This table provides you with a quick overview of some of the common buttons within Readysell.
| Button | What it does |
|---|---|
| Allocate All | Sets a payment's Allocated Value to be the sum of all outstanding open items for that payment in the list. |
| Allocate All Credits | Sets a payment's Allocated Value to be the sum of all outstanding open items that have a credit value. |
| Allocate by Age | You must select a period from the list; open items for that period will be allocated to the payment. |
| Allocate Remainder | Places the balance of the payment against a single open item. |
| Allocate Selected | Allows you to select specific items to allocate to a payment. |
| Delete | Deletes the highlighted item. The Delete button in the ribbon will delete the record you are working on (for example, click Delete in a sales order to delete that order); the Delete button at line level will delete one or more selected lines. |
| Finalise | Completes and posts the current transaction. This also creates an open item and posts it to the general ledger. |
| Finalise and Allocate | Completes and posts the current transaction, and opens the Allocation window. |
| New | Creates a new record. For example, if you are in the Cards module and you click New, Readysell will create a new card. |
| Notes | Allows you to enter notes against a record or line item. |
| Reverse | Reverses the current transaction. You can only reverse transactions that fall within an open period. |
| Save and Complete | Ships and invoices the current order in full. Readysell will generate a sales shipment and a sales invoice. |
| Save and Ship | Saves any changes to the transaction, and generates a sales shipment. |
| Send Button | Send button appears on different modules there are three options (Email (background), Email (prompt) and Print). Email (background) sends the email. Email (Prompt) a send email box appears for you to edit/ review the email that will be sent out. Print give you the option to print it out. |
| Show Allocation | Shows you a list of all open items that have been allocated against a given payment. |
| Show in Report | Shows you a list of reports available for the record or line. |
| Show Related | Shows you a list of items related to the current record. For example, you can use this button to view the customer, sale invoice and sale order for a shipment. |
| Show Source Record | Shows you the original transaction for the current record. For example, you can use this button to view the purchase invoice for an open item. |
| Show Transaction | Allows you to see a transaction in full. |
| Unallocate All | Returns the allocated value to zero for all open items that have been allocated against a payment. |
| Unallocate Selected | Returns the allocated value of selected open items to zero. |
| Cancel | Cancels a transaction without saving it. |
| Copy | Creates a copy of the current record. |
| Export To | Exports currently visible data to the selected format. This can be done at record or line level. |
| Finalise and New | Finalises the current transaction and starts a new one. |
| Save and Close | Saves and closes the current record. |
| Save and Finalise | Saves and finalises the current transaction. |
| Save | Saves the current record you are working on, but does not close it. |
| Set Date Range | Allows you to restrict the current view to transactions within a selected date range. |
| Set Period Range | Allows you to restrict the current view to transactions within a selected period range. |
| Print Preview | Shows a print preview of the chosen field |