Email Templates and Signatures
You can now create and use templates and signatures for emails composed within Vinsight, saving you time and reducing mistakes. For more information on how to use and set them up, head over to our documentation site.
Setting Standard Cost Simplified
Setting the standard cost of finished product is now easier. Packaging is a critical control point in costing, so we’ve always enforced you to review costs at this point. However, you no longer have to manually enter the calculated standard cost into the stock item. Once reviewed, simply click the ‘Use as standard cost’ button. This…
New Premises
It has been a few months since we moved premises to the Level One Business Innovation and Growth Hub and we have been loving being here. Level One is located on the Devonport Wharf, conveniently just a ferry ride away from the Auckland CBD. We are lucky enough to share the premises with a number of other…
Sorting Lists
List views in Vinsight are now sortable by Column Headers. Simply click on the column that you want to sort by and the list will be sorted by that column in ascending order. In the following example, the ‘Customer’ header in the Sales Order List has been clicked to sort the list into alphabetical order.…
New Mobile Menu
You may have noticed some changes to the menus when accessing Vinsight from a tablet or phone. We have a new ‘mobile’ menu which you can show or hide as you wish. The menu is initially hidden so it doesn’t overwhelm the screen space available. This makes it easier to access the substance of the…
There’s no accounting for good taste
The saying is that “there’s no accounting for good taste“, luckily however this is not the case for wine where Vinsight plus Xero can offer exactly that. Perhaps more explicitly we are offering Accounting for Good Wine. Xero is an online app that offers an accessible, well priced and well designed accounting platform that when…
Audit Trails
An audit trail gives you a visual picture of the operations carried out on a particular batch or tank. This is a very clear and easy way to view and track the flow of production through to finished items. The following example shows the path of a particular fruit receival from crush, through blends and…
Syncing Payment and Currency Data from Xero
Ensuring your payment information is kept up to date in Vinsight is important for credit control purposes, as it ensures your sales staff have up to date information regarding the state of a customers account. It is also essential if assessing either your WET or Sales Tax on a payments basis. You can sync your payment…
Charge Through Billing
If you sell to large chain stores, such as supermarkets, you can easily bill that customer’s head office. Our new “Bill To” option in the ‘Delivery’ area of a Sales Order enables you to do just that and you can save a default “Bill To” for each customer.
NEW: Currency Conversion and Billed To for Orders
Vinsight provides you with fully automatic currency conversions for any order that is created using a foreign currency. When you write an order using a foreign currency, Vinsight automatically looks up and saves the exchange rate for the order’s day: Our exchange rates are sourced from openexchangerates.org. If you post an order to Xero, Vinsight will take the exchange…