News – Page 9 – Readysell

Readysell 8

We’re pleased to announce that Readysell 8.50 (codename Munmorah) is rolling out to all of our Readysell 8 customers. This release is focused on improving the workflow for meter charging and fulfilling customer requests from the Readysell Forum. We encourage you to take some time to review these release notes to understand how you can make use of them.

Lake Munmorah

Better manage your meter charging workflow with service module improvements

Notice: This change applies to all customers who use the service module in Readysell. It is important that you review and understand these changes as they will affect your meter charging. If you have any questions, please contact Readysell Support as soon as possible.

We’ve overhauled how we handle charging of meters in order to reduce confusion, prevent mistakes (such as forgetting to charge meters) and make it easier to correct mistakes when the do happen.

We now drive all meter charging as as “flow on” from meter counts. When you have completed your meter counting for a meter count run cycle, click the new “Charge” button to extract all meters for that run cycle onto a meter charge run.

If you make a mistake, you can now delete the meter charge run and get back to counting to make any necessary corrections. If you’ve already generated invoices, you can now reverse the meter charge run as well.

We’ve also made it easier to make corrections on an “ad-hoc” basis. If you’ve made a mistake with only a couple of machines, you can extract those onto an “out of cycle” meter count run and charge those individually.

Tailor Readysell to your business workflow with new defaulting options

We’ve added some commonly requested options to our “Record Defaults” system reference to help you configure Readysell to automatically use values best aligned with how you do business. You can now set default values for:

The loyalty points mode for newly created customers
Whether notes are internal or external
What kind of purchase is to be created when the “Purchase from Sale” button is clicked
The “Allow Purchase from Sale” flag on products
The number of consignment items for a shipment

Easily keep track of consignments from within Readysell

When you enter a consignment note against shipment that contains the consignment’s tracking number, you will see a new “Track Shipment” button that will provide quick access to the status of the shipment.

We’ve enabled this for many of the default carriers in Readysell (including Australia Post, Couriers Please and Fastway) and you can easily add your own by setting the “Tracking URL” on the carrier. If you’re using our IFS integration, we’ll automatically populate this for you and we’ve also added the “Consignment Note” field to the “Complete Sale” screen so that you can easily enter consignment details as part of your regular workflow.

You can even add a link to the tracking URL to outbound emails or invoices to customers. Contact our support team through the Readysell Helpdesk if you’d like assistance in setting this up.

Get better recommendations by customising your recommended substitution settings

Readysell’s recommended substitution feature makes it easy to find alternate products to use as a substitute when you’re unable to supply an item.

We’ve now added a number of system references to help you configure this to work better within your business based on your product categorisation and stock holding. You will find options available to configure:

Whether Readysell should look in the current product’s category only, or if it should look up parent and “sibling” categories in your tree (useful if you have products categorised by brand)
The variance in price above and below the original item for candidate products
What the minimum available stock of the alternate product should be

But wait, there’s more…

We’ve also made a number of other improvements and under-the-hood changes. Here’s a full list. If you’d like more details about any of the below items, please don’t hesitate to get in touch with us through the Readysell Helpdesk.

14411 Improve meter charging workflow
14518 Show “Reference Number” on stock transfer list view
14552 Permit replacement variables to be used in action rule email addresses
14553 Provide an option to cancel sale orders when reversing shipments
14554 Allow line notes to be added during a purchase run
14555 Show machine name of meter count request web page
14556 Provide an option for defaulting notes to External
14557 Allow for consignment item quantity to be defaulted
14558 Allow changing the default Loyalty Points Mode for newly created cards
14559 Allow setting a default value for Allow Purchase from Sale on products
14560 Allow settings defaults for the Purchase from Sale order screen
14561 Improve Invoice Purchase Receipt Screen
14562 Add a Parts tab to the Extract Products screen
14563 Allow Backorder Due Date to be shown on the product screen
14564 Show notes in a tab on the product details screen
14565 Add On Sale Order to Show Breakdown drop down
14566 Provide a way to link to tracking pages for external couriers
14567 Add consignment note entry to Complete Sale workflow
14572 Make recommended substitutions more configurable
14576 Improve validation messages on meter count run lines

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 at the Readysell Helpdesk and we’ll be happy to help you out.

Readysell 8

Readysell 8.49 Lefroy now rolling out

Readysell

May 22, 2018

We’re pleased to announce that Readysell 8.49 (codename Lefroy) is rolling out to all of our Readysell 8 customers. This release is focused on warehousing improvements and fulfilling some recent customer requests on the Readysell Forum. We encourage you to take some time to review these release notes to understand how you can make use of them.

Lake Lefroy

Easily manage your multi location warehouse with stock location transfer scanning

We’ve added support for barcode scanners to stock location transfers. You can now scan the “From Location” followed by the product, followed by the “To Location” and Readysell will ensure a stock location transfer is generated accordingly. This can be especially useful if you receive stock into a staging area before moving it into your warehouse.

Better engage customers with Customer Business Review report improvements

The Customer Business Review report is a great way to engage with your existing customers and improve share of wallet. We’ve improved the existing Customer Business Review report with the following changes:

Ability to run the report for multiple customers at once
Ability to run the report for a defined period of time (by running the report with parameters from the “Form Reports” screen)
Total sales and average sales summary values
Category breakdown table with dollar value per category
Order breakdown table with number of and value of orders per month
Highlighting of “own brand” products in the top 20 tables
Ability to exclude specific non-stocked products from the report (for example, freight charges)
Performance improvements

Update your stock faster with stock quantity adjustment improvements

We’ve added the ability to type in the new quantity (as an alternative to the adjustment quantity) on stock quantity adjustments. This is especially useful for stores that do not use multiple locations as you can now use stock quantity adjustments as a simple alternative to stocktakes.

General Stationery Supplies EDI coming soon

We’ve been working with General Stationery Supplies to enable hybrid EDI ordering. This means you’ll be able to get your order in quicker and with the confidence that the stock you require is available. We’re in the final stages of testing, once we’re ready to roll this out a member of the Readysell support team will be in touch to assist with setting up this useful and time-saving integration.

But wait, there’s more…

14268 Improve form reports that export data for Toni Glass’ business review
14401 Improve barcode handling on stock location transfers
14402 Enable scan checking of locations on stock transfers
14403 Provide a way to disable automatic creation of cards from orders and lay-bys at POS
14422 Move purchase receipt location validation to finalisation
14427 Allow configuring automated emails to be sent on the last day of the month
14428 Add a Related button to favourites to bring up the related product
14429 Ensure a text-based representation of notes exists on all noteable objects
14430 Enable the copy button on preordered products
14432 Add the ability to specify the new quantity on hand in stock adjustments

Questions or comments?

Readysell 8

Australian Paper EDI ordering now available

Readysell

April 30, 2018

In conjunction with the launch of the new Australian Paper web shop, Readysell is pleased to announce that hybrid EDI ordering is now available to all Readysell 8 customers. This means you’ll be able to get your order in quicker and with the confidence that the stock you require is available.

Australian Paper logo

A member of the Readysell support team will be in touch with eligible customers to assist with setting up this useful and time-saving integration over the next few days.

Office Brands, Readysell 8

Handling EDM flyers that do not apply to your buying group

Readysell

April 9, 2018

With recent data releases, you may have noticed some EDM flyers for other buying groups in the “Catalogues” area of Readysell.

If you have received a flyer that does not apply to your store, please use the “Dismiss Catalogue” button to remove it from your outstanding list without loading it (Note: this will flag the flyer as “Loaded” without actually loading it).

Screenshot of Dismiss Catalogue button

We are working with Office Brands to avoid the distribution of catalogues/flyers that do not apply to specific buying groups and hope to have this resolved before the next EDM flyers are distributed.

Announcements

Save on Merchant Service Fees with Tyro Tap & Save

Readysell

March 19, 2018

Tyro have released a new product, called “Tap & Save”, allowing merchants to save money by processing debit tap-and-go payments through the more economical eftpos network. Tap & Save is a first-to-market initiative from Tyro offering leastcost routing to merchants.

Tyro’s Tap & Save offering has the potential to generate substantial savings on acceptance costs for eligible scheme debit tap-and-go payments for businesses using Tyro terminals. Tyro merchants will save on average six per cent on their Merchant Services Fees (MSF) and the majority of Tyro merchants will save between 20-30 per cent on re-routed transactions.

Benefits of Tap & Save

Currently in Australia, almost all tap-and-go card payments revert to the international credit card schemes, instead of the eftpos network. While the outcome is the same for the cardholder, the credit card schemes typically charge the merchant more than eftpos.

The launch of Tap & Save represents Tyro’s first iteration of least-cost routing, with further enhancements to come in future months which are expected to deliver even more savings to a larger proportion of its customer base.

To activate Tap & Save, call 02 8907 1778.

Announcements

Protecting your business from remote exploitation using Remote Desktop

Readysell

March 1, 2018

Remote Desktop connections (sometimes referred to as Terminal Services or RDP) are a convenient way to remotely access and administer computers in your network. Readysell uses Remote Desktop to access customers’ servers to ensure your software is running as expected and to correct any issues, without having to interrupt your day-to-day operations.

But, if your system is not correctly configured, convenient remote access for yourself, your staff and Readysell can also mean convenient access to malicious third parties. Remote Desktop has been used as a vector for installing malicious software within networks, ranging from relatively benign crypto-currency mining through to full blown ransomware attacks.

We’ve updated the Readysell Security Guide with some guidance about securing Remote Desktop, but wanted to cover some of the basics here so that you can quickly check to make sure you’re following good practices in your business.

The basics

At minimum, the following actions should be taken to ensure the security of your organisation to external breaches via Remote Desktop or SMB.

Ensure all users with Remote Desktop access have strong passwords

One of the ways third parties can gain access to your system is by just “guessing” the password of one of the users on your network. Based on research by SplashData the 25 most common passwords make up more than 10% of passwords. When picking a new password, make sure the password is not common, try it in Pwned Passwords at https://haveibeenpwned.com/Passwords. Do not use a password if it’s been used before.

Disable vulnerable SMBv1 protocol

This obsolete protocol has been leveraged in various malware attacks including WannaCry and Petya, which caused significant disruption in 2017. There’s a great guide at HowToGeek that explains how you can turn this off.

Secure your Remote Desktop endpoint

There’s a number of steps you should take, including:

Moving Remote Desktop to a non-standard listening port
Ensure NLA (Network Level Authentication) is enabled
Ensuring the highest level of client encryption is enforced

Again, HowToGeek has come to the rescue with a guide covering how to complete all these steps.

Restricting remote access

The best thing you can do is to restrict access to Remote Desktop rather than leaving it open to the entire internet. There are multiple approaches to do this, including:

Whitelisting

Whitelisting means only allowing certain remote IP addresses to use Remote Desktop ports from the internet. This means creating a list of IP addresses that need access (including Readysell’s IP address – 110.175.89.111) and setting these up in your router or firewall. This is the simplest approach and works if you don’t need remote access to your server, or only access from the same static IP address each time.

Setting up a VPN

More technically difficult to set up, but works if you require access from various locations. Each user who needs to remotely access Remote Desktop will first need to connect to your VPN before access is possible.

If you’d like assistance with any of the above, please get in touch with Readysell Support and we’d be happy to help you out.

Announcements

Protect your documents from ransomware using Controlled Folder Access

Readysell

October 19, 2017

For those who have been paying attention, ransomware is the number one threat small businesses face today. Locked Files To assist our customers in staying up to date with the latest guidance, we’ve put together the Readysell Security Guide at readysell.com.au/security

Today, we’ve updated the security guide with a new feature in the Windows 10 Fall Creators Update (also known as version 1709), which was released yesterday. The feature is called “Controlled Folder Access”, and it’s another tool in your toolkit to help protect your business.

Controlled Folder Access allows you to select folders on your system that should have an extra layer of protection. Typically this means folders where you store crucial documents. Once you’ve done this, only applications which you’ve explicitly allowed will be able to edit or delete documents in those folders. That means even if you do get infected, the damage will be more limited.

To enable the feature, search for and open the Windows Defender Security Center from Start, go to the Virus & threat protection settings section, and set the switch to On:

Enable Controlled folder access.

As well as the default settings, we also recommend allowing Readysell to bypass Controlled Folder Access to ensure you can use features such as file attachments and export of reports.

If you want more information, below is a great video put together by PDQ to help you get started. Additionally, How-To Geek have put together a great guide for getting started.

Going forward, we will continue to keep the security guide updated with the latest recommendations. We encourage you to review the security guide periodically and ensure you’re following all the best practices. We hope this serves as a valuable resource. If you have any questions or suggestions, we’re keen to hear your feedback.

Announcements

Protecting yourself from KRACK

Readysell

October 19, 2017

You may have heard about KRACK, a recently disclosed vulnerability in the WPA2 protocol commonly used to secure WiFi. While the vulnerability is real, there’s been some misreporting about the threat and what you should do to protect yourself. As such, we wanted to provide some quick information to put your mind at ease.

The vulnerability allows an attacker who is nearby to see traffic on your WiFi – but that’s only a threat if that traffic is not encrypted. That means if you’re using HTTPS or a VPN, you already have an extra layer of protection.
Microsoft patched the issue on the 10th of October, so make sure you are using a supported version of Windows (Windows 7 or newer) and have installed all the latest updates installed.
iOS and macOS devices should be getting an update soon to resolve the issue.
Android device updates will be handled by your phone’s manufacturer and carrier and will vary.
The vulnerability exploits WiFi clients, not WiFi access points. Various router manufacturers have released patches to fix the protocol bug anyway, and it’s a good idea to stay up to date, but the main concern is to patch your clients

This is on the heels of a number of other recent security vulnerability disclosures (including ROCA) and data breaches. It’s clearer than ever that you should take security seriously to protect yourself and your business. To get started, visit the Readysell Security Guide at readysell.com.au/security

Readysell 8

Update on the Readysell Supplier Stock Service

Readysell

October 19, 2017

The Readysell Supplier Stock Service (RS3) lets you check live stock level data from a number of suppliers right from your product screen. This is a great way to ensure you get stock faster when you really need it without having to visit a bunch of supplier websites or make superfluous phone calls.

We’ve recently added to our growing list of suppliers. We now have stock feeds available for the following suppliers:

Screenshot of the Readysell product screen

If you deal with any of the above suppliers, but are not seeing live stock levels when you click the “Show Supplier Stock Levels” button on the product screen, please contact Readysell Support to help set you up.

Office Brands, Readysell 8

Readysell 8.44 Galilee now rolling out

Readysell

September 18, 2017

We’re pleased to announce that Readysell 8.44 (codename Galilee) is now rolling out to all of our Readysell 8 customers. This release is focused on further improvements to Office Brands and industry integration, the service module, and fulfilling some of our top user requests.

Lake Galilee

Place your GNS orders faster with EDI and stock feeds

Readysell has integrated with GNS Wholesale to provide live stock level information as well as hybrid EDI ordering. This means you’ll be able to get your order in quicker and with the confidence that the stock you require is available. After you receive Readysell 8.44, someone from our team will be in touch with you to assist you with setting up this useful and time-saving integration.

Project a professional image with custom from names

The top request on our Feature Suggestions forum was to allow for a custom “from name” for emails sent from Readysell. We’ve now put a new field on the user called “Email From Name” to let you do just this. Whenever an email is sent from a user, the name contained in that field will be used. You can use this to include your business name to help your customers better recognise you.

Improve sales reporting with salesperson tracking improvements

Previously, Readysell always used the salesperson associated with a customer card for sales and service orders. We’ve heard that sometimes you may want to change the salesperson on a single order. To enable this, we are now allowing users with the appropriate level of permissions to change the sales person on a sale or service order. If you would like some assistance updating your roles to ensure the relevant staff have access to this, please get in touch with us and we’ll assist you in setting this up.

Improve flyer price information with sell price display improvements

Another of the top requests in our Feature Suggestions forum was to improve the visibility of flyer prices on products. When a flyer is loaded into Readysell a contract is created to temporarily override the prices in your system. It was, however, difficult to tell that this special price was in effect when looking at the product on your product screen. To do this, we’re now factoring in active flyers when showing the “Calculated Price” on the product screen.

Better manage and monitor your service business for machines with meter pricing improvements

Many departments within your business contribute to service work on machines. Readysell now lets you formulate meter prices such that you can break up costs between different general ledger accounts based on a proportional distribution of your click charges. This means you can more accurately split, estimate and the costs of running your service organisation. Both for individual machines, your departments and your service business as a whole.

Improve service customer satisfaction by tailoring meter change messages for customers

We have been getting feedback about the need to adjust meter charge messages to suit particular groups of customers. Previously you only one way to setup notes that appear on invoice lines for meter charge invoices. In response to your feedback, now we have changed the system so that you can use a template to adjust the way notes appear on meter charge invoices for any customer/s. If a customer wants different information or a different look to the notes they get on their meter charge lines, now you can probably make the adjustments they are asking for.

Improve your customer service and sales workflows with Salesforce integration improvements

Rather than relying on overnight syncing of customer and contact data from Readysell to Salesforce, we’ve now developed a direct integration that can send customer and contact data to Salesforce in near real time. No longer will your sales reps have to wait a day or two before they see changes made in Readysell appear on the CRM. Not only does this mean they’ll always have the right contact information, but they’ll also be able to see up to date sales data to help them make more effective use of the Salesforce CRM.

Questions or comments?

Our documentation has been 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 at the Readysell Helpdesk and we’ll be happy to help you out.

But wait, there’s more…

11543 Allow consolidation of stock transfers during the picking process
13295 Back ordering parts for incomplete service calls
13441 Create/update accounts in Salesforce via API
13563 Wrong value on meter count run line
13569 Allow sales person to be changed on individual service and sale orders, shipments
13570 Allow machines to have a separate “charge to” for meter charges
13573 Add “number of month” field to cycle for pre-ordered products
13575 Allow users to re-open service order calls
13576 Improve appearance of meter/service invoice layout when splitting meter costs
13584 Improve meter charge run validation
13595 Remove meter usage allocation code
13619 Integrate GNS stock feeds and EDI
13620 Consolidate constants
13627 Add “Show Related” to access category from contracts
13628 Delete button for cards appears under territories
13629 Improve handling of flyer pricing in Readysell
13630 Meter count rows on service order calls may be duplicated
13660 Allow for custom From name for emails sent from Readysell
13663 Mobile app improvements
13665 Rename Grandtotalmachine to TotalMachine