What's covered on this page
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Access Management
This screen is where you would set up any Users you wish to have access to the system and assign them to a User Group
You need to have the correct admin right to make amendments on the current screen.
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Use in Price List Contacts - Whether this user will appear on the printed price list in the contacts section
Active - Whether this user can logon
There are four tabs on this screen
User Maintenance
Group Maintenance
Horizon Maintenance
Insight Maintenance
BI user Manager
this allows you to give access to users and groups for the BI Enquiries and BI Reports
Notifications User Manager
This will open a screen for you to select the Group or user to receive the Notifications when an order allocation fails or warehouse submission fails for an order submitted to the VC API, a notification is required for the VC users so that they can action them at the earliest.
You are only able to have a group or a user set up against each notification
This will be shown on the home screen at the top next to the navigation as a Bell IconUser
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User MaintenanceThis tab shows a list of users that have previously been set up on the system and their current status of them. You also have the ability to create a new user. Once you have Archived a user this will remove the user details and place them in the Archive Users/Inactive Users panel underneath the IsArchived section. You will need to set rights if the user is able to view the Customer’s Personally Identifiable Information (PII) and can view Anonymous PII.
You would need to click Save on the main screen to commit the changes on this screen. The purchase auth Limit field will be controlled against the system users which defines up to what limit the user is allowed to order. A purchase will be held if it exceeds this value, waiting for a user with a sufficient limit to allow it in the new authorisation screen.
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Group MaintenanceThis tab will show a list of the access rights and the Group names Users need to be assigned to a User Group. This User Group controls which parts of the system the user has access to. Every user assigned to that Group will have the same access rights. Edit Group Rights section
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Horizon MaintenanceThis tab will show a list of the users, devices, and Alternate Stock Warehouse You are only able to enter the amount of the device that you are licensed for
Usernames are restricted to numbers only. Insight MaintenanceThis tab will show a list of devices You are only able to enter the amount of the device that you are licensed for
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Set BI Report Dates
Many of the transactional reports within the Business Intelligence look for start and end dates, customers set these to be either annual, quarterly, or monthly, and to avoid you having to enter this each time you run any report we preset this information.
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You can identify these reports which use the dates as the report titles show a [S] or [E] in their running titles with S = Start Date and E = End Date.
Report Manager
This screen contains a large number of options to determine what is included in your main reports.
Report Layout
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This tab is used to configure the settings for the layouts for the reports in this tab that will be used. Your options here will change depending on your system setup.
Report Options
This tab has the setting for each report that you will use mainly on the system
Sales
Invoice
Credit Note
D&V Invoice
Proforma Invoice
Reserve Storage Invoice
This tab will also allow you to manage the Payments, When you first set the Payments the button will be Accept Payments.
When you click on the Accept Payments, this will show the following message (this message will show each time you click on payments).
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This option can be accessed in the ADMIN menu and is the third option in the frequently used group.
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Report Layout
When opened this form will present the user with a number of options which allow the user to select which template to use for specific documents, similar documents use the same template perhaps with simple name changes to the report titles.
Alternative options are available in the drop-down menus for each template group.
You can select whichever template you wish to use.
Report Options
This tab option has four further sub-options available all representing different template groups where you can take more granular control of the outputs of the forms.
Sales
This covers :
Invoice
Credit Note
Duty &VAT Invoice
Proforma Invoice
Reserve Storage Invoice
Most of the options show whether or not items are appearing on the template/layout the exceptions to this are
Field Name | Description |
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Surcharge | If you take credit cards and charge a surcharge this will print it on the invoice |
T&C Filename | Should you want a Terms and conditions pdf to be sent with all your invoices this can be automatically attached to the outbound email, the support team need to place the file into the directory and then they will confirm the filename which is entered here, this also means you can store multiple documents in the same place and potentially change them. |
Proforma Report Heading | When raising a pro-forma invoice it will state “Pro-Forma” however some of your customers may not understand what this is for and do not pay it, so to avoid this you can alter the term “Pro-Forma” to something else on this type of output. e.g. “Advanced Invoice” “Pre-Invoice” “Invoice” |
Font | You can use your own font, just remember some layouts do not support this, and if you use local characters e.g. Chinese then your font choice will be limited. |
Colour | There are some colour sections on the page, use this to customise those colours to your company colours. |
Box below Colour | Currently missing a title, this box allows you to place a message at the base of the document, and is used for christmas opening hours or holidays and will be placed on all documents produced whilst this is filled. |
Email Message | What the text on the message will say, this is just plain text. |
The email address you are going to send this email from |
Print and Email Choices
These relate to the output choices, if you print it on paper do you want to put it on the following fields, and if you output to email which fields should be included.
Usually, all are selected except where you may be using headed paper for the print option when you will not require most of the options to be printed.
Manage Payments
You can also setup and configure the payment gateway by selecting the ACCEPT PAYMENTS option, once you have this setup it will say MANAGE PAYMENTS
When you click on the option you will always see the following message
You click OK on this message and it will open Vision Live. You will need to use your user login which is the same as what you use for VSL.
Stripe
Lloyds
Once you have set up the Payments you can close
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Vision Live, you would see the following message: and the button will change to Manage Payment.
Email Banner
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This allows you to load an image file as a banner which will be shown at the top of outbound emails
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You can use this for your company logo but remember a banner is very wide and is displayed across the top of the email.
You should use a png image and the recommended size is around 600 x 77 pixels.
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Purchase
Purchase
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Orders are used as part of the POP process (purchase order processing)
Delivery Notes
Customer Reports
Reserve Stock
Reserve Stock Value
This is what you select what is shown on the report and what font the report will use.
This is also able to select what will be on the reports when you email or print the report off.