Customer Options have been centralised in this single tab
It is split into several sections
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Auto Put - Away
Auto Put away is usually designed at system implementation and is customer specific based on warehouses, locations, location types and the rules for the put away of proucts within the warehouse.
This option allow the customer to be normally located within the locations given in the warehouse, so in effect it becomes a priority location for put away, if not set then any location is considered
Goods Inwards Options
Option | Details | ||
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Use Auto Put-Away | |||
Second GR Label | If you would like a second GR label (and it is set up) then this option will print the secondary label at the time of goods receipt.
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By Line Charging | At goods inwards, there are two methods for charging, either by the load (receipt) or by the line. If you are solely using the line method then select this to stop the pre-advice showing the receipt option. | ||
Can Split Receipt Lines |
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Use System Product Table | Where customers do not have their own system product code, you can select this option for the customer, and it allows you to use a generic table which is stored within Vision Warehousing. The table is populated by new products being added, but it allows a central product code and description to be used throughout the warehouse for a product, it can also be linked to using the Livex LWIN system which provides product information for wines and spirits. For more information → https://visionsoftware.System Products - Vision Warehousing - Vision Wiki (atlassian.net/wiki/spaces/VW/pages/710246401) | ||
Non-Free Circ Stock Allowed | Businesses are allowed to store non-free circulation stock (by default this will be checked) and Private individuals are not. So you need to uncheck this field if the customer is a private individual. For more information → https://www.gov.uk/receiving-storing-and-moving-excise-goods
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Distribution
This option is only available for Vision Distribution customers. You can select a Transport Master Customer from the existing ones using F11/ F12 keys. If you set a Transport Master Customer here, any orders created for the customer will have their delivery Invoice Customer set to the given Master Customer, which means when we import that delivery into Invoicing, the invoice will go to the Master Customer.
Stock
Option | Details | ||||
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Use Batch Ordering | When placing an order it makes the batch field mandatory, it is designed for those customers who do not order by rotation or product code but use the batch number instead. | ||||
Batch Ordering Mandatory | When placing an order it makes the Rotation and (if use) Batch number field mandatory. | ||||
Email Stock Losses | This enables the customer to be sent any “Stock Loss” reports.
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Goods Outward Options
Option | Details |
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Order By Layer | When placing orders, you will be forced to order by the layer quantity (setup on the product) e.g. if there is 8 cases per layer then you can only order in multiple of 8. |
Include Held Orders | When placing an order, the stock availability calculation is affected by this option. If you check this option then we reduce the available stock by the amount in held orders. If not then we ignore it. |
Bulk Pick Option | When using the picking screen you have the option to see customers with this option or those without this option. It allows for some additional filtering on the warehouse picking form. |
Auto Receipt Transfers to Myself | If you use a Type T Transfer order and you are sending stock from your account back to your account (e.g. Changing the product code) this will auto receipt that transfer into your account. |
ePOD
Customer Options
The customer options (tick boxes at the top of the screen) are explained below :
Option
Details
Bonded Customer
If you have a customs or an excise warehouse, it allows this customer to hold stock which is not duty paid.
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This is a one time setting, you can NEVER change this once the customer is created, it is either BONDED or NOT BONDED. |
By Line Charging
At goods inwards, there are two methods for charging, either by the load (receipt) or by the line. If you are solely using the line method then select this to stop the pre-advice showing the receipt option.
Order By Layer
When placing orders, you will be forced to order by the layer quantity (setup on the product) e.g. if there is 8 cases per layer then you can only order in multiple of 8.
Can Split Receipt Lines
| Warning |
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This is no longer in use. |
Include Held Orders
When placing an order, the stock availability calculation is affected by this option. If you check this option then we reduce the available stock by the amount in held orders. If not then we ignore it.
You may have to determine this customer by customer depending on how good they are with their stock control.
Bulk Pick Option
When using the picking screen you have the option to see customers with this option or those without this option. It allows for some additional filtering on the warehouse picking form.
Del Pt. Order Invoicing
If your customer wishes you to raise an invoice for goods being sent to their customer. It requires EDI to be used in order to obtain the prices needed.
| Info |
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By default, this will not work unless you set up this option. |
Use Batch Ordering
When placing an order it makes the batch field mandatory, it is designed for those customers who do not order by rotation or product code but use the batch number instead.
Batch Ordering Mandatory
When placing an order it makes the Rotation and (if use) Batch number field mandatory.
When you wish to store stocks within the account where those stocks (rotations) belong to other individuals. Each rotation will have a reserve customer associated with it. Learn how to set it up here → Setting Up Reserve Customers
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Once selected, this option can not be undone. It is a one-time option. |
Archive Customer
As you can not delete a customer from the system the next best option is to archive that customer. It stops any new stocks or products from being added but you will retain all the information for the customer.
Use Standard Printer
This overrides the default printers.
| Warning |
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This is no longer in use. |
Email Stock Losses
This enables the customer to be sent any “Stock Loss” reports.
| Info |
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VIM can be used as an alternative to emailing the stock losses. VIM is the web based issue manager. |
| Tip |
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EDI will not send the report, if this option is not checked. |
Use System Product Table
Where customers do not have their own system product code, you can select this option for the customer, and it allows you to use a generic table which is stored within Vision Warehousing.
The table is populated by new products being added, but it allows a central product code and description to be used throughout the warehouse for a product, it can also be linked to using the Livex LWIN system which provides product information for wines and spirits.
For more information → https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/710246401
Non-Free Circ Stock Allowed
Businesses are allowed to store non-free circulation stock (by default this will be checked) and Private individuals are not. So you need to uncheck this field if the customer is a private individual.
For more information → https://www.gov.uk/receiving-storing-and-moving-excise-goods
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When unticked, you can not receipt stock which is not in free circulation. Existing stocks will be visible but not available for Orders and show no stock availability. To remove such Stock, you have to temporarily change this option. |
Auto Receipt Transfers to Myself
If you use a Type T Transfer order and you are sending stock from your account back to your account (e.g. Changing the product code) this will auto receipt that transfer into your account.
Fixed Product Dimensions on Receipt
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This option should be used with caution - if you do not understand this option then ensure that this is checked for all customers to ensure fixed dimensions are in use. |
This allows you to carry the singles per case (SPC) figure on each rotation you receipt for a product. The product remains as the master record with no changes allowed.
When placing an order the product master SPC is used to calculate the quantity of singles needed which is then applied to each rotation to fulfil the quantity required.
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This feature is designed predominantly for PRODUCT only ordering via EDI Sales Order XML. |
| Note |
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Ordering using rotation number is not advised when you are using variable dimensions |
Second GR Label
If you would like a second GR label (and it is set up) then this option will print the secondary label at the time of goods receipt.
This section allows you to specify which emails that will be sent to the Customer from e-Pod (if you have this module) when they have deliveries. Use the checkbox to control the email deliveries.
