Category Archives: Tips & Tricks

New Reporting Features & Enhancements

Our team has been busy working on a lot of exciting new features and improvements for SalesBinder and we’d like to outline some of our latest and greatest changes:

Sold Inventory Items Report:

We completely redesigned the sold items report to be more powerful. It now tallies the total quantities and net revenue for each item in your inventory and sorts it by most sold to least sold. We’ve also included a beautiful pie chart for visually seeing which categories of inventory are generating the most revenue.

You can filter these reports by a specific date range, by a specific customer account, as well as […]

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New: Customer Billing Statements

Today we’re announcing a new feature in SalesBinder, Customer Billing Statements. We’ve had a lot of requests for this functionality and we heard you loud and clear!

You can now generate billing statements for each of your customers, filter them based on a date-range, and save them as PDF files for printing or sharing with your customer. We’ve also included an Aged Balances feature to breakdown balances due 0-30 days, 31-60 days, 61-90 days, and 91+ days.

Here’s an example of the beautiful design:

To start generating Billing Statements all you need to do is view one of your Customer accounts, click on “Orders […]

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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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    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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    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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    New Features for May 2013

    As always, we’ve been hard at work on more great features for SalesBinder this month. We’ve gradually released many of them throughout the month and here’s a summary of the biggest changes:

    Archiving Accounts and Inventory Items

    We’ve received a lot of feedback from our users about not being able to delete records that are connected to other things. For example, you weren’t able to delete a customer account if they had invoices associated with them because the invoices had to be removed too.

    We’ve come up with a great solution to this, which is “archiving”. You can now archive an account or […]

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    Announcing: Inventory Item Variations

    Big news! We’ve just released our largest SalesBinder update yet. It’s all about providing tools to better manage items with different varying attributes (such as size & color). We call this feature “Item Variations“, and it’s the final piece for managing all your different types of inventory.

    What can I do with Item Variations?

  • Keep track of quantities for items which vary by size, color, style, etc.
  • Track quantities in every location for each specific item variation
  • Set custom pricing for each of your item variations
  • How does it work?

  • First you create your reusable attributes (size, color, style, etc)
  • Attributes can be set […]
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