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When a guest customer places an order, they usually have to pay it online before submitting the order.

Readysell requires a customer card on orders where sales lines of products go on hold.

Suggestion ONLY…

  1. Create or use an existing customer you can use for these types of orders. i.e. CASH customer or CARD customer or WEBCUStomer

  2. On the Contacts tab of that card, place the User ID from the web order email of GUEST into the Web ID field

  3. Make the Contact Name something like Web Customer or Card Customer or Cash Customer

  4. Flag the Contact as Accounts Payable, Statement Recipient, and Purchasing Officer

  5. Set the Customer Order Req field to No Customer Order required so that it will not force you to fill this in on the web order when it lands in the Readysell sales orders module.

  6. Set the Payment Terms (on tab Settings, subtab Customer Settings) to COD so that if this customer is accidentally used by someone they cannot tender it off to 6 Account

  7. Set the Price Level to whatever your default price level is on the web for guests

  8. You need to set an Address using your own suburb, state, and postcode you are located in and flag it as both Accounts and Delivery

  9. Click on the button Save and Close

  10. Once you hit Save and Close, it will ask if you want to update existing orders with GUEST as the web id/user id, click on the button Yes

  11. This then updates the sales web order with a customer on it, it reduces the need to put a customer order number in

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