Overview
The Settings tab on the Card Details window contains four different settings tabs for the card.
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Field | Description | ||
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Card Status | This allows you to set the card’s status. Readysell provides some predefined statuses that can be applied to cards:
Commonly, a customer card will start as a lead, progress to a prospect, and then become a customer. | ||
| Site | Set a site for this card
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Discount from List | If the client receives a discount from the list price, this will be entered here. This is only relevant for customer cards. | ||
Tax Code | If a tax code is assigned to a card, this code will be used as the default Tax Code for that card throughout the system. If a sale is entered for this card, the tax code on the card will be used even if it is different from the tax code for the product. | ||
Available on POS | If this is checked, the customer can be seen at POS (point of sale). This is only relevant for customer cards and for sites running with the separate Readysell Point of Sale system (flag is on by default when setting up a new customer card). | ||
Send Documents To Parent | If this is checked, all relevant documents for this card will be sent to its parent. The parent can be defined in the General tab. |
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Field | Description | ||||||||
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Customer Tender | The default tender to be used when this customer is invoiced. If a tender is set here, the sale will automatically use this tender when it is finalised, you will not be able to change the tender on the sale. If no tender is set here, a tender selection screen will be shown for each sale. | ||||||||
Payment Term | The payment term that has been assigned to the customer. Payment should then be received from the customer based on these terms.
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Supply Type | The way in which goods are allocated to sales orders placed by this customer.
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Price Level | This is the default price level assigned to the customer. This is used for calculating sell prices. This level can be overridden when a sales order is entered. | ||||||||
Credit Limit | The customer’s credit limit they have with you | ||||||||
Carrier | The carrier (courier/delivery service) to be used for deliveries / consignments for shipment. | ||||||||
Customer Start Date | This field holds the date and time that you wish to begin trading with the customer, or that the customer was set up in the system. This must be manually entered. | ||||||||
Customer End Date | This field holds the date and time that you will be ceasing trading with the customer, or that the customer was put on stop. This must be manually entered. | ||||||||
Cost Centre | Allows you to record the customer’s internal cost centre code, if one exists. | ||||||||
Contract Start Date | This is an overriding date that all contracts for this customer will start from. If you have (or had) a contract with the customer, this field holds the date and time that all contracts are to begin. This must be manually entered. | ||||||||
Contract End Date | This is an overriding date that all contracts for this customer will end at. If you previously had a contract with the customer, this field holds the date and time that the all contracts are to finish. This must be manually entered. | ||||||||
Max Shipments/Sale | The maximum number of shipments that is allowed per sales order. This can be used to minimize freight charges by reducing the number of times you deliver out to the customer. | ||||||||
Invoice Mode | The way in which the customer is invoiced. There are three options:
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Customer Order Req |
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Back Order Allowed | Specifies whether any products on this customer’s order/s can be back ordered. If the flag is off and you cannot supply any items off the customers order and do not change the item to another suitable item then the sales order will go to Posted status the moment you complete the shipment of what you can supply out of the original order. Therefore no stock goes to back order. | ||||||||
| Payment Tender | If you choose a tender method for a customer payment, the next time you go to pay that customer it should default to the same tender method. This field defaults payment method for customer from the customer payment tender field. |
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| Field | Description |
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Primary Sales Person | The sales representative assigned to this customer. The selection of sales people stems from the users module. Is Sales Person must be ticked on the user for that user to be classed as a sales person as well. |
Sale Territory | The region assigned to the customer card that the sales rep may or may not be assigned to look after. This is used for reporting purposes. |
Sales Group | The sales group assigned to the customer card. This is used for reporting purposes. |
Show in Sales Rep | Show this customer’s transactions on sales reports. (flagged as on by default for a new customer card) |
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Field | Description |
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Account | The GL account to be used for the supplier card. This is mainly used for non-stock suppliers of things like utilities. For example, your telephone provider would use the “Phone/Internet Charges” account, electricity, water, rates, etc. |
Payment Term | The payment terms for this supplier. This is used to assign due dates on invoices. |
| Supplier Tender | The default tender to be used when this supplier is invoiced. If a tender is set here, the supplier payment you enter will automatically default to this tender when processing it. If no tender is set here, the tender field will need to be manually entered for each payment. |
Supplier Acc Number | Your account code with the supplier required for purchase orders by your supplier. This is also used for the EDI system which requires the account code to be attached to a file or purchase order. |
Min Order Value (Inc) | Minimum $ value for orders placed with this supplier. If you place a purchase order that is lower than this limit, Readysell will display a validation screen but you can still choose to send the purchase order to the supplier if you wish to do so. |
| Min Order Qty | Minimum quantity for orders placed with this supplier. If you place a purchase order that is lower than this limit, Readysell will display a validation screen but you can still choose to send the purchase order to the supplier if you wish to do so. |
Credit Limit | Your credit limit with the supplier. |
Reorder Cycle | Specifies which reorder run the supplier belongs to. This is used to automatically generate purchase orders. i.e. If you order from this supplier Monday and Wednesday, you can create a code of MW which is then used in the parameters side of things in the purchase run. |
Lead Time | The estimated time from placing an order with the supplier to the delivery date to your door. This is entered in days. |
Ex Works Lead Time | The estimated time that it takes a supplier to process and ship stock, not including delivery time. This is entered in days. |
| Operating Days | Monday to Friday, Monday to Saturday or 7 Days - what are the days this supplier is open - the lead time takes this into consideration when working out the back order due dates and the due date of the purchased goods. |
Stock Service Branch Code | Service branch code must be added to retrieve stock levels so that when you are looking at sales and purchasing, you can see what your supplier has on hand as at the start of the day at his site. |
| BPay Biller Code | The Bpay Biller Code is located on a Supplier Invoice or Remittance. The biller code is what is needed to perform a BPay transaction. The entity receiving the funds needs to have a biller code and a CRN (Customer Reference Number) to locate your individual payment. |
| Flags | |
Ignores Min Order Qty | If this is checked, Readysell will ignore any minimum order quantities on any products for this supplier. |
Supplier Order Req | Checked if the supplier requires an order reference for orders to be processed. The field needs to be then added to the purchase receipt/invoice window/s accordingly and view variant saved. |
Auto Email Remit | If this is checked, a remittance will be automatically emailed when a payment run is completed. |
Back Order Allowed | If this is checked, orders from this supplier will stay open until all stock is fully received or the order is cancelled. If this is not checked, the entire order will be marked as posted once the first invoice is posted and all non received stock will no longer show as being on purchase order. |
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