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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The Balances tab on the Status tab of the Card Details window shows the customer and supplier balances for the current card.
Note: If a payment is dated into the future, items in future periods affect future balances, not current balances. So for eg if a supplier payment was dated into the future but allocated against prior dated open items, then payment in the future doesn't affect balances of this month
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Buttons
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Field | Description |
|---|---|
Date | The date and time of the open item. |
Age | The age of the open item. |
Type | The type of open item (e.g. SALINV for tax invoices, SRVINV for service order invoices). |
External Code | An optional alternate code for the transaction. This is not normally used. |
Transaction Number | The transaction number of the open item. |
Value | The total value of the open item. |
Balance | The amount owing on the open item. This may differ from the value if a part payment has been made. |
Description | A description of the open item. |
Due | The date when the open item is due based upon the payment terms on the card. |
Rev | Shows whether the item has been reversed. |
Tax Value | Shows the total value of all tax applied to the open item. |
| Due Override | Manual due date for when open item is due, when entered system ignores due date that is automatically generated. |
| In Dispute | Gives you ability to flag Customer/Supplier open item as in dispute so that when you do a supplier payment run it will not extract the open item to be paid. |
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