From the navigation panel, select Relationships. From the relationships navigation menu you can complete the following common actions : | Solution| Viewing only customer or supplier cards | View only customer cards a cardFind | 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 |
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| url | https://www.youtube.com/watch?v=nOCT_rBwLt4&feature=youtu.be |
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| height | 50 |
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| ***** | 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 |
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| url | https://www.youtube.com/watch?v=onHGRQi4iDM&feature=youtu.be |
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| height | 50 |
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| ***** | 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 |
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| url | https://www.youtube.com/watch?v=pkh2hiq_Z2U&feature=youtu.be |
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| height | 50 |
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| ***** |
Viewing a customer's 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 |
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| url | https://www.youtube.com/watch?v=akkOCwoHEAk |
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| height | 50 |
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| ***** |
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 |
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| url | https://www.youtube.com/watch?v=Vb-nJEWwji8&feature=youtu.be |
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| height | 50 |
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| **** | 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 | | Widget Connector |
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| url | https://www.youtube.com/watch?v=IFWJgvCAapw&feature=youtu.be |
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| height | 50 |
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| **** | 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 |
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| url | https://www.youtube.com/watch?v=LiTXq8Nr_xY&feature=youtu.be |
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| height | 50 |
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| **** | Contract Prices And Quantities Training Guide |
Creating and updating contracts | Click on New, change the start and end dates, add in products and pricing and select if ex or inc gst, add any customers to get the contract, change the workflow status to Active and click on Save. Select the contract, click on New Version, make changes, change the workflow status to Active and click on Save. | See Contract Prices And Quantities Training Guide |
| ***** | Messages | Messages |
from emailed invoices/statements/delivery dockets/etc, meter count runs, etcMessages | shows you what has gone out to the customers and suppliers from your site and what has come back in from your customers and suppliers to your site. Lets you know if something was sent and whether it was successfully sent or failed to send. | | Widget Connector |
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| url | https://www.youtube.com/watch?v=uI96hdRtBsA&feature=youtu.be |
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| height | 50 |
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| * | Merging two cards |
Merge two cards | 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 |
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| url | https://www.youtube.com/watch?v=DK8aMC5peug |
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| height | 50 |
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| * | 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 |
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| url | https://www.youtube.com/watch?v=EAFCh7luH9I&feature=youtu.be |
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| height | 50 |
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| * | 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 |
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| url | https://www.youtube.com/watch?v=gXI8z0Lg8Hs&feature=youtu.be |
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| height | 50 |
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| * | 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 |
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| url | https://www.youtube.com/watch?v=jygo2iJ97_c&feature=youtu.be |
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| height | 50 |
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