Readysell allows you to set the following flags on any contact person stored in the system:
- Primary Contact
- Account Receivable
- Service
- Management
- Purchasing Officer
- Account Payable
- Sales
As well as for information purposes, these flags will determine which contact will be used when emails are sent from various parts of the system.
| Card Variant | Contact Used |
---|---|---|
Delivery Docket | Customer | Account Payable |
Sale Order / Quotation | Customer | Purchasing Officer |
Sale Invoice | Customer | Account Payable |
Statement | Customer | Account Payable |
Customer Debit / Credit / Payment | Customer | Account Payable |
Purchase Order | Supplier | Sales |
Supplier Debit / Credit | Supplier | Account Receivable |
Supplier Payment (Remittance Advice) | Supplier | Account Receivable |