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…Details
Customers on our ‘Premium’ subscription can create ‘Divisions’ in Vinsight to enable separate reporting and tracking of business units within their organisation. Such Divisions allow (but do not require) separate connections to separate Xero accounts. Simply assign your Purchase and Sales Orders to the relevant division. . . …Details
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.…Details
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…Details
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…Details
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 is a small business who were using paper for record keeping and processes when they went looking for an alternative. “We were not really complicated in our processes and were looking to upgrade our systems.” Peckham explored other cloud based options but found that although they covered the cidery functions, they weren’t linked to other parts of the business process. They needed a flexible system to accommodate the cider process outside of winemaking per se, and Vinsight offered this solution.
When signing up a key deciding factor was Vinsight’s ability to integrate with Xero Accounting software. “What we like about Vinsight is that it follows the product through from orchard to accounting. The fact that it integrates perfectly with Xero and we can invoice directly from Vinsight is a real plus for us.”
Alex explains, “In the cidery we have to track both draft and bottled stock which can be challenging, but Vinsight does it all for us. We’ve also found its great for stock and inventory management. We were initially thinking about implementing a separate specialised stock management system at an extra cost but now it is superfluous.” In being audited last week Alex says having all the traceability information in Vinsight at their finger tips made a big difference. “It seemed to inspire more confidence in the auditor and they felt they could ask more questions knowing that getting the answer was going to be quick and easy.”
Alex said he loves the fact that Vinsight is a small and personalised service and not a big corporation. “You can speak to the guys at Vinsight about any ideas or improvement suggestions you might have to make your user experience better and they will take it on board. There are so many layers to Vinsight, once you get past the initial learning curve that comes with any new system, its very easy to use.”
The cider industry is very healthy at present with an impressive global growth forecasted in the coming years. Vinsight is proud to be able to help cider producers like Peckham’s deliver their exquisite product to the world. At Vinsight we actively continue to improve the user experience for businesses both inside and outside the wine industry like Peckham’s. A big thanks to Alex & Caroline Peckham for their ongoing support.
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…Details
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,…Details
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…Details
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…Details