Page Comparison

This screen is used to Edit existing Sites that are set up for your organisation.

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All the sites that have been set up will show on the left-hand side.

Site

This tab shows the details that are relevant to the currently selected site.

You can edit the details for the site.

HMRC Reg No is entered for both Customs and Excise.

The Last Rotation No. Used field shows the last Rotation Number used for this Site.

• See the How are Rotation Numbers Generated? screen for more details. 

Options

This tab is used to set up extra options for the current site.

Non-Free Circulation Stock Approved - check this field if the site approved to have Non-Free Circulation Stock.

Tax Warehouse - check this field if the site is an authorised place where goods subject to Excise Duty. 

Uses Rotation Labels - check this field if the current site uses Rotation Labels.

Rotation Label Reprint Auditing - check this field if you require the Site to use the Rotation Label Reprint Auditing.

Destination Type Code - This is where you can select the Destination Type Code for this site, this will default on specific orders Types.

Default Currency - This is the currency that the Customer and Supplier that are set up will be defaulted to if not be changed.

Company

This tab is used to record the default Name, Address, Contact details, and Registration number for your Company.

Warehouse

This tab is used to record the default Keeper Code, Name, Address, and Contact details for your Company Warehouse.

Customs Authority

This tab holds the Customs Authority Details used for the current Site.

CDS CW Authorisation Number - Customs Declaration Service Customs Warehouse
CDS SDE Authorisation Number - Customs Declaration Service Simplified Declaration Procedure authorisation (SDP)
CDS CCG Authorisation Number - Customs Declaration Service Customs Comprehensive Guarantees

Goods In

• This tab is used to set up for the Goods In process for the current site.

• Set the time that Booking is available to start and end for the site.

• Set if you wish to use a new Rotation Number when carrying out a Transfer to the same site and also Auto receipt when doing a Transfer within the same site.

Goods Out

• This tab is used to set up for the Goods Out process for the current Site.

• Here to set up the Delivery and Collection Configuration, at what stage the paperwork gets print at and which printer it goes to. This can be changed

• Collection Group Configuration - Using the configure button, will allow setting the Collection Times, Lead Hours for each Collection Group

General

Perform Stock Clearance Check - this will allow the site to do a Stock Clearance check, if you are doing an Order that is a Stock Clearance, with this ticked the order will go on hold for authorising.

Company Transporter - Enter this field with the Transporter Code. If a System Delivery Address is used with an "Our Transporter Reg" filled in and the Transport Code is used this will populate the "Our Transporter Reg" for the Order to use. 

Manufacturing Quantity Tolerance Percentage - This is the Percentage for Manufacturing Tolerance.

Delivery Configuration (excl. Collections)

This section allows you to select if the Delivery would need to be Confirmed as Despatched and when the paperwork will be printed and which Default print it will be using.

External Carrier Configuration - this will open a new screen where you set up the details for the Carrier configuration

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Collection Group Configuration

This section allows you to configure the Collection Group, you will be able to set up the Lead Hours, Collection Group and Cut off Time for this site. The Collection group will default in Collection order for this site. 

Clicking on the Configure, will allow you to edit the fields. You would be able to confirm if the Collection Order for this site will need to be confirmed Despatched by ticking the Collection Confirmation Needed?

Collection Configuration

This section allows you to select when the paperwork will be printed and which Default printer it will be using.

‘Cut off Time’ is set as the “Latest time that an order can be collected” from the site. ‘Picking Starts’ (on the Picking tab) is the earliest time an order can be collected from the site.

Lead Hours

• The difference between ‘Picking Starts’ and the ‘Cut off time’ determines how many hours in each day we have for picking collection orders. This is what the ‘Lead Hours’ is used to check against.

  • So for 2x working days as the lead time for collection orders, and picking start time is 09:00 and cut off time is 17:00, then the lead time should be set as 16 hours.

Picking

This tab is used to set up for Picking and to exclude any specific days in advance.

Picking Starts - Please make sure this is set correctly as this is taken into account when arranging a Collection Order

Picking Options - Rotation Selection Priority, this will default the option to FIFO then location type, if you change this to Location Type then FIFO, the system will PICK the stock from the PICK Location first when the order is less than a full Pallet.

• Customers using replenishment occasionally move newer stocks to the picking locations leaving older stocks in bulk/racking; the picking routine will typically pick the oldest stocks first but in this instance, we should respect the location priority before considering the length of time the rotations have been in stock.

Email

This tab is used to set up the email address and notes for the QA Force Release Stock. The screen is used to update multiple Currency Rates at the same time.

This screen is used to configure system level settings (i.e. settings which are applicable regardless of site), such as company branding settings, messages displayed in certain emails, Terms & Conditions displayed on delivery notes etc.

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When placing the cursor over the information symbol it’ll tell you how the setting is used, and by clicking ‘Select’ you can configure it.

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This screen provides the ability for users to quickly and easily update exchange rates for multiple currencies, instead of having to open each and every currency individually and update them one by one.

All columns provide read-only information except the ‘New Rate’ which can be set here.

This screen tells you of issues with the flex device postings and should be regularly checked to ensure there is nothing in this table.

Rejections

When a flex device sends a message to the system if there are any issues processing it then it will show up in the Rejections screen a copy of which is below

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Some of the messages you may see are below

Edit the message using the Edit button and reprocess the message using the Reprocess Flex Message Message screen.

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If you are not sure how to resolve this then log a ticket and the support team will be able to assist.

Failures

This tab shows all the Failed message and includes the Reason for the Failed.

Edit the message using the Edit button and reprocess the message using the Reprocess Flex Message Message screen.

This screen is used to update specific Customer or Reserve Customers' Products with the latest LiveX Values.

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Update the Products that have no values and since a specific date or all values.

Click the Update Values button to get Market Values from LiveX for all the Products found using the Filter Options Section and Radio buttons.

The last Update valid will show when this was last updated in the format dd/mm/yyyy