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The Favourites feature allows you to make a list of products that a customer often buys. You can access a customer's list of favourites on the Favourites tab of the Card Detail screen

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Info
  • Before sending
Faviourites
  • Favourites to the web you will need to have at least one contact with a web ID
  • The favourites will only send up for those web IDs on that card that has favourites
  • Readysell is only able to send up 100 products from the favourites list


Automatically detecting favourites for a customer

  1. Navigate to the customer's card.
  2. Click the Favourites tab.
  3. Click Extract Products. The Extract Products window displays.
  4. Enter the start date, then click OK. Readysell will add all the products that the customer has ordered since the start date.
  5. By default, all order quantities are zero. For each product, you will need to change the Unit Quantity Ordered to be the number of this product that the customer usually orders.
  6. Click on button Save
  7. Click on button Send Favourite to Web click yes to override and faviourites any faviurites previously sent to web.

Adding a favourite product manually

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