SapphireOne’s Drag & Drop feature eliminates manual data entry and creates complex sales orders within minutes.

Use SapphireOne’s drag & drop feature to eliminate manual data entry and create complex sales orders in a matter of moments.


Use SapphireOne’s Drag & Drop feature to simplify data entry processes and import data instantaneously.


SapphireOne’s Drag & Drop feature is a game changer when it comes to streamlining data entry processes and an incredibly useful tool for reducing errors and time spent manually entering complex data.

The Drag & Drop feature is available to use across all SapphireOne Inventory Sales & Inventory Purchases Data Entry screens and gives you the ability to complete data entry in a matter of minutes.

Read on to learn exactly how to use this feature and the benefits it will bring to your business.

SapphireOne’s drag & drop feature simplifies data entry processes by populating your data entry screens instantaneously.


Easily import an unlimited number of line items and SKUs straight to your data entry screen.


At SapphireOne many of our clients are processing large sales orders consisting of over 100,000 inventory items, 800 line items and large order quantities, which can make data entry incredibly time consuming and confusing for employees.

Using the Drag & Drop feature, SapphireOne users can now eliminate manual data entry and make use of the feature to import and populate an unlimited number of line items and SKUs directly from their excel file into the SapphireOne system.

To use the Drag & Drop feature, simply follow the below four steps:

Step 1. Upon opening your selected data entry screen within SapphireOne, navigate your way to the bottom right hand corner of the screen where you will see two green icons.

Step 2. Select the left ‘toggle’ icon, and then select ‘Import Lines’ to choose the populated excel document you would like to import, or simply drag the excel document into the bottom Transaction Lines area of the data entry screen.

It is important to note that all excel docs must be saved as a csv file before importing.

All headings within every SapphireOne data entry screen are also fully customisable, and you can select from a range of heading options to meet your specific business requirements. In the above image we have selected Inventory SKU, Description, Rate and Quantity as an example.


Edit and organise your data before importing.


Step 3. Once you have selected your chosen excel document, you will be automatically shown the above pop-up screen which gives you the ability to easily edit and organise your data. Right click on the top heading columns to select the corresponding heading name that relates to your data.

As an example, this feature is perfect for creating Client Sales Orders and Purchase Vendor Invoices as it gives you the option to send an excel template to your all customers and vendors for them to populate with their orders. This excel document then be imported directly to your Client Sales Order or Purchase Vendor Invoice data entry screen within SapphireOne for instant processing.

All headings within every SapphireOne data entry screen are also fully customisable, and you can select from a range of heading options to meet your specific business requirements. In the above image we have selected Inventory SKU, Description, Rate and Quantity as an example.

Step 4. Once you have chosen your headings, select ‘Import’.

Whether you are importing a small amount of data or an order of 40,000 line items, the Drag & Drop feature will function in the same simple and time efficient way and dramatically streamline data entry processes for your business.


Simple, efficient and customisable data entry.


As you can see in the above screenshot, the Transaction Lines area of the screen have now been instantaneously populated with the data from the excel document.

This feature also works in reverse giving you the ability to export all data from any SapphireOne data entry screen to excel.

Whether you are importing a small amount of data or an order of 100,000 inventory items, SapphireOne’s Drag & Drop feature will function in the same simple and time efficient way and dramatically streamline data entry processes for your business.


For more information on our Drag & Drop feature, or any of our API Integrations and Partnerships designed to make your life easier, you can contact us or book a call with a member of our Support Team. We’re always here to help!

Accounts Receivables Report Tutorial – The Balances Report.

The Accounts Receivables Balances Report gives you the ability to create and print a Credit Information Report on Clients who currently have outstanding balances.

Creating an Accounts Receivables Balances Report in SapphireOne.


SapphireOne has a variety of Accounts Receivables reports available, each allowing you to report dynamically on client data for many different purposes. The aim of the Account Receivables Report tutorials is to take you through each of the six reports so you can stay informed and up-to-date on SapphireOne reporting functionalities.

SapphireOne has six different types of Accounts Receivables reporting options, these include:

  1. Details
  2. Balances
  3. Transactions
  4. Statements
  5. Show Reports
  6. Dashboards

In our previous post we looked at when and how to create the Client Details Report. In this post we will be looking in more detail at the second Accounts Receivables reporting option, the Balances Report.


The Balances Report.


When selecting the Balances Report, you are presented with a print dialog pop-up enabling the selection of items required in the report.

The Client Balances Report gives you the ability to create and print a Credit Information report on Clients who currently have outstanding balances, giving you an overview of exactly which Clients owe money.

When selecting the Balances Report, you are presented with a print dialog pop-up enabling the selection of items required in the report:

This reporting function gives you the ability to choose from 20 different Balance Report types to best suit your specific reporting requirements.

This reporting function gives you the ability to choose from 20 different report types to best suit your specific reporting requirements. Below is an overview of each Report Type, and what each type can be used for:


  1. Standard Balances – This report shows the Standard Aged Balances.

  2. Un-posted ValuesThis report includes the un-posted values in the Standard Aged Balances Report.

  3. Credit Control – This report adds information about last receipt date and amount, contact, position and phone details.

  4. Wide – Balances – This report allows for the print of the reports in a wide format increasing the amount of Balance Data displayed.

  5. Wide – Un-posted – Allows the printing of the reports in wide format increasing the amount of Balance Data displayed, including un-posted.

  6. Wide – Credit Control – Allows the printing of the reports in wide format increasing the amount of Balance Data displayed, including Last Receipt details.

  7. As at Period Balance – This report gives the Client Balances as at a particular period in time. This should agree with the Balance Sheet Control Account for the same period.

  8. As at Date Balance – This report gives a balance report based upon current transactions.

  9. As at Detailed – This report gives a balance report based upon 7, 14, 21, 30, 60 and 90 days. This report also provides the Client’s agreed terms.

  10. As at Detailed Unallocated – This report prints balances for each client that are overdue and are also unallocated as of the entered date.

  11. As at Detailed Unallocated Periodically – This report prints balances for each client that are overdue and are also unallocated for a chosen period.

  12. Cash Flow – This report allows you to specify a given date prior to viewing balances to aid in cash flow projections.

  13. Cash Flow Detailed – This report allows you to specify a given date prior to viewing balances and transactions to aid in cash flow projections.

  14. Sales Analysis – This report gives a brief Sales Analysis of each Client.

  15. Sales Analysis Full – Gives full details of the Sales Analysis.

  16. Total Due Check – Simple Report that only prints: Total Due, Historial Total and Current Total.

  17. Standard Balances (Landscape) – This is the same as the Standard balances report, but in landscape format with extra room for Company name.

  18. Payment Performance – This prints a report in the form of a chart for the selected Clients displaying their payment performance as a percentage for payment term periods.

  19. Balances with Average Pay Days – This report prints out for the selected, Clients the average time in days it takes a Client to make payment.

  20. Standard Balances in FX Currency – Prints the balances in both the Local and FX currencies.

The Report Selection drop-down menu also allows you to select which Balance Report data you would like to report on, allowing you to get more granular and specific with your reporting capabilities.

The ‘Report Selection’ drop-down menu also allows you to select which Clients balance data you would like to report on, allowing you to get more granular and specific with your reporting capabilities:


  1. Balances Only – This will print out all of the active Client balances. It will be limited to those Clients who do not have a zero balance.

  2. Unposted Balances Included – Will print out a report which includes all active Clients balances which will now include any unposted transactions and again those Clients who do not have a zero balance.

  3. All Records – This option will tell the system to print balances for all active Clients currently in the system including those with a zero balance.

  4. All Records Include Inactive – The system will print the balances for all Clients in the system including those who are currently marked as inactive. This will not reset their inactive state to active and it will also list those who have a zero balance which should mostly be the inactive clients.

Once you have chosen your defined report details, and selected ‘Print’, you have the option to open the report as a PDF or print the report directly from SapphireOne.


Any questions?


Stay tuned for the next blog post in our next Accounts Receivables Reporting Tutorials, where we will be focusing on the Transactions Report.

For more information on Accounts Receivables Reports, or to find out how you can get the most out of your SapphireOne application, please contact us or book a call with a member of our Support Team. We love hearing from you!

5 Signs your supply chain management needs an ERP system

SapphireOne ERP Accounting application can help in supply chain management

When looking into whether you should invest in an ERP system for supply chain management, you need to ask the following questions. Are we working at optimal speed and efficiency? Can you reduce waste?  How susceptible is your business to outside risks?  Are you staff working to their full capacity?

If you answered no to any of these then it may be time to install SapphireOne ERP application. Our ERP plays an integral part of managing supply chain management risk by making the entire chain more visible and resilient to changes in market demand.

SapphireOne supply chain management and ERP accounting software

SapphireOne ERP Accounting application allows manufacturing and distribution businesses the ability to gain enterprise wide, supply chain management visibility. The ERP also increases speed, efficiency and overall customer satisfaction.  Our ERP offers real-time data which helps sales act on information faster, manage risks and save money via automated stock control and purchasing. The ERP will seamlessly coordinate and integrate the flow of material, information and financial.

Excessive Supply

With lack of information or the right tools to manage supply, it can be a tricky ensuring you won’t order too much or too little raw materials and inventory. SapphireOne ERP application automates your purchasing which reduces human errors, saving money and warehousing.

Inventory management

SapphireOne ERP inventory management ensures you have enough inventory on hand, in the right location, to accommodate demand. It enables you to integrate with external partners to ensure all parties communicate with each other. Stock tracking and management, sales and purchase order management, multi-channel fulfilment, warehouse management, and stock transfers are synced across the entire supply chain management.

Product delivery

SapphireOne ERP application has excellent distribution and logistics software functionalities. Optimise your logistics management with our delivery scheduling and manifest functionalities.  Multi-location Inventory, advanced shipping, bin management, real-time dashboards are just some of the features offered.

Stock flow

In managing stock, you need real-time access to stock levels, cost and tracking information. SapphireOne ERP Accounting application has multi-warehousing functionality. Easily view where a stocked item is being held.  Estimate how long it will take to deliver this item in store or to your customer. Tracking and control are made easy with our POS system via serial or batch numbers.

Labour costs

Optimising your inventory processes with SapphireOne ERP application will reduce manual labour. Time is saved in replenishing stock, processing shipments and deliveries to your customers. Having an automated system saves money, reduces the risk of human error and allows you to focus on delivering quality customer service.

For more information regarding improvements and features within the latest release of SapphireOne ERP Business Accounting Application please contact our office on (02) 8362 4500 or request a demo.

Single Touch Payroll successfully lodged since 1st July 2018

Single Touch Payroll successfully lodged since 1 July 2018
Four of our SapphireOne testimonial clients, Monier Prime Rooftiles, Frutex Australia and Moyle Bendale Timber have processed payruns this week and successfully lodged their first Single Touch Payroll (STP) event for the current financial year. Numerous other clients have also successfully lodged their first STP event with the Australian Taxation Office within the first week of its operation.

The Australian Tax Office has made it mandatory for any business operating with a staff capacity of 20 or more employees to implement a working Single Touch Payroll solution on or before July 1, 2018. SapphireOne was certified for this Single Touch Payroll on 1 May 2018.

To assess whether you need to implement Single Touch Payroll on July 1, 2018 you were required to do a count of your Payroll / HR employees as of 1 April 2018.

If this count is 20 or more, then you are a ‘substantial employer’ and will have to report through STP. If it is 19 or less, then reporting through Single Touch Payroll will be optional until 1 July 2019. After that, it becomes mandatory for every employer to report through STP which is of course subject to changes in the legislation.

As part of the Single Touch Payroll process, the ATO matches the information sent through the portal against the corresponding employer/ employee profiles. As a result, businesses will no longer be required to complete payment summaries at the end of the financial year as it will have already been done and available to employees through myGov.

The following are some important aspects for employers to know regarding the Single Touch Payroll process:

  • A regular pay cycle (pay event) is when an employer carries out payroll at fixed regular intervals to remunerate employees. This is usually weekly, fortnightly, bi-monthly or monthly.
  • When you start reporting through your Single Touch Payroll-enabled solution, your pay event will need to include minimum reporting requirements in order for the ATO to receive the file.
  • The employer must report the year-to-date values of gross salary or wages, allowances or other payments (as relevant), deductions and PAYG withholding for each employee included in each pay event.

If you currently fall into the “Substantial Employer” category and do not yet have a solution that works with STP, contact one of our SapphireOne team to go through your options in finding a resolution to your current systems short comings.

For a sneak peek at the full capabilities ERPCRMAccounting SoftwareHuman ResourcesPayrollAssets and Document Management,  check out SapphireOne and request a live demo, it is everything you’ll ever need to make your company management a success. Know more about us.

SapphireOne Alpine Ski Team hits the slopes of New Zealand

SapphireOne Alpine Ski Team hits the slopes of New Zealand in this week
A few members of the SapphireOne team started their southern hemisphere winter season campaign in the South Island of New Zealand this week, in the spectacular McKenzie country, basing themselves at Lake Tekapo.

Jack Adams, Warwick Crawford and Hugh McAdam have had a busy first week for the start of the season focusing on Giant Slalom skills, drills, and lots of race gates. The rest of the team, Theo Coates, Connor Leggett and Shaun Findlay will join them in New Zealand at the end of July, where they will all move to the adventure capital of the world, Queenstown.

 

The Alpine Ski Team were blessed with another two days of good weather and conditions as the week comes to an end.

 

A few members of the SapphireOne team started their southern hemisphere winter season campaign in the South Island of New Zealand this week, in the spectacular McKenzie country, basing themselves at Lake Tekapo.

The first day saw plans to train at Round Hill Ski Field cancelled as the resort closed due to the classic northwester which put them on wind hold. With a quick change of plan on the second day, the Team headed to Ohau Snowfields nestled deep in the McKenzie High Country, on the shores of Lake Ohau.

Wednesday everything was back on schedule as the alpine ski Team hit the slopes of Round Hill Ski Field. With breathtaking views of Aoraki Mt Cook, the Southern Alps and Lake Tekapo, Round Hill Ski Field set the perfect back drop to train on full length Giant Slalom courses with perfect conditions.

Saturday is a day off, then training starts again with a full week Slalom block at Mt Dobson Ski Field.

SapphireOne delivers world class ERP, CRM & Business Accounting Software. Our relationship with our clients is unique, we work with them as a team.

For a sneak peek at the full capabilities ERPCRMAccounting SoftwareHuman ResourcesPayrollAssets and Document Management,  check out SapphireOne and request a live demo, it is everything you’ll ever need to make your company management a success. Know more about us.

Dynamic view of what is happening in your business with SapphireOne ERP Business Intelligence (BI) Dashboards 

With SapphireOne ERP Dashboard you can examine the key processes within an organisation that are competitive differentiators

Business intelligence solutions today include a dashboard environment unique to each user featuring reports, graphs, tables and alerts. SapphireOne ERP generates reports that contains the key business performance indicators (KPIs) which are easily accessed by all SapphireOne users specific to their job function.

The SapphireOne ERP BI Dashboard is easy to understand, a visually intuitive graphic screen that represents a snapshot of what is happening in the fundamental areas of your business.

In SapphireOne ERP, BI Dashboard users are given a dynamic view of KPIs relevant to their key area of responsibility.Utilising thedashboards allows you to examine key processes within an organisation and highlight ones that are competitive differentiators.

SapphireOne ERP BI Dashboard can lead to business processes improving

Business process management is a holistic approach used to evaluate, improve and align business processes to an organisations’ overall goals and strategy. It ensures that your business is on the right track which in turn helps you grow your business.

Using various approaches of business process management and with the help of SapphireOne ERP BI Dashboards, you can identify the current position and primary key performance indicators (KPIs) to measure success. Our BI Dashboards process and analyse your business data enabling managers to receive real-time statistics of the business.

 

Dynamic view of your business with SapphireOne ERP Business Intelligence Dashboard

SapphireOne is a fully integrated ERP, CRM, DMS and Business Accounting application

The Sapphire ERP application integrates all aspects of your business into one single application. It automates all processes including Inventory Management, Logistics, Distribution, Warehouse Management, Materials Resource Planning (MRP), Payroll/HR, Web Pack, Document Management System (DMS) and Contact Relationship Management (CRM).

Consolidation into a single unified database ensures greater efficiency and provides better visibility.  SapphireOne has the majority of screens following the same basic layout, this enables users to quickly enter data using the same procedure throughout the software to enhance performance and ease of operation.

For a sneak peek at the full capabilities ERPCRMAccounting SoftwareHuman ResourcesPayrollAssets and Document Management,  check out SapphireOne and request a live demo, it is everything you’ll ever need to make your company management a success.