Readysell Lite FAQ
- John Nairn (Unlicensed)
- Sharon Harden (Unlicensed)
- Diane Partridge
Overview
The page below shows some indicative questions that are being asked by Readysell Lite users after they go live on Readysell Lite
FAQ
General
What is the Readysell support policy
See: https://readysell.atlassian.net/wiki/spaces/POLICY/pages/1279328/Readysell+Support+Policy
Feedback on the Readysell Lite onboarding program
The general structure is webinars to overview things plus one one on one training session
Webinars, plus and minus
Plus: We all hear all the issues, so everyone can benefit from each participants
questions.
Minus: Business differences reduce the effectiveness of the group a little.
The one on one two hour one on one session is also critical. Some participants would ask more questions if they did not feel like they were using up everyone elses time.
Videos are helpful. You and your staff can watch them in their own time.
The Readysell Lite project experience is value for money.
Note, going forward. You can always buy individual training. Sometimes this is worth the investment.
EDI
Not using EDI. Get instructions from Readysell. Have not got time to implement this at the moment.
Web integration
OB need to delete all existing contracts on WebX. So that Readysell becomes the master for contracts. Probably happening today.
Upload of Readysell contracts has happened.
We need to ensure that OB only deletes the "manual" contracts or that the Readysell
contracts all flow up to WebX again if OB deletes all contracts.
Web Orders
They are flowing through.
New Products
Due to being very retail oriented. Many products are in the price book but not in the
product file. It takes too long to create the product while the customer is in the
shop. Customers are buying products from previous years.
Work around: Enter the sale into the old system right away. Then reenter into Readysell.
As a result, the customers are not held up.
Also to add new products, we are walking around the ship and scanning everything into the
product list. If we can't find it in products, the system says can find it in the price
book. Then you add the product.
Existing product units
There are many products we sell individually that Office Brands suggest you sell in a box.
As a result I suggest the approach below:
- The invoice was entered after 4pm on Friday. As agreed our test data cut off was 4 pm. I suggest you just reverse or credit the invoice.
- There is a user guide page on adjusting units. In particular, look at the part about “Preventing your product unit changes from being removed by automatic product updates.
- See in particular:
- See more generally:
- If you are still stuck after following the documentation above. I suggest you put in a support ticket. Internally Readysell makes a ticket for all support work. Then any of our team members can help you with the issue and we can track the level of support required.
- If you want to put in a support ticket in this or any other situation. See the topic on creating a ticket from within Readysell in the following document:
Can we change our passwords
No on Lite. Because the password is intended to automatically apply when you login. Your
Cloud client can remember it.
Sometimes Windows does not remember your password. If your password is not being retained,
contact Readysell IT support.
Financials and general ledger
How to enter supplier transactions. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/1279141/Supplier+Transactions
Cash payments such as bank payments. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/1279003/Bank+Payments
How to do bank deposit report: Run report "F-001" bank deposit report. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/26935694/Running+a+Bank+Deposit+Report
Payroll
Please talk to Readysell in the first instance.
New Products
Can I create a GST Free Product? Just select the GST free tax codes on the product. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/1279333/Creating+a+new+product
Reports
How do I run a report
See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/19955865/Running+an+existing+form+report
How do I run sales reports
Follow the instructions in the document above. Then scroll through the report list to the categories “sales” and “Relationships”
- Run all the reports in the “Sales” category and select the ones that best suit your requirements
- We suggest you run and evaluate the following reports:
F-023 | Customer Business Review | |
F-128 | Customer Spend Variance | |
F-020 | Top Customers | |
F-123 | Zero Spend by Customer | |
F-133 | Back Order Frequency | |
F-024 | Sales by Customer | |
F-124 | Sales by Day | |
F-037 | Sales by Day (Detailed by Product) | |
F-125 | Sales by Day (Detailed) | |
F-131 | Sales by Period | |
F-025 | Sales by Product | |
F-027 | Sales by Product Category | |
F-026 | Sales by Sales Person | |
F-028 | Sales by Source by Customer | |
- Note that when you run the report, you can change the result by selecting different options on the report parameters. This is the window you get when you click on "Run report using parameters".
How can I create a new sales person
- Yes. You can create a new user that stands for a sales person/sales rep. That user will be able to be setup as the sales person on cards. But will not be able to login to Readysell.
Can we upload contracts from CSV
Please search for the following page in the use guide. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/22052898/Importing+products+into+a+contract
Note, you can change the kind of contract line added by the product by changing the
contract type.
Can you upload contracts from a quote
Yes. This will be very useful. See copying a quote to a contract button on quotes: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/19399352/Entering+a+new+sale+quote
Loading images
Just drag and drop the image to the product. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/19398822/Product+Status+tab
GNS Products
A lot of the products in Readysell do not have the GNS codes on them.
I suggest you consider discussing this with Office Brands. As it is possible they
may be able to add more GNS data to the OneX database at some point in the future.
Payroll
There is a per user cost but you can do a trial.
All of the work is in setup. Once it is setup it is very, very easy to run.
Staff can access their own pay history, reprint group certificates etc.
Customer Payments
I get error messages when I do customer payments.
Phone support when the error is on the screen.
Having some trouble understanding how orders, shipments and invoices have different numbers
Sale Orders have a number > Sale Orders have shipments > Sale shipments have invoice
Purchase Orders have a number > Purchase Orders have receipts > Purchase receipts have invoices
Can we future date invoices
Yes, just enter the date when the tender window displays. See: https://readysell.atlassian.net/wiki/spaces/RSELL/pages/71401474/Set+Up+and+Entry+of+Future+Dated+Sales.
Payroll
Talk to Readysell in the first instance.
Payroll is best practice.
How to enter debtor and creditor items into Readysell some of which may be part payments against your old system
See: Transitioning debtors and creditors to Readysell Lite
How to enter opening balances into the general ledger
Note that your general ledger and debtors/creditors will not balance until all the open items on your old system have been paid. Once your old system debtors and creditors are zero, your general ledger debtors and creditors balances in Readysell should agree to your debtors and creditors trial balances
See: Initial setup of financials including brought forward balances
You need to create a “dummy” first bank reconciliation to stand for the balances from your old system. How do I do this
Your first bank reconciliation in Readysell is like a dummy bank reconciliation, it’s only purpose is to bring over the closing bank reconciliation balance from your old system. Making you ready to continue.
Your second bank reconciliation after you start Readysell continues from your closing bank reconciliation in the old system.
GST
GST is monitored manually. There is no GST Batch extract in Readysell Lite.
There is no staring GST paid or GST received to be inserted into the GST Items table
You must ensure that each period for each month is closed off.
You must ensure that there is no backdating back into prior months when you start the new month.
You can run a GST Detailed List Report L-007 by Date Range.
If you are using Cash Basis GST you can use the same report L-007 but creating a Filter for 'Cash Basis Due Date' is greater than or equal to '' and 'Cash Basis Due Date' is Less than the first day of the next months ending quarter.
Running your GST Batch for Cash Basis
See also:
Onboarding training webinar 10 Financials