Card Status

This allows you to set the card’s status. Readysell provides some predefined statuses that can be applied to cards:

• Active: The card is valid and active. Transactions can be posted against the card.
• Closed: The card is closed. Transactions cannot be posted against the card.
• Lead: The card is a potential lead.
• Legal: Legal action is being taken (or considered). Transactions cannot be posted against the card.
• Prospect: The card is a potential prospect, you can only create Sale Quotes for this customer.

Commonly, a customer card will start as a lead, progress to a prospect, and then become a customer.

Discount from List

If the client receives a discount from the list price, this will be entered here. This is only relevant for customer cards.

Tax Code

If a tax code is assigned to a card, this code will be used as the default Tax Code for that card throughout the system. If a sale is entered for this card, the tax code on the card will be used even if it is different from the tax code for the product.

Available on POS

If this is checked, the customer can be seen at POS (point of sale). This is only relevant for customer cards and for sites running with the separate Readysell Point of Sale system (flag is on by default when setting up a new customer card).

Send Documents To Parent

If this is checked, all relevant documents for this card will be sent to its parent. The parent can be defined in the General tab.

Customer Tender

The default tender to be used when this customer is invoiced. If a tender is set here, the sale will automatically use this tender when it is finalised, you will not be able to change the tender on the sale. If no tender is set here, a tender selection screen will be shown for each sale.

Payment Term

Supply Type

Price Level

This is the default price level assigned to the customer. This is used for calculating sell prices. This level can be overridden when a sales order is entered.

Credit Limit

The customer’s credit limit they have with you

Carrier

The carrier (courier/delivery service) to be used for deliveries / consignments for shipment.

Customer Start Date

This field holds the date and time that you wish to begin trading with the customer, or that the customer was set up in the system. This must be manually entered.

Customer End Date

This field holds the date and time that you will be ceasing trading with the customer, or that the customer was put on stop. This must be manually entered.

Cost Centre

Allows you to record the customer’s internal cost centre code, if one exists.

Contract Start Date

This is an overriding date that all contracts for this customer will start from. If you have (or had) a contract with the customer, this field holds the date and time that all contracts are to begin. This must be manually entered.

Contract End Date

This is an overriding date that all contracts for this customer will end at. If you previously had a contract with the customer, this field holds the date and time that the all contracts are to finish. This must be manually entered.

Max Shipments/Sale

The maximum number of shipments that is allowed per sales order. This can be used to minimize freight charges by reducing the number of times you deliver out to the customer.

Invoice Mode

The way in which the customer is invoiced. There are three options:

• Manual invoicing: The customer receives one invoice per shipment/picking slip, to be manually created some time after the shipment is finalized.
• Batch invoicing: The customer receives one invoice per month, containing the invoices for all shipments within that period. Throughout that time they receive delivery dockets which can be priced or unpriced.
• Invoice Per Order: The customer receives one invoice per order. This invoice is generated automatically once all lines on the sales order have been shipped. Throughout that time they receive delivery dockets which can be priced or unpriced.

Customer Order Req

1. Customer Order Required – Would show a validation error if it is not entered, but would allow duplicates 
2. Customer Order Required (warn on duplicate) – Would show a validation error if it is not entered, would show a validation warning if there’s a duplicate
3. Customer Order Suggested – Would show a validation warning if the customer order is not entered
4. Customer Order Suggested (warn on duplicate) – Would show a validation warning if the customer order is not entered or if it is a duplicate
5. No Customer Order Required – No warnings or validations- DEFAULT
6. Unique Customer Order Required – Would show a validation error if it is not entered or if it’s a duplicate

Back Order Allowed

Specifies whether any products on this customer’s order/s can be back ordered. If the flag is off and you cannot supply any items off the customers order and do not change the item to another suitable item then the sales order will go to Posted status the moment you complete the shipment of what you can supply out of the original order. Therefore no stock goes to back order.

Delivery Docket Method

How the customer prefers to receive delivery dockets. The options are:

• Email Immediately (Background) - i.e. goes straight to the customer, no chance to write in the body of that email or add any attachments.
• Email Immediately (Prompt) - the prompt window comes up allowing you to be able to attach any files, change the to address, write in the body of the email.
• Manual - nothing happens. Nothing emails, nothing prints - it becomes a manual process for you to decide what happens to that delivery docket.
• Print Immediately
• Print Immediately and Email Immediately (Background) - prints and then emails off straight to the customer, no chance to write in the body of that email or add any attachments.
• Print Immediately and Email Immediately (Prompt) - prints and then pops up the prompt window allowing you to be able to attach any files, change the to address, write in the body of the email.

Delivery Docket

The overriding report template used when generating delivery dockets for this customer if they do not wish to use the standard one in the workstation settings.

Invoice Method

Invoice

The overriding report template used when generating invoices for this customer if they do not wish to use the standard one in the workstation settings.

Statement Method

Split Meter Invoices By Machine

If this is checked, a separate meter invoice will be sent for every machine (used by the service module).

If this is not checked, all machines will be invoiced together.

Primary Sales Person

The sales representative assigned to this customer.

Sale Territory

The region assigned to the customer card that the sales rep may or may not be assigned to look after. This is used for reporting purposes.

Sales Group

The sales group assigned to the customer card. This is used for reporting purposes.

Show in Sales Rep

Show this customer’s transactions on sales reports. (flagged as on by default for a new customer card)

Web Customer Name

The organisation entity name of the customer on the website (needs to be extracted from WebX Web Admin underlined org entity name and pasted into this field). This is required for Readysell to connect to the website and upload data such as customer invoices and contracts. If this does not match the org entity name off web admin, the contracts will load with a failed message. If this field is not filled in at all, the contract will not send up to the web, and neither will any invoices for the customer.

MPS Account ID

If the customer uses FM Audit, this field holds their account ID from the FM Audit system (used by the service module).

Web Order Approval

This is flagged (ticked) if an order created on the web must be approved before they are accepted. Setting this field will enforce web order approval only after the customer approval process is configured in WebX Org Admin. See Managing the Customer Approvals Process in the WebX documentation. The approval is sent up to the web as part of a contract or base contract (price level). One of the users at the customer end (the store's customer end, not the store's end) will have authorisation to then process the approval.

Min for Web Approval

The minimum web order value that requires approval. Orders with a value below this amount will be automatically approved. Orders on or over this value will require the approval as noted above.

Account

The GL account to be used for the supplier card. This is mainly used for non-stock suppliers of things like utilities. For example, your telephone provider would use the “Phone/Internet Charges” account, electricity, water, rates, etc.

Payment Term

The payment terms for this supplier. This is used to assign due dates on invoices.

Supplier Acc Number

Your account code with the supplier required for purchase orders by your supplier. This is also used for the EDI system which requires the account code to be attached to a file or purchase order.

Min Order Value (Inc)

Minimum $ value for orders placed with this supplier. If you place a purchase order that is lower than this limit, Readysell will display a validation screen but you can still choose to send the purchase order to the supplier if you wish to do so.

Credit Limit

Your credit limit with the supplier.

Reorder Cycle

Specifies which reorder run the supplier belongs to. This is used to automatically generate purchase orders.  i.e. If you order from this supplier Monday and Wednesday, you can create a code of MW which is then used in the parameters side of things in the purchase run.

Lead Time

The estimated time from placing an order with the supplier to the delivery date to your door. This is entered in days.

Ex Works Lead Time

The estimated time that it takes a supplier to process and ship stock, not including delivery time. This is entered in days.

Stock Service Branch Code

Ignores Min Order Qty

If this is checked, Readysell will ignore any minimum order quantities on any products for this supplier.

Supplier Order Req

Checked if the supplier requires an order reference for orders to be processed.  The field needs to be then added to the purchase receipt/invoice window/s accordingly and view variant saved.

Auto Email Remit

If this is checked, a remittance will be automatically emailed when a payment run is completed.

Back Order Allowed

If this is checked, orders from this supplier will stay open until all stock is fully received or the order is cancelled. If this is not checked, the entire order will be marked as posted once the first invoice is posted and all non received stock will no longer show as being on purchase order.

Site

Site id for the supplier for each bpay reference.

BPay Customer Ref

Enter the supplier BPay details for a site or each site (if you have multiple sites with difference references