There is a link to each section below
however some pages require a more detailled explananation and have their own pages below
API Shipping Method
Used when using the posting Orders from the website, using a Shipping Method ID which will map to the correct Carrier.
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 extract purposes.
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
used to edit or create Banks Accounts that are linked to the Customer on the Customer Maintenance screen (see the 📈Customer page) to show which account your Customers will be paying into.
The Short Name, Account Number, Sort Code, Swift BIC and IBAN information entered here will show on Invoices generated the Customer (depending on your Customer set-up).
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
used to set quick outcome descriptions against your notes in the Customer Contact Maintenance screen
Delivery Service
is specified for each order. This should be based on the delivery options offered by your integrated Warehouse.
You cannot change a Delivery Service Code once created so contact your warehouse to see what options they provide before creating the Delivery Service.
Packaging Maintenance
identifies how many bottles/singles that can be packed for a specific Carrier.
For example: Standard packaging can hold a maximum of 15 bottles. On the order there are 25 bottles. This means we would need 2 sets of packaging for this order.
Standard Packing uses per Singles
Freestyle Packing uses per Litres.
The Packaging Description field is mandatory
Price List Groups are used to manage the Price Lists.
All Price List must belong to a Group. A Price List Group can multiple Price Lists associated with it.
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.
The product group is a mandatory field and all products need to be in a product group. Even if you have a single group for everything, you have to fill this at the time when you enter a product onto the system.
This also allows you to control a number of other aspects for the product group such as :-
Whether to include on costs for this product in the margin reports
If you want to exclude the product group from the price list e.g Internal or marketing products
When you use the parcel carrier module, are items in this group fragile.
Whether the sales team will have items in here apportioned, this stops a sales team from over holding or over selling a product.
Enabling whether a rotation number is mandatory at the time of entering an order e.g. fine wines, specific batch control.
The minimum fields that need to be entered on this screen are Code & Name
Cost of Sales Accounts / Default Nominal Stock Account |
|---|
These items are only applicable if you are using PRODUCT analysis posting to your finance system, this is not a standard option. If you use this option you need to ensure that these fields are populated and that the codes exist within your finance system |
Further Reading / Explanations
Field | Details |
|---|---|
ON-Cost | These are the costs of receiving the goods into the warehouse, so it will include items such as Freight+Insurance+RH&D+Delivery |
Forecast | Type and Value - Used for budget, there are reports marked as “core” these include regular products you sell non core would be for non stock or non saleable items. The value shown is the forecast for this product type for the financial year. |
Sales Team Apportion | All the products in this group will have their Stock Availability apportioned by default. |
Product Styles
used for reporting and extract purposes and are assigned to your Products
The minimum fields that need to be entered on this screen are Code & Name
Product Types
used for reporting and extract purposes and associated with your Products
The minimum fields that need to be entered on this screen are Code & Name
Nominal Ledger Prefix, Suffix, Sales Account Code, Cost of Sale Account Code and the Delivery Account Code
As these codes will be used in postings to your Finance Software, care should be taken when setting this up or changing them.
Promotion Reasons
used on the Sales Order to select a Reason for the Promotion.
The Reason is mandatory but the Nominal Code is optional
Product Variants
used for L-WIN products and for reporting and extract purposes.
Region Maintenance
allows you to set up defaults for reporting and extract purposes based on a product’s region
Values entered for Insurance or Freight will override the values on the Country screen. If this screen is blank, Commerce will use the values against the Country
The Region Years tab shows information relating the to current Country and Region for each year.
The Notes tab is for any general information you might want to record here. Just start typing in the field and click Save to record the changes you have made.
The History tab records an audit of any changes made to the region.
The Country must be set up in order to create a Region against it.
Region Year
is to create scores for the Region on a Yearly basis and used for website integration and reporting purposes.
You must have a Region set up to create a Region Year against it.
Year, Region and Drink fields are mandatory on this screen.
Shippers
used in Vision Commerce if the Purchase Order requires transporting goods by sea, land, or air.
The Shipper is used in Commerce if the Purchase Order requires transporting goods by sea, land, or air.
The minimum fields that are required Code, Name, VAT Code, Currency, and Nominal Code.
If you wish to use the POP Documents you need to complete the email information and select to send this by email to your shipper.