This page contains information on the following topics
Additional Dedicated pages are available for
Currency
used to create new, or view and edit existing Currencies. These currencies are used throughout the system.
Once you have successfully set a unique Currency Name and a Currency Sign you can add Exchange Rates and the date the new rate will be effective from.
When the rates change (normally supplied by the government), add a new rate and the date this new rate will be effective from. The system keeps a log of the previous changes for auditing purposes.
Search for existing Currencies from the Navigation Panel.
The Currency Name must be unique
You can add Exchange Rates to a new Currency straight away but you should NOT try to add new exchange rates to existing currency.
Commodity Categories
Commodity Category Codes indicate the general product type for (S would be a spirit, B would be a beer). This category codes are used on the Commodity Code screen and in other places (to show what types of products are allowed for use by individual Customers for example and on System Delivery Addresses).
Frozen Reason
If you need to freeze stock you will be asked to input the reason, the system comes with a number of “system” reasons which are used for quality, receipting, governmental controls.
This screen is used to create, edit, or view the Frozen Reason. Each code needs to be unique.
You can specify an internal reason as well as a more comprehensive reason for the customer.
QA Held - this operates a sub-system and is used for production goods to QA hold those goods as they arrive into stock until testing is complete. You should not use this check box normally, as any Stock Frozen using the QA Held field will not show up when searching for Frozen Stock.
Normal frozen reasons should NOT have any of the lower check boxes ticked.
Tax Certificate
This is used for the small brewery tax certificates, these are issued to small breweries when they are producing limited quantities of beer and allow tax to be reduced for the products they produce.
As a brewery can supply multiple customers within the warehouse a single certificate is needed which can then be applied to the products that this brewery produce which can be in any customer's account.
This screen allows you to create or edit a Tax Certificate, and an audit trail is provided to show changes to the tax certificate.
You have to add a certificate to the system before adding it to the product, please remember there is a sliding scale for some duties so you need to be accurate with the information you enter into this certificate form.
See Tax Code section below for more details on setting up a Tax Code for Small Brewery use.
Tax-Free Form
Used for diplomatic orders where you are presented with a C426 form or for military use where you are given a C192. This keeps track of the amount of items that the user can have for this C426
This screen is used to create a new tax-free form for tracking order usage
Orders being processed which are Type D (Diplomatic) or Type V (Visiting Forces) require C426/C197 forms to allow those orders to be processed.
This reference is used on the orders in the UB info
Packaging Type
Packaging types are stored for each stock as it arrives and is used on paperwork for many things including environmental reporting, exports, government documents, and clearances.
This screen is used to create, edit, or view the Packaging Types. This is used in the Pre-Advices when receipting the stock.
This is the Type of Packaging that the Stock will be received in
The Packaging Code should be unique
Pallet Type
You can maintain different pallet types in the system and use this to record the usage of pallets during the goods inwards and goods outwards processed.
This screen is used to create, edit or view the Pallet Types.
This is used in the Customer Maintenance screen
Default Inwards Charge - The values that you are adding in this type, can be overridden when you are this type to a specific customer. When used on a Pre-Advice, this generates charges which can then be invoiced in Vision Invoicing 'Goods In' invoices.
Default Outwards Charge - Charges are not generated for using this currently but Goods Out Pallet use can be seen using the 'Goods Out Pallet Usage' Report in VW Business Intelligence Reports.
Default Rental - The changes for the rental of the pallets.
The Pallet Code should be unique
You can find existing Pallet Types by searching in the Navigation Panel under Maintenance. Double click one of the Pallet Types in the list to Edit the details (using the screen shown above).
Unpick Reasons
This is used as additional security controls on warehouse operations, when goods are picked a pick note is produced if they are unpicked and re-picked a new note can be produced, without adequate controls it is possible to double pick.
So to combat this if you unpick you have to enter an unpick reason.
Whenever you wish to unpick items after they have been picked you will be asked for a reason why you are doing this.
This was added to aid warehouses keep a record of who was carrying this function out and why, it helps theft prevention because if you are using paper pick notes, this is still in the warehouse when you unpick and you need to remember to recall it and destroy it, otherwise there is a potential for duplicate picking.
It is a simple form that requires a code and a narrative for the code.
Warehouse Vehicle
If you are using Vision Flex for warehouse picking we need to know the vehicle you are using in the warehouse, what its capabilities are, and its maximum capacities.
You will be requested to specify the warehouse vehicle on the flex system.
This screen is used to create, edit, or view Warehouse Vehicles.
This is used when using the Vision Flex application for picking and put away.
For more information regarding the Vision Flex application please click on the link Flex for WMS
The maximum you can enter in the Reaches Location Height field is 32767
Brand
This is in addition to the description field for a product, you can enter the brand which can be the manufacturer/producer, etc.
This is a single input field, if it exists we will not duplicate the record.
This screen is used to create, edit, or view the Brand.
This is used when creating a product to be used in the system.
You will not be able to have a duplicate of the Brand Name, the name should be unique
Transport
This is used for both incoming transporters along with outbound transporters and stores information and contacts for each transport company which could be used.
This information is shared between all customers in the system as generally, you find they all use the same transporters.
Some information on the form is used for under bond order transporters which are known as “bonded transporters” who also require movement guarantees to move the stocks without the payment of duties
This screen is used to create, edit or view a Transporter (Haulier) account.
If you do not select Inbound (Pre-advice) or Outbound (Sale orders) or both the Transporters will not show for use
Transport Contacts
Contacts for the Transport