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.…
Create, customise and and save your favourite reports without having to re-populate filters and parameters every time. Every business is unique and the information required by each can vary greatly. As we are continuously allowing for greater customisation in our reports, we have now added a feature to enable you to save those reports you…
A recent trip to my local store seeking a last minute gift found me dazed and confused amongst the chillers as a plethora of beers stretched into the distance before me. I was amazed at the sheer number of craft beer options that seemed to have appeared over night. When did we get this…
Peckham’s produce 30 different cider varieties on the family orchard in the Moutere Valley near Nelson, NZ. In talking with Alex Peckham this week, I found out how Vinsight has helped Alex and Caroline’s business grow and flourish in this growing industry of cider production. Peckham’s Cider Peckham’s is a small business who were using paper…
We’ve just introduced some great new Customer Relationship Management (CRM) features that can help manage your customers and sales people. Vinsight now has the ability to record and track interactions with your customers and quickly and easily review order histories. This is great if you are a sales rep about to call or visit an existing customer and…
Responding to demand for an app that does simple inventory and sales management, we are proud to announce the release of our new Sales, Inventory and Logistics App. Historically you had to use our production app to get all the sales and inventory features, but now we have created an app the includes purchasing, sales,…
Vinsight’s cloud based inventory and sales app has just released a great new feature that helps you handle your Wine Equalisation Tax (WET) liability and avoid unnecessarily repeating your data entry along the way. It also helps you handle WET with Xero. Create one invoice and use the data many times Vinsight’s new WET Assessment…
If you are involved with running the accounting side of a winery then you will know how tedious it can be to get an accurate cost of sales and also an accurate inventory valuations for end of month or end of year reporting. Good accounting practice means that you try to align your expenses with…
Recently we have been asking questions. The kind of questions that get to heart of our existence: why are we here, what is the value of our existence, how should we be? I am not really talking about Descartes style existence, but more of the shopping cart style existence. What is it that our customers…