Cost centres and how to handle them with customer cards

Owned by Sharon Harden (Unlicensed)
Last updated: Feb 16, 2017
3 min read

You can have any number of customers with any number of cost centre numbers.

In the case where you have a customer who has multiple delivery addresses and a cost centre number for each delivery address - there are 2 ways of handling this.

  1. Separate customer cards each recorded with cost centre number on the tab settings on the card and the charge to is set to the head office\
  2. One card and multiple delivery addresses where the cost centre number is not recorded on the card itself but is only recorded against the sales web order when it drops into the sales orders module

Then you will need to set the correct settings on web admin.

Settings in Readysell

Option 1 - Separate customer cards each recorded with cost centre number on the tab settings on the card and the charge to is set to the head office

Create a card for the main head office and a card for each of one of the individual addresses

  1. Fill in the Cost Centre number in the Cost Centre number field on tab Settings, Customer Settings
  2. Place the web IDs only on the Head Office card contacts  Do not place them on the individual customer cards
  3. In the Charge To field on the General tab
    1. Set the Charge To on the General tab to be the head office only if the head office is to receive the open items.  
    2. If the open items can be left on the child card, then leave the Charge To to be the same as the Card ID and the card Name that it already is defaulting to.
  4. Save the cards as you create them
  5. As the web order drops into Readysell Sales Orders module the cost centre will be recorded on the SALWEB and as already set up as above it will also be set on the customer card

Option 2 - One card and multiple delivery addresses where the cost centre number is not recorded on the card itself but is only recorded against the sales web order when it drops into the sales orders module

Set up the customer card for the main card details and use the Addresses tab to store all the addresses to be used for the cost centres

  1. Set up each and every individual address as multiple addresses on the one customer card using the Name field as separate address customer name
  2. You cannot record a cost centre number on each of the addresses
  3. As the web order drops into Readysell Sales Orders module the cost centre will be recorded on the SALWEB

Settings on the web

Options

The customer has 2 options then when placing their web order when it comes to cost centre numbers

We recommend you refer to the help documentation for your web side of things from Office Brands should you require further clarification.

  1. The customer can use a freeform text field on the web order to add in the cost centre number and then the customer can select the address to have the goods delivered to.
  2. The customer can select the address and the alternate name on the address then links itself to the web order address for the web order.

And if your Readysell is set to use the delivery address from the web order, it simply knows which address to place in the delivery address according to what is on the web order to begin with.

The main customer on the salweb order will be the customer which is linked to the Web ID used by the user when they logged onto your website to place the order.

Relevant documentation:

Web order approval setup

Handling multiple delivery addresses and multiple web customer names

Customer integration with WebX