News

Readysell 7

Readysell 7 November 2014 Update

Readysell
November 21, 2014

We have recently released the November 2014 Update for Readysell 7. This update includes a number of new features and enhancements designed to make you more productive and gain deeper insights into your business. Some of the changes we’ve made include:

What’s new?

Department/Category Price Matrix

The department/category price matrix allows you to override the sell prices for price levels outside the ranges used by Office Brands based on category and markup.

Readysell 7 - Customer Open Item ChartCustomer Open Items Charts

Readysell can produce Charts in summary that extract by Transaction Code by Period the Dollar Value for each transaction type for the date range selected.

  • This Chart is colour coded for each transaction code for each Period in question.
  • The periods are displayed across the bottom of the Chart.

Business Intelligence (BI) Graphs

Readysell generates Graphs for Business Intelligence by Product Category in summary for Total Dollar for the Period for the following criteria’s – Sales, Stock on hand, Stock Aged by Last Sale, Sales Percent of Wallet.

Readysell 7 - Management ReportsManagement Reports

There is a standard set of Readysell Reports that can be run and exported to either Excel, CSV.

Alternate Delivery Addresses on Drop Shipments from a Supplier to a Customer

Readysell has a feature now to allow you to select an alternate delivery address when placing Purchase order straight from the supplier to the customer.

Disabling Catalogue Cost Price Updates

Readysell now has a feature to allow you to ‘Disable Catalogue Cost Price Update’ on Products before loading a catalogue. If the flag is set to True, this product cost price will not be uploaded when the catalogue is loaded. If the Flag is set to False, the product cost price will be uploaded when the catalogue is loaded.

Eliminating Sales Backorders that are in the Location of EDU from Inserting a Manual Purchase Order

A query filter pop up box has been added to allow users to eliminate and filter selections when inserting a Purchase Order.

Tell me more!

We have a series of documents outlining the changes in the update and how to use them:

When do I get it?

Most customers have already received the update. If you are yet to receive these new features, please contact Readysell Support to be fast-tracked in the upgrade cycle.

Office Brands

Get on board with U Rewards

Readysell
October 23, 2014

Office Brands U Rewards logoSince the Office Brands Expo, a number of customers have been asking us about the Office Brands U Rewards loyalty program, and how they can get up and running. The U Rewards increases customer loyalty by providing your customer incentives (in the form of redeemable rewards) when they purchase from you. As a Readysell customer, you are primed to take advantage of the seamless integration we’ve built with Office Brands that:

  • Allows you to accumulate and track points in Readysell for all sales
  • Choose which of your customers qualify for the loyalty program
  • Allow your customers to check their loyalty points balance and view previous loyalty points transactions on your web site
  • Allow your customers to redeem loyalty products from your web site

The first step is to get in touch with Greg Payne (just call our office). He’ll give you an outline of what’s involved and will liaise with Office Brands to ensure a seamless on boarding process.

If you’d like to learn more about how the loyalty system works in Readysell, we’ve got documentation available for you to peruse at your convenience.

We hope that you’ll take up this great opportunity to increase customer retention and satisfaction and extend the benefits you are already receiving as being both an Office Brands member and a Readysell customer.

Readysell 7, Readysell 8

End of support of Windows XP for Readysell 7 and Readysell 8

Readysell
October 21, 2014

On August 24th 2001, Microsoft unleashed Windows XP onto the world. We worked hard to ensure Readysell was compatible on launch day and we’ve been supporting Windows XP ever since. It’s now been over 13 years, and we’re finally winding down support for this trusty, but past its prime operating system.

Earlier this year Microsoft officially ended support for Windows XP. In order to allow us to continue innovating with new technologies and to ensure our customers’ businesses run securely and reliably we are ending support for Readysell 7 and Readysell 8 software on machines running Windows XP (or older). You have until March 31st 2015 migrate your software to a modern operating system. After this date, your Readysell software may not function correctly if you have not.

As always, our friendly support team is happy to assist you should you have any questions or require any assistance. If necessary, we can supply you with updated hardware or software, and we can even assist you with transitioning other applications to your newer PC. Feel free to open a support ticket or give us a call if this is the case.

So long, Windows XP. You’ve served us well. I’ll leave you with a video to remind us of all the good times we’ve had.

Office Brands

Office Brands Fiji 2014 Expo Wrap

Readysell
October 20, 2014

Staff at Readysell stand at Office Brands Expo 2014Readysell was privileged to be able to attend the Office Brands Fiji 2014 “New Horizons” Expo in Denarau as the Office Brands Preferred ERP Supplier a couple of weeks ago, and we’d like to send out a quick update.

As well as being able to catch up with many of our valuable and inspiring customers (and meet some new faces), we were also able to talk about some of the new and exciting recent and upcoming developments for both Readysell 7 and Readysell 8.

For those that missed out (or those who may have had a bit too much kava the night before) we’re providing electronic copies of all the material we presented and distributed. This includes:

  • Tips and tricks for Readysell 7
  • Brochures outlining the benefits of Readysell 8 and Readysell Mobile
  • Introductory presentation of Readysell 8

These can all be downloaded from our Support Centre.

You may have also noticed we had a demo video running at our stand highlighting some of the lesser known capabilities of Readysell 8. We’ve uploaded this video to YouTube, allowing you to review it at your leisure. We hope that this can help inspire you to explore some of the more advanced capabilities of Readysell 8.

Once again, vinaka to Office Brands and to all of our inspiring customers. It’s been great to catch up. Here’s to New Horizons!

Readysell 8

Readysell 8.21: More than a pretty face

Readysell
October 9, 2014

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.

Screenshot of improved sale order screenImprovements 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!

Tax invoice with freight and fuel levyCommunicate 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.
Readysell 8

Readysell 8.20: This one’s for you

Readysell
September 19, 2014

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.

Image of overdue account reminder SMS on phone

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.

Invoice layout with custom header textImprove 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.

Office Brands U Rewards logoGet 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.
Office Brands, Readysell 7, Readysell 8

Agenda for Office Brands member workshop

Readysell
September 15, 2014

As we previously announced, we will be conducting a user group workshop at the Office Brands Support Office in Pymble (NSW) on the 22nd of September.

The member workshop will provide an opportunity for our team to not only share best practices with our current users, but also allow users to network and share their knowledge with the broader Office Brands member community. We are now releasing the agenda for this workshop.

Agenda

1pm – 2pm
Readysell 7 Tips and Tricks

  • How to use key reports to manage your business effectively
  • Introduction to the new product markup by category feature
  • Office Brands integration in Readysell 7 – improving your business productivity

Outcomes and Benefits:

  • Improve sales through understanding of customer category spent trends and share of wallet
  • Increase customer satisfaction via better targeted and more flexible pricing for customers
  • Improved business productivity by better understanding the Office Brands integration features available through Readysell 7

2:15pm  – 3pm
New Features and Functions in Readysell 8

  • Introduction to Readysell 8 from the context of a Readysell 7 user
  • Overview of features recently added to Readysell 8

Outcomes and Benefits:

  • Understand the key benefits Readysell 8 can bring to your business
  • Learn how to make use of recently introduced features to improve your business productivity

4pm – 6pm
Reporting and Office Brands Integration in Readysell 8

  • Learn about how Readysell 8 handles integration with WebX, Office Brands data, competitor pricing and suppliers and how these features can save you time and money
  • Introduction to the reporting engines in Readysell 8 and key reports you can use to gain insight into your business

Outcomes and Benefits:

  • Gain a deeper understanding of key ways in which Readysell 8 can benefit your business
  • Understand how data integration can delivery new and better ways to quote and sell

Add to Calendar

If you like to attend this event, please send an email to rpatel@officebrands.com.au to RSVP.

Office Brands, Readysell 7, Readysell 8

Workshop for Office Brands members

Readysell
September 9, 2014

As preferred ERP partner for the Office Brands group, we will be conducting a user group workshop at the Office Brands Support Office in Pymble (NSW) on the 22nd of September.

The member workshop will provide an opportunity for our team to not only share best practices with our current users, but also allow users to network and share their knowledge with the broader Office Brands member community. The workshop has been divided into two streams:

  • The first stream is for our current Readysell 7 users. This session focuses on the tips and tricks in improving business productivity and how the new integration features with Office Bands Data and WebX systems helps to improve their business performance.
  • The second stream is designed for our existing Readysell 7 users and members who use other ERP systems, to discover and test drive Readysell 8 . The session focuses on the new industry leading functionality and business processes in Readysell 8, which have been developed specifically for Office Brands members.

A full agenda is being formulated and will be provided later this week.

Add to Calendar

If you like to attend this event, please send an email to rpatel@officebrands.com.au to RSVP.

Office Brands, Readysell 8

Making suggestions for Readysell 8

Readysell
August 26, 2014

UserVoice logoSince the announcement of our partnership with Office Brands, the Office Brands IT Team have established a steering committee to govern the relationship between our organisations. The committee’s core responsibility is to provide decision-making support to the Office Brands and Readysell management teams, including providing feedback on current and long term development objectives.

To ensure that our customers can effectively pass feedback both to the steering committee and the Readysell product team, we will be using the Readysell 8 Suggestions forum. The forum can be accessed at readysell.uservoice.com or through the “Suggestions” button in the Readysell Support Centre. Once you have registered, you can vote for existing suggestions or add your own suggestion. You will then be updated if and when your suggestion is reviewed and implemented.

Update: Based on some user feedback, we’ve created a Readysell Support Policy page on our wiki that goes into detail about our policies in regards to support, bug fixes and suggestions.

Readysell 8

Readysell 8.19: Now with added integration

Readysell
August 21, 2014

We have now commenced our rollout of Readysell 8.19 to all Readysell 8 customers. Readysell 8.19 features a host of new features, including multiple new stationery industry and Office Brands integration points. This post will highlight some of the new features we are rolling out over the next few days.

Screenshot of competitor price levels in ReadysellBe agile in the marketplace with competitor price data

Powered by the Office Brands Competitor Price Scraper, our new competitor price data integration provides Office Brands members with comparative pricing for major competitors right from the product screen. Readysell can also warn you if you are selling at a price above your competition and provides a simple way to price match quotes and orders.

Drive sales and foster customer relationships with campaigns

Our new campaign feature provides for centralised generation and tracking of telephone, email or direct mail campaigns. Target any segment of your existing customers and prospects to drive new sales, ensure customer retention or improve your existing relationship.

Screenshot of live stock data in ReadysellIncrease customer satisfaction with live stock feeds

The Readysell Supplier Stock Service provides frequently updated stock availability levels for a number of stationery industry suppliers. Stock levels can be checked right from your product or purchase screens, helping you make the right decision when placing an order. We are piloting with hourly stock updates from Dynamic Supplies and are in talks with a number of other suppliers looking to come on board over the coming weeks and months.

Reduce overhead with improved WebX contract integration

Our improved WebX contract upload integration adds support for across-the-board discounts on your entire product file and ensures contracts are automatically created for customers on custom price levels, even if they don’t have any specific contract pricing.

Save time with recurring payments

You can now set bank payments and supplier payments to automatically recur on a weekly or monthly basis, or just click a button to generate a new recurrence whenever you like.

That’s not all, folks…

There’s more than 30 other 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.

  • [RSELL-1181] – Ability to reverse bank reconciliations
  • [RSELL-2638] – Allow sending customer debits via email batch
  • [RSELL-2869] – Warning on Email Batch Date Range
  • [RSELL-3766] – Machines To Track Parts Usage Supporting PM Service
  • [RSELL-3867] – Reoccuring bank payments and supplier payments
  • [RSELL-4287] – Allow for both on-demand purchasing and drop shipments to be used in the same instance
  • [RSELL-4804] – Head Office Invoicing
  • [RSELL-5015] – Add carrier to addresses on cards
  • [RSELL-5202] – Add sales history and alternate suppliers to the purchase run items tab on purchase runs
  • [RSELL-5273] – Pre-populate fields on machine when creating a machine from service order
  • [RSELL-5976] – Transactions and Cubes to support improved reporting technician and machine performance
  • [RSELL-6017] – Add customer remittance statement with full details of open items
  • [RSELL-6021] – Include the balance property to Sale Order detail view
  • [RSELL-6022] – Include “Unit Quantity Shipped” on the default list view for Sale Order lines on sale order transactions
  • [RSELL-6028] – Allow sale order receipts to be printed from workstation setting
  • [RSELL-6029] – Add expected lifetime meter counts as a property of machines
  • [RSELL-6041] – Improve the Populate from Price Book button
  • [RSELL-6042] – Add an initial count property to meters
  • [RSELL-6068] – Add a workstation option to force users to enter a cash count before closing shifts on the workstation
  • [RSELL-6075] – Add a ‘No Sale’ action to sale shipments similar to the no sale action on the stand alone pos program
  • [RSELL-6076] – Add a ‘Pay’ button feature to service orders
  • [RSELL-6077] – Allow purchase orders to be extracted from service orders more than once if the purchase orders for the service order are not in progress
  • [RSELL-6079] – Allow purchase orders to be generated for service orders even if all the lines on the service order are allocated
  • [RSELL-6081] – Add the ability to exclude back orders to the extract products action on purchase runs
  • [RSELL-6084] – Upgrade to DevExpress Framework v14.1
  • [RSELL-6088] – Improve machine service history tracking to include purchase orders, supplier credits, supplier payments and warranty claims
  • [RSELL-6100] – Add sale back orders to the related action on cards
  • [RSELL-6102] – Remove line numbers on some classes of transaction lines
  • [RSELL-6103] – Enable the delete button on service call activites. As long as the service order and the service order call have a status of open.
  • [RSELL-6112] – Add a campaign feature to Reaysell 8 with some of the features of standard internet campain engines
  • [RSELL-6113] – Allow price book run to create new products
  • [RSELL-6114] – Allow Price Category to be changed by bulk update runs based on product.primaryproductsupplier.cost
  • [RSELL-6119] – Allow uploading of all product discount contracts to WebX
  • [RSELL-6121] – Add a subreport band to the standard invoice layouts based on invoice machines
  • [RSELL-6152] – Display Competitor Pricing As Price Levels In Readysell 8
  • [RSELL-6169] – Add actions to display live stock on hand feeds for product suppliers