Winner Bizz 12.0h - What's New

Summary

• The Winner Bizz Dashboard
• Contact : Leads, Prospects and Customers
  • New category
  • New project categorization
• After Sales module improvement
  • Filter your project by After-Sales order
  • See After-Sales order details 
• Easier management of downloads for franchise
• Invoices and payments control
• Accountancy export - PrePayment
• Invoicing extract for financial audit

• Item group for Transport and Installation work

• DATEV
• Shop entry linked to a contact
• General improvements
• Actions quick access
• See availabilities when creating a task
• Project list filters improvement 
• Supplier settings exportation and importation
• New field in the Supplier order xml export

• New column added to the report Sales per Salesperson / Lost project

• EANCOM : chose the commission name in the supplier order settings

• New role to manage Workers without managing Users

• Customized Workflow steps management per supplier order

• RSS Feed
• Room survey available for Winner Bizz

 

The Winner Bizz Dashboard 

The Winner Bizz Dashboard, a new feature that displays the key data of your activity.

Clicking on one of the box will redirect you to the corresponding section in Winner Bizz.

Your Dashboard is customizable via the filter icon.

The Dashboard filters opens, select which company and which users project you want to include.

For more information, see The Winner Bizz Dashboard.

 

Contact categorisation: Leads, Prospects and Customers

Following the stage of the customer journey, contacts are now separated in two categories: Leads/prospects and Clients in the Sales menu.

 

New category

A new tile is available on your Winner Bizz homepage: Leads/Prospects. It regroups all the functions for a new customer, from the shop entry to the customer profile.

A new category in the Workflow assistant is also available for the Lead/prospect management.

 

New project categorisation

Projects are now categorised according to the stage of the customer journey.

 

Projects in prospect: New projects and/or projects with a quotation sent.

Projects in sales: Projects with a sales contract sent, projects with a modified sales contract requested.

Projects in processing: Projects with the status approved for order, with a request to cancel order or an order cancelled, ordered or partially ordered, to supplier, supplier order cancelled, to be reordered, received or partially received, and delivered or partially delivered.

 

After Sales module improvement

With a view to make After-sales management easier, we improved the After-Sales filters and functionality.

 

Filter project by After-Sales order 

It is now possible to filter your supplier order by After-Sales service. To do so, go in your projects list, click on Search > Current Values.

Filter by Sales type and tick After-Sales service.

You can also access to your After-sales order with the category After-sales orders in your supplier orders list.

 

See After-Sales order details

Users can find a new button in the After sales edit dialog, which allows them to open the supplier orders linked to the after sales they are consulting.

Click on the menu After-Sales > After-Sales.

Chose the After-Sales order you wish to consult, and double click on it.

Click on Treatment > Orders. The list of items that have been ordered for this After-Sales project will be displayed. 

You can now click on Supplier orders to be redirected to the supplier order section. The order details dialogue window will open if there is only one supplier order.

 

 

Easier management of downloads for franchise 

From Winner Bizz 12.0h version, it is possible to manage the installations and settings at the main level and apply them to all subsidiaries of your franchise. This new functionality makes it easier to manage the downloads and installations at once instead of doing it individually for each subsidiary.

If you want to activate the centralised download for franchise functionality, please contact support.

Once this option activated, the user needs to be granted the user role IT System maintenance.

 

 

Go to Other options > Applications settings > Applications settings > System tab. Under Download updates, you will see the box Manage installation at the main level. If the user ticks this box, all the installations done will be also implemented for all the stores in their franchise.

 

 

Invoices and Payments control

To access to invoices and payments modification, the user needs to be granted with the user role Financial control. 

 

 

Select Financial > Financial control > Invoices control or Payments control.

 

For more information, see Financial control.

 

Accountancy export - Prepayment

It is now possible to separate prepayment invoices from final invoices. When exporting prepayment invoices, the amount per item group will not be displayed. The prepayment invoice will only display the prepayment amount and the corresponding VAT, as defined in the Financial settings.

The item group details will be gathered and displayed on the final invoice, with their corresponding VAT group.

In the Financial settings window, in the Accounting settings section, fill the Prepayment code and Invoiced Prepayment code.

 

 

Invoicing extract for Financial Audit

From your customer invoice list, select Export > Export tax audit data. 

You can choose the company, the period for the extract, the destination folder and the name of the files.

 

 

This will export 4 .csv files with the corresponding data: one file for invoicing, for payments, for payment calendar and for the items.

Note: for the moment, this can be only exported manually.

For more information about this function, please consult Invoicing extract for Tax Audit.

 

Item group for Transport and Installation work

Your transport and installation cost can now appear on the quotation as a separate item group. The corresponding VAT will apply separately for each item group. This can be useful if you want specific costs to appear on your quotation, for example Electrical work, Plumbing work or Transport.

In the menu Work > Work settings > Reservation and calculation tab > select Transport or Installation. The column Item group has been added in the two tables. 

 

 

When adding a new transport price or additional costs, click on the drop-down menu to select the corresponding item group.

 

 

On the quotation, the Installation and Transport cost can be displayed separately to show all the cost by item group, or merged as a unique item line with a description that you can edit.

This can be selected in the Work settings dialog, under the tab Reservation and calculation > Installation.

 

 

DATEV 

Winner Bizz allows to export accountancy data towards the DATEV software. 

To set up your DATEV accountancy details, go in the Financial settings, select the section Accounting settings, and in the section Export format, select DATEV. 

 

 

The accountancy export can be configured as explained in the article Automatic export and Manual export.

Note: The export format can no longer be configured from the accounting export dialog, it must be configured from the Financial settings dialog > Accounting settings.

 

Shop entry linked to a contact

When creating a new Shop Entry, you have the possibility to create a new contact or to link the Shop Entry with an existing contact.

Go to Leads/Prospects > Shop entries > Add new.

 

 

All the shop entries linked to a contact are displayed in the customer follow-up, in the Shop entries tab.

 

 

Actions quick access

Users can now access a batch of task from the Contact edit window.

Select a contact in the Leads/Prospects tab, select a contact and click Actions.

 

 

See availabilities when creating a task

When you create a task, you can see the availabilities of the person you're sending the task to.

In the Communication menu select My schedule > Add new task.

Click on Availability to have a quick view on your receiver's availabilities.

 

 

Project list filters improvement 

Projects lists can be filtered with 2 new fields: By company and by By our reference. 

 

 

Supplier settings exportation and importation

Users can now choose to export supplier settings to import them in Winner Bizz. This is a time-saving solution when creating a new supplier as user only needs to create the supplier once and then export it.

 

Export supplier settings

To export your settings, go to Other > Application settings > Application settings > Settings tab. Select Export settings.

 

 

The Select Export Settings dialog will open, select the settings you wish to import.

 

 

Import supplier settings

To import your settings, go in Other > Application settings > Application settings > Settings tab. Select Import settings.

 

 

Once the importation is done, restart Winner Bizz.

 

New field in the Supplier order xml export

A new field has been added to the Supplier order export : <SuggPriceExVAT>.

 

New column added to the report Sales per Salesperson / Lost project

Three new columns are available in the report Sales per Salesperson / Lost project :

• Suggested sales prices excluding VAT.
  
  
• Difference: difference between the suggested sales price excl. VAT and the sales price excl. VAT.
  
  
• Difference %: percentage of difference in relation to the suggested price.

 

 

EANCOM : chose the commission name in the supplier order settings

In the supplier EANCOM settings, it is now possible to chose the format of the commission name according to your supplier's requirements.

In the supplier list, double click on a supplier, go in the section Order settings, tick the Eancom orders box and and click on Edit settings.

In the commission name (RFF-UC) section, the drop down menu allow you to chose between several options:

1. Default: this will send the design name, the alternative name and the project name to the limit of 70 characters.
2. Project name: this will send the project name, to the limit of 35 characters
3. Alternative name: this will send the alternative name, to the limit of 35 characters
4. Alternative/Design name: in the case of a building project, this will send the design name, if not it will send the alternative name to the limit of 35 characters.
5. Full name: this will send the project name, alternative name and design name to the limit of 70 characters.

Contact your supplier to know which of these options best fit their requirements.

 

Customised Workflow steps management per supplier order

The customised workflow steps process for alternatives with multiple supplier orders has been improved. 

The customised steps linked to the standard steps Order to supplier, Reorder to supplier, Enter order confirmation and Receive supplier order, will be executed each time a new supplier order, an order confirmation or a supplier order reception is done.

 

New role to manage Workers without managing users

A new user role is available in the Work component section: Worker edit. This user role differentiates the management of workers and Winner Bizz users and only allows the user to add, edit or delete workers from the Worker list.

 

 

For external workers, the user will be able to edit all the properties.

For internal workers, only the work roles can be edited.

For more information, see Worker edit user role.

 

RSS Feed

On the Winner Bizz homepage, you can now find two information feeds.

The Compusoft News feed is dedicated to the updates and new features of the Winner Bizz environment.

The News feed can be customized to show information about your company or your activity.  

To define the RSS feed that will be displayed in the Winner Bizz Homepage, click on Communication> Communication settings > Rss Feed. Insert the link in the field Rss Link and click on Save.

 

 

Room survey available for Winner Bizz

Room survey, our room measurement app, is now available for Winner Bizz, allowing users to import the dimensions of rooms in alternatives.

Note: The extension Room Survey is required for this service. Please contact the support centre if you don't have the extension installed.

Prerequisites: Users need to be granted with the user role Import room survey and to have Showcase 360 defined in Winner Bizz. More details: Configure the user account in Winner Bizz

Go in your project list: Sales > Projects > In sales. Select a project or an alternative.

Right-click and select Add New > Project > From room survey.

 

 

Select your Room survey plan and click on Import to current project or Import to new project.

 

 

Note: if the project you selected already has a room dimension and you don't want to erase it, please select No. This will create a new project with the room dimension imported from Room survey.

If you click on yes, the import will erase and replace your former room dimension with the imported one.

 

 

Miscellaneous:

• MSA Fitter Extension is now available for Winner Bizz
• Global performances improvement