New: Custom Pricing Tiers & Tax Rates

We’re at it again!  Another big feature has just been released to all our SalesBinder users around the globe. You can now setup custom pricing tiers as well as custom tax rates for your customers and prospects. This can be extremely useful for businesses that sell products with different pricing (ie. wholesale, retail, etc).

Using Custom Pricing Tiers in 3 Steps:
Step 1: Create your pricing tiers under Settings -> Billing Settings.

Step 2: Assign your pricing tiers and custom tax rates to any of your customers and prospects.

Step 3: Update the pricing of your inventory items.

That’s it!

Now that everything is setup in this example, anytime [...]

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New: Partial Purchase Order Fulfillment

We’re pleased to announce the release of a highly requested feature, partial purchase order fulfillment. We’ve created a really nice way to partially receive items in your purchase orders for when your suppliers send you inventory in multiple shipments.

Here’s how it works:

  • Simply view the P.O. you received partial items for.
  • Click on “Enter Partially Received Items”.
  • Enter the amount of stock received for each line item
  • That’s it. You’re done!
  • After you’ve entered some items that you’ve partially received, you’ll notice the P.O. now gets marked as a new “Partially Received” status [...]

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    New: Full Drop Shipping Support

    Today we’re pleased to announce an update to SalesBinder which includes some really great features for supporting drop shipping. First and foremost, what is drop shipping? When you want to order goods from your supplier and have them directly send the items to your customer (bypassing your inventory altogether). That’s drop shipping.

    How does it work?

    It’s actually quite simple. When you create a new purchase order for your supplier, you now have the option to select drop shipping. When you create a drop shipped P.O. it requires two things, the customer who you’d like the goods delivered to, and the supplier [...]

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    Announcing our SalesBinder iPhone App

    We’re officially announcing the release of our free SalesBinder iOS App.

    Our team has been working on this for a very long time and we couldn’t be happier with how it’s all come together! It’s extremely fast, easy-to-use, and easy on the eyes.

    Although our iOS App will be a constant work-in-progress with new features continuously being added (just like our web-app), we wanted to get this released and in your hands as soon as possible. Having said that, we’re definitely aware of some missing features you’d come to expect and we’re already working on them.

    Here’s what [...]

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    New: Batch Deleting and Archiving

    We’ve been busy working really hard on a lot of new features for SalesBinder and we’re excited to announce our latest, batch deleting and archiving records. You can now select specific records (Customers, Prospects, Suppliers, and Inventory Items) by checking off checkboxes and then mass deleting/archiving them.

    You can search and filter your results, then check off the records you want to select.

    In the near future we’ll also be expanding this new feature for quickly batch modifying records from multiple rows at the same time.

    Also, just a quick note: Our official iPhone App is just about ready to submit to Apple [...]

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    Happy Holidays from SalesBinder!

    This holiday season we’re giving thanks to all of our users for putting their faith in SalesBinder and helping us grow by over 600% in 2013. Thank you!

    New Features and Improvements:

  • Added support for up to 4 decimal points in pricing
  • New option for displaying custom fields right on your inventory list
  • Ability to restrict users to only viewing their own documents
  • New option for displaying item location addresses on Packing Lists
  • Many design/interface improvements
  • Official iPhone App Announcement:

    We’re extremely excited to announce that we’re aiming to release the first version of our official iPhone iOS App in Apple’s App Store for February 2014. We also [...]

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    The New SalesBinder.com

    We’re a little late to the party in announcing our newly redesigned SalesBinder.com website but we thought it would be a good idea to go through some of the new changes:

    Mobile Friendliness:

    Our new website is now extremely mobile friendly and looks great on the biggest desktop screens all the way down to the smallest smartphone screen.

    Expanded Knowledge Base:

    Our ever expanding knowledge base has been reworked and is easier than ever to find answers to your questions. You can check out our new Knowledge Base here: www.salesbinder.com/kb/.

    Quicker Login Option:

    For those of you that tend to forget to login at your custom [...]

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    More Features Released, We’re on a Roll!

    Continuing with our rapid development cycle, we’ve released a number of new features and improvements that we think a lot of you might find useful. Here’s what’s new:

    Summarized Estimates and Invoices:

    You can now save your estimates and invoices in two formats, a standard Itemized view and a Summarized view.

  • Itemized View – Your estimate/invoice would outline every single line-item as you would normally expect.
  • Summarized View – You can enter a single line-item and summarize what’s included in that order. An itemized list is still there for you to see, but your customers would only see the summary and pricing [...]

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    Profile Photos, Duplicating Orders, and More!

    It’s been a busy summer here at SalesBinder and we couldn’t be happier! The growth of our user base is still rapidly accelerating and we haven’t taken our foot off the gas pedal. We’re still aggressively developing and releasing new features/improvements at our usual speedy pace and here’s the latest:

    Custom User Profile Photos:

    You can now upload your own personal photo of yourself to add a little personality to the Activity Feed, or if you’re the administrator you can upload photos for all of your users. If you don’t upload any photos we’ll still check to see if you have a [...]

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    Big Updates for August 2013

    During the month of August, to say we’ve been busy would be an understatement. SalesBinder went through some very major upgrades to proactively improve a large number of things, such as performance, reliability, scalability, security, PDF document rendering, API features, and a lot more.

    Here’s some of the major highlights worth mentioning:

    Network Infrastructure Upgrades:

    The entire SalesBinder network infrastructure was changed to allow for greater reliability and scalability – all while keeping our services online during the transition. This was the single largest network upgrade ever completed by our team and we’re extremely pleased with the outcome. SalesBinder now has even more [...]

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