| Table of Contents |
|---|
Order Options Tab
This tab shows the Options relating to the Order
...
Picking
Pick Date defaults to the current date, but can be changed, if the Date is in the future, it will appear in the Future Orders tab in Warehouse Picking screen.
Pick Date - If you also use Vision Distribution to handle your logistics, the system will automatically choose the next available Pick Date depending on settings on the current Delivery Area for the Order.
You can manually enter a Pick Date by either entering a new date in the correct format of dd/mm/yyyy or use the Calendar Picker Tool.
Entering a Date manually will automatically tick the Fix checkbox.
Once this field is ticked the system will not automatically update the pick date (based on the Delivery Area).
Pick Confirm Date - Allows you to enter a specific date for the Order to be Pick Confirmed in the Delivery/Collect Pick Confirm screens.
This field will default to blank.
A date in this field will prevent pick confirmation prior to the date entered.
SSCCs Required - Tick this field if the order requires a Serial Shipping Container Code.
This picks up the default flag from the Customer record but can be changed at the order level.
Booking
...
Booking Required - you should check this if the order does require to be Booked in, this will not allow you to pick the order until you have the Booking Date from VD or manually entered
...
Booking Contact - this is the Contact for the Booking
...
Booking Email - Email address for the Booking contact
...
The Order Options tab is used to set various options from picking to collection to the label options. You can tab through all the fields one by one and there is a ‘Lines’ button at the bottom right side of the screen to go to the next tab, which is Order Lines. On this page, we’ll be learning about the fields provided in various sections of the Order Options tab.
On this page:
| Table of Contents |
|---|
Picking
Field Name | Explanation of Use | |||||
|---|---|---|---|---|---|---|
Pick Date | This is a calculated date based on the delivery method and lead time.
| |||||
Pick Group | Can be used to group orders into specific areas, groups and is used frequently by customers with their own vehicle fleet who want to group the vehicles. | |||||
Pick Priority | Default : 5 You can set this to higher or lower and if using FLEX or the Waiting Pick the person will prioritise or demote the order for picking. | |||||
Pick Confirm Date | It is normally empty. If it has been set, this stops the user from pick confirming prior to the date provided. | |||||
SSCCs Required | If this order requires SSCC to be recorded for the order then checking this box will force the user to enter them at the picking stage. | |||||
Pick Instructions | An instruction given only to the warehouse on the pick note or if using FLEX on the picking device. |
Booking
This will be used if the order requires a booking to be made or has a booking.
The fields are explained below:
Field | Explanation of |
|---|---|
Booking Required | Does a booking required? if yes and you have distribution then this will be fed to distribution to wait on a booked date being entered. |
Contact | Information for contacting the booking point. Generally used for EDI. |
Telephone | |
No delivery before/ after | If you set this field the system will pick the next delivery |
...
Collection
Collection
...
within the date provided. |
...
No Delivery After - Do not Delivery after dd/mm/yyyy
If you set this field the system will pick a delivery date on or before the date provided
If this cannot be met then the warehouse will contact you
...
Booking Date - this will be populated from VD or manually entered
...
Booking Ref - the reference for the Booking
Booking Ref | Any reference you have to quote for the booking on the delivery paperwork. |
Booked Date | The date of booking made. |
Collection
If goods are being collected from the warehouse then these fields are used to store the information pertaining to the collection.
Most fields are mandatory and fairly straightforward in what has to be added to them.
Field | Explanation of |
|---|---|
Collection Date | This will be the date that the Order will be Collected. |
Collection By |
...
The person whom will be collecting the order. | |
Vehicle |
...
Registration | Enter the Registration Number of the vehicle that would be collecting the goods. |
...
Collection |
...
Time | This shows the Collection Time that the goods would be collected. |
Vision Bond Options
| Info |
|---|
Options here only |
...
applicable if your warehouse is using Vision Bond and the customer is |
...
set up as a bonded customer. |
Pay Customs Duty
Depending on the order type this will default and may not be able to be changed. e.g. If you are paying the duty then this field is checked and can not be changed.
Other orders which are leaving your home country OR being moved to another facility in your country may have this unchecked to avoid paying any unnecessary taxes.
Deferment Numbers
This determines who is going to be paying the duty for the order, by default the customer will be using the account setup on the customer record.
| Info |
|---|
All customers have a deferment number whether it is a real or a |
...
virtual account, ultimately if the warehouse are paying on the |
...
customer's behalf this is dealt with in Vision Bond. |
You may alter who is paying the duty but this is limited to those accounts which have provided the authority to charge the duty to the accounts. If you clear the field and press F11 you will obtain a list of all the possible other accounts you can charge, select the one you wish to use.
| Tip |
|---|
You will only be presented with alternative accounts for duty deferment when the stock holding customer is authorized to use the other deferment. For information on how to set this up, review the Deferment setup pages, ensuring you add the stock holding customer on as a limited/unlimited user of the alternative deferment in accordance with the C1207 form you received for them. |
Vision Distribution
If you have Vision Distribution linked then you will see information appear in this section which has been obtained from distribution, it is all mainly read-only and
...
set up in the distribution.
What you can do here is:
Over-ride charge area band - allowing you to make this free
Change the charge customer for the delivery to another customer code.
Enter a
...
Delivery Point Email and Issue Email Address for email notifications from distribution (as an alternative to SMS/
...
Whatsapp).
The Pick Group Category is set as per the Delivery Areas and the Postcodes contained with them.
Labels
This
...
field is for the label requirement. Tick the checkbox if you need labels and if so input the number of labels required.
