Overview
The Status tab on the Card Detail window contains information about the card's status.
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Field | Description |
|---|---|
Created | The date and time that the card was created in the Readysell system. |
Created By | The Readysell user who created this card. |
Last Sale Inv | The date and time that the last sale invoice was created in Readysell. This is generated automatically by the system. |
Last Purchase Inv | The date and time that the last purchase invoice was generated in Readysell. This field will usually be empty except in cases when the supplier delivers goods directly to the customer. |
Last Customer Pay | The date and time that the last customer payment was received in Readysell. This is generated automatically by the system. |
| Overall Rank | The overall rank is calculated by taking the Value Rank, Quantity Rank and Margin Rank, adding them all together, then sorting smallest -> largest. It's possible that multiple customers end up with the same rank. For example, customer A may be Margin 1, Value 1, Quantity 3 and Customer B may be Margin 2, Value 2, Quantity 1. In this case, they both end up with the same "Overall Rank". |
| Value Rank | The value rank is based on the total value of the sales to this customer |
| Quantity Rank | The quantity rank is based on the total number of times the customer has bought from you |
| Margin Rank | The margin rank is based on the averaged out margin on the sales for this customer |
| Avg Monthly Inv Value | Calculated based on sales |
| Avg Monthly Inv Line Value | |
| Avg Monthly Inv Count |
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