Readysell training quick start guide

Optional Preliminary reading

• Common Concepts
• Accessing the Readysell Help Window

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
• Adjusting incorrect stock levels using a stock quantity adjustment

Sale order entry

• Entering and processing a sale order

Sale order picking and invoicing

• Creating a picking slip for a sale shipment
• Scan checking 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
• Scan checking purchase receipts

Entering customer payments

• Customer Payments Training Guide

Entering supplier payments

• Supplier Payments
• Generating supplier payments using a supplier payment run

Emails

• Email Batches

Printing customer trial balance and statements

• Statement of Account
• Customer Trial Balance (Summary)

Point of sale sites only

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

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

Advanced Options

Mobile app

• Introducing customer to the Readysell Mobile App

Warehousing

• Understanding automatic warehousing
• Locations
• Understanding stock allocation, shipment picking and product site quantity unallocated sale shipment

Automated purchasing

• Tips on implementing automatic purchasing

System administrators only

Setup document printing for your POS or other sale entry workstations

• Workstations

Reviewing Data

• /wiki/spaces/INT/pages/26018291

Downloading the try Readysell program

• Downloading the Try Readysell program

Automatic cost and price updates

• Getting started with automatic product price updates

Preparing for financials

• Readysell Financials Engagement Meeting for Full Financials

Further Reading Before Go Live

• Readysell onboarding project training webinars
• Onboarding training webinar 6 Understanding the training documentation and practical training process walk through
• Setting up your site if you have no stock recorded in your computer
• Readysell approval checklists
• Readysell Training Guide
• Readysell YouTube Channel
• Readysell User's Guide
• Readysell Implementation Methodology
• Readysell Project Engagement Meeting
• Readysell Training Engagement Meeting

Further Reading Best Practice After Go Live

• Increasing the value of your business
• Readysell Pro Best Practice Training Guide
• Stocktakes
• Understanding automatic warehousing
• Purchase Runs
• Readysell Mobile Help