Card status settings

The Status tab on the Card Detail window contains information about the card's status.

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Fields

Field	Description
Created	The date and time that the card was created in the Readysell system.
Created By	The Readysell user who created this card.
Rank	The customer's importance, ranked against all other customers in the system (a lower number is a higher rank). Customer ranks can be calculated periodically.
Last Sale Inv	The date and time that the last sale invoice was created in Readysell. This is generated automatically by the system.
Last Purchase Inv	The date and time that the last purchase invoice was generated in Readysell. This field will usually be empty except in cases when the supplier delivers goods directly to the customer.
Last Customer Pay	The date and time that the last customer payment was received in Readysell. This is generated automatically by the system.
Last Contact	The date and time of the last contact with this card.
Next Contact	The date and time when the next contact with this card is scheduled.

Balances tab

The Balances tab on the Status tab of the Card Details window shows the customer and supplier balances for the current card.

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Buttons

There are no custom buttons for this list. Refer to Common Buttons.

Fields

Field	Description
Customer Balances:
Current	The customer’s current balance.
30 Days	The customer’s 30 day balance.
60 Days	The customer’s 60 day balance.
90 Days	The customer’s 90 day balance.
120 Days	The customer’s 120 day balance.
Forward	The customer’s balance for future dated transactions.
Total	The customer’s total balance.
Overdue	The customer’s overdue balance.
Limit Exceeded	Checked if the customer has exceeded their limit.
Supplier Balances:
Current	The supplier’s current balance.
30 Days	The supplier’s 30 day balance.
60 Days	The supplier’s 60 day balance.
90 Days	The supplier’s 90 day balance.
120 Days	The supplier’s 120 day balance.
Forward	The supplier’s balance for future dated transactions.
Total	The supplier’s total balance.
Overdue	The supplier’s overdue balance.
Limit Exceeded	Checked if the supplier has exceeded their limit.

Customer Open Items tab

The Customer Open Items and Supplier Open Items tabs on the Status tab of the Card Detail window show all open items for the current card. The fields and buttons on both Open Items tabs are the same.

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Buttons

Button	Description
Pay	Generates and allocates a new customer payment for the selected open item(s). The amount in parentheses shows the balance of the selection. Highlight the open items you want to pay, then click Pay to generate and automatically allocate a new customer payment.
Allocate	Generates an allocation for the selected open item(s). Highlight the open items you want to allocate, then click Allocate to generate an allocation.
Group filter	This allows you to group the open items in the list.
View filter	This allows you to view only unallocated open items, or all open items.
Notes	Shows any notes that have been recorded for the selected open item. The number in parentheses shows the number of notes.
Source Record	Opens the source record for the selected open item.
Show Allocations	Shows any allocations associated with the selected open item(s).
Show Details	Opens the selected open item in a new tab.
Export	Exports the selected open item(s).
Print Preview	Shows a print preview of the entire list.

Fields

Field	Description
Date	The date and time of the open item.
Age	The age of the open item.
Type	The type of open item (e.g. SALINV for tax invoices, SRVINV for service order invoices).
External Code	An optional alternate code for the transaction. This is not normally used.
Transaction Number	The transaction number of the open item.
Value	The total value of the open item.
Balance	The amount owing on the open item. This may differ from the value if a part payment has been made.
Description	A description of the open item.
Due	The date when the open item is due.
Rev	Shows whether the item has been reversed.
Tax Value	Shows the total value of all tax applied to the open item.

Allocations tab

The Allocations tab on the Status tab of the Card Detail window shows all allocations that have been recorded for the current card.

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Buttons

Button	Description
View filter	Lets you choose what allocations to view.
Show in Report	Lets you run reports for the current allocation.
Show Transaction	Opens the selected allocation.
Export	Exports the selected allocation(s).
Print Preview	Shows a print preview of the list.

Fields

Field	Description
Date	The date and time of the allocation.
Transaction Type	The transaction type for the allocation.
Transaction Number	The transaction number of the allocation.

Product Movements tab

The Product Movements tab on the Status tab of the Card Detail window shows all product movements associated with this card.

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Buttons

Button	Description
View type	This allows you to sort the list by date or by product.
Filter	This allows you to view only product movements from the last three months, or all product movements.
Associated Products	Shows the Associated Products window for the product on the selected line.
Price Book Entries	Shows the price book entries for the product on the selected line.
Set Date Range	Allows you to view product movements within a specific date range.
Source Record	Shows the source record for the product movement.
Product History	Shows the transaction history for the product on the selected line.
Related	Click to show transactions related to the selected product movement.
Export	Exports the selected product movement(s).
Show Product Movement Allocation	Opens the product movement allocation for the selected product movement. This is not available for all product movement types.
Print Preview	Shows a print preview of the entire list.

Fields

Field	Description
Date	The date when the product movement occurred.
Period	The period in which the product movement occurred.
Product Site	The identifier of the product at this site.
Transaction Type	The type of transaction that triggered the product movement (e.g. sales shipment, purchase order receipt)
Transaction Number	The transaction number of the product movement.
Qty	The quantity of product moved. A positive quantity indicates incoming (purchased) products, while a negative quantity indicates outgoing (sold) products.
Location	The location of the movement. For purchases, this will be the location where the products were delivered; for sale shipments, this will be the location from which the products were picked.
Tax Code	The tax code associated with the product movement. This is derived from the Tax Code on the transaction line that created the product movement. The tax codes on transactions default from the Tax Code Buy and Tax Code Sell fields on the product’s record.
Tax Value	The total value of tax applied to the product movement.
Qty on Hand	The quantity of product on hand after the product movement.