News

Readysell 8.22 is now rolling out to all Readysell 8 customers. In Readysell 8.22, we’ve put more focus on improving overall usability and reducing training when onboarding new users.

Pre-empt data entry issues with required field highlighting

Sometimes it can be tough to tell exactly which fields are required when creating a new card or product, or entering in a new transaction. Inevitably, you miss something, hit the “Save” button, then get the dreaded “Validation Errors” screen letting you know you’ve failed. To avoid this whole, humiliating situation, Readysell now gently highlights compulsory fields with a yellow hue.

Improve warehouse efficiency with product label improvements

Printing barcoded product and shelf labels out of Readysell is a great way to improve the efficiency of your warehouse. You can now scan existing product barcodes straight into the product labels screen to generate and print additional labels when required.

Reduce frustration with improved validation errors

When you forget to fill in a field and get a validation error, it can sometimes be difficult to pin-point exactly where the field lives on the screen. Instead of hunting through each tab, Readysell will now highlight the tab on which any affected fields live. You’ll be able to correct the error quickly and move on with the job.

And then…

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.

• Ability to run site-based Profit & Loss reports for multiple sites at once
• Add restrictions to deleting stock transfers out
• Validate purchase receipt negative lines on POS
• Add system reference SHIP-AFTER-SUPPLY-TYPE-WAITING
• Showing levels on categories
• Extracting products in a sales order, the date range needs to be default to the past 6 months
• Automatically Allocate Web Orders
• Optional Discount column on quotations
• Display purchase run lines for a product site
• Expand and Contract tree on analysis reports
• Add an optional primary contact phone number to delivery dockets.
• Cases attached to sales orders & quotes
• Product details button
• Warning message on Readysell close
• Add last quantity sold to Sold Products tab on extract products screen
• Posting GST Batch
• Add number of staff and expected monthly sales to cards
• Add an hour of day property to all sale transactions for use in analysis reports
• Add a optional default payment tender to customer cards
• Allow supplier MOQ to be ignored when importing catalogue data
• Add a item count to the bank deposit report

Starting late next week, Readysell 8.21 will be rolling out to all Readysell 8 customers. In Readysell 8.21 we’ve put a big focus on improving the user experience by integrating a number of tidy ups, but we haven’t forgotten to push through a few new goodies as well.

Improvements for staff efficiency through UX enhancements

We’ve been focusing on improving the user experience (UX) on a number of key screens in Readysell, including sales, service, purchasing, products and card maintenance. We’ve reorganized buttons and streamlined our screen layouts to reduce clutter and improve efficiency for users.

Reduce costs with credit card surcharge recovery on customer payments

In Readysell 8.18 we introduced the ability to implement a credit card surcharge on sales in Readysell. We’ve now extended this functionality to customer account payments.

Reduce maintenance overhead with associated product expiry

You can now set an expiry date on associated products. Once the expiry date passes, your product association automatically be invalidated. We’ll even populate on the expiry date when loading “buy one get one free” offers from flyers!

Communicate clearly with freight and fuel levies on invoices

You can now mark freight charge and fuel levy products to display in a special area at the bottom of your tax invoice. Your customers will be able to easily distinguish delivered goods from charges incurred. Just set your charge products to type “Fuel Levy” or “Freight Charge”.

Improve your stock holding with automated reorder segmentation

We’ve added the ability to exclude products from min/max update runs. This ensures you can easily maintain min/max levels on only a subset of products. Purchase runs can use criteria to allowing you to use either min/max and average weekly sales for the appropriate products.

You ain’t seen nothing yet…

There’s yet more improvements and new features in this new version. 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.

• Add a list view on the product contract class to the product history action. This is to be able to see a product with a list of all the customers that have a contract price on that product, showing all product contact entries for the current product. It filters to allow display of only active or all contract.
• Order Movements now displays lines for sale orders as opposed to sale shipment to improve customer reordering process.
• Add ‘Expected Supplier Product ID’ to purchase receipt line. When receiving goods you can now see the supplier ID code on purchase order line, there is a field called ‘Expected Supplier Product ID’. It comes from the Product Details > Suppliers tab.
• Sale Order now shows the kit components.
• Product price level now indicates if a price category is applied.
• Overnight email batch can now excludes Meter Charge and Service invoices from resending if needed.
• Stock Report (at Last Cost). Customer can view QOH, last each cost from supplier and the value on hand at last cost (i.e.: st each cost from supplier x QOH).
• Stock Report (at Cost and Sell). With the new stock report you can now see your QOH, cost price and sell price.
• Sales By Period – and all of the other buttons that are on purchase runs but not on manual PO’s. Display lists of sales lines and sales history on manual purchase order lines.
• Product can now be excluded from being purchased and shipped in drop shipment.
• Improve the behaviour of Customer Order field validation. Added extra options for customer order field validations.
• To print labels for products in a catalogue update. Allows customers to prints labels that are created or have updated data from a catalogue line item.
• Read/Write access level to custom fields such as Territory can now be controlled via permission set.
• Customer labels now pre-sets with a default parameter to pre-empt helpdesk requests.
• Optional Validation for duplicate products on a sale order. You will now receive a validation message if you have a duplicate product on sale order lines or service order lines.
• Automatic Warehouse now releases sale shipment when stock for sales back orders is receipted.

Over the next few days, Readysell 8.20 will be rolling out to all Readysell 8 customers. In Readysell 8.20 we’ve aimed to implement a number of common customer requests. We’d like to take some time to highlight some of the key features and improvements we’ve included in this release.

Improve cash flow with accounts receivable overdue reminders

Chasing up overdue accounts has never been easier. Set up to either automatically generated emails or SMS messages (or if you prefer, manually extract a batch with candidate customers). Customers will be sent a reminder that their account is overdue, the amount to be paid and the payment details.

Enhance your sales pipeline by seamlessly capturing prospects at point of sale

Never lose track of potential customers again. You can set up Readysell to automatically prompt you to capture prospect details (such as name, phone number and email address) whenever a cash sale is performed that exceeds a certain dollar value.

Improve customer communication with invoice layout customizations

Communicate special offers or competitions, business policy changes, upcoming events or anything else you can think of by placing it prominently in the header of your customer’s invoice. You can even add customised fonts, colours and formatting.

Reduce staff retraining costs by tweaking the search algorithm

If you’ve recently converted to Readysell and your staff are used to search behaving in a different way, you can now tweak the algorithm to reflect your previous system’s behaviour. Three levels of aggressiveness are available based on your preference.

Get up and running on U Rewards with loyalty product import

You can now have the full range of Office Brands U Rewards products automatically imported into your system, saving you the time and effort of manually entering in details when they are redeemed.

We’re only getting started…

There’s over 20 other improvements and new features in this new version. Here’s a full list 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.

• Contract pricing on sales orders, service orders and shipments is now determined by the transaction date.
• Create an automated task to invoice pre-ordered products.
• Do not allow estimated meter count to be used as the basis for another estimate.
• Improve serial number entry using the barcode scanner.
• Improve Office Brands OData integration.
• Import loyalty points redemption products from OData
• Allow existing workstation report settings to be expeditiously populated by a set of pre-defined settings.
• Allow notes from transactions in closed periods to be archived. There is another filter for All Notes and Active Notes. You can archive notes in cards now. You can’t delete notes in closed periods only open periods.
• Add an Actions to apply a Discount percentage to Sales Orders, Service Orders and Sales Shipment headers and/or related sale lines. You can now apply discounts on selected lines by clicking on Set Value and adding a discount percentage.
• Add ‘charge to’ to the related action for sales invoices. Can view charge to card from sale invoice.
• Optionally allow full text search to be adjusted to be more aggressive at matching text, resulting in more matches but more false positives. Customer can now adjust how aggressive the full text search is, so that they don’t have to enter a “%” character before each word when doing a full text search.
• Allow Categories, Locations and Products to be flagged as not discountable. This allows the user to prevent discounts on categories, locations and products where the price was already discounted.
• Improve loyalty point validation on sale shipment line. Validation message now pops up giving you the option to use loyalty points to redeem this product.
• Add an option to the “populate loyalty points” task to clear points before the start date. Tasks exists to “Clear Existing Points”, this clears all existing points first. Then after existing points are cleared. Calculate points from the start date as per the existing code.
• Improve Bank Reconciliation extract date validation so not to allow bank reconciliation for the current date.
• Add product purchase history to the product detail view. Product detail view has a new tab ‘Purchases by Period’ which displays purchases made for that particular product for all periods available. This allows customer to see how a product has been performing.
• Picking list now lists Kit order’s Bill of Materials (BOM).
• Allow prospects to be created from the new customer popup on sale orders, service orders and sale shipments. Option now to select “Is Prospect” customer when creating new customer card.
• Allow users to change price level on sale orders, service orders and sale shipments. Manually overrides the price level on the sales order. (Example: The user enters a sales order. The customer is set to the level 1 price level. The user negotiates a special deal with the customer. They change the price level on the sale order to government price level. All the sell prices that are not manual sell prices on the sale order lines recalculate to government price level).
• We need a new detailed picking slip. Picking slip has new headers. The additional columns on the report include; GP%, Value including tax, Quantity on hand for the product site, Total value inc tax and Total GP %.
• Add a message field in the form of an html note to tenders. Print messages (administration> tenders) on sale invoices depending on the tenders associated with the sale invoice.
• Add a criteria on sale order to sites in respect to automatic generation of sale shipments from sale orders. Optional criteria added to sites in respect to auto generation to sales shipments.
• Improve quotation form report layout.