Quotes & Invoices

Brightpearl mid-April release Posted on April 15th, 2011 by Chris Tanner

Wow, someone must be putting something special into the water round here – the development team are trucking along! We’ve got even more new stuff to help you get your business running more smoothly on Brightpearl. Today heralds a new set of features and fixes on your system, all for free as part of your subscription!

Along with the features listed below, we are working with a few users to test the alpha release of our new public web services (API) – if you’re keen to get involved then please pop along to our API beta request form here. Highlights this release include:

You can now batch update custom fields on sales list; show a list of sales, select a few then from the drop-down menu select “update custom fields”.

Update custom fields from the sales list

We’ve removed the 10 character limit from the “reason” field on the stock correction process – you’re still prompted to add a reason but it’s no longer compulsory.

You can now batch update your domain/storefront settings from product list if you have more than one website running on Brightpearl; here we can see a typical example where, as a distributor, you have a retail website at www.website.com and a trade-only website at trade.website.com. Brightpearl lets you sell items on selected websites only, and at the relevant price. The trade site can easily be registration-only if you want, and you can even restrict access to different areas of the site using CRM tags. Now that’s powerful.

Batch update multi storefront settings

We’ve added a new “mode” to the CSV stock update screen – which means that you can load a single file to remove one item and add others; very handy if you are buying in one type of stock, assembling or disassembling it and turning it into another. Maybe you buy packs of 100 from a supplier but only sell in packs of 10. You’d create a CSV to remove 1 of the 100-pack and add 10 of the 10-pack. Of course all the accounting transactions are automatically done for you too.

Update stock via CSV files

Speaking of accounting being done for you – when adding inventory via the corrections method we’ve made sure that the cost price shown in the “cost” box is pulled from your default cost price list (a new setting in the Purchases zone).

You’ve now got the ability to de-activate email/print templates; some of users are adding rather a lot of templates; it’s such a handy feature; but it’s even handier being able to hide the ones you’re not using at the moment. Just use the toggle icon on the extra templates screen.

It’s been on our todo list for a while, and a number of you have been adding your weight to the suggestion over on our feedback forum; we’ve now added Quicknotes to the template email/print screen – so you can quickly add a note rather than typing an email out each time you send a quote or purchase order. Set up your quicknotes at Setup:Options:Other:Templates:Quicknote templates.

Last release we added the “paid to date” value on sales quotes and invoices – a pretty handy feature but a number of you have requested that we make it optional. It’s now opt-in; so if you want to see this on your documents then turn it on at Setup:Options:Sales.

There’s a lot more too including a number of bug fixes – so pop on over to our forum to see the full release notes. All accounts are being updated within the next 24 hours so you’ll be able to make use of these goodies right away. It’s all in v3.15 for those of you that watch that kind of thing

If you have any questions, then don’t hesitate to get in touch with our support team by phone or ticket!

Chris

Tags: updates
Posted in General posts, New features, Quotes & Invoices, System & service news | No Comments »

Sending a drop-ship packing note to suppliers Posted on March 28th, 2011 by Chris Tanner

Many of our users handle their Purchase Order processing through Brightpearl; it’s really easy with the back-to-back processes we have in place. I was having a chat with one of our users this morning about the way that he does it, and I thought it would be worth sharing the idea with you.

A drop-ship Purchase order is created when you want your supplier to ship the goods directly to the customer, which means that you don’t have to carry stock. You want the supplier to have a regular Purchase order document as normal, but wouldn’t it also be handy for them if you could provide them with a delivery note that they can use to put in with the package? It also means that you can add your own company branding, and any other offers you may have on at the time. It’s really easy; you just need to add an extra template to use for the Purchase Order.

Note that if you’re using Premium stock pay plan, then you’ll need to change the widget on the second page from _packingProducts_ to _productTable_, since you can only produce a packing note template from a goods-out note, and not from a drop-ship purchase order. Tell me more about packing note templates.

Setup

Visit Setup : Options : Templates & Layout : Email/Print templates
Create a new template
Go to HTML edit mode and paste in the HTML we’ve provided on our forums
Save the new template. Easy

Using your template

Follow the back-to-back process to clone a sale into a Purchase order
In the Purchase Order, make sure that the delivery address is correct for the customer (it will have been copied from the sale)
Click “Email/Print”
Click to change the template
Choose your new template and voila! A purchase order with a packing note that prints on a second page.

This is what it looks like on screen (you’ll have to use your browser’s “print preview” to see the page break). See that the original packing note is for order 100101 and the new purchase order is 100104; we’re using the _parentOrderId_ widget on the packing note section.

Purchase Order with packing note

Tags: Tips
Posted in General posts, Quotes & Invoices, Tips & Tricks | No Comments »

Brightpearl – putting more information at your fingertips Posted on March 1st, 2011 by Chris Tanner

This week we’re rolling out a new release which contains a couple of really handy features to make your order processing better. I’d also like to give a warm welcome to Ananth and Penny; Ananth is joining us in the product management team and will be taking a good look at the whole system from end to end to see where we can make it easier and faster to use as well as adding the right features at the right time. As always, if you want to get involved with testing out new ideas before they go live, fire an email to design@brightpearl.com and we’ll keep you in the loop. Penny is joining us to pick up the marketing baton; you’ll be seeing her on Twitter (@brightpearlhq), our Facebook page and in our newsletters.

Stock levels at-a-glance with automated order row colouring

Coloured rows for easy stock control

When you’re on the phone to a customer, building an order, it’s really handy to see how much you have in stock of any particular item. What’s really needed however is the answer to the question; “Have I got enough for this customer’s order?” When you’re working in a sales order, you no longer need to run through the list of items, check how many are in stock, see how many the customer wants and then come up with the answer; the rows in the order automatically turn pink or green depending on whether there’s enough in stock or not.

The same goes for Purchase Orders; you want to see whether all items have been received, and quickly identify those items that have not yet been received. “All ok” = green, and “still to receive” = pink. Simple, yet very handy!

Support for percentage discounts

Percentage discounting

Brightpearl supports powerful multi-price list customer and supplier pricing, but there’s always the situation where you might want to give a particular customer (or supplier) a slight variation across every item on a regular price list. A typical example may be a 10% student discount off a Retail price list. These discounts apply automatically when the customer logs into your eCommerce store; and now they also apply when adding items to an order in the back-office!

If you want to override the customer discount, you can. You can also choose to show the discount on quotes and invoices to show what a very special merchant you are. We’ve put a video together to show you how the discounting works; watch the video here.

Other updates

We’ve also been chasing some gremlins out of the system, the full release notes are available over here on our forums. As well as all this, we’ve been building up a new European data centre using the latest version of PHP which contains a number of improvements, not least to the speed of the system. We’ve squirted a little magic juice into the new data centre which should mean that it will be running significantly faster than the existing infrastructure. We’re planning to migrate all our UK users over to the new data centre over the next month or so. Our US users are also getting some of the magic juice at the same time. You won’t have to do anything at all; like everything else we’re doing, it’s included in the monthly subscription!

That’s all for now, catch you next time …

Tags: accounting, business processes, orders
Posted in General posts, New features, Quotes & Invoices, System & service news | 2 Comments »

New features in Brightpearl version 3 Posted on October 19th, 2010 by Chris Tanner

So, what’s in Brightpearl version 3?

We’ve been working hard to bring you a host of new features, and also make existing features much easier to use. We’re going to be updating the whole user interface over the next few months; this is just a taster of what’s to come. Drag and drop re-ordering, nice soft buttons, new colour pickers and more. We hope you like the changes

If you’ve got any feedback that would help us to make Brightpearl blend into your work day more smoothly, either by process or by changes to the user interface, we’d love it if you could get involved with our user panel. Just send an email to design@brightpearl.com for more information.

So, here’s a summary. We’ll be revisiting many of the new features for a closer look over the next few weeks, so watch your inbox (and if you’re not signed up for our newsletter, then join us now).

We’ve updated sales edit screen. There’s a lot of stuff going on in your business, so we’ve had to squeeze a lot of stuff in here too. Various things will appear as you add modules to your Brightpearl system (like inventory management). We used to have half our userbase on one interface with gazillions of options, and the other half on another interface that was lean, mean and fast, but didn’t support all of our features. Everyone now uses the same page to edit orders, which means we can focus our full efforts on making it really sing.

Update sales/purchase order edit screen

Add items straight from your price list using the quick-add box, re-order rows, calculate total on-the-fly, add sales codes mid-flow, edit custom fields and more.

If you’re using our ecommerce module, then you’ll be glad to know that shipping costs now come through to the back-office as a line item on the bottom of the order, and the shipping method is selected correctly by default, which means that you can filter your new orders by shipping method when you come into the office after a busy night of website sales, and ship the most urgent ones first. Splendid.

At the end of the day, you can export your sales list including delivery columns – which now also include the shipping method, which allows you drop the file straight into a packing system such as Metapack.

We now support multi-tier Sales tax, 4 US timezones and US date format. This opens up Brightpearl to users across North America, which is great news for those of you who’ve been wanting Brightpearl in your own timezone. Welcome on board!

date

You can now make your web portal (which comes included with every single Brightpearl account) look just like the rest of your branding. Change colours, add a logo and add if you know your way around spans, divs and moz-border-radius, you can add custom CSS too. Set up your portal at Setup : Options : Other : Web portal. Of course if you already run your website on Brightpearl (like these folk) then the portal comes as part of your website. It’s where your customers have self-service access to their quotes, invoices, tickets and personal information, and can also pay for quotes online if you’ve got the right payment methods set up.

Web portal

If you want to be able to process credit cards from within your admin system, then you’re going to love this. We’ve added an integration with Sagepay, so that card payments are authorised from within Brightpearl, with the payment allocated automatically into your accounting system. No hassles and really easy to set up. Read more here. We’re planning to add Authorize.net for our US customers shortly.

Process credit cards in Brightpearl with Sagepay

If you’re using departments for your accounting reports, you’ll be glad to hear that you can now filter your General Ledger to show all transactions without a department, and also code up part-journals to different departments (great for wages allocation)

Allocate a transaction across multiple departments

Management of your contact tags is easy. Drag-and-drop re-ordering, simpler screens, and a move to use the “modal” window. Using the modal window means that you don’t need to leave the screen below – so you’ll soon have the ability to add Tags mid-flow whilst working with contacts rather than have to set all your Tags up first.

Edit contact Tag

So you’ve got a list of contacts in your CRM – perhaps you’ve filtered the list to show everyone that has filled in a Smartform on your website, or perhaps it’s a list of contacts imported from an Eventbrite event that you ran. You want to print personalised letters to all of them. This is a simple case of 1-2-3 in Brightpearl; just set up your template, select the contacts and click the “letters” button. Lovely. We’re also working on a library of templates that you can use – watch this space

A letter as displayed on screen, including your logo and personalised text. Just hit "print"!

Easy printing of letters from CRM

For those of you with lots of product options, you’ll appreciate the small tweaks we’ve made to the option edit screen. Don’t forget you can manage products by Excel too – great if you have hundreds or thousands of SKUs.

Clear screen to update item options

Sales Credits and Purchase Credits

So this is a pretty major change for version 3.0 – there are two new types of orders; Sales Credits and Purchase Credits. You can create statuses for these separately to fit your own workflow. Of course there’s the new drag-and-drop reordering and colour selector too, so you can get set up in a jiffy. Here we can see 3 Sales Credit statuses, with the first set so that Brightpearl reminds us if the order has not been updated after 3 days.

Simple and powerful edit of order statuses

You’ll hopefully be using the powerful batch processing that comes on many screens in Brightpearl – saving you lots of time every day. We’ve made the whole process much slicker and easier to use. As an example in the screen shot below, you can send a (personalised) SMS off to each customer when we update their sale to “sent” at the end of the day.

Send email and SMS when batch updating orders

Just like the other areas of batch processing, printing a list of orders is a breeze. You can print one of the default templates (like a Quote) – or set up your own document templates for complete flexibility. Your imagination really is the only limit!

Easy printing of orders using any template you like

Do you ever find yourself typing the same bit of information into a field over and over again? We’ve got that covered. Just select a Quicknote from the drop-down list below most text entry boxes in Brightpearl and move on to your next job If you’re using a quicknote in a field that knows which contact you’re dealing with, then you can use contact merge fields. Same goes for orders and order merge fields.

Clear, crisp editing of quicknotes

Now for some really juicy stuff. Brightpearl integrates your sales and order processes with your contact database and CRM, which means that if you want to update your contact information from your sales screens, it’s a simple case of selecting the sales and choosing a function! If it’s more than just sending an email or SMS – use a Tag. Once you’ve added a Tag to contacts, you can bring them up in the CRM screens and do whatever you need from there.

Add tags to contacts from Sales lists

New SMS provider – Clickatell

Along with all the other screens we’ve made simpler, adding SMS templates is wonderfully straightforward. You’ve got a choice of a few “merge fields” to make the message more personal. To send SMS messages, you’ll need to sign up for an account with Clickatell and then just pop your API details (essentially login information for the Brightpearl servers) into Brightpearl. Read the full documentation here.

Easy, personalised SMS templates

Say you want to send a message to all your customers who’ve bought a computer fan from you in the last month. If you don’t sell computer fans, it doesn’t matter – you can search for anything you sell by name or SKU, and then filter the list by a whole load of other options too. You can send an email or SMS directly from this list, or feed it into CRM by adding a Tag (don’t forget you can also connect your Tags to Mailchimp email marketing)

Add Tag to contacts buying certain items from the sales detail report

In much the same kind of way, you can use your Top customers list to generate more re-orders, or else just keep your customers in touch. Communication Is Good – Brightpearl is the system to help you do all of this faster and more easily.

Easily send an email to your top customers

The “list contacts (beta)” screen is now handling all contact search results and listings in Brightpearl. This means easier batch processing of search results, direct export to Excel and a much cleaner, more consistent layout. Over the next few weeks we’ll be adding advanced custom search filtering in (which was on the old screen) – in the meantime those of you with older Brightpearl accounts can still access the old search screen from the “Browse…” menu. You can also change the columns displayed in this list using the options at Home:My preferences.

Contact search direct to export

In a similar fashion, the Sales List is now all handled by the new interface, which also allows much easier batch processing and direct export to Excel or PDF. Many of our users have only ever used this screen and won’t notice a difference. You’ll notice a change if you’re on Standard or Premium stock control. Some of you will be disappointed to see that the order contents are not shown by default, so you do need to open the orders to see what’s in them. We will be adding a “quick preview” very soon so that you can have a glance at what’s in the order without needing to open it up.

Updated Sales list screen

We’ve also improved the way that you can work with your customer debt. Send an email or SMS, add a note or even a contact Tag directly from the accounting screens. One report that you might find particularly useful is the Accounts:Customers:Reports:Invoices (unpaid and overdue) – from where you can easily send a reminder letter that contains details of the invoice and a link to your web portal so that your customers can pay you online!

CRM features from within your accounting screens. Lovely.

When sending emails from the pop-up window (just click on any red email link in the system) you can now pull in email addresses from your database.

Type-ahead search when sending emails

Also in version 3.0:

- Multiple calendars no longer supported : add events for people
- We’ve removed event ticketing. You can still have people on events, but you can’t connect events to orders
- We’ve discontinued Wufoo connection for our Smartforms. It wasn’t being used, sorry!
- Mailchimp : opt-in emails can now be sent when you add Mailer Tags to contacts if you wish. See Setup:Options:Contacts.

… and last but not least, we’re now listed on Google Apps Marketplace, which means that you can set up a new Brightpearl account with Single-Sign-On from your Google Apps Universal navigation menu. This is currently for new users only, we’re going to support Single Sign On for existing users in the very near future.

Brightpearl available from Google Apps

Posted in Customers, Design, E-commerce, General posts, New features, Products, Quotes & Invoices, System & service news | 11 Comments »

Pearl Office brings you a whole load of treats Posted on October 29th, 2009 by Chris Tanner

So, we’ve been looking at what’s been good and what’s not so good in Pearl and have been busy … Pearl Office is a new Pay Plan that replaces Pearl Starter, and is designed to be better suited to companies that don’t have any stock control needs. Office costs £20 per concurrent user per month, a total snip for a completely integrated CRM and accounting solution.

There’s a full list of extra features and changes at the bottom of this post. Want it sooner? Just send us an email and we’ll upgrade your account ahead of the crowd.

Charts now available fullscreen

Full screen charts

Many of the dashboard widgets can get a bit crowded when you set them up to show a lot of stuff, so we’ve given you the option to view them in full screen mode. Click the grey link underneath the widget.

Project costing now on all Pay Plans

Project costing at all Pay Plans above Express

Now this is a really nice one. We’d been toying with the idea of bringing some of the top end project management tools into the rest of Pearl, and for starters we’ve let you choose from a list of projects when you create quotes, sales and accounting transactions, at every pay plan above Express.

To set up your projects, go to the accounting zone and click “setup->projects”. Only open projects are shown in the drop down menus. You can pull up a full profit and loss report for projects, using the filters in the report centre.

Pearl CRM with email marketing

Overhauled Email Marketing, with new templates

Long overdue, we’ve put a lot of effort into making the MailChimp email marketing integration neater and tighter. In addition to the open and bounce reporting we announced in September, you can now segment your lists using tags.

The whole process of sending a new campaign is a lot simpler too.

If you use MailChimp, you really need to read the updated documentation here.

Watch a video

Simple quotes and Estimates

Many of you don’t need full-blown stock control and order processing, so we’ve created a much lighter, simpler screen for service based companies.

Create, send and invoice quotes really quickly and easily.

Click here for a video overview

Managing your funnel : Contact Pipeline Stages

We have introduced 5 stages through which all contact leads will flow. This is in addition to the familiar contact “status”.

Suspect – Prospect – Lead – Customer – Failed

You can put all your statuses into one of these 5 stages, to make reporting simpler. Every time that a contact changes status, Pearl tracks this change. A number of reports are in progress that allow you to see the trending as contacts move down your sales funnel, and also reports that show you where on the funnel you are getting the most drop-off. We’ve been tracking all this data for you from day 1, so that soon everything will come burning out in full colour!

And also in the CRM space…

You can now choose from the “email 2″ and “email 3″ as your from email address when sending out emails from the popup window. Edit yourself as a staff member and add them in. Very handy.
Choose a short 11-character “from name” when sending SMS messages. Your company name is used and truncated to 11 characters otherwise.
Marketing “lead sources” are now managed in the report centre, in conjunction with a popup edit screen… and remember if it’s in the report centre you can export to Excel or PDF too.

Forecast your upcoming revenue

We’ve got a great new widget in the Sales area where you can see at a glance what you’ve got due from customers in the next few months. This uses the “weighting” figure that you can edit on sales and orders:

Sales pipeline forecasting

In the Accounting …

Upload OFX files from your online banking. No need to hassle with Excel any more – just wham bam and all your transactions are in Pearl, ready to be matched or quickly added to your accounts.

We’ve integrated with CreditCall for back-office credit card processing as well as SecureTrading. CreditCall do a great deal for just £30 a month which includes up to 300 transactions. One of the nicest things about the Creditcall integration is the ability to store the card information within the system to allow you to reprocess sales again without needing to capture card details a second time. This is how simple it is within Pearl:

Creditcall integration

Multi-stage payments now fully supported

Perhaps the biggest step forwards for many users is the ability for Pearl to handle multi stage payments, before and after the sale is invoiced. Whereas before you used to have to allocate payment to an invoice only after it had been raised, you can now record entries in your accounts as a Sales Receipt for an order or quote, at any date in time, with or without a matching invoice. As soon as the sale is invoiced, Pearl tidies up and allocates the prepayments to the correct invoice reference.

Full payment history is shown inline withe the sale status notes:

Payment history notes

You’ve probably spotted the new buttons creeping in too. They will be spreading gradually around the system, as we can’t quite stretch to the man-hours required to blitz it in one go. The idea to to clean things up, make the UI nicer and also give us powerful features such as the hover-over “more” button in the sales quote screen:

Advanced buttons incoming!

Expense management is just around the corner

Not ready quite yet, but as a taster, here’s what it’s going to look like.

Web based expense management

Posted in General posts, New features, Quotes & Invoices, System & service news, Uncategorized | 4 Comments »

Faster, easier, more control Posted on October 4th, 2009 by Chris Tanner

We’ve added some features to your Pearl account.

Dashboard visibility

If you want to limit the view of any of your sales staff to just their own contacts, quotes and sales, then visit Setup:Licences and permissions and set “View all contacts” to “no” for that team member.

We’ve added configuration options to the pie charts on the Contacts dashboard, so that you can see “All contacts”, or just “My contacts”. This is of course if you as an administrator are set View all contacts = yes.

Email campaigns

We’ve added a box on the timeline that shows you the email campaigns that a user has received, and whether they have read them. You will need to manually update the campaign statistics in the Marketing:Campaigns screen to get the data in from Mailchimp.

Events attended

The timeline shows a box with details of any public events that the contact has attended. If you’re running public events, then you can show these on your website calendar, and let people book places via your shopping cart.

Let us know what you think!

We are trialling a system called Uservoice – so that you have a good channel to let us know what you think, and so that we can ensure that the most important things get done first (we can’t do everything!)

You can reach our Uservoice feedback page from the Help:Feedback link in your Pearl account. This should be for feature requests. Support tickets, (ie how do I do this) should be raised using the Help:My account/Pearl support menu.

One click for easy email and printing

As a taster, we’ve dropped a feature into your account that’s currently being evaluated. We’re thinking of replacing the two Email/Print icons on the order edit page with one.

You can preview the email and add a message, and choose to send HTML rather than attach a PDF.

Have a go, and let us know what you think. Faster, easier, more control.

Merge contacts

Select two contacts in the contact search results and tick the “merge” box in the actions menu that opens on the left of the screen. For detailed information on the merge feature, click here.

Upcoming changes to MailChimp integration.

Following advice from the fine fellows at Mailchimp, we’re going to be changing the way that our integration works. It’s not going to be for a few weeks, but you should know about it. Currently you probably have lists, to which you attach a number of tags. If you want a contact to be on multiple lists, you have to add them to tags that sit on both lists.

The new method is going to use “interest groups” in MailChimp, so that ALL your contacts live on one list. You will get the choice of which tags to send each Campaign to at the point that you build the campaign.

We’ll also be adding the ability for a user to choose the “newsletter” tags that they are subscribed to in their profile area of your portal.

Tagging

The eagle eyed amongst you will have seen that you can’t add a contact to a tag that has child tags, you can only add “leaf level” tags. This is to keep things simple. Putting a contact onto parent tags makes them hard to isolate (clicking a parent tag in the contacts search will also show contacts in the child tags).

Lead sources

We’ve temporarily removed the statistics from the Lead Source setup page. This was causing some accounts to crash due to the massive amount of data it was looking through. We’ll have a drill-down analysis on your lead sources soon. For now, you can layer the contacts created chart (on your dashboard) by lead source. Check it out, add a lead source for Twitter, add a lead source domain, and see what customers are coming from your Twitter feed!

What else are we working on?

The data import tool is nearly ready for launch. You can use this to import your own fieldset for products, contacts and most excitingly orders too. That means that you can import orders (which will automatically create customers) from PayPal, Amazon, eBay, or even your existing ecommerce system.

View all contactsView all

Posted in Customers, General posts, New features, Quotes & Invoices, System & service news | No Comments »

Recently added features Posted on May 5th, 2009 by Chris Tanner

The eagle eyed amongst you all will have noticed a number of handy new features in your Pearl account. Here’s a summary of what’s new:

Contacts

The default credit limit and credit terms for new contacts is now defined by the settings in your main company contact. To edit this, visit Setup – Options – Defaults, and click the blue link.

Import all your contacts from Outlook with the import wizard. Outlook has some funny characteristics that has meant that we’ve had to put a lot of work into this feature – if your data throws up a hiccup, let us know. Always tag imported contacts so that you can identify them later!

You’ll have spotted that Groups are now Tags – expect to see the Tag concept rolled across the rest of Pearl in the near future. You can batch add and remove tags using the options in the left hand side of the CRM screen.

Batch email – to send an email out to a number of contacts, use the batch email feature in the left hand side of the CRM screen. This does use email credits, from 0.6 pence each. You can also use the more powerful email marketing features, which will soon have full stats and analysis in place.

Batch process for large numbers of contacts – gone is the threshold of 750 contacts … you can now choose to perform an action on a much larger group of contacts without having to display them all on screen first. There’s a handy little “display/perform” menu in the advanced search filter on the CRM screen

Sales and Invoicing

We’re pleased to say that the new PDF system that we put in place a few weeks ago is proving much better, and has resolved the issue of failing PDFs. All PDFs now go out with a “view online” link – which will introduce your customers to your web portal, which will mean that they (hopefully!) go to get information themselves rather than hassle you for re-prints, statements and so on.

If you want to give your customers the ability to pay their invoices online, you need to set up one of the following payment methods: PayPal, Protx (now SagePay), Secure Trading.

Credit card payment – you can take card payments from customers from within your Pearl account – visit the Setup – Payment screens in your admin area for a full walk through on setting up the Secure Trading console.

Accounting

Whilst entering quick invoices, you can quickly add a new customer or supplier without leaving the invoice entry screen – look for the link on the right hand side of the screen.

Any of your nominal codes can now be set as a “bank account” – change your settings in the Chart of accounts setup screens.

You can export your Chart of Accounts by using the Export Trial Balance, with “include zero balance” ticked. Handy if you are setting up multiple Pearl accounts and want each of them to have the same chart of accounts.

Lock accounts to one user – very handy for your accountant to lock the accounts for their exclusive access whilst you continue to enter transactions on a day to day basis. Have a look at the Accounts – Setup – Year end screen.

Products

You can now add up to 15 sub products in a bundle – it was just 6 before.

If you want, you can edit the value of stock in your stock table, using the Products – Stock – Stock report screen.

Tags: CRM, stock control
Posted in Customers, Money, New features, Products, Quotes & Invoices, System & service news | No Comments »

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