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Some of the settings on this screen cannot be changed once you have saved the customer successfully so please care when setting up a new Customer or changing current settings.

To create a customer we assume the following have already been setup

• Analysis (if required)

• Site

• Goods In Charge By Line

• Storage Charges

• Warehouses

• Country

• Currency

If you want to find out your current Standard Premium Hours or to change them, please raise a ticket to the Vision Support Team

Charging Basis

Please remember that if you apply a discount this will use the Receipt Type as the base for the charge

e.g. Receipt Type = Case and discount is based on cases of x litres or less

e.g. Receipt Type = Singles and discount is based on singles of x litres or less

For example: You will charge per Single. £1.10 giving a discount for 50% when the single is less than 0.5l

This tab allows you to set up the Charge to use on the Receipt of Goods into the Warehouse

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• In the Description, this should be selected from a drop-down list of charges that are already set up in the system. 

  • This will auto-populated some of the other fields

• Default Charge - this charge will be applied to receipt of goods by default if this ticked

• It will keep a record of when it was added on, who by, restored on and who restore it

This tab allows you to Set Up Adjustments which should be applied to Goods In Charges

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• In the Delivery Type, this should be selected from a drop-down list of charges that are already set up in the system. 

  • This will auto-populated some fields

• The Landed FOC field if the goods for this Customer on this Delivery Type should be landed FOC

• If you want to apply a Transport Charges discount if goods are landed from Transfers, enter the percentage discount here.

• Reduced Charge

  • You can reduce the standard charge to your customer for a receipt based on the following criteria

    • LOL (Litres of Liquid) Greater Than

    • LOL Less Than

    • Singles/Case Greater Than

    • Singles/Case Less Than

  • Tick the Apply Reduced rate and then select Disc Type (see above the types), enter the Reduced Rate Disc. Qty and the percentage % (the value is a percentage of the full price).

• The Premium Charge field if your organisation charges your Customers a Premium rate for landing stock within the Standard Premium Hours time limit.

  • A Premium Charge would be applied if the number of working hours between the expected or booked date of arrival of the Pre-Advice and its actual date of receipt is less than the Standard Premium Hours set for your Organisation.

    • This calculation takes into account the Start and End times set against your Site and also excludes Weekends and Bank Holidays.

  • The Standard Premium Hours is initially set when your Organisation first takes on the Vision Warehousing package.

    • If you want to find out your current Standard Premium Hours or if you want to change it, please contact the Vision Support Team.

This tab is used to record the Contacts against the Customer, set up VIsion EDI reports, default notification emails and access rights to some areas of Vision.

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• Contacts entered are most often an individual, but they can also be group email accounts (they do not need to belong to an individual).

• This email address is also used to send any EDI generated reports and notification emails.

• If your Customer receives Goods Received, Orders Processed or Stock Snapshot, QA Release and imports the files into their own applications (like Vision Commerce users), you would normally set up a contact/email address specifically for this purpose.

• Each one indicates whether automatic notification emails should be sent to this email address or give access to various areas of Vision Warehousing and VCIS.

• EDI Reports - which EDI reports have been turned on for the current Customer and which ones the current Contact is set to receive.

This tab is used to set up the Locations if you wish to have the Customer to use Auto Put-away

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• This tab only helps you set the ranges of Locations that you would want goods to be Put Away in if the current Customer is set to Use Auto Put-Away.

• Once you have entered the locations From and To, View Ranges button will allow you to view all the ranges of the Locations

This tab is used to select the relevant Report templates that you wish the Customer to use for each Report type

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This tab is used to sort the order for the Rotation Stock Report.

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This tab is used to allows to create, view and maintain the Delivery Addresses for the Customer

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• Any Deliveries already recorded against the Customer will show in this list.

• Clicking on the existing Delivery Addresses this will open the Delivery Address Maintenance screen where you can maintain the Address.

Delivery Address Maintenance

This screen is used to allow to create and edit the Delivery Addresses for the Customer

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• These details will auto-populate Sales Orders when you choose this Address for your Customer.

• When viewing an existing Delivery Adress, you would have the option to Delete

• Delivery Address Details

  • This tab is used to enter the basic address details and default delivery times for the current Customer

• Bond Details

  • This tab is used to enter the Customs and Excise Duty Accounts details, Underbond Type the Address is used for and whether any outstanding Customs Duty should be paid when delivering goods to this address.

• Delivery Address Products

  • This tab allows you to specify set Products and Prices for the Delivery Address.

  • This feature allows you to set a specific price to be used for this Product and Customer Delivery Address combination, which differs to the Price specified above, solely for a specified duration whilst the Is Live box is ticked.

This tab is used to show the Manufacture Quarantine Setting for the Customer

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• You will need to provide the Product Type and the post Manufacture Quarantine Days for this Customer. 

If you set Deferment Agreement to YES then within the deferment setup you can not have the Cash Deferment ticked or vv

You will only be able to select a deferment of the same type when you get to the select deferment number fields. You can not tick this and use a cash deferment account or vv

If you see nothing appear it is likely you have not added the stock holding customer code to the owner section of the deferment or you have specified a cash deferment on the deferment account when you have the deferment agreement ticked on this page.

Further information from https://www.gov.uk/government/publications/excise-notice-196-excise-goods-registration-and-approval-of-warehousekeepers-warehouse-premises-owners-of-goods-and-registered-consignors 

More information can be found in https://www.gov.uk/government/organisations/rural-payments-agency

More information can be found in https://www.gov.uk/eori-supporting-guidance

From 01/01/2021 this will refer to UK customs duty only

Should you not have a WOWGR spirits can only be stored for a 72 hour period after which duty MUST be paid. The stock landed will go on hold. You need to use the Bulk duty payment to be able to pay this customs duty.

This tab is used to Set up the Sundry Charge which can be applied to Orders or Pre-advice for the Customer

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This tab is used to show the Customer Analysis Codes you have set against the Customer and other important settings for picking/despatches

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• Customer Analysis is from the Analysis Code that has been set up

  • To change Analysis, you will need to go to the Analysis Code Maintenance

• Customer Features, this includes configuration options specific to the customer

  • VCIS Default Access to Private Site sets a Customer to log automatically into the Private version of the Vision CIS website if your company is offering this service.

  • SSCCs are Serial Shipping Container Codes.

  • Picking Order Type

    • FIFO (First In First Out)
      (Complies with Main Picking Rule, choosing oldest stock first).

    • CFIFO (Cases - First In First Out)
      (Complies with Main Picking Rule, then if available full Cases are used then the standard FIFO rules are applied).

    • PFIFO (Pallets - First In First Out)
      (Complies with Main Picking Rule, then if available full Pallets are used, then full cases and then standard FIFO rules are applied).

    • PCFIFO (Pallets, Cases - First In First Out)
      (Complies with Main Picking Rule, then If available full Pallets are used, then if available full cases are used and then finally standard FIFO rules are applied).

    • LOCATION & BATCH are both legacy rules that are no longer used and will be removed in a future version.

• Despatch Notes

  • This will allow the user to be able to print the Product Note and Special Message.

This tab is used to allow you to specify which emails that will be sent to the Customer from e-Pod (if you have this module) when they have deliveries

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• Transport Master Account

  • This is an additional module which you can activate within the system, it allows charges for this account to be invoiced to a master account, to allow a single consolidated charge invoice to be produced.

• The External Carrier will need to be filled in if you would use this customer for an Order that will be using an External Carrier.

This tab is used is to record any figures that you have agreed with the Client for the next 12 months. It also allows you to compare with the current and last 12 months

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• In the Forecast section, this is where you enter the figures that you have agreed with your customers to aim for the 12 months. 

• In the Actual Section - this is where you can retrieve the Actual Figures for the Customer.

  • Clicking on the Update button will pull through the figures

This tab is used to audit all users that have viewed or updated the Customer PII details

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• This tab shows the User's full name. Whether the information was just viewed or viewed and updated.

  • The reason the update happened.

  • As well as the Date and Time the update or view occurred.