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Overview

A customer is someone to whom you provide goods and services on credit and from whom you agree to receive payment for these goods and services. Customers are also known as Trade Debtors and Accounts Receivable.

In Readysell, you set up a card for each customer to track all transactions associated with them. This includes sales, service orders, invoices, payments and credits.

The steps below guide you through the actions required to set up a customer in Readysell. Depending on the way your system is set up, you may need to fill in some other fields. If you try to save a customer record without filling in all required fields, Readysell will tell you which fields you still need to fill in.

Video: Creating a Customer

Creating a new customer card

Procedure

1. In the navigation panel, double-click Relationships, then click Cards.

2. Click New in the ribbon to create a new card. The Card Details screen will display. 

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   Note

   Note: If

   If you are creating a customer that is similar to an existing customer, you can use the Copy option to copy some of the existing customer's details.

   
   

3. In the top section of the Card Details screen, enter details for the card as follows:
   
   • Card ID uniquely identifies the card in the system.ID - short code for the product
   • Card Type  is an optional method of grouping cards together for contract pricing, reporting, etc.
   • Status is the customer's status. Usually this will be Active for new customers. You do not need to change this field. add or create the link that differentiates the difference between what each status is and a brief description of each
   • Name is the customer's name.- this is optional
   • Status- there is no need to changed the field 
   • Enter customers Name
   • Tick Is Customer to mark this card as a customer.
4. Click on the General tab.add link for card general tab  
5. Fill in the following fields as necessary:
   • Trading As allows you to enter a customer's trading name, if this is different from their registered name.
   • ABN is the company's ABN.
   • Parent allows you to specify a parent company in respect to Printing .
   • Charge To is the card to which invoices will be charged. If the customer is from a branch, you must select the head office; otherwise, it defaults to the current customer.Enter Trading As- Optional 
   • Enter ABN for the company- Optional
   • Enter Parent- Optional
   • Select a Charge To card- Default is the customer you are creating 
6. Click on the Bank Accounts tab. add link to card bank accounts 
7. Enter bank account details for the customer as follows:
   1. Click New to create a new account.
   2. Enter the payee name, BSB and account number.
   3. If this is the customer's primary account, check Check Customer Primary Account- If customers primary acc.
   4. Repeat this process for as many bank accounts as you wish to add. See Card bank accounts for more information on adding bank accounts.
8. Click on the Addresses tab. add link to card addresses
9. Enter address details for the customer as follows:
   1. Click New to create a new address.
   2. In the Name field, enter the customer's name. If this is a postal address, the name will appear as the first line on address labels. 
   3. In the Street 1-4 and Suburb fields, enter the customer's address details.Using the checkboxes below the Suburb field, specify

10. Check the purpose of this address: Accounts, Delivery, Physical or Postal. An address can have more than one type.

    Note
    Delivery must be checked if the address is to be used for the customer’s invoice and/or delivery docket.

    
    

    1. Repeat this process for as many addresses as you wish to add

       . See Card addresses for more information on customer addresses

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11. Click on the Contacts tab.Image Removed
12. Enter contact details for the customer as follows:
    1. Click New to create a new contact.
    2. In the Name field, enter the contact's name.
    3. In the Job Description field, enter the contact's job description.
    4. If the contact accesses the website, enter their web ID in the Web ID field.
    5. Fill in Enter Name of person.
    6. Enter Job Description for the person.
    7. Enter their Web ID- optional
    8. Enter the Phone, Mobile, Fax and Email Address optional fields.
    9. In the Role field, select the role that best describes the contact at their company.
    10. Using Enter persons Role.

13. Select one of the checkboxes, specify the roles that the contact plays within Readysell.

    See Card contacts for more information about these fields

     

    Note
    If only one contact then you can mark them as a Primary Contact instead of selecting individual flags to make sure no issues arise when issuing statements, invoices and delivery dockets. Repeat this process for as many contact people as you wish to add. You must have at least one contact person.

    
    

14. Click on the Settings tab, then the General Settings sub-tab.

15. Fill in the fields as follows:
    1. In the Card Status field, specify whether the customer is a lead, a prospect, or an active customer.
    2. If you wish to give this customer a discount from list price, enter this in the Select Card Status- Optional 
    3. Enter customer discount in Discount from List field .- Optional
    4. Optionally, assign a Tax Code to the card. This tax code will be used as the default tax code for miscellaneous debits and credits that are entered against this card.
    5. If you wish to make this customer available at point of sale, check Check Available on POS .- Optional
16. Click on the Customer Settings sub-tab.
17. Fill in the following fields:
    1. In Select the Customer Tender - (Optional) If you leave this empty, at the time of completing a sale, you must choose the tender.  If you preset it using this field , optionally select a tender. This will be used as the default tender for payments made by this customer.
    2. In the Payment Term field, select the customer's payment term.
    3. In the Invoice Mode field, optionally select the way that the customer prefers to receive invoicesit means at the time you go to complete a sale, it automatically tenders off to this tender without you having to select it.  You cannot change this tender during the sale if you preset this.
    4. Select the Payment Tender - (Optional) this is the payment tender used at the time of a CUSPAY (Customer Payment).  It defaults the field but you are able to change this on the current transaction you are trying to process.
    5. Select a Payment Term the customer will have with you
    6. Key in a Credit Limit - If you do not set a credit limit, you will be warned every time that the customer is over their credit limit and the sale will go on hold.
    7. Select Invoice Mode - Manual Invoicing is where every picking slip gets invoiced, Batch Invoicing is where the customer gets one invoice per month (they get delivery dockets for each of the goods that go out), Invoice Per Order is where the customer gets an invoice once their order is completely supplied (they get delivery dockets for each of the goods that go out)
    8. Select the Supply Type - you must fill this one in - this supply type is used at the time of a sale.  If you do not fill this in, you will not be able to ship or complete an order or a shipment.
    9. Enter any other appropriate details. See Card settings to learn more about the fields on this tab.
18. When you have finished, click 

    Click Save to save the customer's record in Readysell.

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1. Note
   Card references covers details about optional tabs on this detail view including cases, machines, favourites, schedule, tags, notes and customer fields