News

In Readysell 8.26, rolling out to all of our Readysell 8 customers over the next week, we’ve focussed on smaller improvements and common customer requests. Hopefully you’ll notice some small refinements throughout the system that help you squeeze out just a little more productivity and remove frustration from your day.

Better manage your warehouse with support for rolling stocktakes

Our stocktaking module has been improved, allowing you to select from three modes when starting a new stocktake. Along with a traditional “full” stocktake, you can now also run a “partial” stocktake (when you want to count just particular locations) or an “ad-hoc” stocktake (when you want the freedom to count only select items). Each mode validates to ensure you’ve counted everything you need.

Stay organized with archiving for contacts and addresses

Because Readysell maintains internal data integrity by linking transaction records to the addresses and contact people associated with them, it’s been historically harder to maintain cards when this data has already been used on sales or purchases. With the new “Archive” flag on contact people and addresses, you’ll be able to keep old information in the system without having it interfere with day-to-day use of the system.

Identify issues faster with colour coding on transactions

Readysell will now colour code the transaction status field to make it quicker and easier to tell if a transaction is in a particular status. This will ensure that any exceptions can be quickly identified on either a list view or when viewing the transaction details. And if you don’t like pretty colours, don’t worry, you can turn this feature off in the system references. But who doesn’t love rainbows?

Control sensitive operations with manager authorization

If you have particular transactions in your system that you want staff to have approval to perform, you can now set up your system to require manager authorization before they can proceed. For example, you may want staff to be able to create purchase orders, but only after their manager has authorized them. You can set purchase orders to require a manager to enter their operator code before the staff member can proceed.

About those little things

Here’s a full list of of changes. Our documentation is in the process of being updated to reflect the new functionality. If you have any questions, please open a ticket through our Support Centre and we’ll be happy to help you out.

• [RSELL-6932] – Charge To account on a Card is set to archived
• [RSELL-7114] – Empty contact person for sales and service orders.
• [RSELL-6438] – Integrity reporting to ensure POS data is consistent with head office
• [RSELL-4289] – Allow optional colour coding of the status property on all transactions
• [RSELL-6037] – Add the ability to flag a customer address as archived
• [RSELL-6196] – Sort P&L appropriation journal by account-site ID
• [RSELL-6361] – Pop UP Freight Charge on Sales shipment
• [RSELL-6482] – Make “GenerateAndSendSaleInvoiceEmailBatchCriteria” setting default to new stores
• [RSELL-6486] – Ensure that machine model and serial number are both on the screen and printed reports
• [RSELL-6517] – Allow users to archive contacts
• [RSELL-6555] – Indicate on product audit trail if changes have been made by automated processes (such as catalogue load, price book run, etc)
• [RSELL-6662] – Allow calls to be viewed from cards and machines
• [RSELL-6679] – Improve location of GST information on printed dockets
• [RSELL-6689] – Improve the workflow for paying individual invoices
• [RSELL-6719] – Filter machines on sale shipments to show only those for the current customer
• [RSELL-6746] – Improve wording on Load Catalogue screen
• [RSELL-6758] – Add an option to ignore the ‘Show on sales reports’ property on products to true
• [RSELL-6766] – When crediting from a sale order that has a payment ignore the default tender on the card and allow the tender box to display when completing the credit
• [RSELL-6833] – Allow show related customer on sale order be be used before saving
• [RSELL-6867] – Create an action rule for when a sale Line On Back Order is fulfilled
• [RSELL-6868] – Managed print services split customer charges by volume
• [RSELL-6887] – Service Reporting – Technician Productivity Report
• [RSELL-6908] – Enable scanner to work in both COM and Keyboard wedge
• [RSELL-6909] – Improve default layouts to allow email address and URL to be split over two lines
• [RSELL-6912] – When entering a duplicate product id on the product file, warn the user as soon as the duplciate is entered
• [RSELL-6955] – Adding “{FROM-PHONE} ” to Template Replacement Variables
• [RSELL-6967] – Allow forcing operator code entry for sales orders
• [RSELL-6970] – Allow order type on service orders to be defaulted
• [RSELL-6972] – Authorisation code be added to certain functions
• [RSELL-7017] – Add optional filter property to all report parameters
• [RSELL-7028] – IFS freight integration in the sale shipment workflow
• [RSELL-7077] – Improve support for rolling stocktakes
• [RSELL-7078] – By default, run list reports in data grid mode to reduce memory usage
• [RSELL-7086] – Show quantity on hand by default sell unit on product-site and product-location
• [RSELL-7096] – Make customer website URL a hyperlink
• [RSELL-6575] – Improve historical movements tab on purchase orders

Hot on the heels of our recent announcement of new integration with ACCO Australia, Stationers Supply and Newell Rubbermaid, we’re pleased to release Readysell 8.25, rolling out to all of our Readysell 8 customers over the next week. Not only does this release bring some new integration points (with Canon and Office Brands), but we’ve also been able to squeeze in some commonly requested features.

Streamline web customer onboarding with new integration

We’ve worked with Office Brands to add the capability to upload customer data directly from your Readysell system to WebX with the click of a button. Now, you only have to enter the customer details in one place to quickly get your customer up and running in your system and on the web. This will not only save you time when creating new customers, but will also help ensure that your customer’s web integration works correctly from day one.

Reduce administrative overhead when making minor changes

We’ve built Readysell to be as robust and auditable as possible, but we’ve heard your feedback about certain scenarios where this adds too much overhead to common business processes. One of these is handling minor changes to completed invoices (such as fixing the delivery address or customer order number). We’ve now added the ability to make such changes for a configurable period after an invoice is finalised to help avoid unnecessary reversals.

Automate managed print services with eMaintenance integration

Canon’s eMaintenaince platform allows for intelligent remote management of Canon devices. Readysell can now interface directly with Canon’s web service platform to extract daily meter counts and populate them into Readysell. Combined with semi-automated and automated email count imports, this integration can be used to greatly reduce manual work at end of month when generating invoices for managed print services.

The whole kit and caboodle

Here’s a full list of of changes. Our documentation is in the process of being updated to reflect the new functionality. If you have any questions, please open a ticket through our Support Centre and we’ll be happy to help you out.

• [RSELL-4196] – Persist “Quantity on Hand” onto POS stock adjustment
• [RSELL-4621] – Show posted stock quantity adjustments in product movements at POS
• [RSELL-5960] – Improve date validation at POS to prevent forward dating
• [RSELL-6429] – Highlight lines in red when selling into negative for lay-bys and customer orders
• [RSELL-6431] – Allow for full product movement history to be viewed from POS
• [RSELL-6446] – Allow completed sales to be linked to gift registries
• [RSELL-6738] – Changing details on completed invoices
• [RSELL-6451] – Integrate new customer creation between Readysell and WebX
• [RSELL-6699] – Create a import for reading meter readngs from a csv file exported from Canon emaitenance
• [RSELL-6729] – Inability to nominate a date for a sales order payment
• [RSELL-6853] – Improve Emails Requesting Meter Counts To Handle Canon Meters
• [RSELL-6881] – Reporting Requirements for Account Payments
• [RSELL-7020] – Add “Opt Out” flag to contact people for marketing automation
• [RSELL-6952] – Upgrade to XAF 14.2

The Readysell team has been busy over the last month – we’ve been flying around the country and providing training as part of the OBU Techtalks and we’ve been working hard behind the scenes on a number of longer term initiatives such as the Readysell app. Nevertheless, we’ve still been able to put together a few new features for our Readysell 8.24 release, rolling out over the coming week. In this version we’ve put a particular focus on improving our CRM (customer relationship management) components and made some usability improvements to our purchasing.

Increase sales conversion rates with CRM improvements

We’ve made a range of improvements to our Customer Relationship Management (CRM) features. We’ve added more fields on cards (to track core targeting information such as industry and contact person roles), made improvements to the usability of cases, added the ability to track objectives and outcomes and introduced automated call cycles for regular follow-ups.

Reduce confusion with improved base unit handling for stock

With the availability of new data from Office Brands, Readysell will now allow you to sell products in quantities smaller than the default Office Brands sell unit. You’ll be able to take a box and sell it as individual units – you can even change your default sell unit if you like. Please contact Readysell Support if you’d like to transition your stock holding to the new base units.

Better manage your purchase from sales workflows

We’ve overhauled our purchase from sales system to facilitate a range of new scenarios and increase the flexibility of generating purchase orders from sales. You’ll be able to easily manage inter-member sales and drop shipments by choosing what you are ordering, who you are ordering from and what will happen to the stock when it’s fulfilled from the supplier – all from the one screen.

The rest of it

Here’s a full list of of changes. Our documentation is in the process of being updated to reflect the new functionality. If you have any questions, please open a ticket through our Support Centre and we’ll be happy to help you out.

• [RSELL-6354] – Inter member sales management via drop shipments
• [RSELL-6440] – Show product’s primary supplier in the product list at POS
• [RSELL-6452] – Add CRM Details To Card Detail View
• [RSELL-6453] – Add additional CRM details for persons
• [RSELL-6457] – Provide for following up leads, active customers, inactive customers and prospects
• [RSELL-6459] – Add an industry property to cards
• [RSELL-6468] – Add a property ‘Average Invoice Amount’ to cards
• [RSELL-6469] – Improve cases as a contact management tool
• [RSELL-6470] – Add call cycles to contacts
• [RSELL-6498] – Allow more than one print setting on a workstation for the same printer and report.
• [RSELL-6499] – Create purchase orders from the sales back order list back order module, then select, NEW, purchase order
• [RSELL-6547] – Remodel Cubes To Persist Data Used By Cube Dimentions on the Cubes
• [RSELL-6593] – Add new purchase run type “minimum” based on min/max but purchasing only up to the minimum
• [RSELL-6714] – Ensure default sell unit on product correctly reflects a product’s base unit
• [RSELL-6844] – Improve the placement of buttons on sale lines

Happy New Year! To get things moving, we’re now rolling out Readysell 8.23 to all Readysell 8 customers. In Readysell 8.23, we’ve focused on improving usability for key tasks such as sales, purchasing and end-of-month and have started laying the groundwork for upcoming CRM (customer relationship management) enhancements.

Improve customer satisfaction by showing discounts on invoices

Further to our recent change allowing you to show discounts on quotations, you can now also optionally show any combination of discount percentage, discount value and pre-discount value on your invoice layout (we currently show the pre-discount price and values after the discount is applied). This ensures clear communication with your customer about discounts they are receiving.

Reduce end of month work with preferred statement layouts

Sometimes there are cases where specific customers require tailored statement layouts. If you’ve created a tailored layout, you can select this as the default layout on the customer’s card, and it will be automatically sent to them as part of the regular statement run.

Speed up order entry with quick stock adjustment generation

If you’re placing an order and notice your stock levels are incorrect, you can now quickly generate a stock quantity adjustment straight from the sale order by right clicking on the line. We’ll pre-populate the adjustment quantity with the quantity ordered so that you can get back to order entry as quickly as possible. To make things simple, feature is available on all product lines throughout Readysell.

Keep track of hire and help desk service charges

If you use the service component of Readysell, you can now keep track of hires and apply monthly help desk charges to machines. Just change the product used on a meter to be a product with a type of “Hire Charge” and set the price on the meter to determine the charge.

Improve your support outcomes with quick access to existing tickets

If you want to quickly see the status of your outstanding or recently resolved support tickets, just go to the “Tools” tab in Readysell, click the “Support” drop down and select “Existing Tickets”. You’ll get a popup window that seamlessly shows you a summary of your tickets. You no longer need to visit and log into the Support Centre if you just want to check where your support cases are up to.

There’s more where that came from…

There’s plenty more to explore. Here’s a full list of of changes. Our documentation is in the process of being updated to reflect the new functionality. If you have any questions, please open a ticket through our Support Centre and we’ll be happy to help you out.

• [RSELL-5027] – Create task to send all sell prices to the web where the price is different to ob catalogues
• [RSELL-6139] – Restricting ability to change cost price when receipting
• [RSELL-6301] – Add auto GP% alert feature on sales order and shipment when an item is below a % of GP.
• [RSELL-6306] – Set Supplier Credit Request layout for Auto Print
• [RSELL-6339] – Prevent auto warehousing from releasing sale shipments if any of the sale order lines have a supply type of “in stock” and are back ordered
• [RSELL-6360] – By default statements should not print for customers where the statement delivery method is set to none
• [RSELL-6367] – Sales by Customer by Terriitory by SAles Person REport (cubed) not working
• [RSELL-6383] – Add field of Period, Last Sale Shipment Date and Last Sales Invoice Date cubes where relevant
• [RSELL-6433] – Print EFTPOS details on the customer order receipt
• [RSELL-6442] – Don’t close complete sales tab when opening a sale
• [RSELL-6445] – Improve wildcard searching at Point of Sale
• [RSELL-6480] – Change “Exl from Min/Max Upd Run” to say “Exc from Min/Max Upd Run”.
• [RSELL-6481] – Add more options to the Generate Labels button in Catalogues
• [RSELL-6550] – Convert the single category on the price book to six seperate category levels implementing the full category tree
• [RSELL-6584] – Add hire and active options to the machine status field on machines
• [RSELL-6585] – Add contact person to sales order and service order to prevent the customer order field being overworked
• [RSELL-6587] – Add a property to machines indicating if the machine is on FMAudit
• [RSELL-6588] – Allow contacts to be removed from archived machines
• [RSELL-6591] – Ensure the line that is scanned when scan checking sale shipments becomes visible in the list view
• [RSELL-6595] – Add a new property, remote assitance, to cases
• [RSELL-6596] – Add a standard notes feature, “case notes”, to cases
• [RSELL-6597] – Improve layouts of lists on the product history screen
• [RSELL-6599] – Add an action to save custom views on open items. Allowing views that review open items to be saved
• [RSELL-6635] – Help (F1) key, sometimes, does not link/branch to a correct section of the User Guide
• [RSELL-6641] – Allow all products on a purchase run to have supplier set to a single common supplier