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This screen is used to Edit existing Sites that are set up for your organisation.

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• All the sites that have been set up will show on the left-hand side.

Site

• This tab shows the details that are relevant to the currently selected site.

• You can edit the details for the site.

• HMRC Reg No is entered for both Customs and Excise.

• The Last Rotation No. Used field shows the last Rotation Number used for this Site.

  • See the How are Rotation Numbers Generated? screen for more details. 

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• This tab is used to set up extra options for the current site.

• Non-Free Circulation Stock Approved - check this field if the site approved to have Non-Free Circulation Stock.

• Tax Warehouse - check this field if the site is an authorised place where goods subject to Excise Duty. 

• Uses Rotation Labels - check this field if the current site uses Rotation Labels.

• Rotation Label Reprint Auditing - check this field if you require the Site to use the Rotation Label Reprint Auditing.

• Destination Type Code - This is where you can select the Destination Type Code for this site, this will default on specific orders Types.

• Default Currency - This is the currency that the Customer and Supplier that are set up will be defaulted to if not be changed.

Company

• This tab is used to record the default Name, Address, Contact details, and Registration number for your Company.

Warehouse

• This tab is used to record the default Keeper Code, Name, Address, and Contact details for your Company Warehouse.

Customs Authority

• This tab holds the Customs Authority Details used for the current Site.

Goods In

• This tab is used to set up for the Goods In process for the current site.

• Set the time that Booking is available to start and end for the site.

• Set if you wish to use a new Rotation Number when carrying out a Transfer to the same site and also Auto receipt when doing a Transfer within the same site.

Goods Out

• This tab is used to set up for the Goods Out process for the current Site.

• General

  • Perform Stock Clearance Check - this will allow the site to do a Stock Clearance check, if you are doing an Order that is a Stock Clearance, with this ticked the order will go on hold for authorising.

  • Company Transporter - Enter this field with the Transporter Code. If a System Delivery Address is used with an "Our Transporter Reg" filled in and the Transport Code is used this will populate the "Our Transporter Reg" for the Order to use. 

  • Manufacturing Quantity Tolerance Percentage - This is the Percentage for Manufacturing Tolerance.

• Delivery Configuration (excl. Collections)

  • This section allows you to select if the Delivery would need to be Confirmed as Despatched and when the paperwork will be printed and which Default print it will be using.

• Collection Group Configuration

  • This section allows you to configure the Collection Group, you will be able to set up the Lead Hours, Collection Group and Cut off Time for this site. The Collection group will default in Collection order for this site. 

  • Clicking on the Configure, this will allow you to edit the fields. You would be able to confirm if the Collection Order for this site will need to be confirmed Despatched by ticking the Collection Confirmation Needed?

• Collection Configuration

  • This section allows you to select when the paperwork will be printed and which Default printer it will be using.

  • Cut off Time is set as the “Latest time that an order can be collected” from the site

  • Lead Hours

    • The difference between these two times determines how many hours in each day we have for picking collection orders. This is what the ‘Lead Hours’ is used to check against.

      • So if a customer wants 2x working days as the lead time for collection orders, and picking start time is 09:00 and cut off time is 17:00, then they should set lead time as 16 hours.

Picking

• This tab is used to set up for Picking and to exclude any specific days in advance.

• Pickinng Starts - Please make sure this is set correctly as this is taken into account when arranging a Collection Order

Email

• This tab is used to set up the email address and notes for the QA Force Release Stock. The screen is used to update multiple Currency Rates at the same time.

Expand
title System Settings
This screen is used to store the Terms & Conditions that is displayed on your Delivery/Collection Note. Image Removed Only the Setting Value is that you are able to edit

Expand
title Currency Rate
Image Removed The New Rate field is the only one that can be updated on this screen. You can only see the current rate for any currency. If the New Rate Date is set to a date later than today's date you will have to wait until the set Date has been met before it will show.

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This screen is used to correct and repost rejected and failed Flex messages.

Rejections

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This tab will show all the Rejected messages and includes the reason for the rejection.

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Overview

Every system must have at least one site, that site contains warehouse(s), locations, customers, customer products and customer's stock.

The settings for each site are independent, some settings are controlled at the site level only and others can be overridden through the warehouse, location or customer setup

Due to the large amount of information needed for this section, it has its own page which can be accessed through the link at the top of the page or through this link → Sites

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System Settings

The settings applied in this table apply to the entire system, across all sites. These include:

1. Company Branding

2. Company Branding - Emails

3. Delivery Note

4. Email - General

5. Pre Advice - Notes

When placing the cursor over the information symbol, it’ll tell you how the setting is used, and by clicking the ‘Select’ button you can configure it.

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Tip

The T&C text is limited to 240 characters. On the standard note this takes up a substantial amount of space. We would suggest you use text which points to your terms and conditions on your corporate web site or a link to a downloadable version because some T&C are extensive and this box on the footer is simply not capable of holding the information in addition this is fed through to the ePOD system and this needs to make sense as a person signing for the delivery will not have enough time to read the T&C and therefor they can become unenforceable. Given that most businesses do not use this given paperless deliveries you need to seriously consider what makes sense in this field.

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Currency Rate

This screen provides the ability for users to quickly and easily update exchange rates for multiple currencies, instead of having to open each and every currency individually and update them one by one.

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All columns provide read-only information except the ‘New Rate’ which can be set here.

Click the ‘Fetch Current Rates’ Button to refresh the rate to the current date.

If the exchange rate changes for a country, you can update it in the ‘New Rate’ field. To make an exchange rate effect in the future date, you can select the date in the ‘Effective From’ field at the bottom.

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Flex Message

Correct and repost failed or rejected messages uploaded from Flex devices.

This contains the log file between the warehouse and flex system, anything logged in here is a potential issue and can identify where users need more training or where you may have an issue.

Rejections

When a flex device sends a message to the system if there are any issues processing it then it will show up in the Rejections screen a copy of which is below

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Tip
A system with no issues will show nothing in this table.

Some of the messages you may see are below

Message	Explanation of the Problem
The picked quantity is not sufficient to drop	Relates to : Change Location Drop Upload the amount you are trying to put into the new location is more than the system was expecting you to put there and more than what you said you were moving.
This location is configured to not allow mixed cases….	Relates to : Change Location Drop Upload You are trying to put the item into a location where it is not allowed to be located.
The location cannot be found on your site	Relates to : Change Location Drop Upload
Pick already processed	Relates to : Pick Upload - Picking process
0/0 of these cases are waiting to be picked and cannot be moved.	Relates to : Change Location Pick Upload
You are tying to take more than the total 0/0 that the system knows is available	Relates to : Change Location Pick Upload
The rotation cannot be found in the location specified for your site	Relates to : Change Location Pick Upload
Some or all of the stock your attempting to move is frozen	Relates to : Change Location Drop Upload
PID doesn't match any PKStockPickDetail in VW	Relates to : Change Location Pick Upload

Note
Any messages above need to be resolved to ensure the integrity of the system stays in tact.

Edit the message using the Edit button and reprocess the message using the Reprocess Flex Message Message screen.

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If you are not sure how to resolve this then log a ticket and the support team will be able to assist.

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Failures

This tab shows all the Failed

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• These would be messages that failed to send at all.

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This screen is used to update specific Customer or Reserve Customers' Products with the latest LiveX Values.

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Delivery Type

This controls the configuration of the Delivery Types. You are able to enable and disable the types.

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Some fields are read-only

You are able to default the setting for the CR (Condition Report) flag against a Delivery Type

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Market Value

If you are licensed to use the Livex advanced functionality then you will be able to generate a market value report for your customer or even a reserve customer.

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There is an option to update the values prior to sending the report.

Click the Update Values button to get Market Values from LiveX for all the Products found using the Filter Options Section and Radio buttons.

CSV will not support Non-Latin characters

The last Update valid will show when this was last updated in the format dd/mm/yyyy