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- Don't try to setup GL and cash book yourself. We recommend buying a few hours of remote Readysell support time to help you get started. We can quote for the work following a first call.
Setup
Training
- Train yourself. Then bring in your team just before you go live. As people tend to forget skills they learn if they don't use them for a time.
- Visit a site that is already running Reaydsell if you can. We can help organise this for you.
Data review
- Open and review the contracts list and address list before your go live. Make sure the delivery checkbox is on for delivery address records. You can also check addresses and contacts by scrolling through cards one at a time and checking the contacts and address tabs on cards.
Workstations
- Your workstations can be set to automatically create stock adjustments if you sell an item that is not in stock. Turn this on if you don't have good stock control numbers
- Scanning stock in and out of your business eliminates most credits and keeps stock accurate. Turn this on and buy the required comms mode scanners if you have good stock control numbers
- Can be setup to automatically print a fourty column narrow sale docket to a receipt printer and/or invoices to a invoice printer after each sale.
- Can be setup as POS workstations, to continually enter sale shipment transactions and require operator codes. Operating in full pos mode for speed and better logging of user details in a POS environmentÂ
Equipment
- If you have point of sale make sure you have a comms mode capable bar code scanner. This will speed up entry of sales and other pos functions by at least twenty percent
- If you have a warehouse or you track stock quantity on hand for products. Make sure you have a comms mode capable bar code scanner in receipting. So you can scan all stock in and out of the building, eliminating most credits and ensuring your stock on hand is correct
- Get the fastest internet deal you can. If you have had the internet on for more than a few years. Review your plan, a faster plan is probably available.
- Us the highest resolution (biggest) screens you have for your Readysell liute work. If you have a computer with duel screens, that is the best one to use
- The speed of your server and workstations does not matter. Readysell lite is more dependent on internet speed and reliability.
Web
- Readysell would set up the appropriate settings and set tasks to run your web integration
- This would upload products, pricing, images, customers
- This would download catalogues, flyers, product information
Product Import Rules
Your system would need to be set for automatic product updates to update your:
- product file
- price book
- catalogues/flyers
- load flyers automatically for you (you would need to tell Readysell if there are any or all flyers you do not want loaded for you)