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Winner Bizz 12.0L version is available on restricted access for now and will be deployed progressively to customers in January. If you are interested in getting this version on your pre-production/test environnement earlier, please contact your local support team. |
Communication
Sales
Financing simulator calculator: calculate based on the monthly payment
Retail sale : use contract number instead of alternative number
Purchase
After-Sales
Reports
Miscellaneous
Communication
Remove data from Home Page
Users have the possibility to either hide or display the to-do list and email sections that are linked to the Winner Bizz homepage. This feature is useful in situations where there is a need for discretion, such as when customers are present in the shop. By concealing these sections, users can maintain a level of privacy and ensure that sensitive information is not inadvertently exposed to passers-by.
This functionality allows for a more controlled and professional environment, enhancing the overall customer experience while safeguarding important details.
To access this feature, users can navigate through the menu by selecting Communication > Communication settings > Home page. Within this section, users will find the option to untick the items they wish to hide from their homepage.
Possibility to hide workers from My Schedule users
In the user schedule interface, the arrangement has been modified so that workers are now positioned at the end of the users list. This change has been implemented to enhance clarity and improve the overall user experience when searching for a specific user's schedule. By grouping workers separately and placing them at the bottom of the list, it becomes easier to distinguish between different types of users, thereby making the schedule more organized and straightforward to navigate.
Better visibility on task attribution
When assigning a task to a user, the list of available users is now divided into two distinct categories: Internal users and External users, such as Workers. This new filtering system has been implemented to enhance clarity and make it easier to identify the appropriate recipients for tasks.
By clearly separating internal team members from external collaborators, users can more efficiently navigate the list and select the correct individual for the task at hand.
Sales
Financing simulator calculator: calculate based on the monthly payment
The Financing Offer Simulator has undergone significant improvements, particularly in the functionality of its calculator. Users now have the ability to input the monthly payment amount that the end consumer is willing to pay directly into the system. Once this figure is entered, the calculator automatically adjusts the number of months and the corresponding contributions required to meet that monthly payment.
This enhancement is especially useful in situations where the end consumer already has a clear idea of the amount they can afford to pay each month, allowing for a more tailored and flexible financing plan that better suits their financial preferences and needs.
More details: Financing simulator calculator: calculate based on the monthly payment
Maximum outstanding amount per customer
This functionality is especially beneficial for business-to-business (B2B) projects, where managing outstanding amount limits is vital to maintaining financial stability and ensuring smooth operational processes.
This module is designed to assist in managing customer credit limits effectively, thereby helping to control financial exposure across various projects. This feature is implemented to prevent customers from accumulating excessively large outstanding balances, thereby reducing financial risk and promoting healthier cash flow management within the organisation.
Users will now have the capability to establish a maximum outstanding amount for all customers collectively, ensuring a consistent credit control policy. Additionally, it offers the flexibility to personalise these credit limits on a per-customer basis, allowing for tailored financial arrangements that suit individual customer profiles and risk assessments.
More details on this features: Maximum outstanding amount per customer
Winner Bizz integration with FranFinance (France Only)
The financing offer simulation module has now been successfully integrated with FranFinance, a well-established service provider catering specifically to users in France. This integration represents a significant enhancement designed to streamline the financing simulation process for French customers.
The primary objective behind this integration is to simplify and improve the overall experience of conducting financing simulations. By connecting directly with FranFinance, the module is able to provide users with precise, real-time information that is continuously updated.
This ensures that when users engage with the financing simulation feature, they receive the most accurate and current data available, facilitating better-informed financial decisions.
When creating a quotation, click on Select/Edit to fill the FranFinance required information.
When proceeding with the sales contract, user will be ask if he wants to keep the financing simulation made during the quotation. If yes, a message will propose the user to continue the financing simulation directly on FranFinance website. Clicking on yes will open the FranFinance portal, where users can fill in directly the customer's information.
More details on this feature: Winner Bizz integration with FranFinance (France Only)
More details about the Winner Bizz Financing simulator: Financing simulator.
Improvement in the Building alternative assistant dialog
The fields Quantity, Space, and Description of the Building alternative assistant have been improved to facilitate a smoother user experience, allowing for easier navigation through these fields.
Users can now efficiently move between these input areas using the Tab key on their keyboard, which streamlines the process of data entry and improves overall accessibility. This change not only makes the interface more user-friendly but also ensures that users can manage their tasks with greater efficiency and ease.
Send contract to E-Signature from Preview
We are pleased to announce that users can now send contracts for e-signature directly from the printing preview dialog. This enhancement streamlines the process, allowing for a more efficient workflow.
Instead of having to navigate through multiple steps to initiate the e-signature process, users can simply access this feature while reviewing the document in the print preview.
This not only saves time but also reduces the chances of errors that might occur when switching between different interfaces. Embracing this feature will significantly improve the overall user experience when managing contracts.
New columns in Customer Order Control List
Customer Order Control List has been enhanced by incorporating new columns.
This improvement aims to provide clearer visibility into the various aspects of customer orders. By adding these additional columns, we are not only facilitating a more straightforward overview of the data but also enabling a more efficient control process.
The enhanced layout allows users to easily track and manage customer orders, ensuring that all necessary information is readily accessible and organised.
The new columns, to be selected via a right click on the column titles, are:
Delivery date status
Measurement work status
Control comment
Retail sale : use contract number instead of alternative number
When conducting a retail sale, the system now automatically generates a contract number which is used as the primary reference. This contract number replaces the previously used alternative code, providing a more standardised and consistent means of identifying and tracking sales transactions. This change enhances the accuracy and efficiency of record-keeping during retail operations, ensuring that each sale is uniquely and clearly referenced by its contract number.
Customer follow up - Project-related emails
When a user receives an e-mail from a customer, a link is automatically associated with the customer by default. Users then have the option of manually associating this e-mail with a specific project. This feature allows the user to easily locate the e-mail in the Customer Follow up section by associating it directly with the relevant project.
By performing this action, the system will now remove the link from the email at the general customer level and only retain the connection at the project level.
This approach is designed to improve the organisation and location of project-specific content, making it easier for users to manage and track project-related communications.
User's role Designing options
The user role known as "Design Options" has been modified to improve its functionality. Users assigned this role are now allowed to tick the required work required with this option. This change extends the possibilities available to users with this specific role.
Previously, the ability to complete requested jobs was only available to users who had been granted access to the jobs module. This special access allowed users to view, modify and add jobs.
With the recent update, these permissions have been extended to users with the Design Options role, allowing them to request jobs but not to schedule them if this is not to be done by the same person.
Re-organization of sales settings dialog
The reminders and deadlines settings, previously available in the tab Sales settings have been moved to a new tab called Reminders and deadlines.
The Financing simulation settings, previously available in the Quotation tab has been moved to a new tab called Financing simulation.
Purchase
Supplier order number exported in the document name
The supplier order number will now be automatically included in the name of the exported document. This update aims to make it easier to track and identify documents linked to specific supplier orders. By having this unique identifier in the document name, users can quickly find and reference the relevant files, helping to simplify the management and organisation of supplier-related documents.
Improvement of EANCOM information for supplier
EANCOM data transmitted to suppliers now includes detailed pricing information. This enhancement was implemented to meet the specific requirements of some suppliers, enabling them to process orders accurately and efficiently in line with their internal operational procedures.
By incorporating price details within the EANCOM messages, we ensure smoother communication and better alignment with the supplier’s order management system, to ensure an effective ordering process.
To activate this function, go in Purchase > Suppliers > Select a supplier > Edit > Order settings tab > Send EANCOM orders > Edit settings... > Use pure EANCOM format > Tick Send cost price information
More details: Send cost price information via EANCOM
Define supplier as inactive
Users now have the option of marking suppliers as inactive in the system.
This is particularly useful when you no longer work with a specific supplier and would prefer their details not to appear in your lists of active suppliers. By designating a supplier as inactive, you can keep your working environment more organised and focused, ensuring that only relevant and current suppliers are visible.
This streamlines your workflow and reduces the clutter caused by suppliers not currently involved in your operations.
More details: Define supplier as inactive
After-Sales
Make the Type of Problem field mandatory when creating an After-Sales
A new setting is available in Winner Bizz. This setting makes the field Problem type mandatory when creating a new After-Sales report. By making this field mandatory, the system ensures that all relevant information about the issue is captured accurately at the time of entry, which helps in streamlining the after-sales process and improving issue tracking and resolution.
To activate this setting, go in After-Sales > After-sales settings > Tick the box The problem type is mandatory.
Reports
New column in After-Sales report
In the report 'After-Sales - Overview per problem type', there has been an update that introduces a new column dedicated to identifying the cause of after-sales. This enhancement aims to provide a clearer understanding of the various problems encountered in the after-sales process.
The inclusion of the 'Cause' column is particularly significant as it allows users to pinpoint the underlying reasons for different after-sales problems. This detailed overview not only facilitates better problem-solving but also enhances customer satisfaction by addressing the root causes of complaints more effectively.
New filter in Sales report : Catalogue name
A new filtering option has been introduced in the report 'Item per Alternative'.
This allows users to refine their data by selecting specific catalogues. With this new feature, users can easily narrow down the information presented in the report, making it more relevant and tailored to their needs.
By applying the catalogue filter, users can focus on particular categories or types of items, thereby facilitating a more efficient analysis of the data at hand. This improvement is expected to significantly enhance the user experience, enabling more precise insights and better decision-making based on the filtered results.
Export report settings
Reports settings can now be exported through the Application settings export feature.
This enhancement enables users to export their personalised report configurations, including customisations such as selected columns and applied filters, making it straightforward to save and transfer these settings. Consequently, users can easily import their tailored reports into other environments or share them with colleagues, ensuring consistency and efficiency in report management.
To do so, go in Application settings > Application settings > Export settings > Report settings. This will generate a .json file that can then be imported in Application Settings > Import settings
Lost project detection in report Sales per salesperson/lost alternative
The report previously known as Lost sales (store/seller/alternative) has been renamed and is now called Sales per salesperson/lost alternative.
Significant enhancements have been made to the filter functionality within this report. Previously, the filtering was based on the date when the entire project was marked as lost. However, the filter has now been improved to focus on the date when the alternative itself was set to lost.
As a result of this improvement, the report is now capable of displaying alternatives that have been marked as lost even if the overall project has not been classified as lost. This allows for a more detailed and precise analysis of lost alternatives, providing better insights into sales performance and opportunities that were missed at the alternative level, independent of the project's final status.
New columns in report Sales per salesperson / quotation
Additional columns have been introduced and are now accessible within the Customized Columns section of the report titled "Sales per Salesperson / Quotation." These new columns provide enhanced data options, allowing users to tailor the report more precisely to their analytical needs and gain deeper insights into sales performance by individual sales representatives and their quotations.
Alternative external reference
Delivery address
Final invoice date
Final invoice amount excl. VAT
Final invoice %
Partial invoice amount excl. VAT
Partial invoice %
The new columns can be added by clicking Customize > selecting them in the Available columns section > Select > Save
Miscellaneous
Allow export/import of Winner Bizz Application Settings JSON file
When importing and exporting application settings, users receive a zip file that contains a JSON file for Winner Bizz settings and a zip file for Winner Design settings within it.
However, when it comes to importing application settings, the process was previously limited to accepting only zip files. This meant that users could not simply import a standalone JSON file, which could be somewhat restrictive for those who might have had individual JSON files they wished to use.
In the latest version, a significant improvement has been made to enhance user experience. Now, users have the capability to import a JSON file directly, without the need to first compress it into a zip file. This change simplifies the process considerably, allowing for greater flexibility and ease of use.
Improvement in the import of API key in the application settings
When exporting application settings, any data exported is now decrypted in the export file and automatically re-encrypted during the import process.
This improvement simplifies the workflow and enhances data security by automatically handling the re-encryption of sensitive information during import.
Search tool in User list
This version brings a new feature to the User list by incorporating a new search functionality. This feature empowers users to create personalized filters tailored to their specific needs, enabling them to sift through the user base with ease and efficiency.
This not only saves time but also enhances productivity by reducing the effort required to navigate through extensive lists of users. Overall, this improvement significantly enriches the user experience, making it more intuitive and user-friendly.
Quick access to Winner Bizz training page (France only)
A convenient shortcut to the Cyncly training page has now been incorporated into the menu structure.
Users can easily navigate to this resource by selecting Other > Help and Support > Winner Bizz training.
This enhancement provides users with immediate access to a variety of webinars and training sessions that are available for Winner Bizz and other software of the Cyncly suite.
By streamlining the process of finding these valuable resources, users can benefit from the comprehensive training materials designed to enhance their experience and knowledge of the platform.
Milieu renamed into Space
In this version, every instance of the term "Milieu" has been substituted with the word "Space".
This change has been implemented to ensure consistency with the terminology used throughout the Cyncly product suite. This alignment not only helps in maintaining a cohesive understanding of our products but also facilitates better communication among users who engage with the Cyncly ecosystem.
Data Center East US
Winner Bizz has now expanded its capabilities to support installations in the East US region, thanks to the new connection established with the Azure East US data centre. This development significantly enhances the performance and responsiveness of the platform for users located outside of Europe, particularly those in the eastern United States. By leveraging the proximity of the Azure East US data centre, Winner Bizz can deliver faster load times, reduced latency, and an overall improved user experience for customers in this geographical area.
Import Template Database for a new installation
To facilitate a more comprehensive and straightforward installation process for setting up a new shop, users now have the option to install a template database during the initial installation.
Note: this option is only for Cloud users.
This feature is designed to enable the completion of a full installation within just a few seconds. Unlike simply importing application settings, this method is far more thorough as it includes not only the basic configuration but also detailed information such as document and document box data.
Additionally, it can incorporate template projects, which can be particularly useful for training purposes or other specific requirements. This enhancement aims to streamline the setup process, ensuring that users have a fully functional and well-prepared system right from the start.
More details on this feature: Import Template Database for a new installation
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