Auto Put - Away

Goods Inwards Options

Option	Details
Use Auto Put-Away
Second GR Label	If you would like a second GR label (and it is set up) then this option will print the secondary label at the time of goods receipt. This has to be setup for the specific customer before this can be used.
By Line Charging	At goods inwards, there are two methods for charging, either by the load (receipt) or by the line. If you are solely using the line method then select this to stop the pre-advice showing the receipt option.
Can Split Receipt Lines	This is no longer in use.
Use System Product Table	Where customers do not have their own system product code, you can select this option for the customer, and it allows you to use a generic table which is stored within Vision Warehousing. The table is populated by new products being added, but it allows a central product code and description to be used throughout the warehouse for a product, it can also be linked to using the Livex LWIN system which provides product information for wines and spirits. For more information → https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/710246401
Non-Free Circ Stock Allowed	Businesses are allowed to store non-free circulation stock (by default this will be checked) and Private individuals are not. So you need to uncheck this field if the customer is a private individual. For more information → https://www.gov.uk/receiving-storing-and-moving-excise-goods When unticked, you can not receipt stock which is not in free circulation. Existing stocks will be visible but not available for Orders and show no stock availability. To remove such Stock, you have to temporarily change this option.

Distribution

Stock

Option	Details
Use Batch Ordering	When placing an order it makes the batch field mandatory, it is designed for those customers who do not order by rotation or product code but use the batch number instead.
Batch Ordering Mandatory	When placing an order it makes the Rotation and (if use) Batch number field mandatory.
Email Stock Losses	This enables the customer to be sent any “Stock Loss” reports. VIM can be used as an alternative to emailing the stock losses. VIM is the web based issue manager. EDI will not send the report, if this option is not checked.

Goods Outward Options

Option	Details
Order By Layer	When placing orders, you will be forced to order by the layer quantity (setup on the product) e.g. if there is 8 cases per layer then you can only order in multiple of 8.
Include Held Orders	When placing an order, the stock availability calculation is affected by this option. If you check this option then we reduce the available stock by the amount in held orders. If not then we ignore it. You may have to determine this customer by customer depending on how good they are with their stock control.
Bulk Pick Option	When using the picking screen you have the option to see customers with this option or those without this option. It allows for some additional filtering on the warehouse picking form.
Auto Receipt Transfers to Myself	If you use a Type T Transfer order and you are sending stock from your account back to your account (e.g. Changing the product code) this will auto receipt that transfer into your account.

ePOD

Customer Options

The customer options (tick boxes at the top of the screen) are explained below :

Option	Details
Bonded Customer	If you have a customs or an excise warehouse, it allows this customer to hold stock which is not duty paid. This is a one time setting, you can NEVER change this once the customer is created, it is either BONDED or NOT BONDED.
By Line Charging	At goods inwards, there are two methods for charging, either by the load (receipt) or by the line. If you are solely using the line method then select this to stop the pre-advice showing the receipt option.
Order By Layer	When placing orders, you will be forced to order by the layer quantity (setup on the product) e.g. if there is 8 cases per layer then you can only order in multiple of 8.
Can Split Receipt Lines	This is no longer in use.
Include Held Orders	When placing an order, the stock availability calculation is affected by this option. If you check this option then we reduce the available stock by the amount in held orders. If not then we ignore it. You may have to determine this customer by customer depending on how good they are with their stock control.
Bulk Pick Option	When using the picking screen you have the option to see customers with this option or those without this option. It allows for some additional filtering on the warehouse picking form.
Del Pt. Order Invoicing	If your customer wishes you to raise an invoice for goods being sent to their customer. It requires EDI to be used in order to obtain the prices needed. By default, this will not work unless you set up this option.
Use Batch Ordering	When placing an order it makes the batch field mandatory, it is designed for those customers who do not order by rotation or product code but use the batch number instead.
Batch Ordering Mandatory	When placing an order it makes the Rotation and (if use) Batch number field mandatory.
Has Reserve Customers	When you wish to store stocks within the account where those stocks (rotations) belong to other individuals. Each rotation will have a reserve customer associated with it. Learn how to set it up here → Setting Up Reserve Customers Once selected, this option can not be undone. It is a one-time option.
Archive Customer	As you can not delete a customer from the system the next best option is to archive that customer. It stops any new stocks or products from being added but you will retain all the information for the customer.
Use Standard Printer	This overrides the default printers. This is no longer in use.
Email Stock Losses	This enables the customer to be sent any “Stock Loss” reports. VIM can be used as an alternative to emailing the stock losses. VIM is the web based issue manager. EDI will not send the report, if this option is not checked.
Use System Product Table	Where customers do not have their own system product code, you can select this option for the customer, and it allows you to use a generic table which is stored within Vision Warehousing. The table is populated by new products being added, but it allows a central product code and description to be used throughout the warehouse for a product, it can also be linked to using the Livex LWIN system which provides product information for wines and spirits. For more information → https://visionsoftware.atlassian.net/wiki/spaces/VW/pages/710246401
Non-Free Circ Stock Allowed	Businesses are allowed to store non-free circulation stock (by default this will be checked) and Private individuals are not. So you need to uncheck this field if the customer is a private individual. For more information → https://www.gov.uk/receiving-storing-and-moving-excise-goods When unticked, you can not receipt stock which is not in free circulation. Existing stocks will be visible but not available for Orders and show no stock availability. To remove such Stock, you have to temporarily change this option.
Auto Receipt Transfers to Myself	If you use a Type T Transfer order and you are sending stock from your account back to your account (e.g. Changing the product code) this will auto receipt that transfer into your account.
Fixed Product Dimensions on Receipt	This option should be used with caution - if you do not understand this option then ensure that this is checked for all customers to ensure fixed dimensions are in use. This allows you to carry the singles per case (SPC) figure on each rotation you receipt for a product. The product remains as the master record with no changes allowed. When placing an order the product master SPC is used to calculate the quantity of singles needed which is then applied to each rotation to fulfil the quantity required. This feature is designed predominantly for PRODUCT only ordering via EDI Sales Order XML. Ordering using rotation number is not advised when you are using variable dimensions
Second GR Label	If you would like a second GR label (and it is set up) then this option will print the secondary label at the time of goods receipt. This has to be setup for the specific customer before this can be used.