Keep track of the age of your inventory with our new Stock Aging Summary. This report is found on the Accounting workbench and reports the age of stock that is purchased and sold. This could help identify slow moving lines that you need to address and conversely products that have high stock turnover. Please note,…
Managing stock availability is key to running an efficient, responsive business. If you are on a subscription that supports inventory tracking, Vinsight will ensure this information is always at your fingertips. Whenever you create a Sales Order, Vinsight will check that you have the stock available and, if on a multi-location subscription, whether it is…
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…
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.…
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…
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…
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.
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…
Continuing on with our tax handling in specialist areas in the wine and beverage industries, we have just added a new feature enabling you to calculate your Duties and Excise Tax in a simple and auditable way. This is great news for our wine, beer and spirits customers in the United Kingdom, United States, Canada, South Africa…