Are you or your staff having trouble remembering to select the right Stock Location during operations? You can now tell Vinsight your preferred Stock Location when creating Winery or Packaging Operations, and it will be filled in for you every time you create a new operation automatically. The next time you go to create an…
Wondering where to review your yield numbers? Go to the ‘Where Is It Now’ tab on a Harvest Entry or Bulk Receival to view a summary of where the product from that entry has ended up and to view your yield as a percentage.
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. . .
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…
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…
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…
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’…
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…
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…
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…