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title | Introduction |
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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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Expand | ||
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Tip |
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Refer to Creating Sale Order from Customer Favourites for details. |
Buttons
Refer to Common Buttons.
Button | Description |
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New |
Add a product into the Favourites list |
Delete |
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 Web | Click 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
Field | Description |
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Product | The name of the product. |
Unit Quantity Ordered | The quantity ordered. |