Overview
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Key FeaturesCards are used to keep track of information about an organisations that are of interest to your business. Some of the key information on cards include address and contact information, as well as settings about how transactions for the card are used within Readysell. Transactions use cards to identify the customer or supplier details where required. Cards control the flow of transactions and display the balances and open items that result from transactions. Cards can be either customers, suppliers, manufacturers, prospects or any combination of these:
For Office Brands stores: If you have "auto approval " turned on, it will go straight into Web Admin Salesperson.There are two ways of reporting on a Sales Person. |
Getting started
Include Page Getting started with cards Getting started with cards
Sending customer statements using an email batch via Email and/or SMS
Reference
Buttons
Refer to Common Buttons
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Field | Description |
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Card ID | This is a unique code that identifies the card |
Card Type | This field allows similar cards to be grouped together for payment runs, reporting and so on. |
Status | The current status of the card, default is active. Account Closed- The card is no longer trading. But is visible on list views. Cannot be set to Account Closed if there are outstanding open items. Active- Customer card is active for use. This is the normal status for accounts that are currently trading. Archived- Acts like the card is deleted. This is more extensive in hiding the card from view than just closing the account. The card is not viable on searches or most list views. You have to expressly select a display archived cards list view to display archived cards. Note. A charge to account cannot be archived (an error will appear- 'The charge to card must not be archived'). Cannot be set to Archived if there are outstanding open items. On Stop- This status can be used if you want to put a customer on stop for whatever the reason may be. (E.g Eg account overdue). You will be able to save a sales order, however, it can only be released by a user with sufficient permissions. There has been a focus on making this On Stop status rule over the sales orders. So that the sales order will not release unless someone manually releases it or if the card is taken off On Stop then the sales order on hold because of it will then come off hold/off stop. Cannot be set to On Stop if there are outstanding open items. |
Name | This shows the name of the customer, supplier or manufacturer. |
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Note |
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Required fields on cards for customers are Card ID, Delivery address, customer payment and card name the fields will be highlighted in yellow. A red X appears on the fields or the tab header (required field) |
The cards screen in Readysell covers aspects of interaction with customers, suppliers, prospects, manufacturers and other contacts and also encapsulates settings for your relationship with these cards. As such, there are many aspects to be covered and they have been split up into the topics below based on the corresponding tabs on the cards screen.
- Status settings
- General settings
- Addresses
- Contacts
- Cases
- Machines
- Favourites
- Schedule
- Tags
- Notes
- Custom fields
- Settings
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