Readysell Lite training quick start guide

Overview

The Readysell Lite training quick start guide takes you through the basics you just have to know in order to run your business using Readysell Lite. Once you learn the features on the page below, you could go live on Readysell Lite. You would not know everything you should know. There are things like credits, adding users etc. which are covered in more advanced parts of learning about Readysell Lite. But with just the few features below under your belt, you could trade using Readysell Lite.

We encourage you to focus on learning those basics first. Then to move on to more advanced features.

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
• See also, creating categories or using categories so you can create non-stock products Product Categories

Setup document printing for your POS or other sale entry workstations

• Workstations

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

Sale order entry

• Entering and processing a sale order

Sale order picking and invoicing

• Creating a picking slip for 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

Entering customer payments

• Customer Payments Training Guide

Printing customer trial balance and statements

• Statement of Account
• Sending customer statements using an email batch via Email and/or SMS
• Customer Trial Balance (Summary)
• Supplier Trial Balance (Summary)
• Bank Deposit Report
• Financial Reports

Getting started with general ledger and cash book financials

Onboarding training webinar 10 Financials

Tips

• Tell your customers not to setup new users or customers on WebX. Then setup the new customer in Readysell Lite and use the "Send To Web" button to setup the customer on WebX
• You can add Freight to a sale by adding a sale line for a product in a non-stock category, like "FROUT, Freight Out"
• Don't  put a default tender on a card if you want to be able to pick the tender to use for eway sales or cash sales for that customer. Adding a account tender to a card, the tender account tender on the card makes sales always go on account
• If you only count cash once a week, turn of the auto end shift system reference in the system type sales. Then the system will not close shifts automatically at the end of the day. You can count cash once a week and close the shifts manually when it suits you.