API Shipping Method is used when using the posting Orders from the website, using a Shipping Method ID which will map to the correct Carrier.
Enter a new carrier by clicking into the empty row at the top of the list.
To use this screen you would need to have set up the Carriers.
The Analysis Code Group is used throughout Commerce for reporting and extract purposes. To use this screen, you would need to have set up the Analysis Type and Analysis Captions (which is normally set up by the Vision Team). | 
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The Bank Accounts are used on the Customer Maintenance, to show which account that they will be paying into. You can have multiple Bank Accounts with different currencies The Short Name, Account Number, Sort Code, Swift BIC and IBAN information you provide will show up on the Invoice that is generated for the customer depending on your Customer set-up. You will be able to set a Bank Account to be a default to all new customers.
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The Customer Contact Outcome is used when contacting a customer and you are entering a note into the Customer Contact Maintenance. | 
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The Delivery Address is specified for each order. This should be based on the delivery options offered by your integrated Warehouse. Contact your warehouse to see what options that do provide before creating the Delivery Service
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The Packaging Maintenance is used to identify how many bottle/singles that can be packed for a specific Carrier. For example: Standard packaging can hold a maximum of 15 bottles, on the order, there are 25 bottles, this means we would need 2 packagings for this order.
You would need to select the Packaging type to save this. |  |
The Price List Groups are used to manage the Price List. All Price List must belong to a Group. A Price List Group could have multiple Price List against it |  |
Product Group Maintenance screen is used to group similar Products together. It is used for reporting, extracts and web site. Click the drop down below for details.
The product group is a mandatory field and all products need to be in a product group. Even if you have a single group for everything, you have to fill this at the time when you enter a product onto the system.
This also allows you to control a number of other aspects for the product group such as :-
Whether to include on costs for this product in the margin reports
If you want to exclude the product group from the price list e.g Internal or marketing products
When you use the parcel carrier module, are items in this group fragile.
Whether the sales team will have items in here apportioned, this stops a sales team from over holding or over selling a product.
Enabling whether a rotation number is mandatory at the time of entering an order e.g. fine wines, specific batch control.
The minimum fields that need to be entered on this screen are Code & Name
Cost of Sales Accounts / Default Nominal Stock Account |
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These items are only applicable if you are using PRODUCT analsysis posting to your finance system, this is not a standard option. If you use this option you need to ensure that these fields are populated and that the codes exist within your finance system |
Further Reading / Explanations
Field | Details |
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ON-Cost | These are the costs of receiving the goods into the warehouse, so it will include items suich as Freight+Insurance+RH&D+Delivery |
Forecast | Type and Value - Used for budget, there are reports marked as “core” these include regular products you sell non core would be for non stock or non saleable items. The value shown is the forecast for this product type for the financial year. |
Sales Team Apportion | all the products in this group will have their Stock Availability apportioned by default. |
The Product Style is assigned your Products to and is used for reporting and extract purposes. |  |
The Product Type is assigned your Products to and is used for reporting and extract purposes. The minimum fields that need to be entered
Nominal Ledger Prefix, Suffix, Sales Account Code, Cost of Sale Account Code and the Delivery Account Code
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The Promotion Reason is used on the Sales Order to select a Reason for the Promotional. The minimum field that you need to enter would be the Reason
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The Product Variant is used for L-WIN products and is used for reporting and extract purposes.
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Regions are used for website integration and reporting purposes. You must have already have created a country in order to create a Region
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The Region Year is to create scores for the Region on a Yearly basis and used for website integration and reporting purposes. You must have a Region already set up to create a Region Year. The minimum you will need to enter is Year, Region and Drink.
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The Shipper is used in Commerce if the Purchase Order requires transporting goods by sea, land, or air.
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.
The Warehouse is used for the Location of the Stock under the Warehouse Groups.
You must have already created a Warehouse Group before you can create a Warehouse.
The Warehouse Customer Code is used if you are using the Warehouse Submission/Documents by EDI. You will also need to enter the details in the Export Options Details.