Reviewing Data
...
Optional Preliminary reading
Creating and editing customers
...
Creating products
Setup document printing for your POS or other sale entry workstations
POS sales entry
Balancing POS tills at the end of the day
- Entering and declaring a cash count and ending shifts at end of dayAdjusting incorrect stock levels using a stock quantity adjustment
Sale order entry
...
...
Entering customer payments
...
Warehousing
Emails
Printing customer trial balance and statements
Mobile app
Point of sale sites only
POS sales entry
Balancing POS tills at the end of the day
For service sites only
- Service/Machines Initial Setup Checklist
- Service Training Guide
- Setting up your site if you have no stock recorded in your computer
Advanced Options
Mobile app
Warehousing
- Understanding automatic warehousing
- Locations
- Understanding stock allocation, shipment picking and product site quantity unallocated sale shipment
Automated purchasing
System administrators only
Setup document printing for your POS or other sale entry workstations
Reviewing Data
Downloading the try Readysell program
Automatic cost and price updates
Preparing for financials
Further Reading Before Go Live
- Readysell onboarding project training webinars
- Onboarding training webinar 6 Understanding the training documentation and practical training process walk through
- Setting up your site if you have no stock recorded in your computer
- Readysell approval checklists
- Readysell Training Guide
- Readysell YouTube Channel
- Readysell User's Guide
- Readysell Implementation Methodology
- Readysell Project Engagement Meeting
- Readysell Training Engagement Meeting
Further Reading Best Practice After Go Live
- Increasing the value of your business
- Readysell Pro Best Practice Training Guide
- Stocktakes
- Understanding automatic warehousing
- Purchase Runs
- MOB