BOM - Bill of Material
Click this link to find out more about the bill of materials components functionality
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All fields in the header section of the form are mandatory with the exception of the Sub Description, BOM and Archive. |
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| title | Product Detail Header Fields |
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Field ExplanationsField Name | Notes |
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Customer Code | this is the customer code and site code where this product will be stored, the product can only be used by this customer and is unique to their stock holding account. | Product Code | an alpha numeric field for product code, we suggest no more than 20 characters but the field can handle more however much of the paperwork and reports are designed for 20 characters - please avoid using spaces and be careful with symbols as these can provide unusual issues | Description | a 50 character description of the item, this should be the base description of the product; many other fields exist | Sub Description | This field is for non english descriptions, it is not normally in use and is only used on report templates where specified by the customer otherwise this is not used. | Brand Name | This should be the brand name or the producer of the product, we hold these in a brand table so you can use a lookup and if a new entry is made you will be asked if you wish to add it to the table. | Country of Origin (COO) | Country of Origin (COO) This is the place of manufacture / production. This is the two digit country code, you can use the standard search facility to find the code you need. Standard ISO codes are used. | Product Type | The product type is a mandatory field and is used to control the type of goods you are storing and the type of good this product is, it can be used for location put away, picking rules, location restrictions, customer storage authorisations, and it is used to define the type of duty and commodity for the item which allows the duty values to be correctly applied. | Info |
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Product Types are system setup items, can only be added or changed by Ontech |
| UOM | Unit of Measure, whilst the majority of storage is Pallet/Case/Single we have customers storing other items which need different units of measure e.g Hectolitres, litres, centilitres for liquids or Outer/Inner/Carton for tobacco products. | Product Group | This is a key field in the product setup as many of the product group attributes will be applied to the product setup allowing you to standardise, increase effivciency and speed at product setup. More detail on what this field controls can be found in Product Group This field will default from the product group setting. | BOM | BOM - Bill of Materials click this link for more details. | Year | This is year of vintage of the item, if it does not apply the use “NA” otherwise enter a 4 digit year OR if the item is wine with no vintage enter “NV” | Archive Product | This is a tick box which allows you to archive a product on the system, it will always remain on the system but will no longer be able to accept new goods arriving. |
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General Tab
The majority of the fields on this page either control key functions or are used for specific purposes or options available within the system.
Singles Per Case
Can only be adjusted up to the point there is stock landed on the product, at that point the field is locked and can not be adjusted.
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The tables below have been split into the key groups on the tab | Info |
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The “M” field on the tables indicates that the field is mandatory |
Product Dimensionsvital fields in setup of the product, it defines aspects of goods in, storage and goods outwards. It is also key for charging of goods inwards or storage e.g. If you do not set how many cases are on a pallet then how would the system know what to charge if you had 300 cases ? is this 1 pallet or 10 ? Field | M | Notes |
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Single per case | Y | Needs a number 1 or higher. If a case can not be split then enter 1 this then allow the ordering of a single item or a single case to always select the case | Cases per Layer | | Number of cases on a layer, this is only required if you set the customer to force picking by layer. | Cases per pallet | | You should set this if you intend to charge by the pallet. When stock is landed you are able to change the cases per pallet on each rotation. | Height (metres) | | If you intend to use the auto put away functionality or any automated functionality in the warehouse you need to set the height of a pallet of the stock, you will also need to set the cases per layer to allow us to divide a pallet into layers if needed. | Single Size (litres) | Y | If you are not storing a liquid then set this to 1.00 | Gross Weight (kg) | Y | The weight of the case with the packaging. You can default a multiplier in the product group for this field to auto calculate. e.g. Wine variest between 1.7 and 2.3 times more than the net weight. | Net Weight (kg) | Y | The weight of the case without the packaging. In the case of liquid 6 bottles of 75cl wine is 4.5litres and also 4.5kg | Cubic Metres | | If you intend to charge by cubic metres then this is mandatory and needs to be the cubic metres of a case. | Dimensions (Length, Width and Height (cm)) | | To capture the dimensions of the product. This field can be left blank however should not be 0 |
Option BoxesSSCC - Standard Shipping Container Code, this is also known as a Pallet ID and manufacturers, bottlers, canning companies all use SSCC when they output a pallet, it allows pallet tracking and each pallet has its own unique SSCC in the world. Many supermarket chains and large distributors deal only with pallet movements and wish to know the pallet ID of any goods they are receiving. Field | Use |
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Receipts need SSCC | If you are receipting goods in and wish to handle and track pallet ID then select this option, you should also have the Use Pallet Quantity set to YES to ensure one Pallet ID is provided on rotation. | Note |
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Only select this if you are full pallet warehouse with only racking otherwise please discuss with Ontech beforehand. |
| Despatches need SSCC | If your customers need to know the SSCC for the delivery point then this is the best option to scan them as you pick them. The items will then be recorded and are send in the order picking confirmation to the customer. | Use Pallet Quantity
[One pallet to rotation] | Eachsingle item received into stock will receive a rotation for the item, whether this is 1 pallet, 1 case or 1 bottle | Serial Number required | This option is no longer in use. | Do not apply transport discount | | Tip |
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This is a new field - not yet in use. |
If you have Distribution then to aid with case calculations for delivery charges we can discount or surcharge a product, this stops the discount or surcharge from being applied for this product. |
Other fieldsThis covers the general fields found at the bottom of the form. | Tip |
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Picking for best before date stock required |
No fields are mandatory Field | Notes |
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Product Life | On receipt of the product this is the product life that the item needs to have in order to be available to pick, if it does not have this amount of life on arrival the product is placed on hold | Shelf Life | This is the number of days of shelf life the product must have available when the item is picked. “30” days means the BBD date must be 30 days or more in the future. | Note |
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You over ride this setting by specifying the rotation number on the order, if specified we IGNORE the BBD |
The Product Group BBD Mandatory field should be set to true in order to use this for picking goods. | Transport Adjustment | Used in Vision Distribution to modify the base case calculation for the product. It allows the invoice charge unit quantity (known as ICases) to be increased or decreased according to the size for this product. This is being replaced and the product group will be replacing the discount, along with the Do not apply discount option for the product. |
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| title | EAN barcode explanation |
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EAN / UPC BarcodesNo fields in this section are mandatory ANA codes come from the Article Numbering Association, also known as EAN, a worldwide entity which defines barcodes for all products in the world it is managed by https://www.gs1uk.org/ in the UK UPC is the american equivalent of the ANA, and is only used in the United States and some other places in North america and the carribeann where the predominant supply is from the US you can apply for a UPC prefix and obtain these also through https://www.gs1uk.org/ | Info |
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These fields are only used in single owner warehouses where the owner of the stock is running the warehouse. They are also used for output to major supermarket chains who insist on using the EAN / UPC for their stocks. |
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Customs Tab
The fields in this tab are used when your warehouse is a tax or customs warehouse or you wish to use those components within the business. If a customer is set to be non bonded these fields are not required.
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On a previous tab you defined the Product Type - this will define which fields are mandatory or required within this tab. |
Many fields here use items which are already setup within the system, see the other create menu options for how to add a new item
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Key FieldsField | Notes |
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Tax Code | Will provide you a list of existing tax codes based on the product type you selected | Additional Tax Code | Only applicable for high strength beers where there are two tax codes | Commodity Code | A 10 digit commodity code for the product type and also filtered for the tax code you entered. We display this as “ 4 4 2 “ for easier reading. | Country Consigned |
This should be defaulting to the same as the country of origin, if you always purchase from an alternative you can change this. (CWC) | Country Whence Consigned (CWC) is the field which determines which country the goods are coming from , in general the Country of Origin (COO) and this field are the same, however you may be always purchasing French (FR) wine through a German (DE) distributor in which case you can set this to the normal place of purchase. By default it will default to the COO The code required is the ISO country code which you can select from the preloaded country selection | Liquid Litres / Case | This should be calculating based on the single size and the singles per case to provide the number of litres in the case, also is the same as netweight for most liquids. | Strength ABV | This may be mandatory, you can set this to be mandatory on the tax or commodity code and you will be required to set the strength of the product, this can be adjusted upon receipt but you then may find that the commodity code of the stock receipt needs to be adjusted. | Litres Alcohol / Case | Quite simply this is the litres of liquid in a case multiplied by the strength %. It shows how many litres of 100% alcohol are within the product. | Degree Plato | Used in some countries as the measure for duty calculations of beer. https://en.wikipedia.org/wiki/Beer_measurement This may be required for export documentation | VAT Rate | This is the standard VAT or Tax rate for this product as if you were to sell it to an end consumer. MOST PRODUCTS HAVE A RATE OTHER THAN 0 Duty / Customs Warehouses
You may move the stock without duty payments in which case the sales tax would not apply. |
Tax CertificateThis product may have a tax certificate which can be applied against the product, the certificate is usually to reduce the amount of durty which may be applicable for the product. Tax Certificates need to be setup in advance, and then you can apply an existing certificate to the products. To apply either enter the number or perform an F11 search, select the correct item and apply it. Tobacco / Cigarettes| Warning |
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This section is mandatory for any products Type T (Tobacco) or C (Cigarettes) |
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Cigarettes / Case | Mandatory for Type C In order to calculate duty the stick count must be calculated | Cigarettes Selling Price per Case | Mandatory for Type C In order to calculate duty the selling price must be known, this price has an additional tax added to it, check tax codes for more details. The price is monetary so needs to have decimals | Tobacco KG per Case | Mandatory for Type T In order to calculate duty the kg must be known for the case |
Underbond Cost / CaseWe would not suggest you use this field unless you are holding only your own stock in the warehouse and you are maintaining this figure through regular updates. The figure held here will default into the goods inwards when receiving new stock into the warehouse, it removes the need to check the actual value at the point of receipt and can lead to incorrect values in the warehouse if the user is not careful. | Note |
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Do not use this field if you are operating a 3PL warehouse. Leave blank and then each receipt will require product value information to be added for the stock. |
These fields allow a value to be entered along with the currency code which is a 3 digit ISO code |
Invoicing Tab
In this tab you are selecting the invoice rate to charge for this product.
All products need to have a charge rate applied even if the rate is a nil charge.
The screen shows two category options
Goods In Charge per line
Storage charge
The charges shown if you press the F11 search key are those which are setup on the customer record. Only those set there will be shown and can be applied to the products.
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If there is only a single charge setup for the customer it will automatically default to this, you simply have to set this as the DEFAULT charge by selecting the line and clicking the “Set as Default” |
There are no fields to setup within this tab, you are only selecting from a list of possible charges.
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You should only set one charge for each category (Goods In / Storage) You can use multiple for goods inwards however set one as the default and the other can be changed at the time of receipt. Storage charges for this product however can only ever have a single charge type. |
Additional Tab
This tab contains additional information fields which are not used often during product setup or they have a specific purpose.
The general fields in this section are explained in the expandable section below
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| title | Additional tab fields |
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Field | Note |
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Container Quantity | Used to store information where the stock holding customer is using the VCIS site purchasing module to generate their purchase orders. this is an option for the VCIS site. | Min Stock Level | Min Purchase Order Qty | Purchase Cost / Case | Carriage Price / Case | Substitute Product1/2/3 | Optional Setup - When configured can be used when entering orders to suggest alternative products in the event the requested product is not available | Alternative Supply Account | Can be used to generate a fulfilment from another stock holding account in the warehouse | Warning |
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This feature has to be setup and configured, it is not generally available in the system. It is an additional module. |
| Alternative Supply Product | The alternative suppliers product code, used is we are generating a fulfilment order from another stock holding. |
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Auto Put Away Locations
As an option at the time of setup or something you later add, the system can be designed to provide you with suggested locations to put the stock away, the listing shows all the location types in the system and you can set location types where this stock can be located.
e.g. Bulk liquid can only go into a suitable tank location; Single items may only be able to be placed into picking locations.
Vision Live Service Details
This is a generic place where you can lookup product codes from an external source.
We previously covered the master product table in the System Product wiki page, if you have this service running and a customer who is not using it but you wish to obtain a standard product code you can perform this manually within this tab.
This tab is generally used for master system products customers where we are using a standard table and lookup and the Livex LWIN service, as part of the Livex membership you may be able to obtain trading values for the stock you have in the warehouse, we store the values within our database and we can then display them on the screen here.
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These values can be displayed to your customer on the VCIS site and also can be used on annual invoices for the customer. |
Customer Specific tab
The customer specific tabs is used by customers on the VCIS where they are wanting to store information for purchasing and selling and having multiple price liss for the stocks.
This feature was part of VCIS but was removed in 2015 due to lack of use. The fields in this section do not feed to anywhere on the system at present.
