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This tab is used for the Defaults Charging for the Customer

Override Storage Charges per Rotation

If you wish Storage charges to start before or after the date the goods are receipted (landed) or if you want to avoid charging storage completely you can do so on the Receipting Details on the Pre-Advice when you land the goods.

General

  • This will be the default setting for VAT Rate for the customer.

  • Sage Account Code - this will be the code that is used for the Sage Account.

Goods In

  • The Loose Item Charge is used for items that have to be removed from the container by hand.

  • All pallet types can be used for this Customer but you can override the default charges using the Pallet Type Charges grid.

  • If the customers have a selected Team from the User Maintenance screen, you will be able to select this from the drop-down list.

Storage

  • Using the Rotation Qty Banded Storage checkbox to use the rotation quantity to work out which Banded Charge to use - this needs to be ticked if you want this customer to use Pallet band charges.

  • Invoice Period is used to show the period for the Invoice of the Storage, this comes from Vision Invoicing, if you need to change it then use Vision Invoicing to change the invoice period.

You can change the invoice period but you can not change the charge period without recalculation of the charges (you need to have Support involved for charge period changes)

Stock Charges

  • The Condition Report Charge is applied each time the Customer requests a Condition Report.

  • The Market Value Report Charge is for sending the Market Values to your Customer.

Goods Out

  • The Standard Order Charge is used when the Warehouse generates Invoices on behalf of the Customer to the Delivery Point.

    • For Goods Out Charges where the Warehouse is invoicing the Customer themselves, they must use Vision Invoicing.

Invoice Total

  • Set the minimum Storage and Goods In charges that will be applied when this Customer is invoiced.

Changing an exiting Customer from one Period to another (from annual to weekly for example) can have unexpected results and is not recommended.

It is better practice to set up a new account for the Customer, set up the new charging, and migrate stock across to the new account.

If in any doubt please contact the Vision Support Team via the support portal.

To view the other customer maintenance tabs click here :

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