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…
We have just released a new workflow designed to help you easily transfer stock between multiple locations within Vinsight. Read more about it on the new documentation page.
Every now and then, a delivery or group of deliveries can cause a headache. Over-delivered by mistake? Not sure if an order is complete or not? Overdue stock has resulted in a backlog of unfulfilled orders? There are several places in the App, that can help you untangle these issues. Single Order If the issue relates to a…
Do you use Invoice Financing or Factoring to provide cash flow to your business? Vinsight makes it easy to give your Finance Provider all the information it needs. You can export copy-invoices into a single pdf with the simple click of a button. You can also export the same invoices in an excel file, complete with your…
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.
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…
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…
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…
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…