Create/Add section

Owned by Sarah Stalley (Unlicensed)
Last updated: Apr 25, 2023 by Shon Joy (Unlicensed)
8 min read

There is a link to each section below:

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 Shipping Method ID which will map to the correct Carrier.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Enter a new carrier by clicking into the empty row at the top of the list.

To use this screen you need to set up the Carriers first.

Analysis Code Group

is used throughout Commerce for reporting and extraction purposes.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Analysis Type and Analysis Captions need to be set up to use this screen (this would normally be done by the Vision Team).

Bank Account Maintenance

This form is used to edit or create Banks Accounts that are linked to the Customer on the Customer Maintenance screen (see the https://visionsoftware.atlassian.net/wiki/spaces/VC/pages/552599586 page) to show which account your Customers will be paying into.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

The Short Name, Account Number, Sort Code, Swift BIC and IBAN information entered here will show on the Invoices generated by the Customer (depending on your Customer setup).

Click the Default For New Customers to have this Bank Account default to all new customers.

You can have multiple Bank Accounts with different currencies set up.

Customer Contact Outcome Maintenance

This is used to set quick outcome descriptions against your notes in the Customer Contact Maintenance. screen

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Delivery Service

This is specified for each order. This should be based on the delivery options offered by your integrated Warehouse.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Packaging Maintenance

identifies how many bottles/singles that can be packed for a specific Carrier.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Price List Groups

These are needed to group together price lists as you can have both standard and promotional price lists at the same time.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Product Group Maintenance

Used to group similar Products together. It is used for reporting, extracts and web site. Click the drop-down below for details.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Product Styles

This is used for reporting and extract purposes and is assigned to your Products.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Product Types

This is used for reporting and extract purposes and is associated with your Products.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Promotion Reasons

used on the Sales Order to select a Reason for the Promotion.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Product Variants

used for L-WIN products and for reporting and extract purposes.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Region Maintenance

This option allows you to set up defaults for reporting and extract purposes based on a product’s region.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Region Year

This option is used to create scores for the Region on a Yearly basis and used for website integration and reporting purposes.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

Shippers

used in Vision Commerce if the Purchase Order requires transporting goods by sea, land, or air.

You can access existing records through the navigation menu (right side) which will allow you to update OR use the Create menu if you want to add a new record.

 

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