Page Comparison

Cancelling a sale order

Entering and processing a sale shipment

Manually creating a picking slip for a sale shipment. Create a new sales order, add in customer, reference and products, click on button Ship, click on button Pick. This will set the status of the sale shipment to in progress and print off a picking slip so you can go and pick and pack the goods, then click on button Complete when you are ready to invoice the sale.

Entering a sales credit as a shipment

Reversing an existing sale shipment

Manually invoicing one or more finalised sale shipments

Where more than one sale shipments have been created for a sales order and the finalize button is activated or the customer is set to one invoice per order, open the sale shipments module, search for the customer, select all sale shipments to invoice (use Ctrl and click on all sale shipments to be invoice) and click on button Invoice. This opens the Invoice window ready for you to click on button Finalize.

Entering a pre paid order (like a lay by)

Lay-bys in Readysell 8 are processed by making a payment against a sales order. Use the Pay button on the top ribbon to make a payment against the order (which can be the whole amount at once or payments by installments).

Finalising a pre paid order

Select the sales order and click on the Pay button on the top ribbon of the sales order. Process the payment on the sales order. Auto warehousing will kick in and release the sale shipment and print the picking slip and the sale shipment can then be completed.

Exporting a list of sales back orders

Open up the Sales Back Orders module, make sure your filter at the top shows Outstanding Back Orders. Hold down the Ctrl and A buttons on your keyboard to select all sales back orders in the list, click on button Show In Report, select the type of report you want (by customer or by supplier) and the report previews to screen.

Generating a delivery manifest through scanning invoices

Open up Sales and then Deliveries. Create a New delivery, scan in all the invoices/shipments to be added to the delivery in the order you wish to have them delivered, click on button Save, click on button Tag As Delivered, click on button Show In Report, select Delivery Manifest and click on button Print. Once the delivery has been completed, if there are any that weren't delivered you can delete those off and then Post the Delivery

Batch invoicing customers using a sale invoice run

Invoicing customers who are set to Batch Invoicing (i.e. one invoice per month). They receive delivery dockets throughout the month and then get an invoice at the end of the month for all of those delivery dockets. Open up sales and then Invoice Runs, create a New sale run, Extract Shipments onto the run to be invoiced, click on OK, click on button Generate Invoices to invoice the shipments and then click on Generate Email Batch and then click on Run Batch to email them off to the customers.

Making a Payout

Creating a new pay-out for the purpose of taking money out of your till
Open up sales and then Pay-ins/Pay-outs, click on button New, select the direction of Out and select the tender, select the reason, key in the value, click on button Save, add in a Note if required, click on button Finalise.

Making a Payin

Creating a new pay-in for the purpose of putting money into your till
Open up sales and then Pay-ins/Pay-outs, click on button New, select the direction of In and select the tender, select the reason, key in the value, click on button Save, add in a Note if required, click on button Finalise.