News

Protect your business with the Readysell Security Guide

Every month Readysell recovers another customer that has had a security breach. The main concern is how much will this breach cost them in money, time and worse of all, lost data. Another factor often overlooked is the potential for you, the business owner, to receive fines as the result of Cyber Security Breach.

To 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

We will be keeping this 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.

 

 

 

 

 

 

Readysell 8.40 Corangamite now rolling out

We’re pleased to announce that Readysell 8.40 (codename Corangamite) is now rolling out to all of our Readysell 8 customers. This release is focused on improving aspects of the Readysell ecosystem, including mobile apps and our web version, but we haven’t forgotten to throw a few goodies into our Windows application as well.

Lake Corangamite

Make your warehouse and deliveries more efficient with Readysell Mobile app improvements

We’ve been working with customers to optimise the workflows in our mobile apps, with specific attention to our sale shipment picking and delivery modules. We have been receiving great feedback about the accuracy and time savings associated with the changes from dealers using the mobile app.

  • Sale Shipment Picking: We’ve redesigned screens to increase the speed and accuracy of picking, improve compatibility with a range of Bluetooth and integrated barcode scanners and enabled automated printing of invoices and consignment labels.
  • Deliveries: We’ve enabled offline support, allowing your drivers to work on devices without a cellular connection and upload their changes when they get back to the office.

We’ve also made some general performance and usability improvements across the app. The updated version should be available on your iOS and Android devices now.

Regrettably, this also signals the end of support for Readysell Mobile on Android devices running version 4.1 or older, iOS devices running version 9 or older, and Windows Phone 8.

Readysell Web Beta is now “Readysell Go”

Last year we introduced you to Readysell Web Beta. Since then we’ve been iterating on the capabilities of our web version, and today we’re pleased to announce that the Readysell Web Beta is now known as “Readysell Go”. Readysell Go is optimised to give you quick, convenient access to the core components of your Readysell system from anywhere. You can use Readysell Go to access customer and product information and even to enter transactions.

Readysell Go screenshot

We’ve designed Readysell Go to scale appropriately for all types of devices from mobile phones to desktop PCs, but the Readysell Windows application will still give you the most robust, rich experience with the full feature set you’d expect. Readysell Windows will continue to be our primary focus for new feature development, but as Readysell Go continues to mature, we foresee it becoming a valuable alternative for users who want a more “cut down” view of the Readysell system.

Save team members’ time every day with our new sticky tabs feature

All your tabs are exactly where you left them…

All your team members can now save time every day, when they log into Readysell. We will now remember which tabs you have open and restore them automatically when you start up the software. This means you’ll be able to pick up exactly where you left off quickly each day, or if you ever need to close and re-open Readysell.

If you’d rather start from scratch each time (there’s nothing like that fresh Readysell feeling), just uncheck the “Restore Tabs” flag in your Readysell user settings.

Screenshot of how to turn off restore tabs

Office Brands integration improvements

Readysell now allows you to upload product keywords for your store products to the web. Just enter keywords into the new field on the “General” tab on your products screen. The WebX search engine will then include your keywords in it’s search. Increasing the chance that your customers will find your store products coming up when they search. For example if you add the keyword word “chair” to a product, that product will be found when your customers search for chairs, even if chair is not in the product name or description.

Additionally, we’ve made some “behind the scenes” changes to how product images are shown in your system. Office Brands images are now pulled from a central repository on-demand, saving you having to worry about updating or backing up Office Brands product images on your server.

We’ve also been hard at work rolling out Salesforce integration to all of our customers. There’s lots more Office Brands integration improvements coming soon, so stay tuned.

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.

  • 12320 Allow cross sell pop up appear on store products
  • 12516 Add “Number of Shipments” to be included as a Record Default”
  • 12795 Automatically opening the tabs most commonly used by each person
  • 12800 Send keywords about store products to/from Office Brands
  • 12862 Extracting a second time on supplier payment run
  • 12890 Allow minimum order qty field be available on the “Sales By Site By Product” Cube
  • 12923 Create and enforce a list of blocked words for card names
  • 12956 Add the “Product Details” button onto purchase orders at POS
  • 13088 Set Supply Type button is missing from sale order list view
  • 13089 Show product images when hovering over product in search

Readysell 8.39 Broadwater now rolling out

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

Additional upcoming free training webinars

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.

More upcoming free training webinars

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.

Reminder: Readysell Christmas closure

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

Free training webinars for December

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

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 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!

Introducing Readysell 8.38 Amadeus

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