Optional Preliminary reading
Creating and editing customers
Creating products
Sale order entry
Sale order picking and invoicing
POS sales entry
Balancing POS tills at the end of the day
Purchase order entry
Purchase stock receipt
Automated purchasing
Entering customer payments
Entering supplier payments
Warehousing
Emails
Printing customer trial balance and statements
Mobile app
System administrators only
Setup document printing for your POS or other sale entry workstations
Reviewing Data
For service sites only
- Service/Machines Initial Setup Checklist
- Service Training Guide
- Setting up your site if you have no stock recorded in your computer
Further Reading
- Readysell onboarding project training webinars
- Onboarding training webinar 6 Understanding the training documentation and practical training process walkthrough
- Readysell Training Guide
- Readysell User's Guide