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…
Do you regularly deal with overseas customers or suppliers? Exchange rate fluctuations can cause issues and uncertainty for both parties. As a business that sells into many markets, we have to deal with these issues ourselves. We also hear from our customers how difficult and annoying it can be not having certainty regarding expected revenue and expenses. We…
Sales Orders and Purchase Orders now work much better on small screens, for when you are taking orders on a phone or iPad. As you change to smaller screen sizes, each line item in the order will now gracefully collapse to form a box where you can still see all the information. This happens while…
Do your sales staff work on commission? Do you simply want an easy way to review staff performance and sales? We have introduced a new ‘Sales by Sales Person’ Quick Report on the Sales Workbench. You can filter for a date range and which sales data shows, e.g.: a certain product type or customer category. Also you…
Do you have limited availability products that you want to ensure certain customers have access to? You can do this by putting aside an allocation for them that they can draw down as they order. A customer’s allocation will reduce automatically as the tracked product is ordered and despatched to it. If you create a sales…
You may have seen recent media reports advising that Google is now using mobile-friendliness as a factor in ranking search results on mobile phones. As you may be aware mobile phones and iPads are becoming more and more common as people’s primary device for using the internet and apps. Therefore it’s important that your website…
When it comes to invoices, one size does not always fit all. Sometimes you will want to customise the format to suit a particular use or customer. For example you may wish to: Hide discounts; Re-order columns to reflect your style; Create Pro-Forma Invoices; Change remittance settings from your default (e.g. for payment into a…
Google Login You may have noticed that the Vinsight login page now offers an option to ‘Sign in with Google’. If your user name is a gmail address, you don’t need to enter your user name or password any more. Simply click ‘Sign in with Google’, select the relevant Google Account from the list shown…
Being a successful business is a team effort. Having a successful team involves every member contributing and taking responsibility for their part of the business. With the user roles and permissions feature available in the ‘Premium Wine Business’ and ‘Logistics & Warehousing’ subscription levels, it is now easier than ever to give each team member…