This page contains information on the following topics
Additional Dedicated pages are available for
Currency
The Currency option is used to create a new currency, or view and edit the existing Currencies. These currencies are used throughout the system.
To quickly and easily update exchange rates for multiple currencies, please visit https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/662077545/System+Group#Currency-Rate
Once you have successfully set a unique Currency Name and a Currency Sign you can add Exchange Rates and the date the new rate will be effective from.
The currency sign should be the three-digit ISO code for the currency e.g. USD, ZAR, EUR, AUD etc.
When the rates change, you can enter a new rate and effective date, it will only work from that date onwards.
An audit log of the previous changes for auditing purposes will be available in Currency Maintenance.
Frozen Reason
If you need to freeze stock you will be asked to input the reason, the system comes with a number of “system” reasons which are used for quality, receipting, and governmental controls.
This screen is used to create, edit, or view the Frozen Reason. Each code needs to be unique.
You can specify an internal reason as well as a more comprehensive reason for the customer.
Be aware that setting an option on creation may make that option fixed with no way to modify it. These options are used by items which are inserted at the time of system creation you would not normally use those options afterwards.
Options Name | Function and Notes |
|---|---|
QA Held | This operates a QA sub-system and generally setup for use with production/bottling goods which are held in QA until either released by the system or manually released. Stock held with this reason and option selected will NOT show up in the normal search for frozen stock. |
Prevent Stock Maintenance | Generally used where stock is booked on without a value when it is needed, you need to use the Goods In feature for adding the value and releasing the stock. |
Excise Duty Bulk Payment Permitted | This is used for WOWGR related stock landing, if the customer does not have a WOWGR then the stock is frozen until the payment of duties is made through the excise bulk payment system. If you intend to offer this type of WOWGR service you need to have the bulk payment module added to your system |
Prevent User Unfreeze | This options stops the user from unfreezing stocks using this code. |
Packaging Type
Packaging types are stored for each stock as it arrives and is used on paperwork for many things including environmental reporting, exports, government documents, and clearances.
This screen is used to create, edit, or view the Packaging Types. This is used in the Pre-Advices when receipting the stock.
You need to record the packaging type when the stock is receipted.
The Packaging Code should be unique however you can use the same UN Package Names Code for multiple packaging types.
A guide to the UN packaging codes is contained in the PDF below:
Pallet Type
You can maintain different pallet types in the system and use this to record the usage of pallets during the goods inwards and goods outwards processes.
This screen is used to create, edit or view the Pallet Types.
This is used in the Customer Maintenance screen.
Default Inwards Charge → The values that you are adding in this type, can be overridden when you are using this type for a specific customer. When used on a Pre-Advice, this generates charges which can then be invoiced in Vision Invoicing 'Goods In' invoices.
Default Outwards Charge → Charges are not generated for using this currently but Goods Out Pallet use can be seen using the 'Goods Out Pallet Usage' Report in VW Business Intelligence Reports.
Default Rental → The changes for the rental of the pallets.
The Pallet Code should be unique.
You can find existing Pallet Types by searching in the Navigation Panel under Maintenance. Double-click one of the Pallet Types in the list to Edit the details (using the screen shown above).
Unpick Reasons
This is used as additional security controls on warehouse operations when goods are picked a pick note is produced if they are unpicked and re-picked a new note can be produced, without adequate controls it is possible to double pick.
So to control this, if you unpick, you have to enter an unpick reason.
This was added to aid warehouses keep a record of who was carrying this function out and why, it helps theft prevention because if you are using paper pick notes, this is still in the warehouse when you unpick and you need to remember to recall it and destroy it, otherwise there is a potential for duplicate picking.
It is a simple form that requires a code and a narrative for the code.
Warehouse Vehicle
If you are using Vision Flex for warehouse picking, we need to know which vehicle you are using in the warehouse, what its capabilities are, and its maximum capacities.
You will be requested to specify the warehouse vehicle on the flex system.
This screen is used to create, edit, or view Warehouse Vehicles.
This is used when using the Vision Flex application for picking and put away.
🔗 For more information regarding the Vision Flex application, please click on the link 📟 Flex for WMS
The maximum you can enter in the Reaches Location Height field is 32767
Brand
This is in addition to the description field for a product. You can enter the brand which can be the manufacturer/producer, etc. This is a single input field, if it exists we will not duplicate the record.
The below-shown screen is used to create, edit, or view the Brand.
This is used when creating a product to be used in the system.
Transport
This is used for both incoming as well as outbound transporters and stores information/contacts of each transport company which could be used.
This information is shared between all customers in the system as generally, you find they all use the same transporters.
This screen is used to create, edit or view a Transporter (Haulier) account.
Transport Details:
On this tab, we can enter the Transport details including name, type, address, and contact.
Transport Type Field →
There are a number of options shown on the screen for the Transport Type dropdown field.
Option | Use |
|---|---|
Shipper | Shown in pre-advices and goods out. For goods out this changes some codes on the output paperwork or e-submission. |
Haulier | Shown in pre-advices and goods out Bookings can be made only for hauliers. For goods out this changes some codes on the output paperwork or e-submission |
Direct | Used for automated options, not required unless your warehouse need to record this. |
Return | Used for automated options, not required unless your warehouse need to record this. |
Collection | Used for automated options, not required unless your warehouse need to record this. |
Some information on the form is used for under bond order transporters which are known as “bonded transporters” who also require movement guarantees to move the stocks without the payment of duties
The following information is ONLY required if you intend to use this transporter for OUTBOUND movements which are for underbond.
Most of the drop-down options are self-explanatory.
Transport Contacts Tab →
This contains a list of the individual contacts for the transport entry, if you intend to use the outputs or the booking reminder function then an email address is required.
Contact Outputs (Button) →
There is functionality in the system that when this transporter is selected for goods outwards and goods are then pick confirmed, the transporter will receive a copy of the delivery note, this has been designed to provide the transporter additional information for underbond deliveries.
Simply tick the option for the contact you have chosen to edit.
