Email Targetting

Readysell allows you to set the following flags on any contact person stored in the system:

  • Primary Contact
  • Account Receivable
  • Service
  • Management
  • Purchasing Officer
  • Account Payable
  • Sales

As well as for information purposes, these flags will determine which contact will be used when emails are sent from various parts of the system.

 

Card Variant

Contact Used

Delivery
Delivery DocketCustomerAccount Payable
Sale Order / QuotationCustomerPurchasing Officer

Sale Invoice

Customer

Account Payable


Statement

Customer

Account Payable

One delivery address must be flagged as Accounts
Customer Debit / Credit / PaymentCustomerAccount Payable
Purchase OrderSupplierSales

Supplier Debit / Credit

Supplier

Account Receivable


Supplier Payment (Remittance Advice)

Supplier

Account Receivable