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Note, going forward. You can always buy individual training. Sometimes this is worth the investment.
EDI
Not using EDI. Got Get instructions from ShannonReadysell. Have not got time to implement this at the moment.
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How to do bank deposit report: Run report "F-001" bank deposit report. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/26935694/Running+a+Bank+Deposit+Report
Payroll
Please talk to Greg Readysell in the first instance.
New Products
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- Yes. You can create a new user that stands for a sales person/sales rep. That user will be able to be setup as the sales person on cards. But will not be able to login to Readysell.
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Yes. This will be very useful for Steve. See copying a quote to a contract button on quotes: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/19399352/Entering+a+new+sale+quote
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may be able to add more GNS data to the OneX database at some point in the future.Payroll
Greg Payne is the expert on Payroll. Di is also strong on payroll as well.
There is a per user cost but you can do a trial.
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Yes, just enter the date when the tender window displays. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/71401474/Set+Up+and+Entry+of+Future+Dated+Sales.
Payroll
Talk to Greg Readysell in the first instance.
Payroll is best practice.
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