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…

Google Productivity Tools

Google Login You may have noticed that the Vinsight login page now offers an option to ‘Sign in with Google’. If your user name is a gmail address, you don’t need to enter your user name or password any more.  Simply click ‘Sign in with Google’, select the relevant Google Account from the list shown…

Selling Mixed Cases

Selling mixed cases is a great way to bring new customers on board as it enables a customer to sample a broader range of your products enhancing the chance of them developing a taste for one or more of them.   It is now easy to do this in Vinsight with our new ‘composite product’ feature.…

Sales Management & CRM

We’ve just introduced some great new Customer Relationship Management (CRM) features that can help manage your customers and sales people.  Vinsight now has the ability to record and track interactions with your customers and quickly and easily review order histories.  This is great if you are a sales rep about to call or visit an existing customer and…

Sales and Inventory App

Responding to demand for an app that does simple inventory and sales management, we are proud to announce the release of our new Sales, Inventory and Logistics App. Historically you had to use our production app to get all the sales and inventory features, but now we have created an app the includes purchasing, sales,…

WET Tax with Xero and Vinsight

Vinsight’s cloud based inventory and sales app has just released a great new feature that helps you handle your Wine Equalisation Tax (WET) liability and avoid unnecessarily repeating your data entry along the way. It also helps you handle WET with Xero. Create one invoice and use the data many times Vinsight’s new WET Assessment…