the top of the screen) are explained below :

...

Option

...

Details

...

Bonded Customer

...

Where you have an customs warehouse it allows this customer to hold stock which is not duty paid

...

By Line Charging

...

At goods inwards there are two methods for charging for the goods in, either by the load (receipt) or by the line. If you are solely using the line method then select this to stop the pre-advice showing the receipt option

...

Order By Layer

...

When placing orders you will be forced to order by the layer quantity (setup on the product) e.g. if there is 8 on a layer then you can only order in multiple of 8

...

Can Split Receipt Lines

...

???

...

Use Auto Put Away

...

The system can suggest where goods are placed in the warehouse, however this is unique to every customer and needs to be setup where it will take into account receipt type, quantity, product requirements, customer area requirements, location setup and information.

Info

By default this will not work unless you take the optional setup

...

Bulk Pick Options

...

When using the picking screen you have the option to see customers with this option or those without this option. It allows for some additional filtering on the warehouse picking form.

...

Del Pt. Order Invoicing

...

If your customer wishes you to raise an invoice for goods being sent to their customer. It requires EDI to be used in order to obtain the prices needed.

Info

By default this will not work unless you setup this option

...

Use Batch Ordering

...

When placing an order it makes the batch field mandatory, it is designed for those customers who do not order by rotation or product code but use the batch number instead.

...

Include Held Orders

...

When placing an order the stock availability calculation is effected by this option. If you check this option then we reduce the available stock by the amount in held orders. If not then we ignore it.
You may have to determine this customer by customer depending on how good they are with their stock control.

...

Has Reserve Customer

...

When you wish to store stocks within the account where those stocks (rotations) belong to other individuals. Each rotation will have a reserve customer associated with it.

Note

Once selected this option can not be undone. It is a one time option

...

Archive Customer

...

As you can not delete a customer from the system the next best option is to archive that customer. It stops any new stocks or products from being added but you will retain all the information for the customer.

...

Use Standard Printer

...

This over rides the default printers.

Warning

This is no longer in use.

...

Email Stock Loss

...

This enable the customer to be sent any “Stock Loss” reports.

Info

VIM can be used as an alternative to emailling the stock losses. VIM is the web based issue manager.

Tip

EDI will not send the report if this option is not checked.

...

Use System Product Table

...

Where customers do not have their own product code system you can select this option for the customer, and it allows you to use a generic table which is stored within Vision.

The table is populated by new products being added, but it allows a central product code and description to be used throughout the warehouse for a product, it can also be linked to use the Livex LWIN system which provides product information for wines and spirits.

For more information Create Stock Menu

...

Non-Free Circ Stock Allowed

...

Businesses are allowed to store non free circulation stock (by default this will be checked) and Private individuals are not. So you need to uncheck this field if the customer is a private individual.

For more information https://www.gov.uk/receiving-storing-and-moving-excise-goods

Tip

When unticked, you can not receipt stock which is not in free ciculation.

  • Existing stocks will be visible but not available for Orders and show no stock availability.

To remove such Stock, you have to temporarily change this option.

...

Auto Receipt Transfers to Myself

...

If you use a Type T Tranfer order and you are sending stock from your account back to your account (e.g. Changing the product code) this will auto receipt that transfer into your account.

...

Fixed Product Dimensions on Receipt

...

Warning

This option should be used with caution - if you do not understand this option then ensure that this is checked for all customers.

This allows you to cary the singles per case figure on each rotation you receipt for a product. The product remains as the master record with no changes. When placing an order the product master SPC is used to calculate the quantity of singles needed which is then applied to each rotation to fulfil the quantity required.

...

Second GR Label

...

If you would like a second GR label (and it is setup) then this option will print the seocndary label at the time of goods receipt.

Info

This has to be setup for the specific customer before this can be used.

Buttons for Creating Customer

  • Print Label - You would be able to print the Customer’s address for a label

Extra Buttons for Existing Customer

  • Notes - this will allow you to add or view existing Notes for this specific customer.

  • Replicate - this will allow you to create a new Customer Account and it copying some of the fields from this customer.

Expand

titleCustomer Maintenance
Image Removed
Info

All mandatory fields need to be completed before you will be able to save the customer record.

Note

The bonded customer option is a one time only setting option, once set it can never be changed.

Tip

A unique customer code needs to be setup. If you have multiple sites then you should try to ensure that when the same code is used on multiple sites that they should both be for the same customer.

The customer options (tick boxes at the top of the screen) are explained below :

Option

Details

Bonded Customer

Where you have an customs warehouse it allows this customer to hold stock which is not duty paid

By Line Charging

At goods inwards there are two methods for charging for the goods in, either by the load (receipt) or by the line. If you are solely using the line method then select this to stop the pre-advice showing the receipt option

Order By Layer

When placing orders you will be forced to order by the layer quantity (setup on the product) e.g. if there is 8 on a layer then you can only order in multiple of 8

Can Split Receipt Lines

???

Use Auto Put Away

The system can suggest where goods are placed in the warehouse, however this is unique to every customer and needs to be setup where it will take into account receipt type, quantity, product requirements, customer area requirements, location setup and information.

Info

By default this will not work unless you take the optional setup

Bulk Pick Options

When using the picking screen you have the option to see customers with this option or those without this option. It allows for some additional filtering on the warehouse picking form.

Del Pt. Order Invoicing

If your customer wishes you to raise an invoice for goods being sent to their customer. It requires EDI to be used in order to obtain the prices needed.

Info

By default this will not work unless you setup this option

Use Batch Ordering

When placing an order it makes the batch field mandatory, it is designed for those customers who do not order by rotation or product code but use the batch number instead.

Include Held Orders

When placing an order the stock availability calculation is effected by this option. If you check this option then we reduce the available stock by the amount in held orders. If not then we ignore it.
You may have to determine this customer by customer depending on how good they are with their stock control.

Has Reserve Customer

When you wish to store stocks within the account where those stocks (rotations) belong to other individuals. Each rotation will have a reserve customer associated with it.

Note

Once selected this option can not be undone. It is a one time option

Archive Customer

As you can not delete a customer from the system the next best option is to archive that customer. It stops any new stocks or products from being added but you will retain all the information for the customer.

Use Standard Printer

This over rides the default printers.

Warning

This is no longer in use.

Email Stock Loss

This enable the customer to be sent any “Stock Loss” reports.

Info

VIM can be used as an alternative to emailling the stock losses. VIM is the web based issue manager.

Tip

EDI will not send the report if this option is not checked.

Use System Product Table

Where customers do not have their own product code system you can select this option for the customer, and it allows you to use a generic table which is stored within Vision.

The table is populated by new products being added, but it allows a central product code and description to be used throughout the warehouse for a product, it can also be linked to use the Livex LWIN system which provides product information for wines and spirits.

For more information Create Stock Menu

Non-Free Circ Stock Allowed

Businesses are allowed to store non free circulation stock (by default this will be checked) and Private individuals are not. So you need to uncheck this field if the customer is a private individual.

For more information https://www.gov.uk/receiving-storing-and-moving-excise-goods

Tip

When unticked, you can not receipt stock which is not in free ciculation.

  • Existing stocks will be visible but not available for Orders and show no stock availability.

To remove such Stock, you have to temporarily change this option.

Auto Receipt Transfers to Myself

If you use a Type T Tranfer order and you are sending stock from your account back to your account (e.g. Changing the product code) this will auto receipt that transfer into your account.

Fixed Product Dimensions on Receipt

Warning

This option should be used with caution - if you do not understand this option then ensure that this is checked for all customers.

This allows you to cary the singles per case figure on each rotation you receipt for a product. The product remains as the master record with no changes. When placing an order the product master SPC is used to calculate the quantity of singles needed which is then applied to each rotation to fulfil the quantity required.

Second GR Label

If you would like a second GR label (and it is setup) then this option will print the seocndary label at the time of goods receipt.

Info

This has to be setup for the specific customer before this can be used.

Buttons for Creating Customer

  • Print Label - You would be able to print the Customer’s address for a label

Extra Buttons for Existing Customer

  • Notes - this will allow you to add or view existing Notes for this specific customer.

  • Replicate - this will allow you to create a new Customer Account and it copying some of the fields from this customer.

Expand
titleCustomer Details

This tab contains general information about the Customer

Image Removed

  • GDPR options

    • Anonymous - when this option is chosen the GDPR information will not show for the current User unless that User's account is set to view Anonymous PII.

      • This Customer's PII information will not show on reports or extracts.

    • Forgotten - if this option is chosen and there are no outstanding Sales Orders associated with the Customer account, any PII information will be deleted and accounts archived.

      • If there are Orders outstanding this field will revert to blank and no information will be changed.

  • Last Sent and By

    • This will show the last user and the date and time that the PII was sent to.

  • Send Check to Me

    • This will send the user the PII information to check by email.

  • Last Verified and By

    • This will show the last user, date and time that the PII was verified

  • PII is correct

    • Once you have checked the PII and clicked on this button

      • It will show a message telling you that your Username will be stored

        • You can click OK or Cancel to this message.

          • Clicking OK will automatically update the fields Last Verified and By with details of the date and time and your user name.

          • ClickingCancel will just close this window and will not update the above fields. 

  • Default Location

    • This is the default Warehouse that any goods will be receipted into

  • Default Currency

    • This is the default Currency that's pre selected when opening the 'create product' screen

  • Ordering Password

    • This will be required when placing a Sales Order for the Customer if the customer has a password.

  • Print Details section

    • This will be the printers that the Customer will use rather than Default Warehouse Printers

Info

If you do not have these details, you will need to contact your IT department.

Expand
titleCharge Details

This tab is used for the Defaults Charging for the Customer

Image Removed
Note

Override Storage Charges per Rotation

If you wish Storage charges to start before or after the date the goods are receipted (landed) or if you want to avoid charging storage completely you can do so on the Receipting Details on the Pre-Advice when you land the goods.

  • General

    • This will be the default setting for VAT Rate

  • Goods In

    • The Loose Item Charge is used for items that have to be removed from the container by hand.

    • All pallet types can be used for this Customer but you can override the default charges using the Pallet Type Charges grid.

  • Storage

    • Using the Rotation Qty Banded Storage checkbox to use the rotation quantity to work out which Banded Charge to use - this needs to be ticked if you want this customer to use Pallet band charges.

    • Invoice Period is used to show the period for the Invoice of the Storage

  • Stock Charges

    • The Condition Report Charge is applied each time the Customer requests a Condition Report

    • The Market Value Report Charge is for sending the Market Values to your Customer.

  • Goods Out

    • The Standard Order Charge is used when the Warehouse generates Invoices on behalf of the Customer to the Delivery Point.

      • For Goods Out Charges where the Warehouse is invoicing the Customer themselves, they must use Vision Invoicing.

  • Invoice Total

    • Set the minimum Storage and Goods In charges that will be applied when this Customer is invoiced.

Warning

Changing an exiting Customer from one Period to another (from annual to weekly for example) can have unexpected results and is not recommended.

It is better practise to set up a new account for the Customer, set up the new charging and migrate stock across to the new account.

If in any doubt please contact the Vision Support Team via the support portal.

Expand
titleCharge Profiles

This tab allows you to specify which Goods In Charge By Line and Storage Charges you wish to use for the Customer

  • The Goods In Charge by Line and the Storage Charges can be configured for the Customer from the list of charges you have set up in the system.

  • After checking or un-checking a charge always move to another line to make sure the change has been registered before you click the Save button at the bottom of the screen.

Good In Charge By Line

  • UID is the unique identification number of the current Charge.

  • The Receipt Type for the current Charge.

    • These are either Case, Pallet, Gross Weight or Single. (This is defined when setting up the charge and can not be changed at this point).

    • All quantities you then enter are based on the receipt type e.g. by single is by a single item, by the case is per case

  • Premium Charge

    • Your system will ask upon receipt if you want to charge the premium charge for this receipt, this is based on the receipt being receipted on the system within X hours of the goods arriving on site.

      • The number of hours is defined by your organisation and is stored in the underlying system setup

    • If you use this charge you switch on the option and set the addition percentage % you wish to increase the goods in charge by

This calculation takes into account the Start and End times set against your Site and also excluded Weekends and Bank Holidays

Info

If you want to find out your current Standard Premium Hours or to change them, please raise a ticket to the Vision Support Team

  • Reduced Charge

    • You can reduce the standard charge to your customer for a receipt based on the following criteria

      • LOL (Litres of Liquid) Greater Than

      • LOL Less Than

      • Singles/Case Greater Than

      • Singles/Case Less Than

    • Tick the Apply Reduced rate and then select Disc Type (see above the types), enter the Reduced Rate Disc. Qty and the percentage % (the value is a percentage of the full price).

Note

Charging Basis

Please remember that if you apply a discount this will use the Receipt Type as the base for the charge

e.g. Receipt Type = Case and discount is based on cases of x litres or less

e.g. Receipt Type = Singles and discount is based on singles of x litres or less

For example: You will charge per Single. £1.10 giving a discount for 50% when the single is less than 0.5l

Storage Charge

  • UID is the unique identification number of the current Charge.

  • The Storage Type for the current Charge.

    • These are either Case, Pallet, Gross Weight or Single. (This is defined when setting up the charge and can not be changed at this point).

  • Charge Period

    • This will be the period for the charge for the storage

      • Daily

      • Weekly

      • Monthly

      • Annual

  • Free Time Period

    • Specify any Free Time Periods before the charges are applied to the customer.

  • Ttl Stk Banding

    • Shows whether Total Stock Banding is applied to the current Charge or not.

Expand
titleGoods In Charges By Receipt

This tab allows you to set up the Charge to use on the Receipt of Goods into the Warehouse

  • In the Description, this should be selected from a drop-down list of charges that are already set up in the system. 

    • This will auto-populated some of the other fields

  • Default Charge - this charge will be applied to receipt of goods by default if this ticked

  • It will keep a record of when it was added on, who by, restored on and who restore it

Expand
titleGoods In Charge Adjustments

This tab allows you to Set Up Adjustments which should be applied to Goods In Charges

  • In the Delivery Type, this should be selected from a drop-down list of charges that are already set up in the system. 

    • This will auto-populated some fields

  • The Landed FOC field if the goods for this Customer on this Delivery Type should be landed FOC

  • If you want to apply a Transport Charges discount if goods are landed from Transfers, enter the percentage discount here.

  • Reduced Charge

    • You can reduce the standard charge to your customer for a receipt based on the following criteria

      • LOL (Litres of Liquid) Greater Than

      • LOL Less Than

      • Singles/Case Greater Than

      • Singles/Case Less Than

    • Tick the Apply Reduced rate and then select Disc Type (see above the types), enter the Reduced Rate Disc. Qty and the percentage % (the value is a percentage of the full price).

Note

Charging Basis

Please remember that if you apply a discount this will use the Receipt Type as the base for the charge

e.g. Receipt Type = Case and discount is based on cases of x litres or less

e.g. Receipt Type = Singles and discount is based on singles of x litres or less

For example: You will charge per Single. £1.10 giving a discount for 50% when the single is less than 0.5l

  • The Premium Charge field if your organisation charges your Customers a Premium rate for landing stock within the Standard Premium Hours time limit.

    • A Premium Charge would be applied if the number of working hours between the expected or booked date of arrival of the Pre-Advice and its actual date of receipt is less than the Standard Premium Hours set for your Organisation.

      • This calculation takes into account the Start and End times set against your Site and also excludes Weekends and Bank Holidays.

    • The Standard Premium Hours is initially set when your Organisation first takes on the Vision Warehousing package.

      • If you want to find out your current Standard Premium Hours or if you want to change it, please contact the Vision Support Team.

Expand
titleContacts

This tab is used to record the Contacts against the Customer, set up VIsion EDI reports, default notification emails and access rights to some areas of Vision.

  • Contacts entered are most often an individual, but they can also be group email accounts (they do not need to belong to an individual).

  • This email address is also used to send any EDI generated reports and notification emails.

  • If your Customer receives Goods Received, Orders Processed or Stock Snapshot, QA Release and imports the files into their own applications (like Vision Commerce users), you would normally set up a contact/email address specifically for this purpose.

  • Each one indicates whether automatic notification emails should be sent to this email address or give access to various areas of Vision Warehousing and VCIS.

  • EDI Reports - which EDI reports have been turned on for the current Customer and which ones the current Contact is set to receive.

If you need to make reports available to be selected (or to turn them off) for the current Customer you will need to do so through Vision EDI. 

Expand
titleAuto Put-Away

This tab is used to set up the Locations if you wish to have the Customer to use Auto Put-away

  • This tab only helps you set the ranges of Locations that you would want goods to be Put Away in if the current Customer is set to Use Auto Put-Away.

  • Once you have entered the locations From and To, View Ranges button will allow you to view all the ranges of the Locations

Expand
titleReport Profile

This tab is used to select the relevant Report templates that you wish the Customer to use for each Report type

Expand
titleReport Options

This tab is used to sort the order for the Rotation Stock Report.

Only one can be selected

Expand
titleDelivery Address

This tab is used to allows to create, view and maintain the Delivery Addresses for the Customer

  • Any Deliveries already recorded against the Customer will show in this list.

  • Clicking on the existing Delivery Addresses this will open the Delivery Address Maintenance screen where you can maintain the Address.

Delivery Address Maintenance

This screen is used to allow to create and edit the Delivery Addresses for the Customer

  • These details will auto-populate Sales Orders when you choose this Address for your Customer.

  • When viewing an existing Delivery Adress, you would have the option to Delete

Note

Deleting the Delivery Address will also delete any Product Prices associated with the Delivery Address.
The entire process is irreversible so use this option with caution!

  • Delivery Address Details

    • This tab is used to enter the basic address details and default delivery times for the current Customer

Info

Copying and pasting from other applications can sometimes include hidden characters that can cause data and formatting issues.

  • If possible always type the addresses into the correct fields manually.

You do not have to select any Times for your delivery address but if the Specify Times fields are checked the times should be valid (i.e. Earliest Time should be before Latest Time and a gap between Latest Time and Earliest Time ).

  • Bond Details

    • This tab is used to enter the Customs and Excise Duty Accounts details, Underbond Type the Address is used for and whether any outstanding Customs Duty should be paid when delivering goods to this address.

Info

If any of these fields are left blank then the default values on the Customer Maintenance Bond Tab will be used for the current Address.

  • Delivery Address Products

    • This tab allows you to specify set Products and Prices for the Delivery Address.

    • This feature allows you to set a specific price to be used for this Product and Customer Delivery Address combination, which differs to the Price specified above, solely for a specified duration whilst the Is Live box is ticked.

Info

Adding Product Codes here will not restrict the Product Codes available on Sales Orders when using this Customer Delivery Address.

Expand
titleStock

This tab is used to show the Manufacture Quarantine Setting for the Customer

  • You will need to provide the Product Type and the post Manufacture Quarantine Days for this Customer. 

Info

You will not be able to enter a Product Type twice.

Expand
titleBond

This tab is used to record any Tax, Duty, Deferment and other Bond settings for the Customer

This will only show where you have flagged this customer as “Bonded Customer”
The settings in the fields here are very important and govern a number of facilities within the system so their setup is very important.

Deferments - These explained in other sections of the wiki in more detail including how to setup a deferment account, the system allows for two different accounts, if the customer is “Bonded” then they must have one of the two.

  • Government Deferment, which is a 7 digit code usually beginning with 8 or 9, issued by the local customs authorities, in the UK your customer will provide you with a C1207N form to allow you to use their deferment.

  • Cash Deferment, which is a 7 digit code beginning with the warehouse code (3) and 4 digits, used when there is no government deferment in place and allows the warehouse to take, submit, collect the funds from the stock holder and then pay this to the government.

Excise / Customs Deferment - You will only be able to see any deferment accounts which have this customers stock code in the allowed to use part of the deferment. When you setup the deferment ensure that this customer is in the stock holder section of the deferment account, the code must agree, and when you press F11 on this field it will either auto fill the field or give you a choice where there is more than one.

Note

If you set Deferment Agreement to YES then within the deferment setup you can not have the Cash Deferment ticked or vv

WOWGR and Duty Representative - These two fields are linked. Before you set the Duty Representative you must insert a WOWGR number, once set you will be unable to change the WOWGR number as the field will lock.

In order to store spirits you need to have a WOWGR registration number, there are exceptions to this when you are a private individual storing in a warehouse, however to qualify for this you would need to have your own account, no VAT number, no deferment acccount, and your storage is supposed to be less than 100 litres (or 5 x 20 litre barrels) [You should note that this is very vague within the guidance]

Customs Duty Payment Options - This relates to customs duty which is applicable to all goods which come into the home country from another country. Those goods may have a preferential rate of duty or a quota allowing a lower rate, with the correct paperwork you can take advantage of this but beware those preferential rates can be withdrawn at any time.

From 01/01/2021 customs duty within the UK will refer to UK customs duty and not EU customs duty.

The fields are explained below :

Field Name

Details on the use of the field.

Deferment Agreement

This is used to specify whether this customer account will be using a government deferment or a cash deferment. If selected then a government deferment is in place.

Info

You will only be able to select a deferment of the same type when you get to the select deferment number fields. You can not tick this and use a cash deferment account or vv

Duty Paid Use

Is this customer allowed to store duty paid stocks in their account

VAT Registered

Is this customer VAT registered, this has a bearing on the ability to use PVA / ACQ VAT statuses.

Use CFSP

No longer used

Non Stock holding

No longer used

Customer Frozen

If ticked this will stop the customer from being able to have orders picked, any orders will be held until release.

Excise / Customs Deferment

This needs to be populated with the account the customer is using for duty payments, if it is a new customer and you have setup the deferment then pressing F11 will usually automatically fill the field with the code, if not it will give you a choice.

Warning

If you see nothing appear it is likely you have not added the stock holding customer code to the owner section of the deferment or you have specified a cash deferment on the deferment account when you have the deferment agreement ticked on this page.

WOWGR Registration

A 11-13 digit code usually beginning GBXXnnnnnnnnn will be provided, this needs to be added before you specify the Duty Representative field. Enter the entrie field exactly as provided.

Info

Further information from https://www.gov.uk/government/publications/excise-notice-196-excise-goods-registration-and-approval-of-warehousekeepers-warehouse-premises-owners-of-goods-and-registered-consignors 

RPA Registration

This field is no longer used

Info

More information can be found in https://www.gov.uk/government/organisations/rural-payments-agency

EORI Number

Formerly called the TURN number, this is provided when you register with HMRC as a consignor of goods being imported into the UK

Info

More information can be found in https://www.gov.uk/eori-supporting-guidance

Customs Duty

Note

From 01/01/2021 this will refer to UK customs duty only

This sets when customs duty will be paid, the options are

  • Pay on demand (will pay customs duty based on the order)

  • Pay customs duty on receipt

  • Pay customs duty upon using stock - will pay entire rotation as soon as you begin using it

  • Pay Quota/Pref Stock then on demand

  • Pay Quota/Pref stock then on 1st use

The Pay Quota/Pref stock will pay this upon receipt in order to take advantage of the preference or quota rate for the item, thereafter we will pay based either on demand or when the rotation is first used.

Duty Representative

The options available for this are

  • No Spirits - where the customer holds no spirits

  • NA - e.g. Private customer

  • Own WOWGR - customer has their own WOWGR

  • Warehouse - the warehouse is acting as duty rep.

  • 3rd Party - a third party and not the stock holder is acting as the duty representative

Warning

Should you not have a WOWGR spirits can only be stored for a 72 hour period after which duty MUST be paid. The stock landed will go on hold. You need to use the Bulk duty payment to be able to pay this customs duty.

Customers can store spirits under the NA option but this should be limited to private customers only where the customer is not VAT registered, has no deferment, and is not a business, there is also a limit to the volume but it is vague in the guidance. If you have a customer storing reserves on behalf of their customers then they need to apply their own WOWGR to the stock holding as they are not private and classified as a business, if they have no WOWGR they should have no spirits even if it is in reserves.

Product Types

You can select the product types you will allow the customer to store within their account.

Just select the tick boxes for the product types you want to use.

Expand
titleSundry Charge

This tab is used to Set up the Sundry Charge which can be applied to Orders or Pre-advice for the Customer

Expand
titleAnalysis

This tab is used to show the Customer Analysis Codes you have set against the Customer and other important settings for picking/despatches

  • Customer Analysis is from the Analysis Code that has been set up

    • To change Analysis, you will need to go to the Analysis Code Maintenance

  • Customer Features, this includes configuration options specific to the customer

    • VCIS Default Access to Private Site sets a Customer to log automatically into the Private version of the Vision CIS website if your company is offering this service.

    • SSCCs are Serial Shipping Container Codes.

    • Picking Order Type

      • FIFO (First In First Out)
        (Complies with Main Picking Rule, choosing oldest stock first).

      • CFIFO (Cases - First In First Out)
        (Complies with Main Picking Rule, then if available full Cases are used then the standard FIFO rules are applied).

      • PFIFO (Pallets - First In First Out)
        (Complies with Main Picking Rule, then if available full Pallets are used, then full cases and then standard FIFO rules are applied).

      • PCFIFO (Pallets, Cases - First In First Out)
        (Complies with Main Picking Rule, then If available full Pallets are used, then if available full cases are used and then finally standard FIFO rules are applied).

      • LOCATION & BATCH are both legacy rules that are no longer used and will be removed in a future version.

Main Picking Rule: Underbond stock is chosen first for Customers not using their own Deferment otherwise Duty Paid stock is always chosen first.

Unless changed, the default Picking Order for a Customer is FIFO

Note - If a customer is set to use CFIFO picking, and no rotations are specified on the order, the system will pick the stock from the first available rotation where there is sufficient stock to fulfil the order in the fewest amount of locations.

  • Despatch Notes

    • This will allow the user to be able to print the Product Note and Special Message.

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titleDistribution

This tab is used to allow you to specify which emails that will be sent to the Customer from e-Pod (if you have this module) when they have deliveries

  • Transport Master Account

    • This is an additional module which you can activate within the system, it allows charges for this account to be invoiced to a master account, to allow a single consolidated charge invoice to be produced.

Info

Transport Master
Please note that this is can not be chained

e.g. Account A →  Account B   Account B →  Account C  Account C →  Account X  
You need to setup   Account A → Account X     Account B → Account X    Account C → Account X

  • The External Carrier will need to be filled in if you would use this customer for an Order that will be using an External Carrier.

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titleForecast

This tab is used is to record any figures that you have agreed with the Client for the next 12 months. It also allows you to compare with the current and last 12 months

  • In the Forecast section, this is where you enter the figures that you have agreed with your customers to aim for the 12 months. 

  • In the Actual Section - this is where you can retrieve the Actual Figures for the Customer.

    • Clicking on the Update button will pull through the figures

Note

A case12 is based on there being 12 Singles Per Case. Therefore even if Products for this Customer are not set up as 12 SPC it will still calculate as if it were.

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titleAudit

This tab is used to audit all users that have viewed or updated the Customer PII details

  • This tab shows the User's full name. Whether the information was just viewed or viewed and updated.

    • The reason the update happened.

    • As well as the Date and Time the update or view occurred. 

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