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1. In the navigation panel, double-click Relationships, then click Cards.

2. Click New in the ribbon to create a new card. The Card Details screen will display. 

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3. Note: If you are creating a customer that is similar to an existing customer, you can use the Copy option to copy some of the existing customer's details.

4. In the top section of the Card Details screen, enter details for the card as follows:
   • Card ID uniquely identifies the card in the system.
   • Card Type is an optional method of grouping cards together for contract pricing, reporting, etc.
   • Status is the customer's status. Usually this will be Active for new customers. You do not need to change this field. Status
   • Name is the customer's name.
   • Tick Is Customer to mark this card as a customer.
5. Click on the General tab.Card general settings
6. Fill in the following fields as necessary:
   • Trading As allows you to enter a customer's trading name, if this is different from their registered name.
   • ABN is the company's ABN.
   • Parent allows you to specify a parent company in respect to Printing .Printing 
   • Charge To is the card to which invoices will be charged. If the customer is from a branch, you must select the head office; otherwise, it defaults to the current customer.
7. Click on the Bank Accounts tab. Card bank accounts 
8. Enter bank account details for the customer as follows:
   1. Click New to create a new account.
   2. Enter the payee name, BSB and account number.
   3. If this is the customer's primary account, check Customer Primary Account.
   4. Repeat this process for as many bank accounts as you wish to add. See Card bank accounts for more information on adding bank accounts.
9. Click on the Addresses tab.add link to card Card addresses
10. Enter address details for the customer as follows:
    1. Click New to create a new address.
    2. In the Name field, enter the customer's name. If this is a postal address, the name will appear as the first line on address labels.
    3. In the Street 1-4 and Suburb fields, enter the customer's address details.
    4. Using the checkboxes below the Suburb field, specify the purpose of this address: Accounts, Delivery, Physical or Postal. An address can have more than one type.
    5. Repeat this process for as many addresses as you wish to add. See Card addresses for more information on customer addresses.

1. Click on the Contacts tab.Image Removed
2. Enter contact details for the customer as follows:
   1. Click New to create a new contact.
   2. In the Name field, enter the contact's name.
   3. In the Job Description field, enter the contact's job description.
   4. If the contact accesses the website, enter their web ID in the Web ID field.
   5. Fill in the Phone, Mobile, Fax and Email Address fields.
   6. In the Role field, select the role that best describes the contact at their company.
   7. Using the checkboxes, specify the roles that the contact plays within Readysell. See Card contacts for more information about these fields.
   8. Repeat this process for as many contact people as you wish to add. You must have at least one contact person.
3. Click on the Settings tab, then the General Settings sub-tab.
4. Fill in the fields as follows:
   1. In the Card Status field, specify whether the customer is a lead, a prospect, or an active customer.
   2. If you wish to give this customer a discount from list price, enter this in the Discount from List field.
   3. Optionally, assign a Tax Code to the card. This tax code will be used as the default tax code for miscellaneous debits and credits that are entered against this card.
   4. If you wish to make this customer available at point of sale, check Available on POS.
5. Click on the Customer Settings sub-tab.
6. Fill in the following fields:
   1. In the Tender field, optionally select a tender. This will be used as the default tender for payments made by this customer.
   2. In the Payment Term field, select the customer's payment term.
   3. In the Invoice Mode field, optionally select the way that the customer prefers to receive invoices.
   4. Enter any other appropriate details. See Card settings to learn more about the fields on this tab.
7. When you have finished, click Save to save the customer's record in Readysell.

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