Functions in this section are designed to assist you with sales orders in relation to stock used, allocated or admin work you need to undertake to ensure the sales order is fulfilled
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EP Maintenance
Purpose
This feature was added to assist you when you receive a product different from the product ordered on an Advanced sales order (EP Sales order) it was primarily to allow changing of the pack size from 6 to 12 or vv as we found many of the producers would sell one product then send a different configuration.where the singles per case (SPC) differs from what you originally set the product up as having.
This allows you to adjust the product and at the same time update outstanding orders to the new SPC singles per case pack size. It should be used for Advanced Orders or (EP Sales Orders) only.
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Where the product singles per case are changing it will automatically half the quantity ordered and double the cost per case or double the quantity and half the case. It looks at the singles per case value and calculates based on the change |
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How to use it
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Please ensure only the admin carry out this function, and only one user at any one time. |
The process is simple and quick but you have to carry out the changes one Purchase order at a time.
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YOU MUST COMPLETE THIS PROCESS BEFORE RECEIPTING THE ORIGINAL PURCHASE ORDER AND BEFORE YOU ALLOCATE THE EP SALES ORDER |
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Delivery Cost Adjustment
Purpose
This screen will allow you to control all delivery charges for orders for the past 90 days.
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Most of the fields are read-only |
How to use it
The only column that you are able to enter a value on the Delivery Cost - New. This will be the new delivery charge for that order once you have saved this screen.
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You would be able to enter the Delivery Cost on the Sales Order. Please see the wiki ✨Sales Order Entry /wiki/spaces/VC/pages/552665142 for more details. This will show in this screen once the order has been saved.
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You will only be able to view/edit this screen if you have the correct permissions. |
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Paid Reserves Storage
Purpose
If you are storing goods on behalf of your customer as ‘PAID RESERVES’ then you can set up charging for this stock in the customer setup on the web/reserves page.
How it works
Charging is an annual charge and the system will generate an invoice for what is in store each year for the entire year, any new stocks received during the year, you can raise a pro-rata invoice which will charge the customer up to the annual renewal point.
Charging is based on a per-item basis, so this is the case of wine would be per bottle or per single.
All charges are per month or PART THEREOF. e.g. Arriving in August with renewal in January would see 5 months pro-rata charged to the customer.
How to use this
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You specify the rent months you wish to charge for, this allows you to run it in September for the period up to the end of August, only those items which need to be charged would be included in the charge.
You hit the process button
The system will ask for an email address to which you wish the invoices to be sent (we suggest you send this to yourself), it will also generate an import file for the finance system. (you will need to specify the directory)
Check what has been produced is what you expect and send it to your customer.
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You need to contact the Vision Support team before you use this for the first time, as all entries need to be manually updated prior to you using this for the first time otherwise it will generate invoices that you do not need. |
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Stock Movement Posting
THIS SHOULD ONLY BE USED BY EXPERIENCED USERS
Purpose
The stock movement posting will post accruals and stock movements to your finance system, this method is the manual method, there is now a configuration option which posts these automatically each day for you.
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Run this only when you have exclusive use of the finance system as it can cause locks within the finance system. |
It will post a daily movement for each of the nominal codes you set up in the nominal defaults and it also provides a report of those items that it produced for your reference, in addition, the posting information is stored and can be seen on the Stock Movement enquiry screen.
How to use it
Select the date you wish to post up to and then press the post button, be careful not all systems are happy with the volume of transactions this can generate so post at most one week at a time if you feel this is quick you can always increase it.
In order to use this option you need to ensure you have all the settings entered correctly
warehouse charges
shipping and freight charges
duty charges
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Further Reading
Full details of the stock movement postings are contained in the attached documents, this explains what nominals are used and where we post the debits and credits |
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