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.
Contacts entered are most often an individual, but they can also be group email accounts (they do not need to belong to an individual).
This email address is also used to send any EDI generated reports and notification emails.
If your Customer receives Goods Received, Orders Processed or Stock Snapshot, QA Release and imports the files into their own applications (like Vision Commerce users), you would normally set up a contact/email address specifically for this purpose.
Each one indicates whether automatic notification emails should be sent to this email address or give access to various areas of Vision Warehousing and VCIS.
EDI Reports - which EDI reports have been turned on for the current Customer and which ones the current Contact is set to receive.
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.
This tab is used to set up the Locations if you wish to have the Customer to use Auto Put-away
This tab only helps you set the ranges of Locations that you would want goods to be Put Away in if the current Customer is set to Use Auto Put-Away.
Once you have entered the locations From and To, View Ranges button will allow you to view all the ranges of the Locations
This tab is used to select the relevant Report templates that you wish the Customer to use for each Report type
This tab is used to sort the order for the Rotation Stock Report.
Only one can be selected
This tab is used to allows to create, view and maintain the Delivery Addresses for the Customer
Any Deliveries already recorded against the Customer will show in this list.
Clicking on the existing Delivery Addresses this will open the Delivery Address Maintenance screen where you can maintain the Address.
Delivery Address Maintenance
This screen is used to allow to create and edit the Delivery Addresses for the Customer
These details will auto-populate Sales Orders when you choose this Address for your Customer.
When viewing an existing Delivery Adress, you would have the option to Delete
Deleting the Delivery Address will also delete any Product Prices associated with the Delivery Address.
The entire process is irreversible so use this option with caution!
Delivery Address Details
This tab is used to enter the basic address details and default delivery times for the current Customer
Copying and pasting from other applications can sometimes include hidden characters that can cause data and formatting issues.
If possible always type the addresses into the correct fields manually.
You do not have to select any Times for your delivery address but if the Specify Times fields are checked the times should be valid (i.e. Earliest Time should be before Latest Time and a gap between Latest Time and Earliest Time ).
Bond Details
This tab is used to enter the Customs and Excise Duty Accounts details, Underbond Type the Address is used for and whether any outstanding Customs Duty should be paid when delivering goods to this address.
If any of these fields are left blank then the default values on the Customer Maintenance Bond Tab will be used for the current Address.
Delivery Address Products
This tab allows you to specify set Products and Prices for the Delivery Address.
This feature allows you to set a specific price to be used for this Product and Customer Delivery Address combination, which differs to the Price specified above, solely for a specified duration whilst the Is Live box is ticked.
Adding Product Codes here will not restrict the Product Codes available on Sales Orders when using this Customer Delivery Address.
This tab is used to show the Manufacture Quarantine Setting for the Customer
You will need to provide the Product Type and the post Manufacture Quarantine Days for this Customer.
You will not be able to enter a Product Type twice.
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.
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. 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. 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 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 More information can be found in https://www.gov.uk/eori-supporting-guidance |
Customs Duty | From 01/01/2021 this will refer to UK customs duty only This sets when customs duty will be paid, the options are
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
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.
This tab is used to Set up the Sundry Charge which can be applied to Orders or Pre-advice for the Customer
This tab is used to show the Customer Analysis Codes you have set against the Customer and other important settings for picking/despatches
Customer Analysis is from the Analysis Code that has been set up
To change Analysis, you will need to go to the Analysis Code Maintenance
Customer Features, this includes configuration options specific to the customer
VCIS Default Access to Private Site sets a Customer to log automatically into the Private version of the Vision CIS website if your company is offering this service.
SSCCs are Serial Shipping Container Codes.
Picking Order Type
FIFO (First In First Out)
(Complies with Main Picking Rule, choosing oldest stock first).CFIFO (Cases - First In First Out)
(Complies with Main Picking Rule, then if available full Cases are used then the standard FIFO rules are applied).PFIFO (Pallets - First In First Out)
(Complies with Main Picking Rule, then if available full Pallets are used, then full cases and then standard FIFO rules are applied).PCFIFO (Pallets, Cases - First In First Out)
(Complies with Main Picking Rule, then If available full Pallets are used, then if available full cases are used and then finally standard FIFO rules are applied).LOCATION & BATCH are both legacy rules that are no longer used and will be removed in a future version.
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.
Despatch Notes
This will allow the user to be able to print the Product Note and Special Message.
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
Transport Master Account
This is an additional module which you can activate within the system, it allows charges for this account to be invoiced to a master account, to allow a single consolidated charge invoice to be produced.
Transport Master
Please note that this is can not be chained
e.g. Account A → Account B Account B → Account C Account C → Account X
You need to setup Account A → Account X Account B → Account X Account C → Account X
The External Carrier will need to be filled in if you would use this customer for an Order that will be using an External Carrier.
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
In the Forecast section, this is where you enter the figures that you have agreed with your customers to aim for the 12 months.
In the Actual Section - this is where you can retrieve the Actual Figures for the Customer.
Clicking on the Update button will pull through the figures
A case12 is based on there being 12 Singles Per Case. Therefore even if Products for this Customer are not set up as 12 SPC it will still calculate as if it were.
This tab is used to audit all users that have viewed or updated the Customer PII details
This tab shows the User's full name. Whether the information was just viewed or viewed and updated.
The reason the update happened.
As well as the Date and Time the update or view occurred.
You can view all the other customer maintenance tabs by selecting a link from the menu below :