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 Docket | Customer | Account Payable | |
| Sale Order / Quotation | Customer | Purchasing Officer | |
Sale Invoice | Customer | Account Payable | |
Statement | Customer | Account Payable | One delivery address must be flagged as Accounts |
| Customer Debit / Credit / Payment | Customer | Account Payable | |
| Purchase Order | Supplier | Sales | |
Supplier Debit / Credit | Supplier | Account Receivable | |
Supplier Payment (Remittance Advice) | Supplier | Account Receivable |