Page Comparison

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There is a link to each section below:

However, some pages require a more detailed explanation and have their own pages below:

API Shipping Method

Used when

posting Orders from the website, using a Shipping Method ID which will map to the correct Carrier.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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Enter a new carrier by clicking into the empty row at the top of the list. Image Modified Info To use this screen you need to set up the Carriers first.

Analysis Code Group

is used throughout Commerce for reporting and

extraction purposes.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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Image Modified Info Analysis Type and Analysis Captions need to be set up to use this screen (this would normally be done by the Vision Team).

Bank Account Maintenance

This form is used to edit or create Banks Accounts that are linked to the Customer on the Customer Maintenance screen (see the

Customer page) to show which account your Customers will be paying into.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

setup). Image Modified Click the Default For New Customers to have this Bank Account default to all new customers. Info You can have multiple Bank Accounts with different currencies set up.

Customer Contact Outcome Maintenance

This is used to set quick outcome descriptions against your notes in the Customer Contact Maintenance. screen

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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Delivery Service

This is specified for each order. This should be based on the delivery options offered by your integrated Warehouse.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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Image Modified Info You cannot change a Delivery Service Code once created so contact your warehouse to see what options they provide before creating the Delivery Service.

Packaging Maintenance

identifies how many bottles/singles that can be packed for a specific Carrier.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Litre. Image Modified The Packaging Description field is mandatory.

Price List Groups

These are needed to group together price lists as you can have both standard and promotional price lists at the same time.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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All Price List must belong to a Group. A Price List Group can have multiple Price Lists associated with it. Image Modified

Product Group Maintenance

Used to group similar Products together. It is used for reporting, extracts and web site. Click the drop-down below for details.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Product Styles

This is used for reporting and extract purposes and

is assigned to your Products.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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Image Modified Tip The minimum fields that need to be entered on this screen are Code & Name.

Product Types

This is used for reporting and extract purposes and is associated with your Products.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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Image Modified Tip The minimum fields that need to be entered on this screen are Code & Name. Nominal Ledger Prefix, Suffix, Sales Account Code, Cost of Sale Account Code and the Delivery Account Code. As these codes will be used in postings to your Finance Software, care should be taken when setting this up or changing them.

Promotion Reasons

used on the Sales Order to select a Reason for the Promotion.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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Image Modified Tip The Reason is mandatory but the Nominal Code is optional.

Product Variants

used for L-WIN products and for reporting and extract purposes.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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Region Maintenance

This option allows you to set up defaults for reporting and extract purposes based on a product’s region.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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Values entered for Insurance or Freight will override the values on the Country screen. If this screen is blank, Commerce will use the values against the Country. Image Modified The Region Years tab shows information relating the to current Country and Region for each year. The Notes tab is for any general information you might want to record here. Just start typing in the field and click Save to record the changes you have made. The History tab records an audit of any changes made to the region. Info The Country must be set up in order to create a Region against it.

Region Year

This option is used to create scores for the Region on a Yearly basis and used for website integration and reporting purposes.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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Image Modified Info You must have a Region set up to create a Region Year against it. Year, Region and Drink fields are mandatory on this screen.

Shippers

used in Vision Commerce if the Purchase Order requires transporting goods by sea, land, or air.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

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The Shipper is used in Commerce if the Purchase Order requires transporting goods by sea, land, or air. Image Modified Tip The minimum fields that are required Code, Name, VAT Code, Currency, and Nominal Code. If you wish to use the POP Documents you need to complete the email information and select to send this by email to your shipper.