New Business Software

This transition marks a significant step forward from our traditional on-premises software, offering enhanced reliability, scalability, and accessibility. With this change, you can expect improved efficiency in our services, as the new system allows for real-time data access, streamlined processes, and better integration capabilities. Our commitment to providing the best possible service remains our top priority, and this upgrade is a key part of our ongoing efforts to improve and innovate. We understand that change can bring questions, and we are here to support you through this transition, ensuring a seamless and positive experience.

As we transition to our new cloud-based ERP system, here are the key changes you can anticipate:

1. Document Formats: You'll notice a change in the format of the documents we share with you. These new formats are designed to be more user-friendly and easily accessible, ensuring you get the information you need in a more efficient and streamlined manner.
2. Data Accessibility: We're introducing an online portal that will allow you to access your data anytime, anywhere. This means greater flexibility for you to view, manage, and interact with your information on-the-go, without the constraints of traditional office hours or location.
3. Enhanced Communications: Expect improved communication channels, including faster responses and more interactive tools for support and information exchange. Our goal is to make your experience with us as smooth and responsive as possible.

These changes are part of our commitment to offer you a more efficient, reliable, and user-friendly service. We appreciate your patience and support as we make these improvements.

In the transition you will notice some changes to our document templates. Most importantly, the Tax Invoice. Here's what to look out for:

• A4 Format full colour PDF format
• Invoice sequence – INV/YEAR/INVOICE NUMBER
• Unit of measure is now included in the quantity field
• Bill of material (BOM) products such as bulka bagged product are now a single line item
• We have added an ex GST unit price and tax calculation to each line.
• Standardised fields for your purchasing information.

If you would like to see a sample invoice, reach out the the team below.

Yes we can! Your customer file has a prompt which we can use to communicate to sales staff what you expect on your invoices. Any information that isn’t staff ordering, delivery address or your purchase order number can be added to the field called “Reference”.

There is plenty of space for work order number, payroll number, project name or anything else you want to know to help you approve our invoices.

Please let the team know of any special requirements.

You might be concerned about document scanning and automations your company employs to handle invoicing. We are more than happy to supply a sample invoice or replicate a real invoice you’ve already received in our test environment.

If you have an example you’d like to see for comparison – all the better!

Access is by invitation. Please let us know which email address and person you wish to have access to the portal and we will send an invitation link once our software launches.

Example:

Just click the link and follow the prompts.