Updates to Nexsyis & NexsyisNow

Nexsyis: Sending POs to Vendors via SMS

With the latest update, users can now send Purchase Orders (POs) to vendors via text/SMS for faster and more convenient communication.

To enable this feature, add the vendor’s mobile number and turn on the “Text Orders” option within the Vendor Contact screen. Once configured, an SMS option will appear on the Print/E-Mail Purchase Orders screen. You can select the Send checkbox next to the PO# and then check SMS to send the PO via text message to the vendor.

More information regarding this feature it's setup can be found at the wiki linked here.

NexsyisNow: New Reports Available

As a reminder, all NexsyisNow reports can be further customized such as adding or removing columns, extra grouping options, column filtering/sorting, and exporting to Excel. You can also set up report subscriptions to deliver to your email.

Please see below for the list of reports that have been recently added to our catalog in the web reporting tool:

Sales

• Projected Sales - Displays projected sales by location, due by end of week and end of month, based on the Folder Internal Date. Includes each locations percentage to sales goal.

• Sales by Sales Code - Shows sales by sales code for selected grouping. Based on financial date.

• Labor Sales - Labor sales amount, hours, and % of total sales by group chosen

• Labor Effective Rates - Displays the Labor Amount, Labor Hours, and Effective Labor Rate for each Labor Type, by the selected group. Data is filtered based on folder Sales Date.

Purchasing

• Parts Rejection & Return Metrics - Tracks the average number of days for parts from rejection to return, the total count of parts rejected and returned, and the percentage of parts returned within the selected group.

• Parts Mix on Invoiced Folders by Group - Parts sourcing mix and spending distribution by selected group, broken down by part type. Date is based on Folder Invoiced date.

• Parts Mix for Folders In Process - Parts sourcing mix and spending distribution, broken down by part type for In Process Folders.

• Estimate Lines Converted to Parts OEM - Shows Estimate Lines converted to Parts OEM on the Work Order.

Labor

• Estimate Labor & PM Profile Rates - Displays Labor and Paint Material Rates for each Folder, based on the rates defined in the estimating system profile. Includes Folders with statuses of In Process and Delivered.

• Manual Flags - Manual flags performed in the Flag Labor screen. Based on Flag Labor Period End Date.

• Repair vs Replace Labor Analysis - This report lists all labor estimate lines with dollar amounts. Repair lines are grouped as Repair Labor, Replace lines as Replace Labor, and all are included in Total Labor. Repair Vs Total Labor is Repair /Total Labor. Repair Vs Replace is Repair/(Repair + Replace). Data is based on Folder Invoice Dates and includes use estimate lines, reflecting insurance company standards.

Operations

• Rental Company Assignments by Folder - Displays Folders that have a rental company assigned, based on the Rental Start Date.

Accounts Payable

• AP Vendor Changes - Vendor setup change audit

Accounts Receivable

• AR Payments - A list of AR Payments

If you have any questions regarding these new reports or are new to the NexsyisNow tool and would like to set up a training session, please log us a ticket at nexsupport@nexsyis.com for further assistance.