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| Info |
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National Account sales from the current day (even those entered prior to setting up the account) will be automatically reported. Any National Account sales prior to the current day will need to be manually reported). A task runs each night in Readysell to send the data from Readysell to Office Brands. The national account Id is just information that can be used to filter a report. |
Local Buys
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Local Buys customers must first be set up as a National Account using the steps above. |
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- In Readysell, go to Relationships > Contracts
- Find and select the contract you wish to set as local buy and create a new version (or create a new contract from scratch)
- Go to the Settings tab
- Check the Local Buy check box
Save your changes
| Info |
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Local Buy sales from the current day (even those entered prior to setting up the contract and/or account) will be automatically reported. Any Local Buy sales prior to the current day will buy sales will need to be manually reported. The national account Id is just information that can be used to filter a report. |
Excluding certain product categories from National Account/Local Buy reporting
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