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Table of Contents

New - Enter a New Order

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.

Info

Type M orders are only designed for EDI entry due to the validation requirement, however, modification of the orders can be performed via the application interface.

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

Held - Orders held awaiting further input.

Expand
titleHeld

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

  • 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.

Info

If the On Hold Reason is regarding Customs Duty and you do not think the Order should be trying to pay Customs Duty, please check whether the Pay Customs Duty field on the Order Options tab on the Order is set.

Held Order Reason Description and Colour Key

 

Credit Limit.png


  • The Order has failed a Credit Limit Check.
     
     

 

Customer Frozen.png


  • Customer is Frozen in your Company's accounts package.
     
     

Deferment On Hold.png

 

 

  • The Deferment account used with the Order has been Held.
     

Stock Clearance.png

 

  • Order is clearing more than 50% of the sending Customer account's Stock.

Receiving UB Info Missing.png

 

  • Awaiting Underbond Consignee information.
     
     

Receiving UB Trans Info Missing.png


  • Awaiting Underbond Transport information.
     
     

Breaking Cases.png

 

  • Breaking Cases to obtain Bottles requires authorisation.


 

DeliveryDates From VD Not available.png


  • The Order has been placed on hold because Delivery dates in VD are not yet available.
     
     

HV Product.png


  • Failed the High-Value Product check.
     
     

Manufactured quantity tolerance.png


  • Ordered vs Manufactured quantity tolerance warning.
     
     

Pick Date Insufficient Time.png

 

  • The Order cannot be Picked in time for the booked/collection date provided.
     
     

 

Reserve Authorisation.png

 

 

 

ReserveAuthorisation1.PNG

  • 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. 
        

Destinated NON FC.png

 

  • Destination Warehouse is not approved for Stock, not in Free Circulation.
     
     

Insufficient Stock.png

 

  •  Insufficient stock for line(s) on this order.

    • Click the Avail button next to the issue line on your Order for more details. 
       

Product Attributes.png

 

  • Source and Destination Product Attributes do not match.

Receiving Customer FC.png

 

  • Customer is not set up to store non-Free Circulation Stock.
     
     

Receiving Customer Info.png

 

  • Awaiting Receipt details for the Receiving Customer.
     
     

Receiving Customer Product Types.png

 

  • Receiving Customer is not permitted to use this Product Type.
     
     

User Held.png

 

  • User clicked the Save and Hold button on the Order.

Held By VCIS.png

 

  • 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.

HV Release - High Value Module - releasing orders for picking which are high value

Expand
titleHV Release

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

  • 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.

Info

You cannot make changes to the fields

Authorised HV Orders

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

Info

You Must enter the Customer, Site Code, Order Date, Authorised By and Authorised On

  • Order Date, Authorised By and Authorised on will default to the username of the person currently logged in and Name and Dates will default to today's date. 

  • 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.