Category Archives: Announcements

New: Currency Exchange For Your Pricing

We’re excited to share details on a highly requested new feature we built for SalesBinder. It enables you to change the currency for any customer facing document so it can be billed in the currency of your customer’s/supplier’s choice. We support over 170 currencies and provide near real-time currency exchange quotes so you can quickly choose any currency and know the auto-suggested foreign exchange rate is accurate.

How Exchanging Your Currency Works:

When you setup your SalesBinder account, everything is same. You’ll still need to set your default (base) currency in the Settings area, which is the currency you want all […]

New Software Settings & Customizations

We just released a brand new Settings area for all SalesBinder accounts and we’re excited to share all the new improvements included in this update:

Search for a Specific Setting

We’ve improved the overall navigation throughout the Settings area but to make things even easier, you’re now able to search for specific options – such as “taxes”, “currency”, “invoices”, “units”, etc. 

Customizable Email Templates for Each Type of Document

SalesBinder has always offered a customizable dynamic email template which is used when you send your customers/suppliers/prospects documents from the system via email. It’s also offered options for dynamic placeholders (account name, document […]

New Data Center Expansion

We recently expanded our network capabilities by adding another data center on the opposite coast from our primary location. SalesBinder now has 2 primary North American data centers that work together, located on both the east and west coast. This adds a lot more redundancy to our web services with the added benefit of speeding up page loads with lower latency for a lot of our users closer to the west coast and abroad.

More Layers of Redundancy

Now that we’ve rebuilt a lot of our backend systems to be hardware agnostic as well as data center agnostic, a lot of […]

SalesBinder: 2020 Year In Review

Happy New Year! 🥳

Just like everyone, we’re excited to start this new year and look forward to getting some normalcy back into our daily lives as we get further into 2021. This past year we’ve all had to adapt to new work environments – typically working from home, while trying to stay safe, healthy, and hopefully productive.

We’re really pleased with how smoothly we were able to transition to this new normal and we’re especially proud of all the accomplishments we were still able to make throughout the year despite the additional challenges we all faced.

Here’s some key […]

Big Update: New Features & Improvements

It’s been a long time coming, but we’re extremely excited to share details on our latest big update released this month. It focuses on new features, performance & scalability improvements, as well as refinements to our overall design. Here’s a brief summary of what’s new:

Sales Orders: Pre-Release

We’re very pleased to announce our public beta release of our new Sales Orders document. With sales orders, you can now reserve your sold inventory quantities before invoicing them, while also keeping all of the related documents grouped together in one place. You can group together multiple invoices, multiple packing lists, purchase orders […]

New: Automatic Assembling of Kits & Bundles

Today we’re excited to be releasing a big new feature update for our Kitting/Bundling/Manufacturing capabilities, called Automatic Assembling.

What Does Automatic Assembling Do?

Depending on your specific use case, it might not be ideal to manually go into your Kits and assemble new units each time you sell them. For example, if you’re bundling together items that don’t actually need to be physically assembled together (such as a few garments of clothing sold as a packaged deal), you can simply have SalesBinder automatically assemble the Kit each time you sell it.

When you invoice a Kit that is setup to be automatically […]

New Features, Improvements, and Updates

We’re pleased to announce a ton of newly released updates over these past few months. Here’s the most significant points worth mentioning:

New Inventory List Filter: Only Items In Stock

We’ve had many requests from our users for specifically having the ability to only see inventory that is currently in stock (hiding items that are out of stock). We added this new filter as a simple new checkbox which can also be used in combination with the other filters, as well as carries through when doing an inventory list export.

Improved User Password Assistance

We were surprised by how often our users had […]

New: Kitting / Bundling / Manufacturing

Today we’re thrilled to announce the addition of Kitting and Bundling. This powerful new feature enables you to use existing inventory to create new assembled products.

What Are Kits & Bundles Used For?

Anytime you want to combine inventory into a single product for sale you can now assemble it and sell it as a whole (instead of selling all the pieces individually). This is especially useful for manufacturing new products from parts, creating bundled deals, or even combining smaller units into a larger unit of measure (ie. 10 pieces assembled into 1 box).

Note: Different industries may refer to this kitting […]

Mobile Device Design Optimizations

We’re really proud to share our completely redesigned layout for SalesBinder on smaller screens. You’ll notice SalesBinder now looks amazing on any sized screen. From the smallest sized mobile phone to the largest desktop sized monitors, you can now manage your inventory, sales, purchases, and everything else with the most intuitive design possible.

Sample screenshots from mobile Safari and Chrome

New Mobile UX Design

We released this update on the majority of mobile views throughout the SalesBinder web-app with a few more updates scheduled over the next couple of weeks. You’ll notice a vastly improved experience completely […]

New: Stock Transfers With Shipment Tracking

Today we’re announcing a brand new feature in SalesBinder for doing inventory stock transfers. Although we have always supported basic transferring of stock, we’ve created an entirely new document for bulk transferring goods from one location to another.

How Stock Transfers Work In SalesBinder

Creating a stock transfer allows you to move many inventory items from one of your locations to a different location. There’s no limit to the number of items you can transfer and you can even scan barcoded inventory into the stock transfer document just like creating a new order.

Stock Transfers have 3 different statuses based on what […]

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