Christmas Greetings from SapphireOne
December 20, 2021 4:25 pm | by Maddie Kent
Warmest Thoughts and Best Wishes from SapphireOne
Dear Clients and All,
We wish everyone a very Merry Christmas and a Happy New Year! Thank you to each and every one of you for your unwavering and ongoing support this past year.
We are extremely excited about the massive transformation we have seen at SapphireOne over this year. The work we have completed on our Knowledge Base is a very significant milestone for SapphireOne, and we are very close to successfully completing all the relevant test cases for Single Touch PayRoll Phase 2. We believe we will have an announcement very soon. The work we have put into building our Knowledge Base will continue into 2022, along with our very exciting plans for the next year ahead with the imminent release of our Version 19.
Everyone at SapphireOne has worked above and beyond and we are extremely proud of the whole team and the extraordinary gains we’ve made in the transformation of the culture at SapphireOne. Our team will be taking a well deserved break and our office will be closing at 5pm on Wednesday 22nd December and will reopen on Monday 10th January 2022 at 8.30am. John will be available to contact on his mobile for any urgent matters over this time.
Sending our warmest thoughts and best wishes for a Happy New Year.
Regards,
John Adams (CEO) and The SapphireOne Team.
How To Enter a Purchase in SapphireOne Point of Sale POS
December 14, 2021 4:38 pm | by Maddie Kent
SapphireOne Powerful Point of Sale POS Solution for Retailers
SapphireOne Point of Sale (POS) is a sophisticated and powerful software solution for retailers automating the capture of financial and sales transactions in a commercial environment.
SapphireOne POS is seamlessly integrated with all SapphireOne core business functionality, including Accounts Receivables, Accounts Payables, Purchasing, Inventory Control, Customer Relationship Management (CRM), PayRoll/HR and Assets.
SapphireOne POS is suitable for both Windows and Mac OSX certified, and can be accessed through both the Client Application and the Web Pack solution. The POS software also provides the infrastructure for connecting retail locations with supply chain operations and upper management.
The SapphireOne POS functions include Till Client Invoice, Hire Client Invoice, POS Transaction Inquiry, Hire Transaction Inquiry, Shops Inquiry, Post Transactions, Lay By Payment, Reconciliation, Hire Return, and reporting functionality including Show Reports and Dashboard Reports.
SapphireOne Till Client Invoice Function
In this blog post we will be demonstrating how to enter a cash purchasing using SapphireOne POS Till Client Invoice (TCI) screen.
The Till Client Invoice screen (commonly referred to as a Point of Sale (POS)) is the first item in the SapphireOne Inventory Mode POS menu. The Till Client Invoice allows users to search and select inventory, as well as view images and data descriptions related to the inventory item and tabulates the inventory selected. The user can select an invoice type from a transaction type such as Sale, Layby, Return and Account Invoice.
The TCI also allows the user to enter a Rep ID and a Till Persons ID. The user has the ability to queue current transaction and reload a queued transaction. When paying by cash, the TCI gives the user the ability to enter an amount and Sapphire POS will tell the operator how much change is required and the denominations of that change. When a Till Client Invoice is posted, it is converted to a Client Invoice (CI) and a Client Receipt (CR), and the inventory stock levels are automatically updated.
How to enter a Cash Purchase in SapphireOne Point of Sale POS
Scenario: A customer walks into a store and purchases a product for cash.
- Open SapphireOne and select Inventory Mode. Click the POS Menu and select the Till Client Invoice.
- Enter an active and valid Rep ID. The Rep ID will be recorded for the sale.
- You will enter the Till Client Invoice data entry screen and use the SapphireOne Wildcard Search Function to bring up the relevant Inventory ID.
- Select the Inventory item you are selling, or alternatively, scan the barcode to automatically bring up the product being sold.
- You will enter the Inventory item screen. When processing the payment, click on the “Payment F3” tab to select the method of payment by the customer.
- Select the ‘Process’ button to process and complete the sale. An additional window will pop up asking if you would like to process the invoice.
When a Till Client Invoice is posted, it is converted to a Client Invoice (CI) and a Client Receipt (CR), and the inventory stock levels are automatically updated.
To find out more about the SapphireOne integrated ERP, CRM and Business Accounting application and innovative software solutions, please get in touch – we’re always here to help.
SapphireOne powerful performance tools to track progression in your sales pipeline
November 17, 2021 12:04 pm | by Maddie Kent
Staying on top of your sales pipeline with SapphireOne
SapphireOne integrated ERP, CRM and Business Accounting software has multiple Customer Relationship Management (CRM) features and functionalities that act as powerful performance tools for tracking sales progress in your respective pipeline. Read on to learn about these powerful SapphireOne features and how you can make the most out of these functions for your organisation.
Within SapphireOne, every Quote Client Invoice (QCI) includes a feature called the Closure Rating Slide Bar, which can be used to rate your expectation of the Quote success and sales pipeline progress as a percentage. The Closure Rating Slide Bar is fully customisable for each Quote and can be dragged side to side to indicate how progressed the Quote is out of 100%. For example, 10% for low progress, 90% for high progress, 100% for closure of sale. The Rating is also a searchable field and users can search for Quotes based on their Closure Rating % within the SapphireOne Custom Inquiry screen as seen below, making it a powerful performance tool to track sales progress in your respective pipeline.
As well as the Closure Rating Slide Bar, SapphireOne Quote Client Invoices (QCI) have copious variable Custom Fields where users can enter any term that is searchable and trackable for the specific QCI. This functionality can also be used for tracking the progression of QCI’s sales proposal towards a closed sale.
There are predesigned variable custom fields such as “Class”, “Inquiry” and “Tag” where the user can select appropriate options for categorising and tracking quote progress. For example, a user can Tag a Quote as ‘lost’ or ‘closed’ to show and track the status of the sale within SapphireOne. Within the SapphireOne Custom Inquiry function, users can then customise reporting screens to search and report on Quotes by respective Class, Inquiry and Tag categorisation. This CRM functionality is available across all eight integrated modes of SapphireOne.
Once a specific Quote has been opened, the user can create any required next step or Action through the SapphireOne Actions Page. Actions can include things such as setting automatic email reminders, or creating reminders on the SapphireOne calendar. For example, all Quotes that have a high Closure Rating percentage can have an automatic calendar reminder action set to follow up on the quote in a one or two week period. The Actions Page acts as a powerful reminder tool to keep the sales pipeline progress moving.
Additionally, the Workflow feature in SapphireOne can be configured to send notifications via email or SMS when a change in order status occurs. SapphireOne will automatically populate the report with the relevant data from the lead.
To find out more about the SapphireOne integrated ERP, CRM and Business Accounting application and innovative software solutions, please get in touch – we’re always here to help.
SapphireOne Certified ATO Digital Service Provider (DSP)
October 19, 2021 3:49 pm | by Maddie Kent
SapphireOne approved by the Australian Taxation Office (ATO) as a certified Digital Service Provider (DSP).
SapphireOne has been approved by the Australian Taxation Office (ATO) as a certified Australian Digital Service Provider (DSP). The certification is in compliance against the ATO requirements of the Digital Service Provider Operational Framework.
The DSP Operational Framework is a risk scaled model that sets minimum requirements a DSP needs to meet in order to consume ATO services. The Framework seeks to protect Taxation, Accounting, Payroll and Superannuation related data and the integrity of the Taxation, Business Registry and Superannuation systems that support the Australian community.
This is achieved by setting out a minimum level of security requirements a DSP needs to meet in order to access ATO Digital Services that perform a functional role in the supply chain. It comprises of a range of controls which include but are not limited to data encryption to protect the confidentiality of client data, default onshore data hosting to limit risk of non-authorised access, and multi-factor authentication and audit logging.
Certification to ATO Certified Digital Service Provider provides SapphireOne Clients and Vendors with official endorsement that our commitment to protecting crucial security information meets ATO standards and best practices.
To find out more about SapphireOne integrated ERP, CRM, Business Accounting application and innovative software solutions, please get in touch – we’re always here to help.
SapphireOne Certified for ISO 27001:2013 Information Security Management Systems
October 19, 2021 11:17 am | by Maddie Kent
ISO 27001:2013 Security Certification
We are happy to share that SapphireOne has been re-certified, valid until March 2024, for ISO 27001:2013. The re-certification is aligned with our previous ISO 27001 certification in 2018.
ISO 27001 is an internationally recognised standard for security information that sets global requirements for Information Security Management Systems (ISMS). The ISO standard, updated in 2013 and currently referred to as ISO/IEC 27001:2013, is considered the benchmark to maintaining customer and stakeholder confidentiality.
The ISO 27001 standard requires a systematic examination of security risks, threats, vulnerabilities and their impact. SapphireOne has achieved the certification process by demonstrating that a comprehensive system of information security controls and management processes have been implemented. These processes ensure that information security controls continue to meet the organisation’s requirements on an ongoing basis.
Certification to ISO 27001 Information Security Standards provides SapphireOne clients and vendors with an independent endorsement that our commitment to protecting crucial information security meets international standards and best practices.
To find out more about SapphireOne integrated ERP, CRM, Business Accounting application and innovative software solutions, please get in touch – we’re always here to help.
2021 Premier’s NSW Export Awards Finalist
September 28, 2021 1:11 pm | by Maddie Kent
SapphireOne selected as a proud Finalist of the 2021 Premier’s NSW Export Awards!
The team at SapphireOne are so excited to share that SapphireOne been selected as a finalist of the 2021 Premier’s NSW Export Awards in recognition of our sustainable business growth and innovative software solutions.
The awards honour and recognise the achievements of Australian businesses that have endured and demonstrated brilliance in their international business ventures.
Celebrating Innovative Australian Businesses
Our CEO, John Adams, shares his response to being selected as finalist in the national awards program.
“ SapphireOne software solutions are unique and competitive as we offer an all-encompassing integrated ERP, CRM and Business Accounting software, enabling organisations to bring all components of the business together to streamline operations and facilitate growth. Since our launch in 1986, we have invested over $200 million in Research & Development to ensure that we are continuously evolving in step with global developments in technology and operating systems, and provide new version releases for our clients on a weekly basis.
Our relationships with our clients are special and our team works closely with every client to actively encourage ideas for innovation. During implementation we will identify any functionality that SapphireOne does not currently support, and facilitate the custom programming of the gap in functionality to ensure our software always meet every one of our clients unique requirements.
It is an honour to be recongised by the Australian Export & Investment Awards for our commitment to innovative software solutions and dedication to our clients.”
59 Years of Australian Export & Investment Awards
The Australian Export & Investment Awards is one of the longest running business awards programs across Australia. Now in it’s 59th year, the awards are a national program that recongises and honours both Australian exporters who have achieved sustainable growth through innovation, as well as international companies that have made an enduring contribution to the Australian economy.
The Australian Trade and Investment Commission and the Australian Chamber of Commerce and Industry partner to present the award program, which is a high priority of the Australian Government and is supported by leading Australian corporations, export facilitators and industry groups.
The Premiers NSW Export Awards Program aims to recognise the success and resilience of NSW exporters and their achievements in the international market. The winners of the 13 national categories in this program will be announced in October. The full video of the 2021 Premier’s NSW Export Awards Finalist Event can be viewed here.
Thank you to the Export Council of Australia for recognising SapphireOne, and congratulations to all the finalists!
To find out more about SapphireOne integrated ERP, CRM, Business Accounting application and innovative software solutions, please get in touch – we’re always here to help.
