News

General Stationery is now available in our Readysell Supplier Stock Service

We’ve recently added to our growing list of suppliers.  Our latest addition is General Stationery Supplies Pty Ltd

General Stationery Supplies logo

The Readysell Supplier Stock Service (RS3) lets you check live stock level data from a number of suppliers right from your product screen. This is a great way to ensure you get stock faster when you really need it without having to visit a bunch of supplier websites or make superfluous phone calls.

We now have stock feeds available for the following suppliers:

If you deal with any of the above suppliers, but are not seeing live stock levels on the product screen, please contact Readysell Support to help set you up.

Readysell 8.58 Umaroona now rolling out

We’re pleased to announce that Readysell 8.58 (codename Umaroona) is rolling out to all of our Readysell 8 customers. This release is focused on implementing some important backend enhancements, as well as actioning feedback from the Readysell forums.

Allow for open items to show on the accounts receivable follow up email

We’ve updated the Readysell to now show the outstanding open items that are shown on the customer’s open item tab in cards.
Should read as We’ve updated Readysell to now show the outstanding open items that are shown on the customer’s open items tab in Cards

Added the ability to now subtotal lines on sales

You can now create a subtotal product that will add a dollar value total to the products placed above it. Should read as:
You can now create a subtotal on products that will add a dollar value total to the products placed above it.

Replace kit items with the kit components on sales

Sales now has the ability to replace the kit item line with the kit components itself making it easier for staff to identify what is required to be shipped to the customer.

Improved the use of competitor prices on quotes

We have now added the ability to easily compare pricing with a competitor.
We have also created a competitors quote layout showing the customers what they are saving if they purchase with your store.

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.

  • 11276 Include original supplier invoice details automatically in supplier credit request
  • 15147 Improve the manual cost function on sales orders and quotes
  • 15148 Add on service order to product site quantities tab on breakdown drop down
  • 15260 Differentiate between “In Store” and “Onsite/External Visit” for order source
  • 15261 More tightly link credits to their original transactions
  • 15264 Create a new product status “Indent”
  • 15266 Allow for a threshold to be set before an open item shows as overdue on a statement

Reminder: free training webinars

Headset

This is a another reminder about our remaining free training webinars. Many Office Brands dealers have participated in and made tangible improvements in their business through Readysell’s free webinar training program. We’d like to extend an invitation to all Office Brands Readysell users to participate.

Please consider whether any members of your team would be able to attend any of the following sessions. Be sure to register so that we can ensure you are correctly set up prior to the session starting.

Best Practice, Tips & Tricks

What you can do to ensure you are getting the most out of your Readysell investment.

Presented By: Geoff Kindred
Difficulty: Easy

  • Monday 21/10/2019 11:30am – 12:30pm Sydney time

Security, customisation and screen design

Hiding modules, arranging fields, settings things up the way you like it!

Presented By: Sue Michael & Geoff Kindred
Difficulty: Easy

  • Monday 18/11/2019 11:30am – 12:30pm Sydney time

Purchasing and receipting

How you can streamline your purchasing and receipting process using Readysell.

Presented By: Geoff Kindred
Difficulty: Easy

  • Monday 9/12/2019 11:30am – 12:30pm Sydney time

To register for any webinar, please enter your business, attendee name and email address on the following form:

Readysell free training webinar registration

Reminder: free training webinars

Headset

This is a quick reminder about our upcoming free training webinars. Many Office Brands dealers have participated in and made tangible improvements in their business through Readysell’s free webinar training program. We’d like to extend an invitation to all Office Brands Readysell users to participate.

Please consider whether any members of your team would be able to attend any of the following sessions. Be sure to register so that we can ensure you are correctly set up prior to the session starting.

Office Brands Integration

Are you utilising the full suite of integration features available? Lets make sure!

Presented By: Sharon Harden & Geoff Kindred
Difficulty: Easy

  • Monday 23/09/2019 11:30am – 12:30pm Sydney time

Best Practice, Tips & Tricks

What you can do to ensure you are getting the most out of your Readysell investment.

Presented By: Geoff Kindred
Difficulty: Easy

  • Monday 26/10/2019 11:30am – 12:30pm Sydney time

Security, customisation and screen design

Hiding modules, arranging fields, settings things up the way you like it!

Presented By: Sue Michael & Geoff Kindred
Difficulty: Easy

  • Monday 18/11/2019 11:30am – 12:30pm Sydney time

Purchasing and receipting

How you can streamline your purchasing and receipting process using Readysell.

Presented By: Geoff Kindred
Difficulty: Easy

  • Monday 9/12/2019 11:30am – 12:30pm Sydney time

To register for any webinar, please enter your business, attendee name and email address on the following form:

Readysell free training webinar registration

Readysell 8.57 Torrens now rolling out

We’re pleased to announce that Readysell 8.57 (codename Torrens) is rolling out to all of our Readysell 8 customers. This release is focused on implementing some important backend enhancements, as well as actioning feedback from the Readysell forums.

Lake Torrens

Always be up to date with the latest supplier stock data with RS3 2.0

We’ve updated the Readysell Supplier Stock Service (RS3) to ensure you always have the latest available supplier data in your system. Going forward, RS3 will be able to update the supplier codes and costs in your price book and product file on a daily basis, and supplier stock levels will pushed directly into your system to expand where you’re able to surface this data within Readysell.

Automatically apply your early payment discounts to supplier payments

To ensure you take full advantage of your supplier’s early payment discounts, you can now set up multiple supplier payment terms – one for regular payment, and another for early payment. When you pay early, Readysell can automatically apply your supplier’s early payment discount to the supplier payment.

Communicate more effectively with internal line notes

Sales and purchases now have a new “internal” line notes field, which lets you add line notes which will be visible in the system and in internal documents (such as picking slips) only – not on external documents (such as delivery dockets or tax invoices). This is great when you want to call out special instructions about a specific line, but don’t want this being shared with the customer/supplier.

Automate all your recurring billing with sale run enhancements

You can now set up sale runs to automatically recur every week, fornight, month, quarter or year. This is great for generating regular invoices for services. Just set a recurrance start date, whether you wish to recur based on weeks or months, and then how frequently you wish your recurrances to occur.

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.

  • 11411 Add Start Period and End Period to sales cube report parameters
  • 14972 Wrong tab is selected when creating a new sales order
  • 15072 Allow automatic sale runs to be generated weekly and every X months
  • 15073 Log individual messages for each mail recipient
  • 15092 Differentiate “Pending” and “In Progress” stock transfers at POS
  • 15102 Update database schema reflect nullability of application properties
  • 15114 Allow customisation of the default machine status
  • 15115 Allow file attachments to be sent by email
  • 15116 Allow ETA on purchase back order lines to be modified from the purchase back order list
  • 15117 Automatically calculate and apply early payment discounts for suppliers
  • 15150 Allow for internal only notes to be added to sales and purchase order lines
  • 15153 Ability to create a case from API
  • 15154 Print service picking slip when service automatic warehousing runs
  • 15155 Improve webhook functionality to support multiple webhooks and Integromat
  • 15179 Add merge button to purchase run suppliers
  • 15180 Make stock replenishment runs work with sites
  • 15203 Import secondary supplier data directly from RS3
  • 15210 Include payment details on pro forma tax invoice
  • 15211 Update workstation settings to make configuration on Cloud easier
  • 15212 Invalid warning when entering shipments
  • 15213 Remove old RS3 button on product-suppliers

Reminder: free training webinars

Headset

This is a quick reminder about our upcoming free training webinars. Many Office Brands dealers have participated in and made tangible improvements in their business through Readysell’s free webinar training program. We’d like to extend an invitation to all Office Brands Readysell users to participate.

Please consider whether any members of your team would be able to attend any of the following sessions. Be sure to register so that we can ensure you are correctly set up prior to the session starting.

Readysell Tips & Tricks

Bits and pieces that are super helpful, but not necessarily documented.

Presented By: Geoff Kindred
Difficulty: Easy

  • Monday 22/07/2019 11:30am – 12:30pm Sydney time

Readysell Payroll & Financials

How to get started with Readysell PayRoll, Payroll and financials tips and tricks.

Presented By: Diane Partridge & Geoff Kindred
Difficulty: Intermediate

  • Monday 19/08/2019 11:30am – 12:30pm Sydney time

Office Brands Integration

Are you utilising the full suite of integration features available? Lets make sure!

Presented By: Sharon Harden & Geoff Kindred
Difficulty: Easy

  • Monday 23/09/2019 11:30am – 12:30pm Sydney time

Best Practice, Tips & Tricks

What you can do to ensure you are getting the most out of your Readysell investment.

Presented By: Geoff Kindred
Difficulty: Easy

  • Monday 26/10/2019 11:30am – 12:30pm Sydney time

Security, customisation and screen design

Hiding modules, arranging fields, settings things up the way you like it!

Presented By: Sue Michael & Geoff Kindred
Difficulty: Easy

  • Monday 18/11/2019 11:30am – 12:30pm Sydney time

Purchasing and receipting

How you can streamline your purchasing and receipting process using Readysell.

Presented By: Geoff Kindred
Difficulty: Easy

  • Monday 9/12/2019 11:30am – 12:30pm Sydney time

To register for any webinar, please enter your business, attendee name and email address on the following form:

Readysell free training webinar registration

Readysell 8.56 Sylvester now rolling out

We’re pleased to announce that Readysell 8.56 (codename Sylvester) is rolling out to all of our Readysell 8 customers. Once again, this release is focused on implementing feedback from the Readysell advisory groups and forums.

Start common tasks quicker with function key navigation

Readysell is now making use of the function keys to allow you to execute common scenarios or get to common screens more quickly. These keys are customisable, but by default you can now use the following:

  • F2 – Show cards list
  • F3 – Show products list
  • F4 – New sale order
  • F6 – New purchase order
  • F7 – New sale shipment
  • F8 – New purchase receipt
  • F9 – Reprint last transaction

Reduce training and speed up with our new dedicated Point of Sale screen

In your navigation panel, under “Sales” you will now see a new option called “Point of Sale”. This will bring up a simplified screen for entering sales at POS.

We’ve eliminated many of the distractions that exist on the regular sale shipment screen which were not relevant specifically to Point of Sale scenarios and made the screen elements bigger and easier to see on smaller screens. We’ve also added buttons to quickly tender cash and card sales.

Based on feedback, over time we will continue to improve this screen to provide an even better POS experience.

Screenshot of new POS screen

Get your list and analysis reports delivered to your inbox automatically

Automate all the things!

Readysell has long allowed you to schedule form reports to automatically generate to a folder and to email/print the result. We’ve now extended this functionality to list reports and analysis reports. Click the “Schedule” tab on either of these reports and set up one or more scheduled parameters to execute on an hourly, daily, weekly or monthly basis.

Reduce errors with customer tender mode selection

Customer cards in Readysell can have a “customer tender” set against them. Historically, if this has been filled in, it meant that Readysell would always use this tender when a sale was entered for the customer.

There are, however, some scenarios where customers may wish to purchase with a specific tender the majority of the time, but change that on occasion (for example, a customer may walk in and wish to pay using cash or card instead of putting something on account).

To facilitate this, you can now set a “Tender Mode” on the card – either “Enforce” (the old behaviour) or “Default” – which will prepopulate the tender you’ve chosen into the tender screen, but allow the operator to change it if they wish.

Screenshot of cards screen

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.

  • 11871 Add reprint last transaction button
  • 12214 Allow users to change tenders on Sales if Card has a preset tender against it.
  • 12982 Add a new view variant to catalogue list view
  • 13047 Add Description to Product Label module
  • 13099 Allow for an address to be marked as the primary address for automatic selection
  • 13342 Scheduling list or analysis reports
  • 15070 Create shortcuts for F1-F12 function keys
  • 15071 Improve full text search in sale runs
  • 15074 Automatically save the customer payment tender when entering customer or order payments
  • 15080 Add “Last Communication Date” and “Last Service Order Date” fields to machines
  • 15081 Create a dedicated Point of Sale screen layout
  • 15082 Improve find panel behaviour on list views
  • 15097 Capture more details about finance agreement on machines
  • 15098 Move to using MailKit for SMTP email

Free training webinars

Headset

Many Office Brands dealers have participated in and made tangible improvements in their business through Readysell’s free webinar training program. We are running some more training sessions in the second half of this year and would like to invite all Office Brands Readysell users to participate.

Please consider whether any members of your team would be able to attend any of the following sessions. Be sure to register so that we can ensure you are correctly set up prior to the session starting.

What’s new in Readysell 8.55

Replacements, purchasing follow up emails, customer back order prompts, excluding 100% GP from reporting, overdue alerts, notes on first shipment only.

Presented By: Geoff Kindred
Difficulty: Easy

  • Tuesday 21/05/2019 11:30am – 12:30pm Sydney time

Service Module Training

Presented By: Diane Partridge
Difficulty: Intermediate

  • Monday 17/06/2019 11:30am – 12:30pm Sydney time

Readysell Tips & Tricks

Bits and pieces that are super helpful, but not necessarily documented.

Presented By: Geoff Kindred
Difficulty: Easy

  • Monday 22/07/2019 11:30am – 12:30pm Sydney time

Readysell Payroll & Financials

How to get started with Readysell PayRoll, Payroll and financials tips and tricks.

Presented By: Diane Partridge & Geoff Kindred
Difficulty: Intermediate

  • Monday 26/08/2019 11:30am – 12:30pm Sydney time

Office Brands Integration

Are you utilising the full suite of integration features available? Lets make sure!

Presented By: Sharon Harden & Geoff Kindred
Difficulty: Easy

  • Monday 23/09/2019 11:30am – 12:30pm Sydney time

Best Practice, Tips & Tricks

What you can do to ensure you are getting the most out of your Readysell investment.

Presented By: Geoff Kindred
Difficulty: Easy

  • Monday 26/10/2019 11:30am – 12:30pm Sydney time

Security, customisation and screen design

Hiding modules, arranging fields, settings things up the way you like it!

Presented By: Sue Michael & Geoff Kindred
Difficulty: Easy

  • Monday 18/11/2019 11:30am – 12:30pm Sydney time

Purchasing and receipting

How you can streamline your purchasing and receipting process using Readysell.

Presented By: Geoff Kindred
Difficulty: Easy

  • Monday 9/12/2019 11:30am – 12:30pm Sydney time

To register for any webinar, please enter your business, attendee name and email address on the following form:

Readysell free training webinar registration

Readysell 8.55 Raeside now rolling out

We’re pleased to announce that Readysell 8.55 (codename Raeside) is rolling out to all of our Readysell 8 customers. This release is focused on implementing feedback from the Readysell advisory groups and forums.

Lake Raeside

Keep your customers up to date with automatic supplier back order follow up

Readysell now has a new email batch called “Purchase Order Follow Up” which will email suppliers with back orders list of their overdue outstanding back orders and request a follow up. This email batch can be generated manually, or automatically on a recurring basis.

Streamline substitutions with automatic zero stock replacements

We’ve added a new checkbox for the associated product list called “Only When Zero Stock”. You can use this to flag a product to automatically replace with another product if it runs out of stock. This is not only useful for items which you may regularly substitute, but also in cases where a product has been superseded and you’d like the system to start substituting automatically once your existing stock has been extinguished.

Screenshot of associated products

Ensure you don’t forget customer back orders with back order notices

Sometimes customers will have back orders remaining in your system from a previous order when a new shipment is completed. Readysell can now notify you if this is the case to ensure you remember to send out these items at the same time as the order you are about to ship.

Accurately time your work with our built in labour timer

Technicians using the Readysell Mobile app are able to set the start/stop time of their work and Readysell will automatically fill this in onto service order activities. We’re now bringing this same function to the Readysell Windows client. On any open service order, you can click the “Start Timer” button to start a timer. When you click “Stop Timer” on that same service order, we’ll generate a service order activity based on this.

Screenshot of service order screen

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.

  • 14193 Split up machine contracts into service order and warranty contracts
  • 14740 Provide a mechanism to automatically follow up suppliers on outstanding back orders via email
  • 14902 Allow machines to be filtered by active contract
  • 14973 Labour timer for service orders on the Windows Client
  • 14980 Show related contracts in a new tab instead of a new window
  • 14992 Add Set Sale Value to shipments and service orders
  • 15003 Popup message if a customer has a backorder when entering a new order
  • 15004 Allow for products to be classified as interchangeable for automatic replacements
  • 15010 Generate machine on purchase receipt
  • 15017 Update dependencies

Readysell 8.54 Quipolly now rolling out

We’re pleased to announce that Readysell 8.54 (codename Quipolly) is rolling out to all of our Readysell 8 customers. This release continues our campaign to address long-standing customer requests from the Readysell forum.

Quipolly Dam

Avoid confusion by copying sale notes onto the first shipment only

There are many scenarios where notes to be printed on shipments are relevant to the first shipment only (and not on subsequent shipments, which will be sent once back orders are fulfilled). For “External Notes” on sales, we now have a “First Shipment Only” check box which, when checked, will attach the note only to the first shipment, avoiding any possible confusion.

Screenshot of notes screen

Control your automation with customisable weekend handling

Readysell allows you to automatically generate many types of transactions on a regular basis. You can do this on a daily, weekly or monthly basis. Sometimes though, you may want to generate on a particular day of the month, except if that day falls on a weekend. We’ve added “Weekend Handling” just for this case. You can now choose to generate transactions either on the Friday before or the Monday after if the transaction would normally fall on a weekend.

Configure new machines faster with automatic generation from purchase receipts

Readysell has long provided the ability to automatically generate machines from sales. We’re now extending this functionality to purchases as well. If you are receiving in stock for a machine product, you can select “Generate Machine” and we’ll automatically populate the details into a new machine.

Improve your sales reporting by excluding 100% discounted sales

Service dealers with machines on contract typically have labour, parts and toners discounted at 100%. The unfortunate effect of this is that these sale lines are included in reporting and cause negative GP%. To ensure sales reporting is accurate for these dealers, we now have a simple check box to exclude these sales from reporting and have the ability to calculate cubes without these sales being included.

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.

  • 11335 Mass close of action items
  • 12801 Purchase order and sales order overdue alerts
  • 12909 Provide an option to copy external notes onto first sale shipment and invoice only
  • 13736 Add the ability to create a machine from a purchase receipt
  • 14741 Add an option to skip generation of automated transactions on weekends
  • 14844 Store all product movement quantities as integers
  • 14912 Provide an easy way to run sales reports that exclude all products with 100% discounts
  • 14913 Enable Readysell to communicate with multiple WebX web sites
  • 14933 Update Print Helper to work with cloud-hosted Readysell