Admin

Admin is one of the few options available in the VCIS User Profile(Top right side of the screen). Using the Admin option you can Schedule EDI, create and maintain User Accounts, and Archive Suppliers.

Let’s learn what each of these options is for:

1 Schedule EDI
2 User Accounts
3 Archive Suppliers

Admin

Schedule EDI

You can schedule EDI customer reports using this option.

Click Add New button to add a new report in VCIS.

Select which report you want from the ‘Report’ dropdown menu. (For example, Goods Received, Held Orders, Order Transaction Audit, etc.)

Select how you would like to receive the report using the ‘Distribution Method’ dropdown options.

The ‘Period Description’ menu is used to select how often you prefer the report. Whether you need the report daily or weekly, etc.

You can use the Toggle buttons to select one or more formats in which you prefer to receive the report. Based on the report you choose, the File Type options provided can be varied.

Turn the Toggle button ‘Active’ on to receive the scheduled EDI report.

After selecting the options, you can click the Save button.

Now you can view the saved entry on the Schedule EDI main page. You will be provided with a Report Schedule ID. You can change the values given in the field by clicking the entry anytime.

User Accounts

In this screen, you can view a list of existing user accounts. At the top of this screen, you have a toggle button to filter the Active and Inactive accounts. On the top right side, there is a button to add a new user.

Maintain Existing User Accounts

Click on the user account entry to edit the existing user info.

In the User Info area, you will be provided with Toggle buttons to make the user active/ inactive and suspended.

In the log-on information area, the user’s last log-on date and IP address will be displayed.

Click the “Next” button to go to the customer details page specific to the user.

There are dropdown option fields where you can select the Customer code, Site code, and Website they can access. You can tick the checkbox against the customer’s role(Administrator, Maintenance, and Sales Orders.

Buttons for editing and deleting the customer entries are provided. To save the customer you can click the edit button, and then click the save button that appeared after that.

If there are any scheduled EDI reports set up for the customer, you can view them by clicking the green coloured button beside the delete button.

Add New Customer

To add a new customer click the button “Add New” on the top right side of the screen.

Give the existing user email ID and Click the “Next” button, Now add user details as mentioned above and save the entry.

Archive Suppliers

This option is used to archive the suppliers that are no longer needed.

You have the option to search for a supplier using filter options and can use the “Archive Supplier” button to remove it from the list of suppliers.

or you can select one or more suppliers from the list given below by ticking the checkbox and you can click the “Archive Supplier” button to make it archived.