Managing Exchange Rate Fluctuations

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 Person Reporting

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…

Stock Allocations

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…

Are You Mobile Friendly?

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…

Customising Invoices

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…