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Overview

A customer is someone to whom you provide goods and services on credit and from whom you agree to receive payment for these goods and services. Customers are also known as Trade Debtors and Accounts Receivable.

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The steps below guide you through the actions required to set up a customer in Readysell. Depending on the way your system is set up, you may need to fill in some other fields. If you try to save a customer record without filling in all required fields, Readysell will tell you which fields you still need to fill in.

To create a new customer card

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Procedure

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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   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.

3. In the top section of the Card Details screen, enter details for the card as follows:
   
   • Card ID
   • Card Type- this is optional
   • Status- there is no need to changed the field 
   • Enter customers Name
   • Tick Is Customer to mark this card as a customer.
4. Click on the General tab.
5. Fill in the following fields as necessary:
   • Enter Trading As- Optional 
   • Enter ABN for the company- Optional
   • Enter Parent- Optional
   • Select a Charge To card- Default is the customer you are creating 
6. Click on the Bank Accounts tab. 
7. 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. Check Customer Primary Account- If customers primary acc.
   4. Repeat this process for as many bank accounts as you wish to add.
8. Click on the Addresses tab.
9. 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. 
   3. In the Street 1-4 and Suburb fields, enter the customer's address details.

10. Check the purpose of this address: Accounts, Delivery, Physical or Postal. An address can have more than one type.

    Note
    Delivery must be checked if the address is to be used for the customer’s invoice and/or delivery docket.

     

    
    

    1. Repeat this process for as many addresses as you wish to add.

11. Click on the Contacts tab.
12. Enter contact details for the customer as follows:
    1. Click New to create a new contact.
    2. Enter Name of person.
    3. Enter Job Description for the person.
    4. Enter their Web ID- optional
    5. Enter the Phone, Mobile, Fax and Email Address optional fields.
    6. Enter persons Role.

13. Select one of the checkboxes, specify the roles that the contact plays within Readysell. 

    Note
    If only one contact then you can mark them as a Primary Contact instead of selecting individual flags to make sure no issues arise when issuing statements, invoices and delivery dockets. Repeat this process for as many contact people as you wish to add. You must have at least one contact person.

14. Click on the Settings tab, then the General Settings sub-tab.

15. Fill in the fields as follows:
    1. Select Card Status- Optional 
    2. Enter customer discount in Discount from List field- Optional
    3. Optionally, assign a Tax Code to the card.
    4. Check Available on POS- Optional
16. Click on the Customer Settings sub-tab.
17. Fill in the following fields:
    1. Select the Tender- Optional
    2. Select a Payment Term 
    3. Select Invoice Mode- Optional. 
    4. Enter any other appropriate details. See Card settings to learn more about the fields on this tab.

18. Click Save to save the customer's record in Readysell.

    Note
    Card references covers details about optional tabs on this detail view including cases, machines, favourites, schedule, tags, notes and customer fields