News

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

In Readysell 8.27, rolling out to all of our Readysell 8 customers over the next week, we’ve continued our focus on time saving measures to help you with your day to day work as well as implemented a number of common customer requests.

Seamlessly adopt the Office Brands endless aisle range and save time with quick product creation

Readysell will now automatically create products based on the OneX information already in your price book if they are ordered from the web, but do not exist already in your system. This allows you to easily sell the entire endless aisle range without having to load it into your product file first. Alternatively, you can wait until the order arrives and then choose to either create then or create an automatic substitution.

Reduce administrative overhead with contract improvements

We’ve made a number of usability improves to contract price management in Readysell. We’ve added a “copy” button (to allow you to quickly copy from one contract to another), improved handling of drafts and made some navigation improvements.

Get on-the-fly insights into your data, without having to add columns, with new built in variants

Readysell 8 is highly customizable, but many users have asked us to provide access to some of these customization benefits “out of the box”. We’ve now added a number of view variants that can be accessed from common list views (such as Cards, Products and Open Items). These views are targeted at specific scenarios, such as data maintenance, reconciliation and account balance review.

Get ready for Office Brands marketing automation with the contact view

Marketing automation requires a clean-up of your contact people, this was slow when performed one card at a time. We’ve now added a dedicated “Contacts” button to the Relationships menu. This view lists all your contacts across all customers and/or suppliers, allowing you to not only get a singular view of all contact people, but also easily maintain and cleanse this information for Office Brand’s upcoming marketing automation system.

Manage sales easily with sale order improvements

We’ve now added a “Hold” button to sale orders to allow you to manually put a sale order on hold. This ensures that you can easily stop a sale order from being picked up by automatic warehousing under special circumstances. You can now also change the “Maximum Shipments” value (which defaults from a customer’s card) on an order-by-order basis.

Questions or comments?

Our documentation is in the process of being updated to reflect the new functionality, 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 other stuff

Here’s a full list of changes.

• [RSELL-4333] – Add the copy button to contract prices
• [RSELL-4346] – Improve validation for running bank reconciliations across a financial year
• [RSELL-4838] – Don’t block all changes to a contract if the new version is not saved
• [RSELL-5004] – Add a show related contracts option to products
• [RSELL-5095] – Issues with customer order cancellation receipt
• [RSELL-6327] – Add “Show Related” from gift voucher movement to sale order
• [RSELL-6342] – Allow the number of shipments per sales order to be changed for individual sale orders without changing sale settings
• [RSELL-6390] – Add a statement filter to open items
• [RSELL-6399] – Automatically hide Office Brands functions for non Office Brands members
• [RSELL-6859] – Add the ability to import into and mass change additional fields when posting a price change run
• [RSELL-6931] – Add show related to view supplier card from product-supplier
• [RSELL-7032] – Add reason for credit to sale returns, just like purchase returns
• [RSELL-7055] – Simplify the workflow for adding new products from the price book
• [RSELL-7056] – Add a list view for all contacts to the relationships navigation menu
• [RSELL-7070] – Allow for orders to be manually placed on hold
• [RSELL-7097] – Allow a purchase order to be allocated against a single line on a sales order
• [RSELL-7113] – Add Customer Contact Name to printed Service Orders
• [RSELL-7120] – Allow quick creation of automatic substitutions from sale orders
• [RSELL-7125] – Reduce the need to customise list views by adding more standard list views to the system
• [RSELL-6430] – Re-arrange buttons on sales screen to avoid errors
• [RSELL-6434] – Print “Goods Supplied” on final customer order receipt
• [RSELL-6444] – Alert store by email when a gift registry event date passes
• [RSELL-6447] – Change formatting of discount on printed receipts
• [RSELL-6768] – Use the product’s primary location for stock transfer variance adjustments
• [RSELL-7139] – IFS freight integration in the stock transfer workflow
• [RSELL-7138] – Create import for W&B payroll file into bank payments
• [RSELL-7163] – Replace Google Analytics and loggy with Application Insights

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