Rebuilt: Industrial Account Invoicing and the Periodic Hot Seller Report

WinSale's Major Account Invoicing and Periodic Hot Seller report have been rebuilt from the ground up: signed receipts on every invoice, PDF and email delivery, and hot seller reports that email themselves to you.

Two of the screens WinSale customers use most have been rebuilt from scratch, based on what you’ve asked us for over the years: Major Account Invoicing, for billing your industrial accounts, and the Periodic Hot Seller report. Here’s what’s new.

01 · Industrial account invoicing

Month-end invoices your industrial accounts can actually approve

Invoices are now built on the fly instead of printed onto fixed form templates, so they come out clean, consistent and ready to send to every plant, hospital, municipality or contractor you bill each month.

  • Signed receipts attached to the invoice, so industrial customers get one packet with all the backup
  • Fix PO numbers, references and employee names right in the selection list before you invoice
  • Preview, print, save as PDF or email straight from WinSale
  • Your own layout, adjustable per invoice form
  • Reprint anytime to a printer, Excel or email, plus Excel export for your industrial customer’s AP team
WinSale AR Invoicing screen for industrial account invoicing, with invoice period, major account and store options
The new AR Invoicing screen: choose the period and accounts, then generate.
02 · Periodic Hot Seller report

Your hot sellers, in your inbox every Monday

The same numbers you trust, now faster, with nothing to re-enter each week. Set up your best-seller report once and decide what to reorder before the vendor rep walks in.

  • Save your favorite reports and run them again in one click
  • Schedule them to run and email themselves to you or your buyers automatically
  • Export to Excel (.xls or .xlsx) for your vendor meetings
  • Much faster on stores with years of sales history, with the same results as before
WinSale Periodic Hot Seller report screen with saved reports, date ranges, store options and a plain-language summary
The rebuilt Periodic Hot Seller report, with a plain-English summary of what it will show.

Pair it with red-line reorder points set per size, and Monday’s buying decisions take minutes.

For WinSale customers

Getting the new versions

Both are included with your WinSale subscription. Email or text us and we’ll schedule an update to your system and walk you through the new screens.

Schedule My Update → Call 843-476-4767
Questions

Frequently asked questions

Can WinSale attach signed receipts to an industrial account invoice?

Yes. Signatures captured at the register are attached to the industrial customer’s invoice, so their accounts payable team receives the invoice and all the signed backup together.

Can I email invoices to my industrial customers from WinSale?

Yes. The rebuilt Major Account Invoicing lets you preview, print, save as PDF or email invoices directly from WinSale, and reprint them later to a printer, Excel or email.

Can I correct a PO number or employee name before invoicing?

Yes. Before you generate invoices, each receipt is listed so you can correct the PO number, reference or employee name in place.

Can the Periodic Hot Seller report run automatically?

Yes. Save a report once and schedule it to run and email itself to you or your buyers automatically, for example every Monday morning.

Will my hot seller numbers change with the new version?

No. The rebuilt report produces the same results as before; it is simply faster, especially for stores with years of sales history.

Do the new versions cost extra?

No. Both are included with your WinSale subscription. Contact WinSale support to schedule the update.

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Size-run inventory, a 10M+ UPC database, industrial account invoicing and shoe trucks in one system. See for yourself, no sales call needed.

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