Quick Start Guide

The topics in this section give you a quick overview of the functionality of Readysell.

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Allocations of customer open items
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Closing an existing contract
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Creating a contract for a customer and a product category
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Creating a contract for a customer type
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Creating a contract for a machine
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Creating a contract for all customers and all products
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Creating a new contract
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Creating a new customer
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Creating a new machine
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Creating a new product
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Creating a new service order template
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Creating a new supplier
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Creating an contract for a customer and an individual product
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Creating an Import for Service Order Call Activities from an existing saved spreadsheet.
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Entering a new customer credit
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Entering a new customer debit
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Entering a new customer payment manually through Customer Transactions
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Entering a new customer payment through cards manually
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Entering a new supplier debit through Supplier Transactions
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Entering a new supplier payment through Supplier Transactions
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Entering a Supplier Credit through Supplier Transactions
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Entering and allocating a Customer Payment through Cards with 'Pay' button
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Entering and processing a Service Order without Call Activities
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Eway Global Payments Integration
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Generating a service order from a machine
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Generating supplier payments using a supplier payment run
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Importing products into a contract
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Machine - LastCommunicationDate
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Reversing an existing allocation
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Reversing an existing customer credit
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Reversing an existing customer debit (not from Cards)
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Reversing an existing customer payment
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Sending a general email batch
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Sending an accounts receivable follow up using an email batch
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Sending customer invoices using an email batch
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Sending customer statements using an email batch via Email and/or SMS
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Sending purchase orders using an email batch
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Setting up automatic accounts receivable follow-up email and SMS notifications
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Setting up automatic email of statements
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Updating an existing contract