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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.

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Enter a new carrier by clicking into the empty row at the top of the list.

API Shipping Method1.PNG
Info

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

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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).

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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.PNG
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titleCustomer Contact Outcome

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

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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.PNG
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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.PNG
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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.PNG

Product Group Maintenance screen is used to group similar Products together. It is used for reporting, extracts and web site. Click the drop down below for details.

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The product group is a mandatory field and all products need to be in a product group. Even if you have a single group for everything, you have to fill this at the time when you enter a product onto the system.

This also allows you to control a number of other aspects for the product group such as :-

  • Whether to include on costs for this product in the margin reports

  • If you want to exclude the product group from the price list e.g Internal or marketing products

  • When you use the parcel carrier module, are items in this group fragile.

  • Whether the sales team will have items in here apportioned, this stops a sales team from over holding or over selling a product.

  • Enabling whether a rotation number is mandatory at the time of entering an order e.g. fine wines, specific batch control.

Product Group1.PNG
Tip

The minimum fields that need to be entered on this screen are Code & Name

Cost of Sales Accounts / Default Nominal Stock Account

These items are only applicable if you are using PRODUCT analsysis posting to your finance system, this is not a standard option.

Note

If you use this option you need to ensure that these fields are populated and that the codes exist within your finance system

Further Reading / Explanations

Field

Details

ON-Cost

These are the costs of receiving the goods into the warehouse, so it will include items suich as Freight+Insurance+RH&D+Delivery
You would not use this for RETAIL products and perhaps not for Marketing items either

Forecast

Type and Value - Used for budget, there are reports marked as “core” these include regular products you sell non core would be for non stock or non saleable items. The value shown is the forecast for this product type for the financial year.

Sales Team Apportion

all the products in this group will have their Stock Availability apportioned by default.
For more details on Sales Team Apportionment see the Sales page

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titleProduct Style

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

Product Style1.PNG
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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.PNG
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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.PNG
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titleProduct Variant

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

 

Product Variant1.PNG
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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.PNG
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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.PNG
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titleShipper

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

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.

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titleWarehouse

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

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.