New - Enter a New Order
Orders are used to send Stock to Customers, Transfer Stock within the current Warehouse, Transfer Stock to a Warehouse in a different location this will create the outgoing Stock Movements before re-landing (receipting) the Goods again on a Pre-Advice when you need to correct any Stock issues that occurred during their original landing.
It can also create Customs Duty Payments if required.
To Create a New Sales Order, Navigate to the Goods Out menu within the Main Vision Warehousing menu bar, then click on the New button. You will then be presented with the Sales Order screen.
To View and Edit existing Sales Orders, search within the Orders section of the Navigation Panel.
Type M orders are only designed for EDI entry due to the validation requirement, however, modification of the orders can be performed via the application interface.
The only way to remove existing Stock from your system is via the Goods Outwards Process on a Sales or Transfer Order, ensuring Stock is only moved according to HMRC regulations.
This is regardless of whether the stock will be sent out of the Warehouse, transferred between Customers in the same Warehouse, re-landed to correct Product and Stock attributes, or even destroyed.
Due to the amount of information, we have created a dedicated page for Creating a new Sales Order
Held - Orders held awaiting further input.
This screen will show all the Orders that are on Hold.
Each of these tabs corresponds to a different held reason
Double click on a row to open the Order on the screen where you can rectify any issues to take them off hold.
Orders show in bold until they have been opened on this screen.
If the On Hold Reason is regarding Customs Duty and you do not think the Order should be trying to pay Customs Duty, please check whether the Pay Customs Duty field on the Order Options tab on the Order is set.
Held Order Reason Description and Colour Key
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
|
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
Some fields will show the background colour code to indicate a hold reason.
In the screenshot below the Customer Code field is showing the Order is on Hold because the Customer Account is Credit Held.
HV Release - High Value Module - releasing orders for picking which are high value
If an order has been placed for a Product that is in a High-Value Product Group it will need Authorisation from before it is available for Picking.
HV Awaiting Authorising
This tab is used to view and Authorise any orders that are on Hold for HV Product
You must have the correct permission to Authorise HV Release
When clicking on the Authorise button a pop message will list any reasons why the High-Value Order(s) cannot be processed.
Any Orders that are successfully processed will be removed from the results on this screen.
You cannot make changes to the fields
Authorised HV Orders
This tab is used to show High-Value Orders that have already been successfully Authorised
You Must enter the Customer, Site Code, Order Date, Authorised By and Authorised On
Order Date, Authorised By and Authorised on will default to the username of the person currently logged in and Name and Dates will default to today's date.
In the list of the Orders that are on hold for HV, you will see a '+' symbol. Click this to see the Product Lines that are on the currently highlighted Order.
HV Group Maintenance
This tab will allow you to update the Product Group, Brand, and Vintage for a Product Code.