This page will explain how to set up a Customer within Vision Warehousing
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Some of the settings on this screen cannot be changed once you have saved the customer successfully so please care when setting up a new Customer or changing current settings. |
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To create a customer we assume the following have already been setup
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Details of what is in each tab on the form is shown in the sections below :
Details of what is in each tab on the form is shown in the sections below :
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. The basis of these charges are based per stock line, which is also by each individual rotation....
The Goods In Charge by Line and the Storage Charges can be configured for the Customer from the list of charges you have set up in the system.
After checking or un-checking a charge always move to another line to make sure the change has been registered before you click the Save button at the bottom of the screen.
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Only have those rates ticked as USE if the customer is using this rate on any of their products. |
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Goods In Charge By Line
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Only have those rates ticked as USE if the customer is using this rate on any of their products. |
UID → The unique identification number of the current Charge.The
Receipt Type → Set up the type for the current Charge. These are either Case, Pallet, Gross Weight or Single. (This is defined when setting up the charge and can not be changed at this point). All quantities you then enter are based on the receipt type e.g. by single is by a single item, by the case is per case
Premium Charge → Your system will ask upon receipt if you want to charge the premium charge for this receipt, this is based on the receipt being receipted on the system within X hours of the goods arriving on site. The number of hours is defined by your organisation and is stored in the underlying system setup. If you use this charge you switch on the option and set the addition additional percentage % you wish to increase the goods in charge by.
This calculation takes into account the Start and End times set against your Site and also excluded Weekends and Bank Holidays
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If you want to find out your current Standard Premium Hours or to change them, please raise a ticket to the Vision Support Team |
Reduced Charge → You can reduce the standard charge to your customer for a receipt based on the following criteria:
LOL (Litres of Liquid) Greater Than
LOL Less Than
Singles/Case Greater Than
Singles/Case Less Than
Tick the Apply Reduced rate and then select Disc Type (see above the types above), and enter the Reduced Rate Disc. Qty and the percentage % (the value is a percentage of the full price).
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Charging Basis Please remember that if you apply a discount this will use the Receipt Type as the base for the charge. |
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Receipt Type = Case and discount is based on cases of x litres or less |
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Receipt Type = Singles and discount is based on singles of x litres or less For example |
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, you will charge per Single. £1.10 giving a discount for 50% when the single is less than 0. |
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5L |
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Storage Charge
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Only have those rates ticked as USE if the customer is using this rate on any of their products. |
UID → It is the unique identification number of the current Charge.
The Storage Type for the current Charge .→ These are either Case, Pallet, Gross Weight or Single. (This is defined when setting up the charge and can not be changed at this point).
Charge Period → This will be the period for the charge for the storage - Daily/ Weekly/ Monthly/ Annual.
Free Time Period → Specify any Free Time Periods before the charges are applied to the customer.
Ttl Stk Banding → Shows whether Total Stock Banding is applied to the current Charge or not.
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This tab allows you to set up the Charge to use on the Receipt of Goods into the Warehouse 
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This tab allows you to Set Up Adjustments which should be applied to Goods In Charges 
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This tab is used to record the Contacts against the Customer, set up VIsion EDI reports, default notification emails and access rights to some areas of Vision. 
If you need to make reports available to be selected (or to turn them off) for the current Customer you will need to do so through Vision EDI. |
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This tab is used to set up the Locations if you wish to have the Customer to use Auto Put-away 
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This tab is used to select the relevant Report templates that you wish the Customer to use for each Report type  |
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This tab is used to sort the order for the Rotation Stock Report.  Only one can be selected |
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This tab is used to allows to create, view and maintain the Delivery Addresses for the Customer 
Delivery Address Maintenance This screen is used to allow to create and edit the Delivery Addresses for the Customer 
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This tab is used to show the Manufacture Quarantine Setting for the Customer 
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| title | Bond |
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This tab is used to record any Tax, Duty, Deferment and other Bond settings for the Customer
This will only show where you have flagged this customer as “Bonded Customer”
The settings in the fields here are very important and govern a number of facilities within the system so their setup is very important.
Deferments - These explained in other sections of the wiki in more detail including how to setup a deferment account, the system allows for two different accounts, if the customer is “Bonded” then they must have one of the two.
Government Deferment, which is a 7 digit code usually beginning with 8 or 9, issued by the local customs authorities, in the UK your customer will provide you with a C1207N form to allow you to use their deferment.
Cash Deferment, which is a 7 digit code beginning with the warehouse code (3) and 4 digits, used when there is no government deferment in place and allows the warehouse to take, submit, collect the funds from the stock holder and then pay this to the government.
Excise / Customs Deferment - You will only be able to see any deferment accounts which have this customers stock code in the allowed to use part of the deferment. When you setup the deferment ensure that this customer is in the stock holder section of the deferment account, the code must agree, and when you press F11 on this field it will either auto fill the field or give you a choice where there is more than one.
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If you set Deferment Agreement to YES then within the deferment setup you can not have the Cash Deferment ticked or vv |
WOWGR and Duty Representative - These two fields are linked. Before you set the Duty Representative you must insert a WOWGR number, once set you will be unable to change the WOWGR number as the field will lock.
In order to store spirits you need to have a WOWGR registration number, there are exceptions to this when you are a private individual storing in a warehouse, however to qualify for this you would need to have your own account, no VAT number, no deferment acccount, and your storage is supposed to be less than 100 litres (or 5 x 20 litre barrels) [You should note that this is very vague within the guidance]
Customs Duty Payment Options - This relates to customs duty which is applicable to all goods which come into the home country from another country. Those goods may have a preferential rate of duty or a quota allowing a lower rate, with the correct paperwork you can take advantage of this but beware those preferential rates can be withdrawn at any time.
From 01/01/2021 customs duty within the UK will refer to UK customs duty and not EU customs duty.
The fields are explained below :
Field Name
Details on the use of the field.
Deferment Agreement
This is used to specify whether this customer account will be using a government deferment or a cash deferment. If selected then a government deferment is in place.
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You will only be able to select a deferment of the same type when you get to the select deferment number fields. You can not tick this and use a cash deferment account or vv |
Duty Paid Use
Is this customer allowed to store duty paid stocks in their account
VAT Registered
Is this customer VAT registered, this has a bearing on the ability to use PVA / ACQ VAT statuses.
Use CFSP
No longer used
Non Stock holding
No longer used
Customer Frozen
If ticked this will stop the customer from being able to have orders picked, any orders will be held until release.
Excise / Customs Deferment
This needs to be populated with the account the customer is using for duty payments, if it is a new customer and you have setup the deferment then pressing F11 will usually automatically fill the field with the code, if not it will give you a choice.
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If you see nothing appear it is likely you have not added the stock holding customer code to the owner section of the deferment or you have specified a cash deferment on the deferment account when you have the deferment agreement ticked on this page. |
WOWGR Registration
A 11-13 digit code usually beginning GBXXnnnnnnnnn will be provided, this needs to be added before you specify the Duty Representative field. Enter the entrie field exactly as provided.
RPA Registration
This field is no longer used
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More information can be found in https://www.gov.uk/government/organisations/rural-payments-agency |
EORI Number
Formerly called the TURN number, this is provided when you register with HMRC as a consignor of goods being imported into the UK
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More information can be found in https://www.gov.uk/eori-supporting-guidance |
Customs Duty
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From 01/01/2021 this will refer to UK customs duty only |
This sets when customs duty will be paid, the options are
Pay on demand (will pay customs duty based on the order)
Pay customs duty on receipt
Pay customs duty upon using stock - will pay entire rotation as soon as you begin using it
Pay Quota/Pref Stock then on demand
Pay Quota/Pref stock then on 1st use
The Pay Quota/Pref stock will pay this upon receipt in order to take advantage of the preference or quota rate for the item, thereafter we will pay based either on demand or when the rotation is first used.
Duty Representative
The options available for this are
No Spirits - where the customer holds no spirits
NA - e.g. Private customer
Own WOWGR - customer has their own WOWGR
Warehouse - the warehouse is acting as duty rep.
3rd Party - a third party and not the stock holder is acting as the duty representative
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Should you not have a WOWGR spirits can only be stored for a 72 hour period after which duty MUST be paid. The stock landed will go on hold. You need to use the Bulk duty payment to be able to pay this customs duty. |
Customers can store spirits under the NA option but this should be limited to private customers only where the customer is not VAT registered, has no deferment, and is not a business, there is also a limit to the volume but it is vague in the guidance. If you have a customer storing reserves on behalf of their customers then they need to apply their own WOWGR to the stock holding as they are not private and classified as a business, if they have no WOWGR they should have no spirits even if it is in reserves.
Product Types
You can select the product types you will allow the customer to store within their account.
Just select the tick boxes for the product types you want to use.
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This tab is used to Set up the Sundry Charge which can be applied to Orders or Pre-advice for the Customer  |
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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 
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.
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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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Due to the amount of information needed for each tab, seperate pages for each have been added and can be reached by clicking on the links below
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Page Tree
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