News

Handling EDM flyers that do not apply to your buying group

With recent data releases, you may have noticed some EDM flyers for other buying groups in the “Catalogues” area of Readysell.

If you have received a flyer that does not apply to your store, please use the “Dismiss Catalogue” button to remove it from your outstanding list without loading it (Note: this will flag the flyer as “Loaded” without actually loading it).

Screenshot of Dismiss Catalogue button

We are working with Office Brands to avoid the distribution of catalogues/flyers that do not apply to specific buying groups and hope to have this resolved before the next EDM flyers are distributed.

 

Save on Merchant Service Fees with Tyro Tap & Save

Tyro have released a new product, called “Tap & Save”, allowing merchants to save money by processing debit tap-and-go payments through the more economical eftpos network. Tap & Save is a first-to-market initiative from Tyro offering leastcost routing to merchants.

Tyro’s Tap & Save offering has the potential to generate substantial savings on acceptance costs for eligible scheme debit tap-and-go payments for businesses using Tyro terminals. Tyro merchants will save on average six per cent on their Merchant Services Fees (MSF) and the majority of Tyro merchants will save between 20-30 per cent on re-routed transactions.

Benefits of Tap & Save

Currently in Australia, almost all tap-and-go card payments revert to the international credit card schemes, instead of the eftpos network. While the outcome is the same for the cardholder, the credit card schemes typically charge the merchant more than eftpos.

The launch of Tap & Save represents Tyro’s first iteration of least-cost routing, with further enhancements to come in future months which are expected to deliver even more savings to a larger proportion of its customer base.

To activate Tap & Save, call 02 8907 1778.

Readysell 8.48 Kati now rolling out

We’re pleased to announce that Readysell 8.48 (codename Kati) is rolling out to all of our Readysell 8 customers. Once again, this release is focused on service improvements and fulfilling some of the most popular requests on the Readysell Forum. We encourage you to take some time to review these release notes to understand how you can make use of them.

Kati Thanda-Lake Eyre National Park

Important: API changes for third party integrations

Due to some underlying changes in the Readysell Server, customers who integrate with the following systems will require some changes to their configurations to ensure integration works as normal. A Readysell team member should get in touch with you to ensure this configuration change is conducted:

  • B2BE EDI
  • Mailgun
  • Print Audit
  • Any iCal-based calendars

Automate your document management with file attachment watching

For customers who have scanners that can automatically name files, you can now configure Readysell to watch a directory where these files are dropped and automatically import these attachments and associate them with the appropriate Readysell records. This can be done by using either the transaction number or the barcode on the scanned documents. Now, you’ll never lose those important documents.

Avoid confusion with purchase order improvements

You’ll now be able to manually mark a purchase order as sent – automatically updating the status to “In Progress”. You’ll also be able to re-open a purchase order if you’ve made a mistake.

Screenshot of purchase order screen

Improve your service agility with mobile app improvements

Technicians can now see unassigned service calls and calls assigned to other users in the mobile app. Now, you won’t need to have a call re-assigned for another tech to be able to pick it up and work on it.

Customise the overdue notice on your customer statements

Readysell’s default statement shows a notice at the bottom if your customer has any overdue open items. We’ve added some system references that allow you to change the wording of this notice and change the balance threshold that needs to be reached before the notice is shown.

C:\Users\adam\Desktop\statement_customisation.png

Import meter charge spreadsheets from Canon and Fuji Xerox into meter count runs

We have added the ability to automatically generate meter count runs based on Recipient Created Tax Invoices (RCTI) from Canon, Canon CSG and FXP. For customers with relationships with these organisations, you’ll no longer have to type in counts manually each month.

But wait, there’s more…

We’ve also made a number of other improvements and under-the-hood changes. Here’s a full list. If you’d like more details about any of the below items, please don’t hesitate to get in touch with us through the Readysell Helpdesk.

  • 11405 Provide ability to view calls assigned to other technicians and unassigned calls
  • 13317 Provide a tool to automatically import attachments into Readysell
    14117 Add support for data imports for machine meter counts including Canon RCTI List, FXP and CSG
  • 14191 Increase the number of decimal places on meter prices
  • 14192 Allow any meter to be charged to a customer on meter charge runs even if the machine is for a different customer
  • 14205 Show last meter reading and average monthly count on meter list view
  • 14259 Allow customisation of the overdue notice on statements
  • 14260 Add Show Related machine from serial numbers
  • 14261 Add a Related button from price book to products
  • 14262 Allow purchase orders to be marked in progress or re-opened
  • 14264 Create filters on contracts for different contract types
  • 14267 Move minimum supply level for replenishment to the meter
  • 14270 Allow pick function to sort potential matches in alphabetical location order

Questions or comments?

Our documentation is in the process of being updated to reflect the latest changes, but we know that it can be tough to wrap your head around what’s new and how it affects you. Please open a ticket at the Readysell Helpdesk and we’ll be happy to help you out.

Protecting your business from remote exploitation using Remote Desktop

Remote Desktop connections (sometimes referred to as Terminal Services or RDP) are a convenient way to remotely access and administer computers in your network. Readysell uses Remote Desktop to access customers’ servers to ensure your software is running as expected and to correct any issues, without having to interrupt your day-to-day operations.

But, if your system is not correctly configured, convenient remote access for yourself, your staff and Readysell can also mean convenient access to malicious third parties. Remote Desktop has been used as a vector for installing malicious software within networks, ranging from relatively benign crypto-currency mining through to full blown ransomware attacks.

We’ve updated the Readysell Security Guide with some guidance about securing Remote Desktop, but wanted to cover some of the basics here so that you can quickly check to make sure you’re following good practices in your business.

The basics

At minimum, the following actions should be taken to ensure the security of your organisation to external breaches via Remote Desktop or SMB.

Ensure all users with Remote Desktop access have strong passwords

One of the ways third parties can gain access to your system is by just “guessing” the password of one of the users on your network. Based on research by SplashData the 25 most common passwords make up more than 10% of passwords. When picking a new password, make sure the password is not common, try it in Pwned Passwords at https://haveibeenpwned.com/Passwords. Do not use a password if it’s been used before.

Disable vulnerable SMBv1 protocol

This obsolete protocol has been leveraged in various malware attacks including WannaCry and Petya, which caused significant disruption in 2017. There’s a great guide at HowToGeek that explains how you can turn this off.

Secure your Remote Desktop endpoint

There’s a number of steps you should take, including:

  • Moving Remote Desktop to a non-standard listening port
  • Ensure NLA (Network Level Authentication) is enabled
  • Ensuring the highest level of client encryption is enforced

Again, HowToGeek has come to the rescue with a guide covering how to complete all these steps.

Restricting remote access

The best thing you can do is to restrict access to Remote Desktop rather than leaving it open to the entire internet. There are multiple approaches to do this, including:

Whitelisting

Whitelisting means only allowing certain remote IP addresses to use Remote Desktop ports from the internet. This means creating a list of IP addresses that need access (including Readysell’s IP address – 110.175.89.111) and setting these up in your router or firewall. This is the simplest approach and works if you don’t need remote access to your server, or only access from the same static IP address each time.

Setting up a VPN

More technically difficult to set up, but works if you require access from various locations. Each user who needs to remotely access Remote Desktop will first need to connect to your VPN before access is possible.

If you’d like assistance with any of the above, please get in touch with Readysell Support and we’d be happy to help you out.

Readysell 8.47 Jasper now rolling out

We’re pleased to announce that Readysell 8.47 (codename Jasper) is rolling out to all of our Readysell 8 customers. Once again, this release is mostly focused on under the hood improvements, however we’ve highlighted a few important new features requested by users that we’ve managed to fit in as well. We encourage you to take some time to review these release notes to understand how you can make use of them.

Lake Jasper

Important: Microsoft .NET 4.7.1 is now required

Over the last few months, you may have noticed a message on your screen warning you to update your .NET Framework. If you’ve been seeing this message and ignoring it, now is the time to act. As of Readysell 8.47, we have updated our Microsoft .NET Framework requirement. If you are yet to update your .NET Framework, download Microsoft .NET Framework 4.7.1 and install this on your PC.

Set up customers to send statements and invoices to different contacts

Sometimes you’ll have customers who want statements and invoices to be sent to a different email address. To facilitate this, we’ve added a new flag to contacts called “Statement Recipient”. This flag will be automatically turned on for any contacts marked as “Accounts Payable”, but can be turned on/off independently if required.

Screenshot of Readysell contacts screen

Save time by setting notes to automatically expire

Notes are a great way to store timely information against customer cards and products, and can be a useful tool for popping up information for the operator when entering sales. To reduce maintenance, we now allow setting an “Expiry Date” on notes. After this expiry date passes, the note will be automatically archived.

Screenshot of Readysell notes screen

Easily re-send emails from your message log

Readysell tracks all your outbound emails in the “Messages” area. Sometimes, a customer may ask for a message to be re-sent though. Whether it’s to the same address, or some other address, you can now click the “Copy Email” button on the messages list view to copy the current email into a new message.

Questions or comments?

Our documentation is in the process of being updated to reflect the latest changes, but we know that it can be tough to wrap your head around what’s new and how it affects you. Please open a ticket at the Readysell Helpdesk and we’ll be happy to help you out.

Readysell 8.46 Illawarra now rolling out

Happy New Year from the whole team at Readysell! To kick things off, we’re pleased to announce that Readysell 8.46 (codename Illawarra) is about to begin rolling out to all of our Readysell 8 customers. This release is mostly focused on under the hood improvements, however we’ve highlighted a few import new features requested by users that we’ve managed to fit in as well. We encourage you to take some time to review these release notes to understand how you can make use of them.

Lake Illawarra

Share screen customisations with your team more efficiently with model customization improvements

A popular feature of Readysell is the ability to highly customize your screen layouts and share these in your organizaiton. In this release we’ve greatly improved the ability to share screen customizations with your staff. In Readysell’s administration area, you’ll now see a new “Model Customizations” menu item. From here you can select any user, and then copy their customizations to one or more other users. You can even choose to merge change (rather than override) so that they don’t lose any customizations they’ve made themselves.

Screenshot of model customization UI in Readysell

Quickly pay multiple invoices at once with customer payment scanning

A common request, especially around back to school season, is to provide an easy way to pay for multiple invoices at once. If a customer comes in with multiple invoices, you can now bring up a new customer payment and scan the invoice barcodes. The invoices will be automatically added to the payment and the relevant details will be automatically populated.

Improve your retail operations with zone-based stock allocation

In the past, dealers who have a retail area have been limited to using a single location if they wanted their POS to automatically default the location of entered products to the retail area. Now, you can set up a new “zone” in to represent the retail area and assign as many locations to that zone as you like. Then, set that zone as the default on any POS workstations and Readysell will automatically select those locations when allocating stock at POS. This will ensure your warehouse continues to run smoothly while you perform retail sales.

Questions or comments?

Our documentation has been updated to reflect the latest changes, but we know that it can be tough to wrap your head around what’s new and how it affects you. Please open a ticket at the Readysell Helpdesk and we’ll be happy to help you out.

But wait, there’s more…

We’ve also made a number of other improvements and under-the-hood changes. Here’s a full list. If you’d like more details about any of the below items, please don’t hesitate to get in touch with us through the Readysell Helpdesk.

  • 13890 Make sale orders generated by toner tracking behave like sales from WebX don’t allocate stock until the user takes some action
  • 13891 Allow a workstation such as a POS workstation to only allocate stock from a zone specified on the workstation
  • 13931 Update dependencies
  • 13981 Enable performance improvements for lists
  • 13982 Enable optimized controller creation
  • 13985 Migrate to new model difference editor
  • 13986 Implement notifications module
  • 13987 Remove all client-based use of ServiceStack
  • 14001 Improve sale run to better support the requirements of sites running the service module
  • 14033 Allow invoices to be scanned into customer payments

Merry Christmas from Readysell

Christmas and the New Year is nearly upon us and we’d like to take some time to reflect on the year that has passed, express our thanks and gratitude to our valuable customers and inform you of our arrangements for the holiday season.

The Readysell office will be closed this year from Friday 22nd of December, 2017. Business will resume on Monday 8th of January, 2018. Members of our support team will be available during this period for critical or emergency support issues only.

Readysell staff in Christmas hats

We’d also like to take this opportunity to highlight some of the larger changes and events from 2017.

As usual, there’s plenty more planned for 2018, so stay tuned for announcements over the coming months.

Thanks to all of our customers for your ongoing business, thoughtful feedback and support. We wish you all a merry Christmas and a safe and happy New Year!

Readysell 8.45 Herdsman now rolling out

We’re pleased to announce that Readysell 8.45 (codename Herdsman) is about to begin rolling out to all of our Readysell 8 customers. This release is again focused on improvements to office products industry integration, the service module, and fulfilling some of our top user requests. We’ve managed to incorporate some great new features which you’ll no doubt be able to incorporate into your business, so we encourage you to take some time to review these release notes to understand how you can make use of them.

Lake Hersman

Know if your messages are being read with outbound email tracking

One of the top requested features on our Feature Suggestions forum was to be able to see when customers or suppliers have read emails sent from Readysell. We’ve improved our integration with Mailgun to provide this feature. Now, when a recipient opens an email sent from Readysell, you will be able to see the “Read” flag is checked in the “Messages” section.

Screenshot of Readysell message log

You will also have greater visibility into when emails are bounced due to invalid email addresses, or issues with the recipient’s mailbox.

Make your Alloys purchases faster with EDI ordering

Readysell has integrated with Alloys to provide hybrid EDI ordering. This means you’ll be able to get your order in quicker and with the confidence that the stock you require is available. After you receive Readysell 8.45, someone from our team will be in touch with you to assist you with setting up this useful and time-saving integration.

Screenshot of Alloys EDI in Readysell

Stock level information for Alloys is already available via the Readysell Supplier Stock Service (RS3). If you require assistance in using this feature, please contact our support team.

Better manage margins by manually setting cost prices on quotes and orders

Sometimes when you’re quoting a customer, you may know the exact cost of an item and want to use this as a basis for your quote, but don’t want to change the cost on the product itself. To allow this scenario, we’ve now added the option to set a “Manual Cost” on a line when creating sales quotes and orders. Once you set a manual cost, it will be stored in the “Manual Cost Ex Tax” field on the sale order line and used for calculating the margins, markup and GP% for that quote or sale.

Screenshot of how to set manual cost in Readysell

Keep in mind that the cost will be replaced by FIFO cost when the sale shipment is posted. The cost override on the quotes/orders is for quote preparation only.

Save time with improved machine templates

To enable customers to more quickly create new machines, we’ve created a new machine status called “Template”. Machines that are marked as “Template” status will not be considered for MPS or servicing, but can easily be copied to create new machines when you need them.

Prevent fulfilment issues with improved back order visibility

We’ve heard feedback that it can sometimes be tedious to determine whether a particular is on back order, and this can lead to mistakes. To rectify this, we’ve made sure that “Sales Back Orders” and “Outstanding Purchase Orders” tabs are available on all sale, service and purchase order lines. Whenever you select a line which has a product on back order, you’ll be able to easily see the details in this tab.

Screenshot of back order line tabs in Readysell

Questions or comments?

Our documentation has been updated to reflect the latest changes, but we know that it can be tough to wrap your head around what’s new and how it affects you. Please open a ticket at the Readysell Helpdesk and we’ll be happy to help you out.

But wait, there’s more…

We’ve also made a number of other improvements and under-the-hood changes. Here’s a full list. If you’d like more details about any of the below items, please don’t hesitate to get in touch with us through the Readysell Helpdesk.

  • 12239 Allow for status of outbound emails to be reviewed from within Readysell
  • 12293 On stop warning when entering payments for customers
  • 13242 Allow pos to search for customers if there is contact name on card
  • 13331 Add machine type “template” as an option in machine.status
  • 13351 Make description on customer payments and supplier payments optional
  • 13648 Allow linked service quotes to be created from service calls
  • 13649 Add ability to apply price categories to a list of product categories
  • 13650 Add ability to apply price category lines based on min and max cost rather than selecting min and max cost only from the price category header
  • 13651 Add ability to apply price category lines as a discount +/- the price in another price level
  • 13676 Add a “maximum” meter price type to allow meter prices to apply only after a specified quantity
  • 13691 Add an association between products and the sale back order list view so you can drag a list of sale back orders onto transaction lines that contain products
  • 13692 Add sale order and service order as items on the related button on purchase order lines
  • 13703 Create APIs to enable purchasing in Readysell Go POS
  • 13704 Enhance API to allow customer delivery address details to be added
  • 13705 More tightly integrate Readysell Go and Readysell Go POS
  • 13706 Allow alternate product IDs to be assigned to a specific site
  • 13713 Add “Was Price” to shelf labels
  • 13715 Allow the “Print Was Price” check box to be updated from price change runs
  • 13740 Implement Alloys EDI ordering
  • 13754 Move Core projects to .NET Standard
  • 13755 Add invoice address to machine
  • 13783 Error shows after dragging a tab back into main Readysell window
  • 13808 Allow a manual cost to be entered on sale orders or service orders

Protect your documents from ransomware using Controlled Folder Access

For those who have been paying attention, ransomware is the number one threat small businesses face today. Locked FilesTo assist our customers in staying up to date with the latest guidance, we’ve put together the Readysell Security Guide at readysell.com.au/security

Today, we’ve updated the security guide with a new feature in the Windows 10 Fall Creators Update (also known as version 1709), which was released yesterday. The feature is called “Controlled Folder Access”, and it’s another tool in your toolkit to help protect your business.

Controlled Folder Access allows you to select folders on your system that should have an extra layer of protection. Typically this means folders where you store crucial documents. Once you’ve done this, only applications which you’ve explicitly allowed will be able to edit or delete documents in those folders. That means even if you do get infected, the damage will be more limited.

To enable the feature, search for and open the Windows Defender Security Center from Start, go to the Virus & threat protection settings section, and set the switch to On:

Enable Controlled folder access.

As well as the default settings, we also recommend allowing Readysell to bypass Controlled Folder Access to ensure you can use features such as file attachments and export of reports.

If you want more information, below is a great video put together by PDQ to help you get started. Additionally, How-To Geek have put together a great guide for getting started.

Going forward, we will continue to keep the security guide updated with the latest recommendations. We encourage you to review the security guide periodically and ensure you’re following all the best practices. We hope this serves as a valuable resource. If you have any questions or suggestions, we’re keen to hear your feedback.

Protecting yourself from KRACK

You may have heard about KRACK, a recently disclosed vulnerability in the WPA2 protocol commonly used to secure WiFi. While the vulnerability is real, there’s been some misreporting about the threat and what you should do to protect yourself. As such, we wanted to provide some quick information to put your mind at ease.

  • The vulnerability allows an attacker who is nearby to see traffic on your WiFi – but that’s only a threat if that traffic is not encrypted. That means if you’re using HTTPS or a VPN, you already have an extra layer of protection.
  • Microsoft patched the issue on the 10th of October, so make sure you are using a supported version of Windows (Windows 7 or newer) and have installed all the latest updates installed.
  • iOS and macOS devices should be getting an update soon to resolve the issue.
  • Android device updates will be handled by your phone’s manufacturer and carrier and will vary.
  • The vulnerability exploits WiFi clients, not WiFi access points. Various router manufacturers have released patches to fix the protocol bug anyway, and it’s a good idea to stay up to date, but the main concern is to patch your clients

This is on the heels of a number of other recent security vulnerability disclosures (including ROCA) and data breaches. It’s clearer than ever that you should take security seriously to protect yourself and your business. To get started, visit the Readysell Security Guide at readysell.com.au/security