News

We’re pleased to announce that Readysell 8.50 (codename Munmorah) is rolling out to all of our Readysell 8 customers. This release is focused on improving the workflow for meter charging and fulfilling customer requests from the Readysell Forum. We encourage you to take some time to review these release notes to understand how you can make use of them.

Better manage your meter charging workflow with service module improvements

Notice: This change applies to all customers who use the service module in Readysell. It is important that you review and understand these changes as they will affect your meter charging. If you have any questions, please contact Readysell Support as soon as possible.

We’ve overhauled how we handle charging of meters in order to reduce confusion, prevent mistakes (such as forgetting to charge meters) and make it easier to correct mistakes when the do happen.

We now drive all meter charging as as “flow on” from meter counts. When you have completed your meter counting for a meter count run cycle, click the new “Charge” button to extract all meters for that run cycle onto a meter charge run.

If you make a mistake, you can now delete the meter charge run and get back to counting to make any necessary corrections. If you’ve already generated invoices, you can now reverse the meter charge run as well.

We’ve also made it easier to make corrections on an “ad-hoc” basis. If you’ve made a mistake with only a couple of machines, you can extract those onto an “out of cycle” meter count run and charge those individually.

Tailor Readysell to your business workflow with new defaulting options

We’ve added some commonly requested options to our “Record Defaults” system reference to help you configure Readysell to automatically use values best aligned with how you do business. You can now set default values for:

• The loyalty points mode for newly created customers
• Whether notes are internal or external
• What kind of purchase is to be created when the “Purchase from Sale” button is clicked
• The “Allow Purchase from Sale” flag on products
• The number of consignment items for a shipment

Easily keep track of consignments from within Readysell

When you enter a consignment note against shipment that contains the consignment’s tracking number, you will see a new “Track Shipment” button that will provide quick access to the status of the shipment.

We’ve enabled this for many of the default carriers in Readysell (including Australia Post, Couriers Please and Fastway) and you can easily add your own by setting the “Tracking URL” on the carrier. If you’re using our IFS integration, we’ll automatically populate this for you and we’ve also added the “Consignment Note” field to the “Complete Sale” screen so that you can easily enter consignment details as part of your regular workflow.

You can even add a link to the tracking URL to outbound emails or invoices to customers. Contact our support team through the Readysell Helpdesk if you’d like assistance in setting this up.

Get better recommendations by customising your recommended substitution settings

Readysell’s recommended substitution feature makes it easy to find alternate products to use as a substitute when you’re unable to supply an item.

We’ve now added a number of system references to help you configure this to work better within your business based on your product categorisation and stock holding. You will find options available to configure:

• Whether Readysell should look in the current product’s category only, or if it should look up parent and “sibling” categories in your tree (useful if you have products categorised by brand)
• The variance in price above and below the original item for candidate products
• What the minimum available stock of the alternate product should be

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.

• 14411 Improve meter charging workflow
• 14518 Show “Reference Number” on stock transfer list view
• 14552 Permit replacement variables to be used in action rule email addresses
• 14553 Provide an option to cancel sale orders when reversing shipments
• 14554 Allow line notes to be added during a purchase run
• 14555 Show machine name of meter count request web page
• 14556 Provide an option for defaulting notes to External
• 14557 Allow for consignment item quantity to be defaulted
• 14558 Allow changing the default Loyalty Points Mode for newly created cards
• 14559 Allow setting a default value for Allow Purchase from Sale on products
• 14560 Allow settings defaults for the Purchase from Sale order screen
• 14561 Improve Invoice Purchase Receipt Screen
• 14562 Add a Parts tab to the Extract Products screen
• 14563 Allow Backorder Due Date to be shown on the product screen
• 14564 Show notes in a tab on the product details screen
• 14565 Add On Sale Order to Show Breakdown drop down
• 14566 Provide a way to link to tracking pages for external couriers
• 14567 Add consignment note entry to Complete Sale workflow
• 14572 Make recommended substitutions more configurable
• 14576 Improve validation messages on meter count run lines

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.

We’re pleased to announce that Readysell 8.49 (codename Lefroy) is rolling out to all of our Readysell 8 customers. This release is focused on warehousing improvements and fulfilling some recent customer 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.

Easily manage your multi location warehouse with stock location transfer scanning

We’ve added support for barcode scanners to stock location transfers. You can now scan the “From Location” followed by the product, followed by the “To Location” and Readysell will ensure a stock location transfer is generated accordingly. This can be especially useful if you receive stock into a staging area before moving it into your warehouse.

Better engage customers with Customer Business Review report improvements

The Customer Business Review report is a great way to engage with your existing customers and improve share of wallet. We’ve improved the existing Customer Business Review report with the following changes:

• Ability to run the report for multiple customers at once
• Ability to run the report for a defined period of time (by running the report with parameters from the “Form Reports” screen)
• Total sales and average sales summary values
• Category breakdown table with dollar value per category
• Order breakdown table with number of and value of orders per month
• Highlighting of “own brand” products in the top 20 tables
• Ability to exclude specific non-stocked products from the report (for example, freight charges)
• Performance improvements

Update your stock faster with stock quantity adjustment improvements

We’ve added the ability to type in the new quantity (as an alternative to the adjustment quantity) on stock quantity adjustments. This is especially useful for stores that do not use multiple locations as you can now use stock quantity adjustments as a simple alternative to stocktakes.

General Stationery Supplies EDI coming soon

We’ve been working with General Stationery Supplies to enable 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. We’re in the final stages of testing, once we’re ready to roll this out a member of the Readysell support team will be in touch to assist with setting up this useful and time-saving integration.

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.

• 14268 Improve form reports that export data for Toni Glass’ business review
• 14401 Improve barcode handling on stock location transfers
• 14402 Enable scan checking of locations on stock transfers
• 14403 Provide a way to disable automatic creation of cards from orders and lay-bys at POS
• 14422 Move purchase receipt location validation to finalisation
• 14427 Allow configuring automated emails to be sent on the last day of the month
• 14428 Add a Related button to favourites to bring up the related product
• 14429 Ensure a text-based representation of notes exists on all noteable objects
• 14430 Enable the copy button on preordered products
• 14432 Add the ability to specify the new quantity on hand in stock adjustments

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.

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.

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.

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.

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.

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.

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.

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.

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.