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…
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’…
Shopify is a complete e-commerce solution that allows you to set up an online store to sell your goods. It lets you organize your products, customize your storefront, accept credit card payments, track and respond to orders – all with a few clicks of the mouse. Vinsight integrates with Shopify enabling you to track and…
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…
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,…