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