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ExpandtitleIn this tab, you can find fields which allow you to set up options for Distribution, ePOD, External Carriers, and Collection Orders.

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Distribution

This tab is used to allow option is only available for Vision Distribution customers. You can select a Transport Master Customer from the existing ones using F11/ F12 keys. If you set a Transport Master Customer here, any orders created for the customer will have their delivery Invoice Customer set to the given Master Customer, which means when we import that delivery into Invoicing, the invoice will go to the Master Customer.

ePOD

This section allows you to specify which emails that will be sent to the Customer from e-Pod (if you have this module) when they have deliveriesImage Removed

• 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.

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title Forecast
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 Image Removed 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 Note A case12 is based on there being 12 Singles Per Case. Therefore even if Products for this Customer are not set up as 12 SPC it will still calculate as if it were.

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.

External Carrier

The External Carrier are outside carriers that the warehouse / customer may use to do the delivery. Here you need to set details of the external carrier, especially the consignor contact (The person handling the delivery).

A carrier should be set first then we set the settings for that carrier for that customer (applies to collections only).

Collection orders

You need to set collection group here. You can set Repack Cases option using checkbox and set Repack SPC, as well as account(select from dropdown list). This will be enable to edit only if you have set External Carriers with respect to the Collection Group chosen. Learn more about Collection Group and its Creation/ Maintenance here → https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/667517013/System+Data+Group#Collection-Group

Tick checkbox - Apply Collection Sundry Charge - to add charge and set how these charging to be done, whether for order, cases of 12, etc.

You can also select Own Vehicle Collection and add charge only for the warehouse service for preparing the stock for the order to be collected.

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You can view all the other customer maintenance tabs by selecting a link from the menu below :