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…
In 54BC, the same year the Romans came to England, the first fermented apple drink was documented as being consumed by Kentish villages in England. Fast-forward to today and the cider industry is booming so much that the grape wine industry has actually been urged to “assess the threat”.
The 2015 New Zealand wine industry benchmarking survey is now open for participation, we hope you’ll join in and use your results compare to those of other business in the industry of similar size. Find out more from our partners at Deloitte…
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…
Windows 10 was released last week which in itself is interesting as it has been offered as a free upgrade to anyone who has Windows 7 or greater. It appears that Microsoft may be understanding that the operating system (OS) will simply be a platform to monetize on top of rather than trying to charge…
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…