Winner Bizz 12.0 - What's New

Winner Bizz new interface

Like Winner Design, Winner Bizz 12.0 User Interface follows our new branding and product style guide. Among others, the logos, splash screen, icons, buttons, colours, and fonts have been adapted.

 

Cloud database installation

From now, users can host and use the Winner Bizz database directly on the Cloud. It means users will continue using Winner Bizz application on their desktop computer, but data will be saved on the Cloud. Hence, users will no longer need a server in the shop, and they will be able to work from anywhere!

By installing Winner Bizz v12.0, users can install it on a local server (as before) or install the database on the Compusoft Cloud infrastructure.

When installing Winner Bizz with the database on the Compusoft Cloud infrastructure, the Cloud database replaces the local SQL Server installation on the shop servers. The Winner Bizz data is hosted on the Compusoft Cloud infrastructure allowing access from anywhere with a stable internet connection. This solution will be provided as new service to our customers.

 

Migration 11.5 - 12.0 local

• If the automatic download has been activated in settings, Winner Bizz 12.0, SQL Server 2017 (if it is not installed yet) and Winner Design 12.0 will be automatically downloaded. It will be directly installed by restarting WB.
• During the installation, the migration will start automatically in WB. Users can also launch the process manually.
• The migration can take a few hours for large databases.
• The client computers, laptops or secondary servers will download and then install the new version by restarting WB.

 

Migration 12.0 local - 12.0 cloud

• To start the migration to Cloud, the user must be logged into the primary server.
• The user must also be administrator.
• Then, go to Winner Bizz Support Tool and tick Start migration.
• The Cloud IDs will be requested.
• It is the same credentials that the user received to connect to Compusoft Customer Portal.

Note: Start migration will only appear if the user has activated the extension Cloud database 12.0 in CS Office.

The migration happens in 2 steps: 

• Step 1: Migration of data (documents, drawings, mails attachments..) can take a few hours for larger databases but during this first step of the process, users can keep working in Winner Bizz (local).
• Step 2: The migration should be launched again from Winner Bizz Support Tool to finalise the migration. This time, it will not be possible to work in Winner Bizz at the same time.

  Note: This process can be stopped and relaunched if required. The duration will depend of the amount of data to migrate.

At the restart of Winner Bizz, the user will be on a Cloud database!

 

Numbering

• Numbering settings:

If the user adopts the Cloud solution, users can define a number series per company.

For local installations, number series are now also managed per company. In addition, if the user uses two servers to work on the same company, it is possible to choose a reference server for this company.

Go to the menu Other options > Companies, choose the company and go to the tab Numbering settings.

Now, the user can choose to link a company to another one, in order to follow the same number series.

Lower in this dialog, it is possible to set numbers for projects, customers, work orders and after-sales.

Note : Users can choose a specific format for the number series.

• Financial numbering settings:
  

In the new tab Financial numbering settings, it is possible to set numbers for invoices, credit notes and payments.

Here, users can choose to link a company to another one, in order to follow the same invoice number series. Users no longer have to configure these numbers via the Financial settings.

 

Export to accountancy

This function allows the user to export accountancy data, such as customer invoices, customer payments and supplier invoices in SAGE 100c v3.00 format.

In Winner Bizz, the module must be enabled in Workflow settings.

To be able to define the accountancy system, activate this functionality in the User roles, under the tab Financial component.

  

 

Configure accountancy codes in Financial settings > Accounting settings.

In this dialog, users can set the journal code, the default customer code, and define dynamic booking codes for third accounts.

Users can also configure booking codes and item group booking codes for customer invoices. Configure journal and booking codes for customer payments and supplier invoices in the 2 following tabs.

In addition, users have the possibility to define different booking codes for each VAT group for the item groups and global prices (to save time, it is possible to copy directly all the values of the first VAT group).

Note: It is possible to choose specific booking codes for customers and suppliers. In this case, users can set this value in customer settings and supplier settings dialogs.

 

 

The first way to proceed is to export accountancy data manually. To do so, use Accounting export, which is available from Customer invoices, Payments and Supplier invoices lists:

 

 

If needed, users can also export data automatically. To do so, choose the type Export accounting information and configure your settings (see picture above).

 

 

If the user wishes to have a clear vision of exported files and to avoid exporting the same data twice, tick Mark information as exported.

 

Visualise the export date in the different lists.

 

Use it as a filter criteria as well.

 

Margin control

Manage restrictions in Winner Bizz:

There is now the possibility to manage the minimum margins required to proceed with a sale. Users can control that the minimal profits values are respected and associate a margin profile to users in order to make sure they sell within the authorised and required margins.

Users can set margin values for an item group (1) or for a total quotation (2).

If needed, users can allow a negative quotation total by ticking the first box (see picture below).

If minimal margin requirements are not met, users will be blocked from printing any sales documents. If another user is allowed to proceed on lower margins, users can request permission from them to continue the process. In this case, the authorising user would be asked to enter their credentials.

If the user wishes, they can allow printings on low margin by ticking the second box (see picture below).

If margins are not reached, a warning message will be displayed in the Quotation summary.

  

 

Invoice adaptations

Further possibilities for building projects invoicing:

It is now possible to invoice alternative conditions separately.

Users can also add, delete and edit designs through the new Designs tab, in the Invoice dialog.

If needed, users can write comments when editing the quantity of designs to invoice.

 

3 condition types to invoice alternatives:

• In Winner Bizz, users can add alternative conditions, which will impact invoices.
• From now, it is possible to invoice conditions separately. Which means it is not necessarily included in the partial invoice.
• In addition, users can also define conditions which are subtracted from the partial invoice and invoiced later, in a separated invoice. It is used as a payment reserve, for eventual upcoming issues.

To select a condition type, go through the project list, select the alternative and open Alternative properties. Under the tab Conditions, click Add new and users will see the options.

 

 

QR Codes

Now we manage QR codes for Swiss invoices.

 

Electronic invoicing

ZUGFeRD or Factur-X is a German and French standard format which allows editing of electronic invoices.

In Winner Bizz, users can activate it in the Financial settings.

The pdf file of the invoice will then contain an extra information, as an embedded xml file.

 

Note: Today, it is used while invoicing to French and German public institutions.

 

 

CMC visibility

• A better visibility for users and support.
• A real follow-up in the activity log.
• A history and a traceability of every actions.

 

Supplier returns

A new view in your logistics procedure:

Users can now visualise which articles must be returned or have already been returned to supplier in the Supplier returns list, under the Logistics menu.

It also allows users to see, across alternatives, how many articles are concerned, and to visualise when they must be returned or have been returned.

 

Sales objectives

Evaluate user performance:

Users can now manage, define and control sales objectives in the sales statistics.

Through the menu Sales > Sales objectives users can now set sales goals for each user and each company, for each month of the year.

These sales objectives are available in the new table (see picture below), where users can set numbers for the turnover excluding VAT, the number of sales contracts and the number of quotations.

In the reports, users will be able to compare their effective sales with these target values.

 

Work calculation module

Once the module is activated by ticking the box Use the calculation module, users can automatically calculate the installation and transport prices and costs. Winner Bizz offers the user several ways of calculating them, with basic or advanced methods.

When using the advanced calculation mode, users can visualise all the transport and installation calculation details and additional costs in the quotation.

 

Import and export user filters and user interface

From now, if the user has prepared user filters or user interface on an independent database, that the user wishes to apply to an installation, users can import and export it via the Import/Export settings.

Users can export those settings from a specific user. When importing, users can decide to import them to the current connected user or to all users.

 

Import and export printing settings

From now, if the user wishes to use the same printing settings for different shops, users can export and import them in the second environment. User's favourite forms are part of this export. To do so, go to the Import/Export settings.

 

Technical improvements

From a purely technical point of view, changes have been made to improve performances, especially in terms of speed and flow.

 

Email database

Emails tend to take too much space in WB databases.

A new solution is now available to clear up space in the user's database.

Downloaded emails from IMAP accounts will not be fully kept in Winner Bizz database, as those mails are available on the mail server.

Emails attachments and contents will be removed from WB database after 6 months. If the user wishes to access to these mails after this time limit, WB will restore its content and attachment data by downloading it from the IMAP server.

Note: from v12.0, POP3 protocol won’t be available for new accounts anymore.

 

A better control on technical tasks

In the Application settings, users can now activate email alerts during several technical tasks. To configure it, go to the tab Monitoring.

In the lower part of the dialog, users are able to choose which alerts they want to receive:

Replication:

Receive an email when there is a replication issue.

Binpatchs:

Receive an email at each Binpatch download or installation.

Catalogues:

• Receive an email if there is an issue in the download or installation process.
• Receive an email to inform the user that catalogues must be installed manually, if the automatic installation option is not activated.

External communication:

Receive an email if there is an issue in the import or export of a document.

Server job:

Receive an email when the server job starts and ends.