Relationships Quick Reference Guide
Basic Relationship Processes
Star Rating | How To | Skill | Video |
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***** | Reviewing imported addresses sales are delivered to the right address | Select the 'Addresses' view from 'Relationships' section of the navigation menu. Correct the suburb if it is blank or incorrect and the checkbox ticks for delivery address in particular.
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***** | Reviewing imported contacts ensures invoices, remittances and statements are emailed to the right person | Select the 'Contacts' view from 'Relationships' section of the navigation menu. Correct the checkbox ticks for sales, purchasing and accounts contacts
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***** | Viewing only customer or supplier cards | Select the 'Current Customers' view from the pull down list above the card list view to view only customers. Select the 'Current Suppliers' view from the pull down list above the card list view to view only suppliers. | |
***** | Finding a card | Use the 'text to search (Search) field at the top right of the window or enter the cardid or name on the filter row above the card list. | |
***** | Click on the new button, set 'is customer' to checked for customers or 'is supplier' to checked for suppliers. Enter an address and a contact. Adjust settings on the settings tab. | ||
***** | Select card balances from the list of view variants | From the card list view, select the views list on the ribbon menu and select the "customer balances" or "supplier balances" list. A list of customer balances including totals will display. Contact details are shown on the right of the list. You can modify the list and save it as a view variant. | |
***** | Customer history | Find a customer. Click on the 'Customer History' button. Drag the tabs around to suit your preferred customer history layout. | |
***** | View who made changes to a card | All changes to cards are logged on the audit trail. Click on the 'Tools' menu at the top of the screen. Then click 'Audit Trail'. A list showing which user changed which fields on the card and the date of each change will be displayed. | |
**** | Sending a new customer and new user to the web | When you add a new customer to your Readysell, rather than have to go to Org Admin and manually set the customer up, you can actually let Readysell send it up for you using the button Send To Web | |
**** | Quickly enter a payment using the pay button | Select 'Customer Open Items' or 'Supplier Open Items' on the 'Status' tab. Highlight the open items to be paid. Then click the 'Pay' button above the open item list. | |
**** | Contract Prices And Quantities Training Guide
| Click on New, change the start and end dates, add in products and pricing and select if ex or inc gst, add any customers to get the contract, change the workflow status to Active and click on Save. Select the contract, click on New Version, make changes, change the workflow status to Active and click on Save. | See Contract Prices And Quantities Training Guide |
***** | Messages | Messages shows you what has gone out to the customers and suppliers from your site and what has come back in from your customers and suppliers to your site. Lets you know if something was sent and whether it was successfully sent or failed to send. | |
* | Merging two cards | Highlight two cards. Click the 'merge' button. Select the card 'Target' you wish to merge into. | |
* | Entering customer payments, debit and credit transactions | Find a card. Click on the down arrow below the 'new button'. Select 'Customer/Supplier Debit','Customer/Supplier Credit' or 'Customer/Supplier Payment'. After entering the transaction, click on 'Finalise and Allocate'. When the allocation displays, finalise the allocation. | |
* | Print a customer statement | Highlight the customer/s to be printed. Click on 'Show in Report'. Select 'Statement of Account'. | |
* | Print a customer/supplier trial balance | Select the 'Current Customers/Suppliers' view. Hold down the 'CTRL' key and press 'a' to select all customer/supplier cards. Click on 'Show in Report'. Select 'Customer/Supplier Trial Balance (Summary)'. | |
* | Deleting or archiving a card | Ensure the card balance is zero. Click on the 'Status' pull down list. Select 'Archived' which is like deleted, 'On Stop' to leave the card visible but stop posting sales or 'Account closed' to close the card but leave it visible. Optionally set the customer end date to record when the account was closed. |
Advanced Relationships processes
Relationships Cards
- Finding a card
- Creating a new customer
- Creating a new supplier
- Creating a new manufacturer
- Customer history
- Adding a card address
- Using card favourite products
- Creating a new transaction from a card
- Setting customers up for one invoice per order
- Setting customers up for batch invoicing one invoice for the month
- Deleting or archiving a card
- Adding a overseas address
- Sending a new customer and new user to the website
- Checking Customer Balances
- Maintaining and Archiving Addresses
- Setting a custom invoice layout for a customer
- Setting Up Head Office with Children accounts
- Adding support for a balance forward customer statement
- Adding a default customer order to customer card
- Prepopulating Carriers from Card Addresses to Sales Order
- Cost centres and how to handle them with customer cards
- Setting up local buys
- Checking Supplier Balances
- Customer & Supplier Ageing
- Setting up & handling of Non Stock Suppliers
- Readysell 8 CRM
- Reprinting or resending a supplier remittance
Relationships Cases
Relationships Contacts
Relationships Addresses
Relationships Contracts
- Basic contract maintenance
- Intermediate contracts creating common types of contracts
- Advanced use of contracts and advanced pricing options
- Reporting on contracts
- Calculation of GP percentage on individual product lines on contracts
Relationships Email Batches
- Sending customer statements using an email batch via Email and/or SMS
- Sending customer invoices using an email batch
- Sending an accounts receivable follow up using an email batch
- Sending purchase orders using an email batch
- Sending a general email batch
- Setting up automatic accounts receivable follow-up email and SMS notifications
- Setting up automatic email batches for customer invoices
- Testing Batch Mass Emailing of Customer Statements.
- Setting up automatic email of statements
- Sending Purchase Order Follow Up
- Sending customer quotes using an email batch
Relationships Allocations
Relationships Customer Financial Transactions
Relationships Customer Credits
Relationships Customer Debits
Relationships Customer Payments
- Entering a new customer payment manually through Customer Transactions
- Entering and allocating a Customer Payment through Cards with 'Pay' button
- Entering a new customer payment through cards manually
- Reversing an existing customer payment
- Customer Payment Discount Feature on over and under payments through Customer Transactions.
- Allocating Customer Payments/Credits From Within a Card
- Making a Payment with a tender that has a Surcharge Fee
- Entering One Customer Payment and Allocating one payment against multiple cards setup
- Entering a customer payment through Customer Card for an underpaid invoice and leaving the balance on the transaction
- Entering a Customer Payment through Customer Card where they have overpaid
- Refunding A Customer for an Overpayment or straight Refund
- A customer payment received that has later bounced
- Transaction type is already on an outstanding payment
- Refunding a customer
- Eway Global Payments
Relationships Supplier Financial Transactions
Relationships Supplier Credits
- Entering a Supplier Credit through Cards
- Entering a Supplier Credit through Supplier Transactions
- Reversing an existing supplier credit through cards
- Handling of Supplier Rebate Received through Supplier Transactions
- Entering supplier rebates for machines as supplier credits
- How to Handle a Card that is both a Customer and Supplier and you are Issued with a Supplier Credit
Relationships Supplier Debits
- Entering Supplier Debit through Cards
- Entering a new supplier debit through Supplier Transactions
- Reversing an existing supplier debit through Supplier Transactions
- Stock Purchased as a Captial Purchase
- Reversing an existing Supplier Debit through cards
Relationships Supplier Payments
- Entering and allocating a Supplier Payment through Cards using 'Pay' button
- Entering a new supplier payment through cards manually
- Entering a new supplier payment through Supplier Transactions
- Reversing a supplier payment through Cards.
- Reversing a Supplier Payment through Supplier Transactions.
- Applying a Supplier Payment Discount Feature on Over and Under payments through Supplier Payments Module.
- Reversing a Supplier Allocation only not the Supplier Payment through Cards
- Allocating a Supplier Payment/Credit through Cards
- A supplier payment that has bounced