Index of Pages

3P Warehouse ONLY - POST data Warehouse to retrieve from the account holder For POST data, see: 3P Warehouse ONLY - POST data

Introduction The services listed hereunder are intended to be used by third party warehouses who wish to push and pull data from a Vision Commerce customer system to support their integration. Unless otherwise stated (or exceptions are listed), the messag

tempsnipfru.png Access this option on the ADMIN menu using the first icon (left) on the ‘Frequently Used’ options within the menu. This form allows you would set up any Users you wish to have access to the system and assign them to a User Group You need t

As this menu option’s name suggests, this is where you will find most of the administration and setup options within Vision Commence. image-20230420-100543.png Each of the submenu items is described in more detail via the following links

This details a new upcoming module which is not available yet but is due Q4,2022 Advanced Orders is a replacement to the old EP module and is coming to Commerce soon, it is currently in the advanced stages of development and once implemented the old EP or

This screen is used to allocate En Primeur Sales Orders once the Stock has arrived. This screen can currently be found under the Deprecated menu in the application in preparation for future changes. When choosing to Allocated En Primeur Sales Orders, you

Orders require the items to be allocated in order to fulfill them, this is effectively confirming the order will be despatched and commits the stock to the order. If you have entered the order manually then you will see the order here, and if you are usin

Alternate warehouse sales allow the operator to check stock levels in other warehouses and sell from those, the operator is given a number of options for the delivery of those goods. note This option is only available when the sales account has been chang

This is an additional module which is referenced by the system using the name “Alternative Trading Names” This module requires an additional license for which there is a small additional monthly charge. Purpose Used by customers who are trading as one lim

This tab includes information for Financial and Sales analysis and reporting. Analysis tab image-20230316-110140.png Financials The ‘Outstanding Order Value’ and 'Last Invoice Date' are automatically calculated for the customer when the customer record is

tempsnip1.png Analysis Code Setup The analysis code maintenance is used to set up analysis codes for both customers, delivery points and products which are used within the setup of those components. image-20220907-153632.png Whilst this allows you to set

Introduction Your web site can talk directly to Vision Commerce to send and receive information using our API. How it works Your web site talks directly to our API, it submits data in XML format directly to it. Depending on your license, data can also be

This group contains three menu options, within the interfaces option there are two specific and very different functions so these have been split into seperate sections. This page contains the following information There are seperate pages for the followi

API Maintenance The API maintenance form needs to be set up before you start accepting orders and customer records from either your website, Vision Horizon, Vision Insight. This allows you to control what happens when you receive a new entry and allows yo

A new feature to allow control over the amount an employee can order was implemented in Q3, 2021. If you enter a purchase order and your limit is below the amount of the order it will require authorising by a user who has a higher limit and one which is a

The BOM (Bill of Materials) is used for products which are made up of different component products. they usually refer to special gift or offer cases e.g. A Easter case, Father’s day case, surprise case Product Maintenance BOM1.PNG Select Option This opti

The business intelligence options can be opened from the main menu, most menus contain the two icons on the far right in the ‘Biz intelligence’ group BI VC rep.png Enquiries (Business Intelligence Enquiry) Clicking on the Enquiry icon which is on many of

How do I remove a Product on a Sales Order (or swap it for another)? Use the following guide to swap a Product on a Sales Order for another: There are many reasons why you might need to do this but the most common are: Stock physically cannot be found or

How do I make changes to an Order I have already allocated before I submit to my Warehouse? You can un-allocate any allocated lines that are not yet marked as Delivered. This includes lines on Orders that have been already submitted to the Warehouse (but

A link to older versions of the Commerce application

For release notes for all versions please consult the pages below. note Commerce v2020 onwards is the cloud version as such individual customer test systems will no longer be available, instead a global test system available to all customers. If you wish

Examples of different stock movements that you will find in the system This is an example based on the most complex customer using Vision Commerce. CommerceStockMoveingDiag2020_1.png Whse Type Notes On VW EDI Rtns Reserve Whse Group A Consignment Stocks S

Each contact can be added to mailing lists by pressing the ‘Mailing List’ button against the contact. You can use these contacts to be receivers of SOP Documents (Invoices for example) and can send invites to tasting events. image-20230316-115923.png It i

This tab can be used to check the Products and Prices on any Customer Price List. This screen is read-only. Contract Price List image-20230317-101953.png In order to see items in this tab you will need to set up a customer price list. Please see the follo

The “Countries” option is part of the administrative aspects of the system where you can add a new country, country code and related information into Vision Commerce. Once you entered the values in the fields and clicked save button, you can’t make change

image-20230425-110906.png There is a link to each section below: image-20230425-111353.png However, some pages require a more detailed explanation and have their own pages below: API Shipping Method Used when posting Orders from the website, using a Shipp

Creation Menu Options Description Stock PO Standard Purchase Order to buy items which will go into stock Advanced Orders (EP) Ordering items where they will be supplied in the future, such as En Primeur, Broking, Back to Back sales As these are required a

These pages deal with all items in the Creation group on the menu below. Sales Menu1.PNG The menu options are for the creation of: Standard Orders Advanced Orders Direct Orders Stock Transfers Customer RMA Entry Further reading can be found in the links b

The Stock Menu creation group allows you multiple options to set up product codes within Commerce, as well as add suppliers and producers. Some of the options are also replicated within the Purchase → Creation Menu as you will need to use the options whil

note If you do not have a finance system attached to Commerce you can use the CSV option to output the information you need for the finance system. If you do not have a finance system attached to Commerce you can use the CSV option to output the informati

This page will explain how to set up a customer within Vision Commerce. Before you read the information below, it may be useful to watch the quick YouTube video that explains the setup of a customer. note To create a customer the following would need to b

This tab contains the key information about the customer. Customer Details image-20230316-093003.png General In this section, you can fill in the address and contact details. Most fields do not require an explanation as they are relatively obvious, but th

This deals with options in the customers group of the sales admin menu. image-20230517-123818.png Contacts There are no plans to use this currently. CRM Contacts note Formerly called Customer Contact Maintenance this form has evolved into a more basic CRM

When you are connected to an EDI warehouse, this stock management reconciliation will be setup to operate on a daily basis. How this works An overnight, once a day, stock listing is obtained from the warehouse, this is then loaded into the Commerce system

VC Dashboard will display an overview of the data that has been collected and saved in Vision Commerce with several widgets that contain different types of charts in it. This dashboard will give you all the information you need at a glance. So that you ca

tempsnip1.png This is an option within the Maintenance group on the Admin menu that uses to clean the stock movement data. If you have something wrong with the stock movements, it will affect profit reports. This page is designed to allow you to edit the

This feature allows you to delist products in bulk, only products that have no stock and where the last movement of the stock was before the given date are listed. image-20230406-121311.png To delist the entire list press ‘Delist All’ or to delist only se

If you need to store alternative delivery addresses for your customer or add notes related to the delivery address you can use this tab. Why these delivery addresses are set for? A single customer may have multiple points for delivery. All those delivery

This screen will allow you to control all delivery charges for orders for the past 90 days. Delivery Cost Adjustment1.PNG Most of the fields are read-only The only column that you are able to enter a value on the Delivery Cost - New. This will be the new

This covers items which are in the system currently but will be replaced or removed in the future. One of these is the EP allocation feature which will be replaced by the Advanced Orders module when this is implemented.

The Despatch Orders screen enables you to manually mark Sales Orders as despatched so that you can invoice them. When your warehouse is sending you "Orders Processed" XML information the Despatch Orders screen will automatically be updated from this file,

This is where you can print or reprint any Sales Order documentation. tempsnipghhh-20230413-063713.png Within this screen, you can print the following documents. If you are linked to a finance system, the production of the Sales Invoice and Credit Notes w

This page covers the Documents section for the Purchase Orders. Purchase Processing menu1.PNG POP Documents This screen shows all Purchases Orders that are not yet Status “C” (Complete) and allows you to Print the Acknowledgements. Please see the layout i

For Xero only Below are ways of dealing with a 100% VAT transactions as well as a VAT on Imports invoice. You can enter a 100% VAT invoice by using two transaction lines. To do this, you'll need to use the Tax Exclusive 'Amounts are' option when entering

My Customer wants to pay the Duty, I therefore want to process a Duty Deferred Order, is this possible? Yes, this is possible. The order MUST be sent to the warehouse as a "UK DUTY PAID" order. However, you will need to adjust the deferment information in

You might have used the Dynamic Product Code https://visionsoftware.atlassian.net/wiki/spaces/VC/pages/549224461/Creation+Group+Stock#Dynamic-Product option in the Creation section of the Stock menu to generate the product code. The criteria and the value

When an EP Sales Order is created, and an EP Invoice is raised, the same procedure applies as for a normal Stock Sales Order Invoice. However the next time a Stock Movement Posting is made, an accrual is also made as follows: Posting Type JD (Journal Deb

The External Sources Tab controls some web options and the integration to Livex. In order for the Livex options to work, you will need a Livex account. Product Maintenance External Sources1.PNG L-WIN Product Code Section Click the Find Matches button to o

Field Colours and Explanation Highlighted Area Example Explanation Dark Yellow Dark%20yellow.jpg?version=1&modificationDate=1585211529315&cacheVersion=1&api=v2 This field is read only and can not be changed. Field is LOCKED. Orange Orange.jpg?version=1&mo

Now known as the “Accounts Service” Previously known as the “Vision to Sage Manager” If you use the Finance Integration service you can then integrate using the following connections : Sage Business Cloud Accounting [in 2023] (formerly Sage Accounting, Sa

Purchase Freight Invoices are a way to accurately record the Freight Costs (from your suppliers to your warehouse) across multiple Purchase Orders. image-20201026-122404.png Entering a new Invoice When you open this form you will have to enter some essent

The general tab holds the most commonly used information about your product note Some of the fields can only be set when creating a new product and can never be modified. Some of the fields can only be set when creating a new product and can never be modi

Glossary Term Explanation Back to Back Orders Purchase or sales orders where your supplier will fulfil the order directly delivering to the customer. note You are invoiced by the supplier, and you invoice your customer. You are invoiced by the supplier, a

Introduction This API is used to POST data to the account holder, data related to goods received into their account at the warehouse. It tells us which rotation numbers have been generated by the warehouse allowing Vision Commerce to automatically receipt

Orders can be held due to any of the following reasons: The customer is on credit stop or over the credit limit. The order has been placed on hold manually. Stock Availability and Sales Team Stock Availability. Payment is required for the order. vc_hso01.

Navigation Panel: Historical Sales Orders If you imported Sales Orders from your previous system into Vision Commerce during take-on this is where you will find them. Enter filter values to limit the number of results and click the Search button. The Hist

Horizon is a modern Vision ePOS (electronic point of sale) software product providing till functionality designed to be used in a shop/stall/bar/restaurant environment or similar. It's designed to run on an Android tablet with a Bluetooth barcode scanner

ePOS operations, have a shop or retail outlet, horizon connects seamlessly with your Commerce system. v1 release 1st April 2020 v1.1 (19/10/2021) Supports Android 11 Changes for credit card support

Release Date 05/10/2021 Other Application Requirements Commerce v2021.4.1 or later Warnings or Notices UID Notes HZN-36 Android 11 compatibility is added HZN-38 Enhancements to credit card payment to allow it to work with Vision Live HZN-39 Modifiction to

A list of articles is shown below, to access them just click the link

These services are no longer being developed, existing customers are encouraged to switch to the latest versions available.

Inbound Web API

Installation Hardware provided by us will come preinstalled and configured. PlayStore.png https://play.google.com/store/apps/details?id=com.vision.pos&hl=en_US&gl=US When first opening the application you will be asked to log in using your Vision Live cre

This is a Mobile Sales Tool for Sales People, Account Managers, or anyone who is ‘field-based’. Field-based personnel relies on information that is up to date, accurate, and available 24/7 without reference back to the office. Vision Insight provides all

Andoid application for your salesmen, allowing access to Customer Information and basic CRM Product Information Pricing Ability to process orders v1 was launched 1st March 2020 v1.2 Case / Single price visual improvements SOP Minimum price check (optional

The Product Maintenance is used to hold information about the Products (SKU’s) that you will be selling and is used extensively throughout ordering processes and stock control. Product Maintenance1.PNG This page explains the header and footer functionalit

What is the Livex Integration service ? This provides a link to the Livex product data systems What does the Livex product data systems provide ? They provide you with two levels of information Product code lookup and retrival, to provide you with a dedic

This page and its sub-pages will give you a brief knowledge on how to use the Vision Commerce application including how to navigate your way around, perform searches, important keys and important fields and how you can utilize the Dashboard that summarize

image-20230421-104625.png In addition, the following items have their own pages Tax Code Maintenance Here you can update ‘Sales Tax Rates’. The system should arrive with you containing all the standard codes already set up, and it will allow you to set up

The functionality here allows you to change and control the products you have, from delisting to modification of values. Stock menu1.PNG Available Menu Options :

Each submenu item you can see in the screenshot is described in more detail via the links at the bottom of this page. image-20230419-105201.png The following links show pages relating to the Maintenance Menu @self

Products have been landed, but the Rotation Numbers are swapped? The following is a method to correct issues where the Rotation Numbers have been swapped on Products: As the overnight files process will always allocate the Rotation Number from your Wareho

tempsnipmarke.png This screen is used to manage website content via Vision Commerce but Add and Editing Events. image-20201029-160441.png Both dates will default to the current date, however, this can be changed. To make sure that the event does appear, y

This tab contains items which are not as important the the items on the general page, and generally used less by customers. Product Maintenance More Details1.PNG This page contains the following information Visit other tabs through the following links Int

The navigation and filter options sit on top of each other on the right-hand side of the screen, these are quick searches and are used to access data quickly. They are also used within forms to provide results for fields so you don’t have to remember ever

Introduction The purpose of this service is to allow a third party warehouse to retrieve orders which have already been allocated by users, orders which the user intends the warehouse to pick and despatch. The warehouse then pick the stock using the infor

Introduction This API used to POST data to the account holder relating to Sales Orders (SO's) which have been picked from their account at the warehouse, it includes our known Sales Order number along with unique identifier for the SO line number. It’s th

image-20230419-125754.png Currency This screen allows you to create and edit Currencies that will be used throughout Vision Commerce image-20201029-161121.png If you buy currency in advance - Set the system exchange rate to the rate purchased, then change

Marketing This feature allows you to dynamically generate marketing extract contact lists for your customer contacts based on criteria that you specify. You would simply select the criteria that you want within the extract and then export it, the only exp

Outbound Web API

tempsnipkdt.png Payment Method is used when posting Orders from the website, using a Payment Method ID which will map to the correct Payment Method. If linked with your Finance System, ensure that the “Accounts System Bank/Method ID” set up in this matche

This page will explain the Payment Required Sales Order/Invoice template. On the Sales Order in the Payment Method, if you are using a method that has either Online Pre Payment, Pre Payment, or Payment on Sales Docs ticked. You can see what is ticked in t

image-20201026-094407.png The Pickup Address is only used when you are collecting goods from your supplier and the collection address is different from the address of the supplier. e.g. When your supplier holds stock in a bonded warehouse, the collection

This tab is where you can enter the items you are buying, quantity, price etc. Purchasing Menu1.PNG PO Line Status Status O Outstanding R Receipted Only I Invoiced only C Complete (Invoice and Receipted) X Cancelled Purchase Order - Purchase Order Details

Purchasing Menu1.PNG Initial Header Fields Order Date will automatically default to the current date, this can be changed manually. Warehouse Group - MANDATORY field. Choose the warehouse group from the drop down. Warehouse - MANDATORY field. Choose a War

Purchasing Menu1.PNG This is simply an area where you can free type notes for this purchase order. Purchase Order Notes1.PNG

Purchasing Menu1.PNG When to use this form Use this form if you are purchasing goods from your supplier that you will re-sell to your customers. and ones where you want them to go into stock in one of your warehouses. To start to create the Purchase Order

Purchasing Menu1.PNG This tab is used to add any additional charges to your Purchase Order image-20201026-100933.pngnote These charges must be set up before you enter the received supplier Invoice the purchase These charges must be set up before you enter

This is a read-only list of purchase orders. You can open and edit the purchase order by clicking on the Order Number. Product Maintenance PO1.PNG By default, this will only show Outstanding Orders however this can be changed by unticking the ‘Show Outsta

Introduction The purpose of this service is to allow a third party warehouse to retrieve Purchase Orders from Vision Commerce, this is a “pre-advice” to the warehouse of stocks which have been ordered which will arrive at the warehouse. The warehouse then

You can view all the price lists that this product is part of, or not part of using this tab on the product setup, and if it is not on a specific price list then you can add it through the ADD PRODUCT option on the main menu. Product Maintenance Price Lis

Everything you need to know about how price lists work is contained in the information below Annotation 2019-10-29 130555.jpg We have a pricing structure which all sales orders utilise when working out the price for a product. The flow diagram on the left

Overview Purchase Orders are input on to the system with different products, and product costs. Sometimes the cost specified on the order, is actually different to the value invoiced by the Supplier. In this instance, in the ‘Purchase Order’ window unde

Version 2.14.8 Release Date 02/10/2019 Other Application Requirements Warnings or Notices Issue key Summary Issue Type Affects Version Component/s Description Linked Calls Configuration Needed Licensed Module VC-1993 BI Enquiry 309 - Stock Valuation (En P

This page covers everything in the Processing menu on the Purchase menu tab- the Authorisation of Purchase Orders, Receiving of Purchase Orders, Stock Invoicing of the PO and Purchase Freight Invoice. image-20230406-090355.png Before you read the informat

This section allows you to do things with the stock you have, not editing the records like you can in maintenance but you can freeze, reserve stock from this menu. image-20220323-114159.png A mixed case (sometimes known as a BOM (Bill of Materials) Produc

This group covers the process after you have created a sales order or RMA, each icon in this group has further detailed information below. image-20220323-105820.png However, some items in this menu require their own pages as there is too much information

Producer The producer is stored against the product and is the manufacturer or producer of the item, we use this in web extracts as well as optionally on the Report Manager Purchase & Sales Document templates. In addition, it will be reported on many of t

Introduction The purpose of this service is to allow a third party warehouse to retrieve product information, only new products or products recently edited will be returned. This is typically called just before/after the Goods Received API data is retriev

This section deals with the product creation and maintenance, all the fields within the product form, what they all do and how you can use them. There is a considerable amount of information in this section so you can use the quick links below which take

tempsnipro.png Commodity Codes Commodity codes are the WTO code for a product and are used throughout the world for imports and exports. We utilise a simplified approach for this within the system however you are able to use the full codes if you so wish.

This page is used to provide you with the ability to link from your product codes to the codes your customers will use when placing an order. When should this be used Only where your customer is using their own product codes then you can opt to enter the

When entering a back to back order, we have to generate a purchase order for the sale you are about to make, a new tab appears on the menu which you need to complete before you save the sales order. ex 5 .png The information on this form should be similar

This tab deals with Purchase, allocation and default sales price. Links to the sections on this page are below : Links to other tabs on the product form Introduction and Header Product Maintenance Purchasing Pricing1.PNG Ungrouped Items EAN /UPC Record th

This feature allows you to add rebate information into the Commerce system. You can then apply a rebate to a product using the Customer → Products form which is linked here Products (Customer) image-20240222-085158.png Rebates are added to the stock movem

The ability to reprocess warehouse goods received entry after it has initially failed because the reference could not be found in the system. Receipt Exception1.PNGnote Traffic light colouring system: PA line we can match, green Taken a guess based on pro

This page covers everything in the Processing menu on the Purchase menu tab- the Authorisation of Purchase Orders, Receiving of Purchase Orders, Stock Invoicing of the PO and Purchase Freight Invoice. image-20230406-090355.png Before you read the informat

Replenishment POP allows users to quickly and easily create purchase orders for products needing to be replenished. tempsnip06.png You can either search the ‘Product Code’ by entering the details into the top tab as shown or by the ‘Product Description’ i

This option can be accessed in the ADMIN menu and is the third option in the frequently used group. tempsnipBI.png Report Layout When opened this form will present the user with a number of options which allow the user to select which template to use for

This tab shows a list of all Stock that is stored in Paid Reserve and Unpaid Reserves for the selected customer. Reserve Stock image-20230317-105839.png Unpaid Reserves This section will show the stock that is reserved for the selected customer, however,

Forgot your vision suite logon credentials this is how to reset your password You should goto the address Vision Live Hub http://hub.visionlive.cloud Use the “Forgot Password” option image-20210726-081834.png

The RMA Entry module was introduced to replace the existing sales order returns credit option to provide a more robust and auditable process when you have to issue a credit note to your customer. RMA = Returns Material Authorisation -> Product Returns ->

The RMA Entry module was introduced to replace the existing sales order returns credit option to provide a more robust and auditable process when you have to issue a credit note to your customer. RMA = Returns Material Authorisation -> Product Returns ->

Many warehouses provide unique numbering for all the stocks they receive, this can be called the lot number, batch number, receipt number, pallet number, or rotation number. We call this the rotation number, and we use this to indicate this unique identif

This section of Maintenance will be used in orders. tempsnipsales.png Surcharges are used to add additional charges to a Purchase or Sales Order. Surcharge1.PNG Select between Sales Order or Purchase Order Order Type that the Surcharge is to be used again

The sales screen is split into two halves, on the left the product search / entry, on the right the sale. image-20201103-143851.png The product search layout options are configured in the settings screen, products can be displayed in a list, or in a grid

Everything related to selling stocks to customers is covered in this section, from the development of the sales order to processing it so that it is ready for invoicing. You will be provided with the menu options when you choose "Sales" from the main menu

This tab shows a read-only list of all Sales Orders associated with the current Customer. Sales Orders image-20230320-064843.png By default, this list will show all the ‘Outstanding Sales’ Orders, but you can also see the Sales Orders with all the other s

This feature was added to the system to help with larger companies where they were finding salesmen were holding stock through sales orders for their clients whilst leaving nothing available to sell for other teams or sales people. note This does not need

This option is accessed through the ADMIN menu and the second icon on the frequently used group. tempsnipBI.png Reports Using Reporting Dates Many of the transactional reports within the Business Intelligence use a start and end date in order to give you

The first time you login you’ll be directed to the settings screen as it’s imperative to set the options (especially in the ‘Config’ tab) before using the software. This can also be accessed from the button in the sales screen: image-20220112-114641.png S

This article explains the basic steps of setting up a new warehouse where you want that warehouse to be used for customer reserves. What is a Reserve Warehouse? This is when you sell goods to your customers but you continue to look after the goods in the

This is a read-only list of Sales Orders. To open the Order click on the icon within the first column of the grid. Product - SO tab1.PNG By default, this will only show Outstanding Order however this can be changed by unticking the ‘Show Outstanding Only’

What is on this page Vision Suite Launcher You will be required to download Vision Suite Launcher, this is a windows application and is used to maintain your Commerce application to the latest version. Vision Suite Launcher - Latest Version https://hub.vi

Functions in this section are designed to assist you with sales orders in relation to stock used, allocated or admin work you need to undertake to ensure the sales order is fulfilled EP Maintenance Purpose This feature was added to assist you when you rec

This options should only be used by experienced users as it allows you to adjust the landed values of stock within the system. Every time stock arrives on the system we create a stock record for the new entry, this has values associated with it, so if it

This shows details of the individual rotations or batches of stock you have in each warehouse. All fields are read-only. Product Maintenance Stock Info1.PNG You would need to click on the Warehouse to show the stock records Product Maintenance Stock Info2

The Stock Invoice screen shows any Purchase Orders which we’re waiting to receive the supplier invoice for, when this has been received and recorded on the system the Purchase Order will be removed from this screen. Finding what is outstanding Invoicing1.

Stock Movement postings keeps your balance sheet up to date with postings for stocks arriving and being sold as well as accruals for goods received. These postings are optional and if you are wanting the system to maintain your accruals then this is the o

Overview All stock movements in Vision Commerce are logged in the database. These movements are available to view in the ‘Stock Movement Enquiry’ window and give a detailed breakdown on the costs associated with each movement (Stored in GBP). Stock Movem

Purchasing Menu1.PNG The tabs in this section cover the creation of the purchase order (PO). This section covers the initial purchase order form and creation of a purchase order. If you are receiving the stock or the invoice then you should be looking at

Overview The stock cost can be adjusted in the ‘Stock Cost Adjustment’ window under the ‘Stock’ menu in Vision Commerce. If the cost of a stock record is changed, a message is sent through to the finance system as soon as the ‘Save’ button is clicked in

You can adjust the existing stock record in the system, and this feature will also create a new stock record manually without the need for a purchase order. This option should only be used by trained and authorised users of the system. Use with caution. A

Introduction This API used to POST a stock snapshot at rotation level to the account holder, allowing Vision Commerce to notify users of discrepancies between the two system, so they can fix them early therefore ensuring successful integration / message f

Other applications developed by us which are separate to Commerce with direct integration.

Suppliers are used for Purchase Ordering and to identify who you purchased from. Also, we can use this information when posting to the finance system. Finance System Posting Information added to a new supplier will post a new supplier account in your fina

In this section, you will find the following tempsnipsyscon.png All items in this menu should be restricted to only administrator users, changes made here will have an immediate impact on the system and once changed anything affected will not be able to b

image-20230426-100947.png The System menu has a single group of options in it - “System Settings”. All items in this menu should be restricted to only administrator users, changes made here will have an immediate impact on the system and once changed anyt

Header Menu.PNG Top Left Drop Down Menu This drop-down menu will be visible on the top left side of the application header menu and it’s highlighted in red colour. When clicked it will provide the, Search options that include navigation and a search filte

Allows your website to pass a username, password and client_id to obtain an access token and a refresh token. The access token allows the site to interact with our API services (for a period of time) without using the username and password at all. When

When you perform a transaction a posting to the finance system will be made Customer Add / Edit Supplier Add / Edit SOP Documents Invoice / Credit creation POP Record Supplier Invoice POP Record Freight Invoice CREATION Create messages are sent to Sage wh

This tab shows the Accounts Transactions for the current Customer. note This feature can be unavailable for some accounts system, If so you will be presented with the following message → “This feature is unavailable for the accounts system you have config

Here you will be able to view the documentation showing all changes that have been made to Vision Commerce. The documents list details of bug fixes, improvements and new features that have been implemented in order to enhance the way that Vision Commerce

Release Date 17/06/22 Other Application Requirements Warnings or Notices EDI File Specification Changes Template ID Name Modification Sales Order Payment Method fields can be sent to the warehouse where the warehouse support payment on delivery Sales Orde

This is a licensed module and there is a small monthly charge for this feature in order that we support and maintain it for the future. Introduction Allows new customer records to be posted to Vision Commerce to be created, also supports updating existing

This is a licensed module and there is a small monthly charge for this feature in order that we support and maintain it for the future. Introduction Allows new customer records to be posted to Vision Commerce to be created, also supports updating existing

License Module This is a licensed module and there is a small monthly charge for this feature in order that we support and maintain it for the future. Introduction Allows new order to be posted into Vision Commerce. Request Action : POST URL : http://<pat

License Module This is a licensed module and there is a small monthly charge for this feature in order that we support and maintain it for the future. Introduction Allows new order to be posted into Vision Commerce. Request Action : POST URL : http://<pat

Introduction The purpose of this service is to get price list from vision database. Price List There is also a web price list extract. If you want to add the product but you also want to have different pricing for different customers, then the web price l

Introduction The purpose of this service is to get producer image from vision database. Request API GET : https://<pathtoapi>/ProducerImage # sample : http://test.ontechsolutions.net/visioncommerceapi/ProducerImage?producer_code=ESD http://test.ontechsol

Introduction The purpose of this service is to get producers information from vision database. Request API GET : https://<pathtoapi>/producer # sample : https://your.domain .com/Producer?producer_codes=TP,OTS note This API needs to be authenticated ( p

Introduction The purpose of this service is to get product image from vision database. Request GET : https://<pathtoapi>/ProductImage # sample : http://test.ontechsolutions.net/visioncommerceapi/ProductImage?product_code=CHABLIS http://test.ontechsolutio

Introduction The purpose of this service is to retrieve information stored relating to products. Request API GET : https://<pathtoapi>/product # note This API needs to be authenticated ( pass header parameter Authorization : "Bearer "+AccessToken ) htt

Introduction The purpose of this service is to get stock availability from vision database. Request API GET: https://<pathtoapi>/StockAvailability # note This API needs to be authenticated ( pass header parameter Authorization : "Bearer "+AccessToken )

Introduction The purpose of this service is to get tasting notes from vision database. Request API GET: https://<pathtoapi>/TastingNotes # note This API needs to be authenticated ( pass header parameter Authorization : "Bearer "+AccessToken ) https://v

Version Number 2020.0.0 Release Date 01/06/2020 Other Application Requirements Warnings or Notices This is the cloud version of Commerce. It is not a standard upgrade from previous versions of Commerce. Issue key Summary Issue Type Affects versions Descri

Version Number 2020.0.2 Release Date 20/06/2020 Other Application Requirements as per v2020 Warnings or Notices Issue key Summary Issue Type Fix versions Description Linked to VC-2354 API SO - Price length Bug 2020.0.2 When submitting an order (from Insig

Version Number v2020.0.3 Release Date 28/07/20 Other Application Requirements Warnings or Notices ID Summary Issue Type Description Linked to VC-2382 BI Enquiry 309 Report Add the producer information to the report RFC-727 VC-2423 SO allocation - rotation

Release Date 19/08/2020 Other Application Requirements Warnings or Notices ID Summary Issue Type Description Linked to VC-2458 Bi Enquiries - Stock Value and Cost of Sales Report 5 Additional Reports have been added 326 Stock Value Snapshot by Warehous

Version Number 2020.0.5 Release Date 27/08/2020 Other Application Requirements Warnings or Notices ID Summary Issue Type Description Linked to VC-2465 POP document - Discount alignment Bug The labels have been shifted right to show the discount label but

Version Number 2020.1 Release Date 12/09/2020 Other Application Requirements Warnings or Notices VC990 below - customers should check that the codes we are changing fit in with what they are using them for, although these are default customers DO change t

Release Date 09/10/2020 Other Application Requirements Warnings or Notices ID Summary Issue Type Description Linked to VC-2530 BI Enquiry 700 Report The following fields have been added Account Manager name Associated SO column Currency RFC-714 VC-2531 BI

Release Date 23/10/2020 Other Application Requirements Warnings or Notices UID Summary Issue Type Affects versions Description Linked to VC-2480 Customer sales period summary comparison Report 2020.0.5 Creation of an additional BI report based on the Cust

Version Number v2020.2.1 Release Date 13/11/2020 Other Application Requirements Warnings or Notices UID Summary Issue Type Affects versions Description Linked to VC-2596 Stock snapshot - long rotations Issue 2020.1.1 If a Rotation Number is too long it ca

VC 2020.3.2 (05/02/21) UID Summary Issue Type Description Linked to VC-2695 SOP - Excise Paid warning Issue No warning is shown that the Excise Paid flag has changed to Yes when a duty paid delivery address is chosen. VSUP-17137 VC-2515 VC-2654 PO - Sorti

The following issues were resolved in this release UID Issue VC-2781 Interface API Orders - unabel to save the SO VC-2778 Sales Invoice - Mixed Products VC-2777 SO - Line discounts VC-2776 SOP - Previous orders products not appearing.

Release Date 01/06/2021 Other Application Requirements Warnings or Notices RMA will replace Sales Order - Returns operations - existing items will be able to be viewed only. If you are waiting on a return then you will need to add it to the RMA module. ID

Release Date 01/07/2021 Other Application Requirements Warnings or Notices UID Summary Issue Type Description Linked to VC-2692 BI 309 - Producer Name Report Report 309 - added producer name to the outputs. VSUP-17159 VC-2492 Allocation and submission aut

Released 19/07/2021 The following issues were resolved excellar orders being placed on hold for insufficient stock unable to select the proforma check box proforma values reverting to original product price values.

Release Date 12/08/2021 Other Application Requirements Warnings or Notices UID Summary Issue Type Description Linked to VC-2854 BI enquiries - producer in 309 & 310 Report The producer has been added into BI enquiries 309 and 310. RFC-852 VC-1420 Stock tr

Version Number 2021.4 Release Date 20/09/21 Other Application Requirements Warnings or Notices UID Summary Issue Type Affects versions Description Linked to VC-2914 Customer invoice template Report 2021.2.1 A customer's own template needs a hard coded apo

Release Date 12/11/2021 Other Application Requirements Warnings or Notices UID Summary Issue Type Affects versions Description VC-2976 BI enquiry 305 - costs / prices & unpaid reserves Report 2021.3.0 Report 305 has the following amendments Quantity in un

Release Date 23/11/2021 Other Application Requirements Warnings or Notices UID Summary Issue Type Affects versions Description VC-3016 Stock - availability issue Bug 2021.4.1 Order available shows incorrectly, customers are unable to use all stock due to

Release Date 10/12/2021 Other Application Requirements Warnings or Notices UID Summary Issue Type Affects versions Description VC-3026 Warehouse integration - import realtime (don’t process) Design Change 2021.5.1 The new options added in v2021.5 to contr

Release Date 05/01/2022 Other Application Requirements Warnings or Notices UID Summary Issue Type Affects versions Description VC-3065 Product maintenance - adding to price list Issue 2021.5.2 In product maintenance, if the user doesn’t enter a ‘Qty From’

Release Date 18/01/2022 Other Application Requirements Warnings or Notices UID Summary Issue Type Affects versions Description VC-3074 Stock transfer - divide by zero error Bug 2021.5.3 Divide by zero error displayed when clicking on Open Purchase Order f

Release Date 24/01/2022 Other Application Requirements Warnings or Notices UID Summary Issue Type Affects versions Description VC-3099 Product maintenance - error saving Bug 2021.5.4 Error message 'Case build is mandatory' displayed when saving a product.

Release Date 07/02/2022 Other Application Requirements Warnings or Notices UID Summary Issue Type Description Linked to VC-3116 Order entry - speed Issue A fix to the speed of the SO entry of lines to prevent the application hanging for customers with a l

Release Date 22/03/2022 Other Application Requirements Warnings or Notices UID Summary Issue Type Affects versions Description VC-2431 Online card payments New Feature 2020.0.3 We have integrated Commerce with payment providers Lloyds & Stripe to allow yo

Release Date 25/03/2022 Other Application Requirements Warnings or Notices Speed issues with the sales order screen were addressed in this release.

Release Date 05/04/2022 Other Application Requirements Warnings or Notices Bug Issues only ID Changes made to 3180 SOP Price List Change When selecting another price list group in SOP line items, the user is asked if they wish to update the existing lines

Release Date 12/04/2022 Other Application Requirements Warnings or Notices Bug Issues only ID Changes made to 3193 Transfers are failing to automatically deliver, a similar problem to 3176 fixed in the previous release for standard sales orders.

Release Date 06/07/2021 Other Application Requirements Warnings or Notices Most items in this release were compatibility with quickbooks EDI File Specification Changes Template ID Name Modification New Features Other Release Notes ID Summary Issue Type De

Release Date 15/12/2022 Other Application Requirements Warnings or Notices Roll up of .10 and .11 releases as they were too close to Christmas to implement EDI File Specification Changes New Features Other Release Notes UID Summary Issue Type Description

Release Date 27/07/2022 Other Application Requirements This contains notes from a number of earlier releases which did not have their own seperate notes. Warnings or Notices New Features Nothing new Other Release Notes UID Summary Issue Type Description V

Release Date 05/08/2022 Other Application Requirements Warnings or Notices EDI File Specification Changes Template ID Name Modification Other Release Notes ID Summary Issue Type Description various Quickbook API Integration fixes Issue Credit note - poste

Release Date 12/10/2022 Other Application Requirements Warnings or Notices EDI File Specification Changes New Features Other Release Notes UID Summary Issue Type Affects versions Description VC-3339 SOP - price when changing customer Change 2022.2.8 After

Release Date 31/01/2023 Other Application Requirements Warnings or Notices New Features UID Summary Issue Type Description VC-3350 Dashboard New Feature Integration of a new dashboard to Commerce, displayed to users upon opening the application displaying

Release Date 08/03/2023 Other Application Requirements Warnings or Notices New Features UID Summary Issue Type Description VC-3305 Ordering - BBD New Feature Sales order customers require specific BBD shelf lives on stocks which vary from the Warehouse sy

Release Date 10/04/2023 Other Application Requirements Warnings or Notices EDI File Specification Changes Template ID Name Modification New Features UID Summary Description VC-3306 Replenishment POP Using the existing replenishment enquiry a new menu opti

Release Date Other Application Requirements Warnings or Notices This is for the new alcohol duty system due 1st August EDI File Specification Changes Template ID Name Modification New Features UID Summary Issue Type Description VC-3491 ADR - Alcohol Duty

Release Date 16/06/2023 Other Application Requirements Warnings or Notices EDI File Specification Changes New Features Other Release Notes UID Summary Issue Type Affects versions Description VC-3527 Analysis code maintenance screen Bug 2023.3.0 An error a

Release Date 15/07/2023 Other Application Requirements Warnings or Notices EDI File Specification Changes New Features UID Summary Issue Type Description VC-3539 ADR - easement HMRC Incorporating the alcohol duty reform easement until end of February 2025

Release Date 16/01/2024 Other Application Requirements Warnings or Notices EDI File Specification Changes New Features Other Release Notes Summary UID Issue Type Affects versions Description Warehouse integration - cancelled but picked order / lines VC-36

Release Date 05/03/2024 Other Application Requirements Warnings or Notices EDI File Specification Changes New Features ID Summary Type Description VC-3612 Brand rebates New Feature Rebate groups now exist in the system allowing you to store a brand rebate

Release Date TBC Other Application Requirements Warnings or Notices EDI File Specification Changes Template ID Name Modification New Features UID Summary Issue Type Description VC-3615 Minimum Order Quantity or Value New Feature At order entry - when the

Vision Commerce is a sales order management and stock control system, whilst we have designed this with the wine and spirit industry requirements as a key element, this can be used in many industries for many different types of items. There are also a num

Warehouse Documents deals with information coming back to you from the warehouse, this is in the form of XML either run files or taken directly from the warehouse system at periodic intervals. Inbound Information Frequency Explanation Goods Received fro

image-20220323-092431.png Within the EDI details, there are settings that control how the interactions with the warehouse occurres. These are defined within the Push and Pull Sections. Push has the 3 options. The ‘Not submitted' option will not submit the

tempsnipwhg.png As this menu only has a single group “System Settings” all the information is contained on this page All items in this menu should be restricted to only administrator users, changes made in here will have an immediate impact on the system

A warehouse is where you store your stock in Commerce, warehouses can be real or virtual they are simply a way to group your stock in one area. e.g. You may have stock in a warehouse, in the office, with the salesmen. Each one of these should be in a sepa

The warehouse submission screen allows you to send information to the warehouse via EDI file or through the API (this depends on your warehouse) in this section Normal Operations We can send Sales Orders, Pre-advices, and product codes to the warehouse, o

You will be able to use the warehouse xml service (commonly known as EDI - Electronic Data Interchange) if your warehouse supports this, some warehouses only offer partial support for some of the information which can be sent or received. What can be sent

You will need to use this page if you are storing paid reserves for your customer in the warehouse that you control. They are then known as a Reserve customer. You would specify the reserve warehouse account code that this stock is held in (this is set up

The web extract can be run manually or you can schedule this to run automatically one time per day. This will produce a number of files for your website which can either be downloaded locally to your own system or if you provided FTP details we can send t

Description This is our most basic web integration solution where we provide you with a CSV extract which you can use for loading into your web site License This is a licensed additional module which can be activated within Vision Commerce. In order to us

Vision Commerce has a number of options available to assist with integration with your website. note There is a cost to all of the options available, this is due to licensing, resource changes which are required or just the general supply and upkeep of th

The menu options for enquiries and reports appear on most of the menus across all the different areas, they can be accessed using the drop-down options and you simply select the enquiry or report that you want. Annotation 2019-10-30 134255.jpg image-20230