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…
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. . . …
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.…
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…
Many of our Australian customers have asked us whether Vinsight can help them with their Gambling and Liquor Regulation reporting. The answer is yes. Vinsight can provide reports with the relevant information. Simply ensure your customers and stock items are set up to capture this data. Here is an example of a report run for…
Keep track of the age of your inventory with our new Stock Aging Summary. This report is found on the Accounting workbench and reports the age of stock that is purchased and sold. This could help identify slow moving lines that you need to address and conversely products that have high stock turnover. Please note,…
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…
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…
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…