News

Office Brands, Readysell 8

Readysell 8.39 Broadwater now rolling out

Readysell
February 3, 2017

We’re pleased to announce that Readysell 8.39 (codename Broadwater) is now rolling out to all of our Readysell 8 customers. This release is focused on improving our Office Brands integration (including the ability to upload favourites to WebX), improving reliability and increasing the flexibility of custom reports.

Lake Broadwater

Speed up new customer creation with favourites integration

It’s now possible to set up favourites in Readysell and push them to the web with a single button click. This allows you to use the “Extract” feature in Readysell to pre-populate a list based on past purchases and then push those favourites to the web, ensuring your customer has a great experience when they want to re-order commonly purchased products. Same favourites list can be now be easily accessed in both manual orders in Readysell and for web orders by the customer.

Favourites Integration

Tidy up your customers and ensure seamless SellX integration with improved validation

Office Brands are in the process of rolling out their SellX CRM platform. Readysell already has great integration with SellX, but we’re taking it one step further by ensuring that any changes to cards and contacts in Readysell are validated against Office Brands CRM guidelines. This assists in seamless integration with SellX (CRM) and MAX (Marketing Automation), avoiding common pitfalls caused by data issues. It also helps keep your data tidy for internal reporting purposes.

Get what you need out of sales reports with report data improvements

Many of our customers use the analysis reporting engine to drill into their sales data and to spot trends that will help them grow their business. Based on user feedback, we’ve added the following fields to sales invoices to ensure you can easily sort, group and filter on what you need:

  • Month
  • Year
  • Week of Year

Improve customer satisfaction with visibility into your most commonly back ordered products

Got a feeling that certain products are constantly going to back order? The new “Back Order Frequency” form report will show you the products that were most commonly back ordered over a set period of time. This can help you improve your min/max levels to ensure you’re holding enough stock to meet customer demand.

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 through our Support Centre 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 our Support Centre.

  • 11319 Synchronise favourites with the web
  • 11831 Automatic create a product from price book when searching on the product screen
  • 12173 Add the ability to hide the ATT on the sale invoice form report
  • 12360 Display HTML formatting in Readysell dialogues for formatted notes
  • 12434 Add level 1 to 5 to balance and budget, just like levels 1 to 5 on categories
  • 12435 Add year property to sale invoice
  • 12436 Add month property to sales invoice
  • 12489 Don’t allow for periods to be closed if there are any uninvoiced sale shipments
  • 12687 Allow interface rules to have an “Override Site”
  • 12712 Add “Remote Support” as an additional option to Service order “work location”
  • 12736 Automatically clear invalid webid on categories if that category does not exist on WebX
  • 12737 Allow for location to be defaulted back when stock is zero
  • 12738 Add support for changing the category table to the bulk update run
  • 12741 Allow the start date to be changed on the Extract products popup button on sales
  • 12753 Improve validation of card/contact data for CRM
  • 12754 Add columns to default root list views
  • 12756 Add a field “default customer order” to cards. Then every time a customer order is created for that customer. Pre-populate the customer order to be the default customer order. If the customer order is filled in.
  • 12764 Set locations action item to be set on purchase receipts
  • 12792 Purchase receipt stock credits, add an option to make reason for credit a required field
  • 12798 Purchase receipt stock credits, add reason for credit to the stock credit report layout
  • 12803 Allow attachements on machines
  • 12812 Back order frequency report
  • 12813 Add weekofyeartosaleinvoices
  • 12820 Irrelevant fields may be updated
  • 12821 Allow for Readysell to be run in a “standalone” mode (without server)
  • 12830 Improve order of fields on the complete sale screen
  • 12831 Allow for site on sales to be defaulted to customer’s site
  • 12832 Allow Charge To Card ID to be used as TAX-INVOICE-PAYMENT-REFERENCE
  • 12833 Upgrade to XAF 16.2
Office Brands, Readysell 8

Additional upcoming free training webinars

Readysell
January 30, 2017

HeadsetDue to the continued success stories we’re hearing from customer attending our free training sessions, we are running some more training webinars in the coming months and would like to invite all dealers 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 ensures you are correctly set up prior to the session starting.

Reporting on contract prices (new session)

This session covers reporting on your contract prices in Readysell.

Difficulty: Easy – Intermediate
Required Knowledge: Please review “Manage your contract prices” prior to the session to ensure you have a background on the topic and to help you formulate questions.

Cleaning up product units

If you are an Office Brands dealer you have to understand how the units on your Readysell system work with the units on WebX and the data portal. Specifically, if you want to sell products in units other than the default units suggested by Office Brands you should attend this course.

Difficulty: Intermediate
Required Knowledge: Please review “Making your product units work with the product units on WebX and the data portal” and “Product Units admin” prior to the session to ensure you have a background on the topics and to help you formulate questions.

Contract price WebX integration (new session)

Due to popular demand, this is a repeat of the program held in December for anyone who was unable to attend.

Not every contract price can flow up to WebX. We cover which contracts are local to Readysell and which will connect to WebX. Sometimes contracts may not make it to WebX. The course covers troubleshooting web integration issues – how to tell if a contract did not make it to the web and what to do about it.

Difficulty: Intermediate

Cleaning up product data

This session is an overview of all the areas of product data that we frequently find need some tidy up work.

Difficulty: Intermediate
Required Knowledge: Please review “Cleaning up your product data” prior to the session to ensure you have a background on the topic and to help you formulate questions.

Managing your contract prices (new session)

Due to popular demand, this is a repeat of the program held in December for anyone who was unable to attend.

This session covers reviewing your contract data in Readysell to help you maintain profitability. The intention of this session is to show you practical ways to monitor and improve the GP you are getting from contracts. We have picked the top few tips and included them in this session.

Difficulty: Intermediate
Required Knowledge: Please review “Manage your contract prices” prior to the session to ensure you have a background on the topic and to help you formulate questions.

Office Brands, Readysell 8

More upcoming free training webinars

Readysell
December 8, 2016

HeadsetOn the back of another round of successful sessions, we are running some more training webinars in the coming months and would like to invite all dealers 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 ensures you are correctly set up prior to the session starting.

Contract price WebX integration

Not every contract price can flow up to WebX. We cover which contracts are local to Readysell and which will connect to WebX. Sometimes contracts may not make it to WebX. The course covers troubleshooting web integration issues – how to tell if a contract did not make it to the web and what to do about it.

Difficulty: Intermediate

Cleaning up product categories and monitoring discontinued products

This session will focus on cleaning up product categories and monitoring products that have been discontinued in the CC09 catalogue. The CC09 catalogue changes the status of a lot of products. You need to know which stocked products have been obsoleted, moved to WEB01 catalogue or to endless aisle. The session will also cover the impact on WebX integration, contracts and sales reporting. We recommend this session for all dealers.

Difficulty: Intermediate
Required Knowledge: Please review “Cleaning up product categories” and “Monitoring changes to the quality of your stock on hand” prior to the session to ensure you have a background on the topics and to help you formulate questions.

Readysell basics

Due to popular demand, this is a repeat of the program held earlier this month for anyone who was unable to attend.

Readysell is a large program. There are a lot of tabs and buttons that can be difficult to remember. We keep this session simple, tailored specifically to assist dealers that want help with basics like moving around Readysell, finding options, ways of printing transactions. If you are not very confident with moving around Readysell, printing, emailing or basic administration, then this is the course for you.

Difficulty: Easy

Managing your contract prices

This session covers reviewing your contract data in Readysell to help you maintain profitability. The intention of this session is to show you practical ways to monitor and improve the GP you are getting from contracts. We have picked the top few tips and included them in this session.

Difficulty: Easy – Intermediate
Required Knowledge: Please review “Manage your contract prices” prior to the session to ensure you have a background on the topic and to help you formulate questions.

Cleaning up product units

If you are an Office Brands dealer you have to understand how the units on your Readysell system work with the units on WebX and the data portal. Specifically, if you want to sell products in units other than the default units suggested by Office Brands you should attend this course.

Difficulty: Intermediate
Required Knowledge: Please review “Making your product units work with the product units on WebX and the data portal” and “Product Units admin” prior to the session to ensure you have a background on the topics and to help you formulate questions.

Cleaning up product data

This session is an overview of all the areas of product data that we frequently find need some tidy up work.

Difficulty: Intermediate
Required Knowledge: Please review “Cleaning up your product data” prior to the session to ensure you have a background on the topic and to help you formulate questions.

Announcements

Reminder: Readysell Christmas closure

Readysell
December 8, 2016

Just a friendly reminder that the Readysell office will be closed this year from Monday 19th of December, 2016. Business will resume on Monday 9th of January, 2017. Members of our support team will be available during this period for critical or emergency support issues only.

If you happened to miss it, we suggest you check out our Christmas wrap-up post to see the year in review and pick up some handy tips.

Merry Christmas from Readysell

Office Brands, Readysell 8

Free training webinars for December

Readysell
December 6, 2016

HeadsetMany 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 this month and would like to invite all dealers 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 ensures you are correctly set up prior to the session starting.

Readysell basics

Readysell is a large program. There are a lot of tabs and buttons that can be difficult to remember. We keep this session simple, tailored specifically to assist dealers that want help with basics like moving around Readysell, finding options, ways of printing transactions. If you are not very confident with moving around Readysell, printing, emailing or basic administration, then this is the course for you.

Difficulty: Easy

Contract price WebX integration

Not every contract price can flow up to WebX. We cover which contracts are local to Readysell and which will connect to WebX. Sometimes contracts may not make it to WebX. The course covers troubleshooting web integration issues – how to tell if a contract did not make it to the web and what to do about it.

Difficulty: Intermediate

Announcements

Merry Christmas from Readysell

Readysell
December 1, 2016

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 Monday 19th of December, 2016. Business will resume on Monday 9th of January, 2017. Members of our support team will be available during this period for critical or emergency support issues only.

Merry Christmas from Readysell

We’d also like to take this opportunity to highlight some of the larger changes and events from 2016.

And as you’d expect, there’s plenty more planned for 2017, so stay tuned for announcements over the coming months.

Over the quieter Christmas period, it’s also a good time to remind our customers about the importance of securing your digital assets. Earlier this year we put together an article called “Five steps to protect your business from ransomware“. We have had customers lose days of trade and suffer thousands of dollars in damages because they didn’t take basic steps to ensure they were protected. We highly encourage you to take a few minutes and ensure you’re implementing best practices.

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

Introducing Readysell 8.38 Amadeus

Readysell
November 25, 2016

We’re pleased to announce that Readysell 8.38 (codename Amadeus) is now rolling out to all of our Readysell 8 customers. This release improves the experience for new customers in the onboarding process to Readysell, aids in self-diagnosis of common support requests and reduces the pain of conducting end of day processes.

Lake Amadeus

Understand automatic warehousing with the sale order log

One of the more frequent support queries received by our team is “what is automatic warehousing doing about this order”. Your teams are telling us they want an easy way to tell what is happening about an order. We have made this information easier to access. Now there is a tab on orders that can help you answer this question yourself.  Clicking the new “Log” tab to the sale order screen, you can easily find out how automatic warehousing is interacting with each order in your system.

Be alerted of any change with generic action rules

One of Readysell’s policy directions over the next few months is to make Readysell “talk to you” through alerts when important things happen. The next step on that path is to allow you to generate alerts about things that interest you.  Readysell’s action rule system can already notify you based on certain pre-defined triggers. We’re now expanding this by introducing “Generic” rules, that will allow you to be notified when any record in the system matches criteria you’ve defined yourself.

Save time and reduce errors by linking addresses to contacts

Readysell will now automatically pre-fill addreses onto an order that have been linked to a specific contact. If you have a customer with contacts at multiple addresses, you can link up each contact and avoid having to manually select both when entering an order. Adding contacts to orders also makes your sale orders more useful as a source of sales and other management information.

Avoid double-handling end of shifts by deferring cash counts

Retail sites often call us the next day and let us know about a cash count that was done in error. Now we are  taking account of this human error factor by allowing you a do over on cash counts where possible. This makes managing end of day a lot simpler and more flexible for retail sites. You can now configure your system to allow cash counts to be performed after the shift has been ended. If your staff are unable to do a cash count immediately, they can still end the shift and then come back later and enter the cash count figures. This stops the creation (and innevitable correction) of count variances.

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 through our Support Centre 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 our Support Centre.

  • 11339 Enhance Customer Email Address Review in Cards to display all contact types emaill addresses
  • 11962 Make it easier to Review Contact Data
  • 11964 Make it easier to Review Customer Card Contacts
  • 11965 Make It Easier To Review Supplier Contact
  • 12323 Add TAX-INVOICE-USE-SITE-NAME reference to manage TAX-INVOICE standard
  • 12476 Allow for action items to be created for any object based on any condition
  • 12487 Automatic warehousing reason message on sale orders
  • 12594 Add fields to the customer delivery address view variant
  • 12598 Changing order address based on contact
  • 12643 Add an option to purchase invoicing allowing cost updates to be turned off for stock on a purchase invoice
  • 12645 Improve the speed of the ‘All Products’ tab on the ‘Extract Products’ popup window for the ‘Extract products’ button on sale orders
  • 12647 Add a built in view variant to contract to show inactive contracts
  • 12648 Add a built in view variant to contract to show contracts grouped by workflow status
  • 12650 Add tabs on the individual products tab on contracts showing product price levels and sales history for the product
  • 12652 Add a option in system references to set a default price category for new products
  • 12654 Allow for combined z-read report to be run for a single workstation set
  • 12655 Allow shifts to be cash counted after they have been ended
  • 12656 Reverse shift transactions into the original shift
  • 12657 Allow shifts to be manually selected
  • 12658 Improve sale back order line functionality
Office Brands

Correction: Australian Office / Edwards Dunlop Product Updates

Readysell
November 24, 2016

This is an important correction to the information provided yesterday. Please disregard the previous post/email and use the information below instead.

Australian Paper logo

Starting this week, Office Brands has updated the supplier data on a number of paper items that have changed from Edwards Dunlop to Australian Paper.

BJ Ball (BJBALL) is a separate business entity to Edward Dunlop (EDWDUN) and Australian Office (AUSOFF). So outstanding amounts you owe to those companies on supplier open items are not to move. You will have to pay EDWDUN and AUSOFF as usual. You will just start paying BJBALL for any stock you buy from them. All three supplier cards above may carry 60 day terms, and there may be remaining open items on all of them, until you pay them off.

Warning: Do not merge the suppliers until after you have paid all supplier open items for EDWDUN and/or AUSOFF. All that happens is that Office Brands will start to mark products as coming from a different primary supplier.

Readysell 8

You should make sure you have an active supplier of BJBALL on your system. That is probably all you have to do.

When you load catalogues manually or if you have automatic product updates turned on. Readysell will update the product supplier for most products:

  • Check to see if your system set for automatic product file updates from Office Brands. If this feature is on the system should manage this change for you.
  • Otherwise manually load the most receipt corporate catalogue. This will update the primary suppliers on most of your products.
  • Take care of one thing. Products that have not been specifically flagged to ignore updates to the primary supplier will automatically change from the current supplier to BJBALL where appropriate. If you have check the box “Ignore Supplier” on any of those products, you will need to change the primary supplier on the product manually or untick the “Ignore Supplier” checkbox.
    Readysell 8 Screenshot

Readysell 7

Readysell 7 does not automatically change supplier codes on your existing products when Office Brands changes the supplier code. To change the supplier you must use the “change one field” button from browse cataloges in the price change module.

Warning: If you do not want to change all suppliers, you have to create a query wizard when you process the “change one field” button. The query wizard can limit the changes to just the suppliers you want to get rid of. If you do not do this properly, all your supplier codes will change to line up with Office Brands. We suggest you try this procedure on test before you do it on live.

Please see the document “How to update supplier codes on products to agree to Office Brands supplier codes” on the Readysell Support Centre.

Need more assistance?

We’re here to help should you have any questions or concerns. We can even help you perform this update on your data (at regular support rates). Please open a ticket and we’ll answer any questions you may have.