What's covered on this page
Access Management
This screen is where you would set up any Users you wish to have access to the system and assign them to a User Group
You need to have the correct admin right to make amendments on the current screen.
Use in Price List Contacts - Whether this user will appear on the printed price list in the contacts section
Active - Whether this user can logon
There are four tabs on this screen
User Maintenance
Group Maintenance
Horizon Maintenance
Insight Maintenance
BI user Manager
this allows you to give access to users and groups for the BI Enquiries and BI Reports
Notifications User Manager
This will open a screen for you to select the Group or user to receive the Notifications when an order allocation fails or warehouse submission fails for an order submitted to the VC API, a notification is required for the VC users so that they can action them at the earliest.
You are only able to have a group or a user set up against each notification
This will be shown on the home screen at the top next to the navigation as a Bell IconUser
User Maintenance
This tab shows a list of users that have previously been set up on the system and their current status of them. You also have the ability to create a new user.
Once you have Archived a user this will remove the user details and place them in the Archive Users/Inactive Users panel underneath the IsArchived section.
You will need to set rights if the user is able to view the Customer’s Personally Identifiable Information (PII) and can view Anonymous PII.
To set the Analysis/Contact/GDPR/other settings for the user, you will need to use the three dots button this will open a new window screen User Maintenance
You would need to click Save on the main screen to commit the changes on this screen.
The purchase auth Limit field will be controlled against the system users which defines up to what limit the user is allowed to order. A purchase will be held if it exceeds this value, waiting for a user with a sufficient limit to allow it in the new authorisation screen.
Users cannot be logged into the system when their credit limit is being amended, otherwise, they must log out and back in again for the new limit to apply.
Set BI Report Dates
Many of the transactional reports within the Business Intelligence look for start and end dates, customers set these to be either annual, quarterly, or monthly, and to avoid you having to enter this each time you run any report we preset this information.
You can identify these reports which use the dates as the report titles show a [S] or [E] in their running titles with S = Start Date and E = End Date.
Report Manager
This screen contains a large number of options to determine what is included in your main reports.
Report Layout
This tab is used to configure the settings for the layouts for the reports in this tab that will be used. Your options here will change depending on your system setup.
Report Options
This tab has the setting for each report that you will use mainly on the system
Sales
Invoice
Credit Note
D&V Invoice
Proforma Invoice
Reserve Storage Invoice
Purchases
Delivery Notes
Customer Reports
Reserve Stock
Reserve Stock Value
This is what you select what is shown on the report and what font the report will use.
This is also able to select what will be on the reports when you email or print the report off.
The logo file needs to be saved in the correct folder as per your system setup.
If you do not know the correct folder, please contact the Vision Support Team.
This tab will also allow you to manage the Payments, When you first set the Payments the button will be Accept Payments.
When you click on the Accept Payments, this will show the following message (this message will show each time you click on payments).
You click OK to this message and it will open the Vision Live. You will need to use the user login that is the same as you use for VSL.
Stripe
Lloyds
Once you have set up the Payments you can close the Vision Live, you would see the following message: and the button will change to Manage Payment.
