In the June edition you can find out more on the 23 new developments and enhancement included in the June 2013 v8.6 release of OrderWise.

• New Reports Added
• New Courier Links Added
• New Accounts Integration Added
• New manufacturing features
• New Goods In Features
• New Sales Order Processing Features
• Announcement on our forthcoming NEW CRM module

Plus staff news and other updates

• Virtual Tour of OrderWise Offices
• Employee of the Month
• Find out which member of our testing team has just tied the knot
• Catch up on the progress of WiseGuys FC

An Much Much More!

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This name change is the first step in preparation for a more powerful and brand new CRM module with extensive in-depth functionality and features.

The launch of our new CRM module is currently scheduled for August 2013.  This will be the ideal solution for businesses where a more structured control, progression and insight of customer relationships from enquiry to sale and beyond is an integral part of day to day activity.

The existing renamed Contact Manager (formerly CRM/SRM) module is already used by many businesses as it perfectly meets their customer and supplier contact management requirements.  This module will continue to be available once the new CRM module is released, ensuring all companies have access to the most suitable module for their business.

Current Contact Manager Features Include:-

• Automatically record when quotes have been sent and set follow up tasks
• Create custom data fields to store data that’s meaningful to your business for every contact for reporting and analysis
• Automatically record when price requests have been sent to suppliers and set follow up tasks
• Group tasks and entries by types. i.e. New Enquiry, Follow Up, Scheduled Maintenance, Quality Inspection, Chase Price Requests, Perform Price Increase etc
• Assign tasks to other people or other departments
• View tasks to do by person or department
• Record time spent on tasks
• Send emails directly out of Contact Manager
• Record every contact with a customer to provide a detail log of communication
• Deals with Sales contact management requirements, chasing and order escalation.
• Deals with Service contact management requirements, scheduled maintenance or installation
• Deals with Supplier contact management requirements, chasing deliveries and price request
• Attach documents and images to Contact Manager records.
• Create templates for use with standard emails or entry records.

For more information on OrderWise please download the brochure and watch the videos.

To discuss how Contact Manager or the new CRM module can be of benefit to your business, contact us today on 01522 704083

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These two widely used applications are popular with SME’s, providing the key accounting functionality required for effective financial control.  However larger organisations can require more in depth functionality and user access from their accounting software than the Pro & Premier packages cater for.

Intuit’s Quickbooks Enterprise Solutions are designed with these requirements in mind and the latest release of OrderWise includes a link to Quickbooks Enterprise v13.0 desktop software as standard.

As a popular and established accounts package provider in the UK and worldwide, this invaluable link with Quickbooks enables businesses to benefit from the powerful features and expertise of OrderWise Stock Control & Order Processing software to create a streamlined end to end solution.  The simple one click integration saves business from re-keying information and eliminates data entry errors that can occur as a result while protecting the existing investment already made in their accounting software.

We now provide standard integration with several accounts software packages including:

• Sage 50
• Sage 200
• Quickbooks Pro
• Quickbooks Premier
• Quickbooks Enterprise
• TAS Books
• Access Dimensions

For more information on accounts integration please download our brochure or watch our videos.

To discuss your requirements in more details contact us today on 01522 704083.

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Stock Turn by Value Report

This new standard report will help many companies monitor and understand the speed and flow of stock through the business for a range of stock optimisation and sales improvement analysis.

Available within the Stock Reports category, this will provide users with a calculated Stock Turn ratio based on stock values.

Stock turn is calculated as Cost of invoiced goods divided by Average stock value with a higher score generally indicating a better performance.

Stock Turn by Quantity Report

Working in a similar way to Stock Turn by Value, this new standard report will provide users with a calculated Stock Turn ration based on stock quantities.

Stock turn is calculated as Quantity of invoiced goods divided by Average stock quantity with a higher score generally indicating a better performance.

Top ‘N’ Customers by Invoiced Net

This simple yet powerful report will show the Top ‘N’ Customers ranked in descending order of invoiced sales net over the date range specified to aid customer sales performance monitoring and analysis.

Top ‘N’ Variants by Invoiced Net

Ranking in descending order, this report will show the Top ‘N’ Variants by invoiced sales net over the date range specified.

Summary Goods Received by Stock Location Report

This new standard report provides a summarised version of the existing standard ‘Goods Received’ reports.  Using the purchase order line received tables, overall receipt information rather than detailed transactional analysis is provided.

For further details of these new reports please read the 2013 V8.6 release notes.

More information on OrderWise Reporting can be found by downloading the brochure or watching our videos.

To discuss your individual requirements contact us on 01522 704083.

Don’t forget our in house Reports & Layouts team also provide a bespoke report writing service.

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OrderWise Courier Integration provides an efficient solution to the time consuming process of organising details such as delivery addresses and consignment numbers with the courier company.

Depending on your courier or couriers of choice, OrderWise will automatically generate consignment numbers based on your despatch history, pass this information directly to your courier software and record these details against the relevant transaction.

The streamlined process achieved by Courier Integration will improve despatch efficiency, eliminate re-keying into courier software, help increase despatch volume handling capability and provide improved visibility and accuracy of information.

TNT Express Manager

This new courier link allows OrderWise to integrate with TNT Express Manager via a direct feed and can be used for domestic and international deliveries.

Royal Mail Despatch Manager Online On Demand

This new link allows users to despatch consignments using Royal Mail Despatch Manager Online via a direct feed for both domestic and international shipments.

For more information on OrderWise Despatch and courier integration download our brochure or watch the videos.

Existing users are able to see full details on the OrderWise Courier Integration module along with details of all courier links available in the OrderWise Shop.

For details of existing links to 31 courier software systems and to discuss your requirements in more details contact us today on 01522 704083

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With reports and Dashboards covering a full range of departmental requirements companies have the ability to analyse data and drill down on all key performance indicators.

Staff focused analysis

However, some companies have a requirement to analyse data and report on information from a more finite perspective. Take the example of a Sales Department; businesses will want to view the overall sales, customer margin, sales person performance, top sellers, worst sellers and more to see where improvements can be made with a view to increase margins, identify trends and deliver excellent customer service.

But Sales Departments can often be split into multiple teams such as a telesales team and a field sales team. Although the requirement to report on the whole will never be removed, businesses will also want to analyse information and report on the separate teams individually as they will no doubt have different targets to achieve and Service Level Agreements (SLAs) to uphold. Taking this a step further, the telesales team may be structured to include several teams within it and the field sales team the same, each again with sub-team targets and SLAs which the business would want to report on separately.

Create team structures to replicate staff set up

The latest release of OrderWise 2013 (V8.6) now includes a new User Team Management structure to provide an easier and highly flexible method of managing more complex internal staff arrangements.  Although User Groups will still be used to manage access and security permission throughout OrderWise whilst enabling valuable statistics via reports and Dashboards, companies will now be able to create multiple team and sub team structures, allocating staff accordingly to reflect their existing company structure.

This new feature represents the first step in on going development to OrderWise throughout the Reports, KPI Dashboards, Contact Manager and forthcoming CRM modules. The current functionality allows users to create their desired team structures and allocate users to them. Over future releases, we will be creating new standard reports, Dashboard charts and enhancements throughout OrderWise, providing easy, accurate and flexible reporting on a range of key information. As with the current standard reports, users will be able to amend or create their own reports, utilising the new User Team Management functionality to drill down the information as required.

Get a head start

Although future development and enhancements to support this feature will be released over the coming months, that does not mean that companies cannot implement it straight away by creating their team and sub-team structures and allocating users to them. OrderWise will then collate and build a history of information ready to use as soon as the additional reports and features are available.

Existing customers with specific reports requirements for the new User Team structure are welcome to speak with our Reports & Layouts Department to discuss their bespoke report needs further.

For more information on OrderWise download our brochure and watch the videos .

To discuss your requirements in more detail contact us today on 01522 704083

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Cost effective and efficient

The reasons for the use of sub contractors is varied, in many cases it makes financial sense to outsource to specialist manufacturers with the expertise and equipment to carry out processes faster, more accurately and more cost effectively than attempting to do this in house.  Another common use of sub contracting is to provide overflow support, allowing a business to manage seasonal spikes in demand that internal capacity is unable to handle and yet is not at a consistent level to warrant investment in additional resources.

Effective sub contract process management

OrderWise Manufacturing has provided the ability to manage the sub contracting of processes within the build of products for some time now, giving companies full control of costs and the movement of goods to and from sub contractors as part of the manufacturing process.

In most instances goods will be returned from sub contractors in full, allowing subsequent manufacturing processes to be continued and the works order to be completed.  However there may be occasions where all goods are not received back from sub contractors at once.  Many companies will want to wait for full receipt before beginning the next stage of manufacture to maximise efficiency, but on occasion there can be a requirement to continue a works order using the components currently available while awaiting the balance from the sub contractor.

New sub contract enhancement

In the June release there has been new development within the Manufacturing module that allows additional control of sub contract goods for more flexible workflow.  Users will now be able to continue a works order using the available components booked back in from sub contractors while still waiting for the balance to arrive.  Users can complete the works order once the balance has arrived and the remaining products built.

For more information on OrderWise Manufacturing download our brochure or watch our videos.  Existing OrderWise users can head over to the OrderWise Shop.

To discuss your requirements in more detail contact us today on 01522 704083

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Although there are multiple methods of automatically controlling this through OrderWise, there can in certain instances be a requirement to manually control the system and dictate on an item by item basis which location goods should be sent from.

Although OrderWise has always provided the ability to control this on an item by item basis, new development to the sales order mass edit feature within the latest version of OrderWise 2013 (V8.6) now includes the ability to edit the location against the selected sales order lines.  Simply select the mass edit lines feature, select the relevant products, choose the new location and save.  Only locations that all of the selected sales order lines are stocked in will be available to choose from.

The mass edit feature can not only be used for changing the location against sales order lines but also allows mass edit of tax rate, nominal code, department code, cost centre, job number, date required and date promised.

For more information on OrderWise download the brochure and watch the videos.

To discuss your requirements in more detail contact us today on 01522 704083

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When a company is looking at business systems their focus is often drawn to the software itself, however making sure your key software requirements are met is just one part of choosing the right software supplier.  As the system the business will be relying on everyday and an investment you want get maximum value and longevity from, the company behind the software is as equally important to the final decision, yet often overlooked.

Your choice should not only be based on software functionality and suitability for the business.  How capable the provider is to deliver the software into the business, provide ongoing support and meet future requirements is key.

• What is their experience?
• What resources do they have to manage migration, train our staff and help ensure the software is implemented successfully?
• Do they have sufficient support infrastructure in place?  After all this software will be the backbone of my business.
• Can they meet my requirements now and the future?
• Is the software going to stand still or move with the new technologies, demands and practices?

These are the kind of questions everyone should be asking of their potential business software suppliers.

We have always offered an open invitation for businesses to visit our premises.  We encourage all to come and see first hand the facilities we offer, the infrastructure we have in place to support our users and the continual investment we make into the development, testing and enhancement of OrderWise for the benefit our customers.  That is why we are proud to now be able to offer a virtual tour of our premises and make it even easier for everyone to see the company behind the software.

Click on the links below to drop straight into our virtual tour at your chosen room or department or click here to start at reception and explore.

Seminar Room

An invaluable facility for delivering ongoing staff training, conferences, presentations  and meetings.

Training Room 1 of 4

One of four fully equipped and air conditioned client training rooms used to deliver our individually tailored OrderWise training courses.

Client Lounge

This relaxation area with Wi-Fi access and refreshments provides a quiet space for customers to take a break during training.

Development & Testing Department

We invest over £500,000 every year on your behalf into ongoing research, innovation, development and testing to future proof your software investment.  Our dedicated development and testing team with over 21 years experience produce up to 12 valuable software releases each year.

Projects Team Department

Every client is assigned dedicated project team which comprises a Project Coordinator, Trainer and an Account Manager.  The project team will then work with the client for life from initial migration, training, implementation and beyond to ensure they get the most out of OrderWise.

Technical Support Department

Our team of Support Technicians have been through a structured 3 month training program to ensure our customers have access to dedicated people with the right knowledge.

Reports & Layouts Departments

Constantly creating new and valuable standard reports which are made available to all OrderWise users along with providing a customers access to a full custom report writing and layout creation service.

Sales & Marketing Department

Our highly trained and experienced Business Consultants are on hand to provide advice, guidance, demonstrations and consultations to ensure OrderWise provides the right solution for each client while marketing keeps everyone up to date on the constant development, enhancements and additions to OrderWise.

Whether you are an existing user, currently enquiring or at the early stages of your research, why not take the time to explore the infrastructure and facilities we have in place to ensure we deliver the best software and services possible to our users.

For more information about OrderWise why not download or brochure or watch our videos.

To discuss you requirements in more detail and arrange a demonstration at our premises, online, or at your premises, contact us today on 01522 704083.

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Auto Book In Feature

When companies have confidence in their suppliers delivering correct order quantities and the received goods do not require manual input of serial numbers, batch numbers or expiry dates, the Auto Book In feature within OrderWise Goods In is an invaluable tool.  This allows a fast and streamlined method of booking in stock from any selected purchase orders with one click.

In a busy warehouse environment it is not always possible, or the most efficient working practice, to put goods away in the stock location or bin number that is recorded on the purchase order.  The specified location or bin may not be suitable at point of booking in or the business may operate a holding or put away location allowing new stock to be processed and distributed more efficiently.  Not maintaining an accurate record of the physical location of stock when goods are handled in this way can mean warehouse staff wasting time tracking down stock or even lead to incorrect stock adjustments being made.

New location control now added

In the July release an enhancement to the Auto Book In feature within Goods In has provided additional flexibility and control. Those companies wishing to utilise Auto Book In now have the option to override the stock location and bin number for the purchase order lines.

This ‘Allow override of stock location when auto booking in’ setting is available as an option within User Groups to ensure use by authorised users only.  Once enabled, users can select their desired Purchase Orders to auto book in and they will be prompted with a new form where they can confirm if the stock location or bin number should be overridden.

This added flexibility will provide simpler stock management and ensure an accurate stock location record can be maintained at all times when using the Auto Book In feature.

Combine with OrderWise HHT devices for maximum efficiency

Companies managing the booking in of goods in this manner will find the OrderWise HHT Mobile devices of benefit.  The wireless stock movement capabilities of these devices offer the perfect solution for efficiently and accurately managing the distribution of stock throughout the warehouse from holding areas.  Existing users can head over to the OrderWise Shop for full details and pricing on the HHT Mobile Devices.

For more information on OrderWise Goods In or the HHT Mobile Devices download the brochure or watch the videos.

To discuss your requirements in more detail contact us today on 01522 704083.

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