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Further information can be found on this page:
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Product Maintenance
The form below is used to both add a new product and maintain an existing product(via Navigation). If you are creating a product from either the system product, EDI, or Excel then any details already known will be auto-populated into the form.
Alternative Methods to Add Products
EDI Product Code Upload
EDI Pre-Advice Entry - similar to the product upload, it prefills the fields it can allowing you to finish off the setup and save the product.
Excel Upload - this requires a license
Internal Transfers from another customer - will automatically setup the product code when it is part of an internal transfer
Duplicate Product Codes
The same Product Code can exist for multiple Customers in the system but it must be unique for each Customer Code/Site Code combination.
If a Product Code is entered that already exists in the EDI Product Screen with the same Customer Code and Site Code, you will be prompted to confirm you would like to populate the fields for this new Product from the screen
Header Fields
This section refers to all fields which are on the header section of the page and remain no matter which tab you select
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Fields are mandatory unless highlighted in gray on the table below. |
Field Name | Notes | ||
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Customer Code & Site Code | The customer code field is a selection field where you can press F11/ F12 keys to select the existing customer. Also you can type in the code. The site code is a dropdown field from where you can select a valid site. The product can only be used by this customer and is unique to their stock holding account. | ||
Product Code | An alpha numeric field for product code. We suggest no more than 20 characters but the field can handle more however much of the paperwork and reports are designed for 20 characters - please avoid using spaces and be careful with symbols as these can provide unusual issues. | ||
Product Description | You can add maximum 50 character description for the product. This will be used all around the system. | ||
Alt Lang Description | This field is for Non-English descriptions, it is not normally in use and is only used on report templates where specified by the customer, otherwise this is not used. | ||
Brand Name | This should be the brand name or the producer of the product, we hold these in a brand table so you can use a lookup and if a new entry is made you will be asked if you wish to add it to the table.
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Country of Origin (COO) | Country of Origin (COO) is the place of manufacture/production. This is the two-digit country code, you can use the standard search facility to find the code you need. Standard ISO codes are used → https://visionsoftware.atlassian.net/l/cp/wh0zpNfK For a quick glance please see the table given below this table. | ||
Product Type | The product type is a mandatory field and is used to control the type of goods you are storing. It can be used for location put away, picking rules, location restrictions, customer storage authorisations, and it is used to define the type of duty and commodity for the item which allows the duty values to be correctly applied.
See the table for reference → https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/1988198439/Create+Product#Product-Types | ||
UOM (Unit of Measure) | Whilst the majority of storage is Pallet/Case/Single, we have customers storing other items which need different units of measure e.g Hectolitres, litres, centilitres for liquids or Outer/Inner/Carton for tobacco products. | ||
Product Group | This is a key field in the product setup as many of the product group attributes will be applied to the product setup allowing you to standardise, and increase efficiency and speed at product setup. More detail on what this field controls can be found in Product Group This field will default from the product group setting. | ||
BOM | |||
Year | This is the year (Vintage) of the item, if it does not apply, use “NA” otherwise enter a 4-digit year OR if the item is a wine with no vintage enter “NV”. | ||
Archive Product | This is a Checkbox which allows you to archive a product on the system, it will always remain on the system but will no longer be able to accept new goods arriving. |
Product Types
This is a selection of codes available, some systems may have fewer or more codes available
Type Code | Description |
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B | Beer |
C | Cigarettes |
F | Fermented Products |
G | General Goods (only when the customer is not bonded should this be used) |
I | Intermediate (Cider / Perry) |
L | Low Alcohol Products |
S | Spirits |
T | Tobacco |
W | Wine |
X | Customs Duty only goods (when the product is innocent and the customer intends to record the customs duty status) |
Z | Innocent Goods (only when the customer is bonded and the goods are not subject to excise duties) |
BOM - Bill of Materials
This option allows you to store the individual components of a pre-mixed product, this is a product which contains multiple different products within.
It is used to provide an exploded product view to the customer on the delivery note.
e.g. Easter Case contains the following……………….
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In many jurisdictions you can not store underbond cases of premixed products due to the complexities in calculations of duties. It is therefore advisable to only use this for pre-mixed cases which are full duty paid. |
To use this tick the BOM field, which will then enable the Components button where you are able to enter the Components on the BOM Maintenance screen
Once you have ticked the BOM, the Year will change to “MIX”
BOM Maintenance
Add the Products to complete the setup in the system.
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The total singles on this screen should not be more than the Singles Per case on the Main Product. |