New Email Merge Fields
Create customised email templates that include customer and order specific information with our new email merge field options. Using merge fields, the following template / email. . .
Block Negative Stock Despatch Warnings
By default, Vinsight will warn you if a despatch will cause a stock item to have negative units in stock. We hope that this warning is helpful to you. However we appreciate that not all businesses are run the same way and so, by request, we have included a setting to allow you to turn…
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BAM & Vinsight
BAM Wine Logistics is a family owned company specialising in the storage and distribution of packaged wine, fine foods and FMCG products throughout Australia. Vinsight integrates with BAM Wine Logistics to automate the sending of products from their warehouses to your customers, from within Vinsight. To set up a connection between Vinsight and BAM Wine…
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Track Custom Categories in Xero
Xero allows you to track up to two custom sales categories in your invoices. Automatically send category information from Vinsight to Xero to make the most of this feature. In the following example, we track the Vinsight contact category, ‘market’ and the Vinsight product category, ‘brand’, by firstly, setting them up as categories in Xero…
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Struggling With Fractions?
You can now type simple mathematical equations or fractions, such as 1/6, 3*4, 32-3 or 19+7 into ‘Quantity’ input fields in Purchase Orders and Sales Orders and have the result automatically calculated. In the following example, we wish to sell 5 individual bottles from a 24 x 330ml carton Stock Item. We simply type ‘5/24’…
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Shopify & Vinsight
Shopify is a complete e-commerce solution that allows you to set up an online store to sell your goods. It lets you organize your products, customize your storefront, accept credit card payments, track and respond to orders – all with a few clicks of the mouse. Vinsight integrates with Shopify enabling you to track and…
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Lot Code Tracking
You are now able to track different lots of the same Stock Item in inventory, while still selling the item as a generic product. For example, when picking for despatch, you can see that the following order for seventeen cases of Plaintree 2017 Chardonnay is being fulfilled with eleven cases from Lot Code 1 and…
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Managing Customer Pricing
Auto-fill your sales orders with the correct prices for a particular customer, e.g. retail, wholesale, export (the categories are up to you), without having to select from a drop-down list. Doing this will also mark the sales order with the relevant category so you can easily see and check which price was used. (Note: This…
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Divide and Conquer
Customers on our ‘Premium’ subscription can create ‘Divisions’ in Vinsight to enable separate reporting and tracking of business units within their organisation. Such Divisions allow (but do not require) separate connections to separate Xero accounts. Simply assign your Purchase and Sales Orders to the relevant division. . . …
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Managing Errant Customers
Review a customer’s payment history before making a sale. This way you can avoid compounding any debt collection problems by making additional sales to a defaulting customer. When creating a new Sales Order, simply click the ‘Show Panel’ link on the top, right hand side of the page to view the selected customer’s payment history.…
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