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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
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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.
Main Picking Rule: Underbond stock is chosen first for Customers not using their own Deferment otherwise Duty Paid stock is always chosen first.
Unless changed, the default Picking Order for a Customer is FIFO
Note - If a customer is set to use CFIFO picking, and no rotations are specified on the order, the system will pick the stock from the first available rotation where there is sufficient stock to fulfil the order in the fewest amount of locations.
Despatch Notes
This will allow the user to be able to print the Product Note and Special Message.
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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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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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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.
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The reason the update happened.
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Options
Unless changed, the default Picking Order for a Customer is FIFO
You can over-ride the picking routine by specifically entering a rotation number, all checks are ignored when you are specifically asking for a rotation other than whether those goods can be part of the order. e.g. Sending duty unstamped goods is not permissible on a duty paid order.
Duty Deferred Orders
Where you are not paying the duty yourself and your customer is paying the duty then then system will choose underbond stock for any duty paid order.
Other Options
The picking options are also used in conjunction with the site setup for locations. This setting defines whether pick locations are used before other locations when you specify PICK locations come first then the FIFO rule is ignored and the stock in the pick location is taken first.
It is always assumed that you are filling the pick location with the oldest stocks or duty paid returns.
FIFO = First in First Out - oldest rotation will be used before the newer rotations.
Option | Explanation | ||
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FIFO | Will pick oldest stock before newer stocks.
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CFIFO | When ordering cases, it will pick full cases first oldest to newest, should there be single items available those are ignored initially until there are not enough cases to complete the order. | ||
PFIFO | When ordering pallets, it will pick full pallets first oldest to newest rotation, should there be cases or bottles those are ignored initially until there is not enough pallets to complete the order then it will take anything to fulfil the order | ||
PCFIFO | A combination of the above two options. Will check for full pallets to fulfil the order before looking for complete cases before using the single items. | ||
Location & Batch | This picking method is no longer in use. |
Despatch Notes
This will allow the user to be able to print the Product Note and Special Message.
You can view all the other customer maintenance tabs by selecting a link from the menu below :
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