Readysell Lite training quick start guide

Creating and editing customers

• Creating a new customer
• Setting up Web ID and Web Customer Name for a customer

Creating products

• Creating a new product
• See also, creating categories or using categories so you can create non-stock products Product Categories

Setup document printing for your POS or other sale entry workstations

• Workstations

POS sales entry

• Entering and processing a sale shipment

Balancing POS tills at the end of the day

• Entering and declaring a cash count and ending shifts at end of day

Sale order entry

• Entering and processing a sale order

Sale order picking and invoicing

• Creating a picking slip for a sale shipment
• Sale Back Orders

Purchase order entry

• Entering and processing a manual purchase order
• Sending an ACCO order via EDI

Purchase stock receipt

• Receipting and invoicing ordered goods using a purchase receipt

Entering customer payments

• Customer Payments Training Guide

Printing customer trial balance and statements

• Statement of Account
• Customer Trial Balance (Summary)

Tips

• Tell your customers not to setup new users or customers on WebX. Then setup the new customer in Readysell Lite and use the "Send To Web" button to setup the customer on WebX
• You can add Freight to a sale by adding a sale line for a product in a non-stock category, like "FROUT, Freight Out"
• Don't  put a default tender on a card if you want to be able to pick the tender to use for eway sales or cash sales for that customer. Adding a account tender to a card, the tender account tender on the card makes sales always go on account
• If you only count cash once a week, turn of the auto end shift system reference in the system type sales. Then the system will not close shifts automatically at the end of the day. You can count cash once a week and close the shifts manually when it suits you.