Orders group

New - Enter a New Order

Orders are used to send Stock to Customers, Transfer Stock within the current Warehouse, and 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.

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.

Further Details

Further, more detailed information is available which can be accessed through Creating an Order to remove stock from the warehouse which contains the following pages:

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.

• Order UID will be in bold until they have been opened on this screen.

Held Order Reason Description

We use colours to distinguish different reasons for items being held, and those reasons are grouped into specific tabs within the main held order page.

However, some fields will show the background colour code to indicate the reason for a hold.

A complete list of the held reasons can be found in the expand section below:

 Colour Keys - Click to expand

	Credit Limit The order has failed a credit limit check.
	Customer Frozen Customer is frozen in your company's accounts package.
	DefermentOnHold The deferment account used with the order has been held.
	StockClearance Order is clearing more than 50% of the sending customer account's stock.
	ReceivingUBInfoMissing Awaiting underbond consignee information.
	ReceivingUBTransInfoMissing Awaiting underbond transport information.
	BrakingCases Breaking Cases to obtain Bottles requires authorisation.
	DeliveryDatesFrpmVDNotAvailable The Order has been placed on hold because delivery dates in VD are not yet available.
	HVProduct Failed the High-Value product check.
	ManufacturedQtyTolerance Ordered vs Manufactured quantity tolerance warning.
	PickDateInsufficientTime The Order cannot be Picked in time for the booked/ collection date provided.
	ReserveAuthorisation Awaiting reserve account release authorisation. Where reserve account release authorisation is required a button will show at the bottom of the screen. When clicking on the button at the bottom of the order screen it will show a new screen for the user to authorise the release.   You will need to tick the authorise checkbox and hit confirm.
	DestinationNotFCApproved Destination Warehouse is not approved for Stock, not in Free Circulation.
	InsufficientStock Insufficient stock for line(s) on this order. Click the Avail button next to the issue line on your order for more details.
	ProductAttibutes Source and destination product attributes do not match.
	ReceivingCustomerFreeCirculation Customer is not set up to store non-free circulation Stock.
	ReceivingCustomerInfo Awaiting receipt details for the receiving Customer.
	ReceivingCustomerProductTypes Receiving customer is not permitted to use this product type.
	UserHeld User clicked the Save and Hold button on the order.
	Held by VCIS Order has been placed On Hold by a User on VCIS.

HV Release - 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 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.

When clicking on the ‘Authorise’ button a pop message will list any reasons why the High-Value Order(s) cannot be processed.

Authorised HV Orders

This tab is used to show High-Value Orders that have already been successfully Authorised

In the list of 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 on the form allows you to maintain which items are in a product group, and you can search for specific products based on a number of criteria and then set them into an HV group or remove them from the group.

Valid Stock Duty Status by Stock Movement Type