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The Bank Account Maintenance screen is used to edit or create Banks Accounts that are linked to the Customer on the Customer Maintenance screen (see the Customer 📈Customer page) to show which account your Customers will be paying into.
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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.
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The minimum fields that need to be entered on this screen are Code & Name |
Cost of Sales Accounts / Default Nominal Stock Account |
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These items are only applicable if you are using PRODUCT analysis posting to your finance system, this is not a standard option. | Note |
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If you use this option you need to ensure that these fields are populated and that the codes exist within your finance system |
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Further Reading / ExplanationsField | Details |
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ON-Cost | These are the costs of receiving the goods into the warehouse, so it will include items such 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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Product Styles are used for reporting and extract purposes and are assigned to your Products
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The Warehouse screen includes
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You must have already created a Warehouse Group before you can create a Warehouse. |
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The Warehouse Customer Code is used if you are using the Warehouse Submission/Documents to submit your Sales and Purchase Orders and Product codes to a Warehouse using Vision Warehousing.
The Export Option Details section needs to include the email address that the submitted documents will be sent to (your Warehouse will be able to provide this). |
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