| 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 | 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 | 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 | 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 | 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 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 | Highlight two cards. Click the 'merge' button. Select the card 'Target' you wish to merge into. | | Widget Connector |
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| url | https://www.youtube.com/watch?v=-bcYbHX_wHU&feature=youtu.be |
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| height | 50 |
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| * | Entering customer payments, debit and credit transactions | 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 | 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 | 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 | 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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