News

In Readysell 8.29, rolling out to all of our Readysell 8 customers over the next couple of days, we’ve focused on improving the usability of the service module and implementing some general usability tweaks to assist with common processes.

Improve the productivity of your service organization with service module improvements

In the the first of what will be a series of service module improvements, we’ve focussed on some general usability improvements (such as improved screen layouts) and laying the groundwork for service module integration into the mobile app, support for scheduling and service module reporting.

Get more out of modern devices with Windows 10 tablet mode support

Readysell will automatically detect if your Windows 10 PC has entered tablet mode (either manually, or if the keyboard is detached from your hybrid PC – such as a Microsoft Surface) and will seamlessly adapt its interface to a touch-friendly mode. This will allow you to more easily use Readysell with your fingers, while still providing you with the full power of the Readysell Windows application.

More easily spot and avoid errors with sale line highlighting

Readysell will now highlight any sale order lines or sale back order lines that have been placed for a discontinued product in red. This will allow you to either source the item from an alternate supplier or substitute with a ranged product.

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 through our Support Centre and we’ll be happy to help you out.

The lowdown

Here’s a full list of changes.

• [RSELL-7232] – Add the ability to generate product labels from price book runs
• [RSELL-7282] – Display of multiple levels on list views for web categories like product categories
• [RSELL-7321] – List view of Addresses
• [RSELL-7322] – Contacts List View V8
• [RSELL-7375] – Implement “Tablet Mode” in Windows 10
• [RSELL-7527] – Highlight discontinued lines on sales and back orders
• [RSELL-7577] – Improve usability of service module
• [RSELL-6432] – Add prompt to ask whether transfer should be printed after posting
• [RSELL-6437] – Allow sales to be linked to lay-bys from the sale screen
• [RSELL-6443] – Record email address against lay-by customer details
• [RSELL-7620] – “Sales Person” should be “Sales Rep” on tax invoices
• [RSELL-7651] – Unable to sort on machine shipments tab
• [RSELL-7655] – Service order validation is too strict if actual times are not rounded
• [RSELL-7663] – Exception building Prepare SaleShipments

In Readysell 8.28, rolling out to all of our Readysell 8 customers over the next week, we’ve focused on implementing a number of common and long standing customer requests.

Better manage product substitutions with automatic substitution propagation

Readysell allows you to automatically substitute any product for any other product when orders are created. Sometimes, however, you may not know that a product needs to be substituted until after it has been shipped or after multiple orders have already been created. Now, when you add a substitution, Readysell will offer to automatically substitute the product in any orders and shipments that are already in progress.

Improve communication and customer relationships with file attachments for email batches

Readysell 8 has always allowed you to add HTML-based formatting and images into your email batches, allowing you to quickly craft customized email marketing campaigns or stylize your statement and invoice emails with your branding. We’ve now expanded that to include file attachments, perfect if you want to add a flyer or some printable material the next time you email your customers.

Speed up your point of sale processing by pre-loading the shipment screen

If you have any workstations serving as dedicated point of sale terminals, you can now set up those workstations to automatically open a new sale shipment window when the previous sale has completed processing, ensuring you can quickly get to serving the next customer.

Make effective use of action items with action rule templating

Readysell’s action item system allows you to be automatically notified when certain events occur in your system. With our latest set of improvements, you can customize the wording and formatting of the notification messages generated, to ensure they are clear and meet your needs.

Don’t get caught out by margin changes with automatic quotation expiry

To ensure you don’t get caught out by processing old quotations, you can now set up Readysell to automatically cancel quotes when they reach their expiry date. The default expiry period can be set up to match your company policy and can be manually modified on a quote-by-quote basis.

Improve your suppiler EDI compliance when processing purchase runs

We’ve made a range of improvements to the EDI workflow, especially when processing purchase runs. You’ll now be prompted when you’re about to email a purchase run and asked if you want to send qualifying orders by EDI instead. You’ll now be able to take advantage of the many benefits of EDI for even more orders.

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. We’ve started a forum thread where you can ask questions to the Readysell staff and customer community or provide feedback on this release. Please click here to get involved in the discussion. As always, you’re always welcome to open a ticket through our Support Centre and we’ll be happy to help you out as well.

The full monty

Here’s a full list of changes.

• [RSELL-4332] – Persist the gp resulting from individual product lines on contracts on the contract price line when the contract is activated
• [RSELL-5012] – Add messages tab to purchase order
• [RSELL-6246] – Allow custom price levels to be mapped to price book price levels
• [RSELL-6291] – Automatically clear cubes when start date is empty
• [RSELL-6490] – Add the ability to add attachments to all email batches including statements etc. and to filter general email batches by last sale date
• [RSELL-6663] – Use persisted email default subjects when sending via Outlook
• [RSELL-6668] – Add an option to update existing contracts from a sale or quote
• [RSELL-7179] – Automatically open new sales shipment once a shipment is completed.
• [RSELL-7180] – Add minimum order value limit for sales
• [RSELL-7197] – Ability to substitute items on all open orders and on shipments
• [RSELL-7210] – Quote Expiry Request
• [RSELL-7213] – Show shipment dates on “by shipment” invoice layouts
• [RSELL-7215] – Add ability to template the alert messages of action rules
• [RSELL-7220] – Enhance process to order via EDI from purchase runs
• [RSELL-7224] – Base meter count request email batch on the count method on the meter rather than that on the latest count
• [RSELL-3349] – Lay-By payment and Customer Order payment list views
• [RSELL-5959] – Improve stock transfers in to allow addition of missing products
• [RSELL-6435] – Add ability to print notes on receipts
• [RSELL-6439] – Allow for “transfer notes” to be put on products
• [RSELL-6441] – Add more quantity columns to the product details screen
• [RSELL-7105] – Clear the search window at POS after each product search
• [RSELL-7246] – Upgrade to XAF 15.1