Yield Summary
Wondering where to review your yield numbers? Go to the ‘Where Is It Now’ tab on a Harvest Entry or Bulk Receival to view a summary of where the product from that entry has ended up and to view your yield as a percentage.
New Email Merge Fields
Create customised email templates that include customer and order specific information with our new email merge field options. Using merge fields, the following template / email. . .
BAM & Vinsight
BAM Wine Logistics is a family owned company specialising in the storage and distribution of packaged wine, fine foods and FMCG products throughout Australia. Vinsight integrates with BAM Wine Logistics to automate the sending of products from their warehouses to your customers, from within Vinsight. To set up a connection between Vinsight and BAM Wine…
Track Custom Categories in Xero
Xero allows you to track up to two custom sales categories in your invoices. Automatically send category information from Vinsight to Xero to make the most of this feature. In the following example, we track the Vinsight contact category, ‘market’ and the Vinsight product category, ‘brand’, by firstly, setting them up as categories in Xero…
Struggling With Fractions?
You can now type simple mathematical equations or fractions, such as 1/6, 3*4, 32-3 or 19+7 into ‘Quantity’ input fields in Purchase Orders and Sales Orders and have the result automatically calculated. In the following example, we wish to sell 5 individual bottles from a 24 x 330ml carton Stock Item. We simply type ‘5/24’…
Lot Code Tracking
You are now able to track different lots of the same Stock Item in inventory, while still selling the item as a generic product. For example, when picking for despatch, you can see that the following order for seventeen cases of Plaintree 2017 Chardonnay is being fulfilled with eleven cases from Lot Code 1 and…
Divide and Conquer
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. . . …
Managing Errant Customers
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.…
Planning Purchases
Use Vinsight’s ‘Stock Item Movements Schedule’ to review stock requirements for your upcoming packaging operations and to ensure stock is ordered in time for these operations. This feature gives you accessible and actionable Material Requirements Planning (MRP).
Planning Ahead
Check out the new ‘Agenda’ tab on the Packaging Operations List, which enables you to view all packaging operations over a specified time period in a simple, graphic layout, grouped by day, week or month. Plan weeks and months ahead, by creating and saving packaging operations, simply setting the ‘Date’ field to the date you require them…