| Star Rating | More Information | How To | Solution | Video |
|---|
| ***** | Viewing only customer or supplier cards | View only customer cards or supplier cards | Select the 'Current Customers' view from the pull down list above the card list view to view only customers. Select the 'Current Suppliers' view from the pull down list above the card list view to view only suppliers. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=NoJEqJL40J4&feature=youtu.be |
|---|
|
|
| ***** | Finding a card | Find a card | Use the 'text to search (Search) field at the top right of the window or enter the cardid or name on the filter row above the card list. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=nOCT_rBwLt4&feature=youtu.be |
|---|
|
|
| ***** | Creating a new customer Creating a new supplier | Create a new card | Click on the new button, set 'is customer' to checked for customers or 'is supplier' to checked for suppliers. Enter an address and a contact. Adjust settings on the settings tab. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=onHGRQi4iDM&feature=youtu.be |
|---|
|
|
| ***** | Select card balances from the list of view variants | Review Aged Balances | From the card list view, select the views list on the ribbon menu and select the "customer balances" or "supplier balances" list. A list of customer balances including totals will display. Contact details are shown on the right of the list. You can modify the list and save it as a view variant. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=pkh2hiq_Z2U&feature=youtu.be |
|---|
|
|
| ***** | Viewing a customer's history | Review customer history | Find a customer. Click on the 'Customer History' button. Drag the tabs around to suit your preferred customer history layout. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=akkOCwoHEAk |
|---|
|
|
| ***** | View who made changes to a card | View who made changes to a card | All changes to cards are logged on the audit trail. Click on the 'Tools' menu at the top of the screen. Then click 'Audit Trail'. A list showing which user changed which fields on the card and the date of each change will be displayed. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=Vb-nJEWwji8&feature=youtu.be |
|---|
|
|
| **** | Sending a new customer and new user to the web | Adding a customer and user to your Website | When you add a new customer to your Readysell, rather than have to go to Org Admin and manually set the customer up, you can actually let Readysell send it up for you using the button Send To Web | |
| **** | Quickly enter a payment using the pay button | Quickly enter a payment | Select 'Customer Open Items' or 'Supplier Open Items' on the 'Status' tab. Highlight the open items to be paid. Then click the 'Pay' button above the open item list. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=LiTXq8Nr_xY&feature=youtu.be |
|---|
|
|
| * | Merging two cards | Merge two cards | Highlight two cards. Click the 'merge' button. Select the card 'Target' you wish to merge into. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=-bcYbHX_wHU&feature=youtu.be |
|---|
|
|
| * | Entering customer payments, debit and credit transacttions | Enter a credit, payment or debit transaction | Find a card. Click on the down arrow below the 'new button'. Select 'Customer/Supplier Debit','Customer/Supplier Credit' or 'Customer/Supplier Payment'. After entering the transaction, click on 'Finalise and Allocate'. When the allocation displays, finalise the allocation. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=DK8aMC5peug |
|---|
|
|
| * | Print a customer statement | Print a customer statement | Highlight the customer/s to be printed. Click on 'Show in Report'. Select 'Statement of Account'. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=EAFCh7luH9I&feature=youtu.be |
|---|
|
|
| * | Print a customer/supplier trial balance | Print a customer/supplier trial balance | Select the 'Current Customers/Suppliers' view. Hold down the 'CTRL' key and press 'a' to select all customer/supplier cards. Click on 'Show in Report'. Select 'Customer/Supplier Trial Balance (Summary)'. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=gXI8z0Lg8Hs&feature=youtu.be |
|---|
|
|
| * | Deleting or archiving a card | Deactivate a card | Ensure the card balance is zero. Click on the 'Status' pull down list. Select 'Archived' which is like deleted, 'On Stop' to leave the card visible but stop posting sales or 'Account closed' to close the card but leave it visible. Optionally set the customer end date to record when the account was closed. | | Widget Connector |
|---|
| url | https://www.youtube.com/watch?v=jygo2iJ97_c&feature=youtu.be |
|---|
|
|