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VCIS
This screen will be used if you are using the VCIS module for your company. This screen would be used to add or edit customers and users.
Customers
The expand section below provides additional information about the customer setup, you need to authorised the customer first prior to adding the users which you then associate with the customer
Customer tab
You set up a customer and which template that customers will use.
Customer Code, Site Code, and Template (Trade, Private or Bespoke Private);
Trade
Private
Bespoke Private
If you don't click on Save and click on the tab 'Users', the system will ask if you wish to save. If you don't save this, you will not be able to add the customer to any users.
Users
Each user setup requires an email address, this provides your customer with access to the system as well as a place where the system can send emails to.
User Options
Launch VCIS - You are able to launch VCIS from this screen. This will launch the VCIS webpage - If the user has multiple templates this will ask which template you wish to log in to. Please note you will not be able to save and submit sales or purchase orders if logged in via the launch option. It's for enquiry purposes.
If the user is locked, you can Unlock them by clicking the Unlock button, you would need to save these changes before closing this screen.
Users tab...adding a new user
Adding a New User
Enter the Details in the top row where it states 'Click here to add a new row'.
Once you have entered the details for the user, press the tab on the keyboard.
This will insert the record into the grid below at the bottom of the list
Once User is Added
To add the customer to the user you will need to click on the button Customer, this will open a new window.
In this window 'Customers',
You will need to add the Customer Code that you would like the user to have access to within VCIS.
You will need to set the admin rights for the user for the customer.
You will need to select the Web Template - Trade, Private or Bespoke Private.
Once you have completed you will need to click on Save and this will return you to the Users screen.
Once you have completed this, click on Save to save all the changes.
Customer Roles
A user needs no roles to enter anything which is an Enquiry or Reporting and the ability to view\create condition reports.
A user can also enter a Pre-Advice with limited functionality.
More explanation about customer roles
There are three main roles listed below:
Role | Details |
|---|
Maintenance | You require this functionality to add/edit suppliers or add transporters. So anything which requires a change or addition. Without this, a person can only use existing transporters or suppliers. It has access to the reports, Enquiry, Condition Report, Duty & VAT, Archive stock, Report menu. Only has permission to create supplier & transporter under Goods inwards. No option for accessing Pre-Advice under Goods inwards. No Goods Outwards Menu. |
Sales Order | The ability to enter or amend a sales order. It has access to the reports, Enquiry, Condition Report, Duty & VAT, Archive stock, Report menu. Customer account information & contact can be managed, has an option for the 'Account' icon when clicking on the user. |
Administrator | Maintain users, schedule EDI, also archiving suppliers When clicking on 'User' an option listed 'Admin' icon(Has Schedule EDI Customer reports, User accounts, Archive the suppliers) to manage the user. For more info, You can go through with our wiki Admin It has access for the Goods Inwards menu with permission to create and view the details of Pre advice, transporter, and supplier. It has access to the reports, Enquiry, Condition Report, Duty & VAT, Archive stock, Report menu. Only we can view the sales order details, No permission for the creation of order under Goods Outwards menu. Has permission for Creating address book under Goods outwards Menu. Customer account information & contact can be managed, has an option for Account icon when clicking on the user. |