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.
Expand | ||
---|---|---|
| ||
See Card favourites for more information about the fields on this tab.
Automatically detecting favourites for a customer
- Navigate to the customer's card.
- Click the Favourites tab.
- Click Extract Products. The Extract Products window displays.
- Enter the start date, then click OK. Readysell will add all the products that the customer has ordered since the start date.
- 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.
Adding a favourite product manually
- In the Favourites tab, click New. A new row will be added to the table.
- Enter the product name, or select it from the list.
- Enter the quantity that the customer usually orders.
Deleting a favourite product
If a customer no longer orders a product, you can delete it from the list of favourites.
...