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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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. |
| 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. |