Created

The date and time that the card was created in the Readysell system.

Created By

The Readysell user who created this card.

Rank

The customer's importance, ranked against all other customers in the system (a lower number is a higher rank). Customer ranks can be calculated periodically.

Last Sale Inv

The date and time that the last sale invoice was created in Readysell. This is generated automatically by the system.

Last Purchase Inv

The date and time that the last purchase invoice was generated in Readysell. This field will usually be empty except in cases when the supplier delivers goods directly to the customer.

Last Customer Pay

The date and time that the last customer payment was received in Readysell. This is generated automatically by the system.

Readysell suggests that you set the Task 'Ranking' Ranking days to have a value of 90.  It is up to you, you may want to consider more sales such as the last year or the last 6 months.  Whatever you do you want to have a value with the parameter so that you ignore very old sales.  You should not leave the value within the task blank. The reason is that you want to give more weight to recent customer performance and you want to ignore very old customer performance.  As you want your ranking to reflect trends in customer performance.  If you leave the ranking days empty without a value.  Readysell will rank customers based upon all sales forever, This can mean that big volumes of sales a long time ago are reflected in your current performance rankings.  Hiding the recent performance difference between customers.  In short, you don't care about sales that are very old you only care about recent sales. 

The overall rank is calculated by taking the Value Rank, Quantity Rank and Margin Rank, adding them all together, and then sorting the overall rank column from smallest -> largest. It's possible that multiple customers end up with the same rank. For example, Customer A may be Margin 1, Value 1, Quantity 3 and Customer B may be Margin 2, Value 2, Quantity 1. In this case, they both end up with the same "Overall Rank".   - The task that updates this is called Ranking (Navigation Panel > Administration > Advanced > Tasks > task name: Ranking.  There are no settings you can change for this ranking procedure, it is built into the program)

Pay

Generates and allocates a new customer payment for the selected open item(s). The amount in parentheses shows the balance of the selection.

Highlight the open items you want to pay, then click Pay to generate and automatically allocate a new customer payment.

Options:

• Once this is done, select all of the customer payment lines
• Click "Show Source in Report" - all the invoices should come out on one printout

Allocate

Generates an allocation for the selected open item(s). Highlight the open items you want to allocate, then click Allocate to generate an allocation.

Group filter options

View filter

This allows you to view only unallocated open items, or all open items.

Options:

• Once this is done, select all of the customer payment lines
• Click "Show Source in Report" - all the invoices should come out on one printout

Show Details

Opens the selected open item in a new tab.

Date

The date and time of the open item.

Age

The age of the open item.

Type

The type of open item (e.g. SALINV for tax invoices, SRVINV for service order invoices).

External Code

An optional alternate code for the transaction. This is not normally used.

Transaction Number

The transaction number of the open item.

Value

The total value of the open item.

Balance

The amount owing on the open item. This may differ from the value if a part payment has been made.

Description

A description of the open item.

Due

The date when the open item is due based upon the payment terms on the card.
An overdue open item is any open item where the "Due" date is older than the statement date. The "Due" date is set based on the payment terms.

Rev

Shows whether the item has been reversed.

Tax Value

Shows the total value of all tax applied to the open item.