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The Favourites tab on the Card Detail window allows you to view and make a list of products that a customer often buys.

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Tip

Refer to Creating Sale Order from Customer Favourites for details.


Buttons 

Refer to Common Buttons.

Button

Description

New
Creates a new favourite.
Add a product into the Favourites list
Delete
Deletes the selected product from the list.
Delete a product off the Favourites list

Extract Products

When this is clicked, you will be asked for a start date. Readysell then populates the Favourites list based on what the customer has purchased since that date.

Export

Exports the selected favourite.

Print Preview

Shows a print preview of the list of favourites.

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Send Favourites to WebClick on this button to action sending this list of Favourites to the web (if integrated)  A task would then need to run to send these.

Fields

FieldDescription
ProductThe name of the product.
Unit Quantity OrderedThe quantity ordered.