Overview

The Settings tab on the Card Details window contains four different settings tabs for the card.

General Setting tab

Fields

Field	Description
Card Status	This allows you to set the card’s status. Readysell provides some predefined statuses that can be applied to cards: Active: The card is valid and active. Transactions can be posted against the card. Closed: The card is closed. Transactions cannot be posted against the card. Lead: The card is a potential lead. Legal: Legal action is being taken (or considered). Transactions cannot be posted against the card. Prospect: The card is a potential prospect, you can only create Sale Quotes for this customer. Commonly, a customer card will start as a lead, progress to a prospect, and then become a customer.
Site	Set a site for this card There is a system reference "SALES" > "USE-CARD-SITE" that when enabled, uses the site on the customer's card as the site on the sale (for both manual orders and orders from the web).
Discount from List	If the client receives a discount from the list price, this will be entered here. This is only relevant for customer cards.
Tax Code	If a tax code is assigned to a card, this code will be used as the default Tax Code for that card throughout the system. If a sale is entered for this card, the tax code on the card will be used even if it is different from the tax code for the product.
Available on POS	If this is checked, the customer can be seen at POS (point of sale). This is only relevant for customer cards and for sites running with the separate Readysell Point of Sale system (flag is on by default when setting up a new customer card).
Send Documents To Parent	If this is checked, all relevant documents for this card will be sent to its parent. The parent can be defined in the General tab.

Customer Setting tab

Fields

Field

Description

Customer Tender

The default tender to be used when this customer is invoiced. If a tender is set here, the sale will automatically use this tender when it is finalised,

Customer Tender Mode

If the customer tender mode is set to Enforce you will not be able to change the tender on the sale it will use whatever tender is set on the Customer tender field.

If the customer tender mode is set to Default, this will pre populate the tender that is used on the customer tender field however it will allow users to choose a different tender.

Payment Term

The payment term that has been assigned to the customer. Payment should then be received from the customer based on these terms.
Ensure you assign the right payment term to the customers card.

"Customer" tender method won't be avialable when tendering sales if:

1. There is no customer on the sale
2. The customer on the sale has a "Customer Payment Term" of "From Invoice Date" with zero days.

Supply Type

The way in which goods are allocated to sales orders placed by this customer.

	Allocate	Back Order	Use Case / Notes
Allocate	Any stock that is available	Remaining quantity	Default. Used in majority of cases.
Ignore	No	Full quantity ordered	Behaves like stock allocation was turned off. This has several implications. No stock allocation and autowarehousing will not produce a picking slip for this e.g., displayed stock "never" to be allocated. If you click on the ship button, the whole on order quantity will be extracted to the sale shipment. As sale shipments include everything on order when stock allocation is turned off. Could be used in the case where the customer has their supply type set to Ignore and their order is always drop shipped from the supplier (purchase order raised from sales order) You can set a supply type on all lines of the sales order to Ignore and hit ship and use the Show In Report to get a Pro Forma Invoice that you can send the customer before you actually do invoice them.
Priority	Any stock, even if it's been allocated elsewhere	Remaining quantity	Urgent orders.
In Stock	Only allocate if full quantity remaining on order is available	No	The behavior of in stock is only allocate stock if the full quantity remaining on order is available. If full quantity is not available fully back order the item. Allowing users to purchase the whole amount. One shipment per line
Back Order	No	Full quantity ordered	Manually control the order processing however still want to increase the stock quantity on hand via purchase run.
Quarantine	No	No	Location for returned stock or over supply of stock quantity for reviewing and processing at a later time.
Waiting	No	No	Set by the system if the order has a future "Ship After" date or is waiting on stock from drop shipments or allocated purchases.

Price Level

This is the default price level assigned to the customer. This is used for calculating sell prices. This level can be overridden when a sales order is entered.

Credit Limit

The customer’s credit limit they have with you

Carrier

The carrier (courier/delivery service) to be used for deliveries / consignments for shipment.

Customer Start Date

This field holds the date and time that you wish to begin trading with the customer, or that the customer was set up in the system. This must be manually entered.

Customer End Date

This field holds the date and time that you will be ceasing trading with the customer, or that the customer was put on stop. This must be manually entered.

Cost Centre

Allows you to record the customer’s internal cost centre code, if one exists.

Contract Start Date

This is an overriding date that all contracts for this customer will start from. If you have (or had) a contract with the customer, this field holds the date and time that all contracts are to begin. This must be manually entered.

Contract End Date

This is an overriding date that all contracts for this customer will end at. If you previously had a contract with the customer, this field holds the date and time that the all contracts are to finish. This must be manually entered.

Max Shipments/Sale

The maximum number of shipments that is allowed per sales order. This can be used to minimize freight charges by reducing the number of times you deliver out to the customer.

Invoice Mode

The way in which the customer is invoiced. There are three options:

Manual invoicing: The customer receives one invoice per shipment/picking slip, to be manually created some time after the shipment is finalized.
Batch invoicing: The customer receives one invoice per month, containing the invoices for all shipments within that period. Throughout that time they receive delivery dockets which can be priced or unpriced.
Invoice Per Order: The customer receives one invoice per order. This invoice is generated automatically once all lines on the sales order have been shipped. Throughout that time they receive delivery dockets which can be priced or unpriced.

Customer Order Req

Customer Order Required – Would show a validation error if it is not entered, but would allow duplicates
Customer Order Required (warn on duplicate) – Would show a validation error if it is not entered, would show a validation warning if there’s a duplicate
Customer Order Suggested – Would show a validation warning if the customer order is not entered
Customer Order Suggested (warn on duplicate) – Would show a validation warning if the customer order is not entered or if it is a duplicate
No Customer Order Required – No warnings or validations- DEFAULT
Unique Customer Order Required – Would show a validation error if it is not entered or if it’s a duplicate

Back Order Allowed

Specifies whether any products on this customer’s order/s can be back ordered. If the flag is off and you cannot supply any items off the customers order and do not change the item to another suitable item then the sales order will go to Posted status the moment you complete the shipment of what you can supply out of the original order. Therefore no stock goes to back order.

Payment Tender

If you choose a tender method for a customer payment, the next time you go to pay that customer it should default to the same tender method. This field defaults payment method for customer from the customer payment tender field.

Customer Reports tab

Field

Description

Delivery Docket Method

How the customer prefers to receive delivery dockets. The options are:

Email Immediately (Background) - i.e. goes straight to the customer, no chance to write in the body of that email or add any attachments.
Email Immediately (Prompt) - the prompt window comes up allowing you to be able to attach any files, change the to address, write in the body of the email.
Manual - nothing happens. Nothing emails, nothing prints - it becomes a manual process for you to decide what happens to that delivery docket.
Print Immediately
Print Immediately and Email Immediately (Background) - prints and then emails off straight to the customer, no chance to write in the body of that email or add any attachments.
Print Immediately and Email Immediately (Prompt) - prints and then pops up the prompt window allowing you to be able to attach any files, change the to address, write in the body of the email.

Delivery Docket

The overriding report template used when generating delivery dockets for this customer if they do not wish to use the standard one in the workstation settings.

Invoice Method

Name	Description	Name for Import/Export and Bulk Update Runs
Manual	Don't automatically print or email the invoice to the customer.	Manual
Email Batch (Automatic)	Automatically email the customer their invoice at the end of the day.	EmailBatchAutomatic
Email Batch (Manual)	Mark this customer's invoices to be emailed in the next manually generated invoice email batch.	EmailBatchManual
Email Immediately (Background)	Automatically email the customer their invoice in the background when it is generated.	EmailImmediatelyBackground
Email Immediately (Prompt)	Prompt the user to email the customer their invoice when it is generated.	EmailImmediatelyPrompt
Print Immediately	Automatically print the customer's invoice when it is generated.	PrintImmediately
Print Immediately and Email Batch (Automatic)	Automatically print the customer's invoice when it is generated. Automatically email the customer their invoice at the end of the day.	PrintImmediatelyandEmailBatchAutomatic
Print Immediately and Email Batch (Manual)	Automatically print the customer's invoice when it is generated. Mark this customer's invoices to be emailed in the next manually generated invoice email batch.	PrintImmediatelyandEmailBatchManual
Print Immediately and Email Immediately (Background)	Automatically print the customer's invoice when it is generated. Automatically email the customer their invoice in the background when it is generated.	PrintImmediatelyandEmailImmediatelyBackground
Print Immediately and Email Immediately (Prompt)	Automatically print the customer's invoice when it is generated. Prompt the user to email the customer their invoice when it is generated.	PrintImmediatelyandEmailImmediatelyPrompt

Invoice

The overriding report template used when generating invoices for this customer if they do not wish to use the standard one in the workstation settings.

Statement Method

Name	Description	Name for Import/Export and Bulk Update Runs
None	Statements will not be sent	None
Email/Fax	Email the customer their invoice at the end of the month.	EmailFax
Print	Flag this customer to have their invoice included for printing at the end of the month.	Print

Statement

The overriding report template used when generating statements for this customer if they do not wish to use the standard one in the workstation settings.

Split Meter Invoices By Machine

If this is checked, a separate meter invoice will be sent for every machine (used by the service module).

If this is not checked, all machines will be invoiced together.

Sales Reporting tab

Field	Description
Primary Sales Person	The sales representative assigned to this customer. The selection of sales people stems from the users module. Is Sales Person must be ticked on the user for that user to be classed as a sales person as well.
Sale Territory	The region assigned to the customer card that the sales rep may or may not be assigned to look after. This is used for reporting purposes.
Sales Group	The sales group assigned to the customer card. This is used for reporting purposes.
Show in Sales Rep	Show this customer’s transactions on sales reports. (flagged as on by default for a new customer card)

Web Integration tab

Field	Description
Web Customer Name	The organisation entity name of the customer on the website (needs to be extracted from WebX Web Admin underlined org entity name and pasted into this field). This is required for Readysell to connect to the website and upload data such as customer invoices and contracts. If this does not match the org entity name off web admin, the contracts will load with a failed message. If this field is not filled in at all, the contract will not send up to the web, and neither will any invoices for the customer.
MPS Account ID	If the customer uses FM Audit, this field holds their account ID from the FM Audit system (used by the service module).
Web Order Approval	This is flagged (ticked) if an order created on the web must be approved before they are accepted. Setting this field will enforce web order approval only after the customer approval process is configured in WebX Org Admin. See Managing the Customer Approvals Process in the WebX documentation. The approval is sent up to the web as part of a contract or base contract (price level). One of the users at the customer end (the store's customer end, not the store's end) will have authorisation to then process the approval.
Min for Web Approval	The minimum web order value that requires approval. Orders with a value below this amount will be automatically approved. Orders on or over this value will require the approval as noted above.
National Account ID	The Office Brands National Account ID for this customer. Provided by head office.

Loyalty Points tab

Field

Description

Loyalty Points Mode

Specifies the mode the customer is set for.

Default - use the standard default loyalty points.

Disabled - disable loyalty points for this customer only.

Multiply - uses the loyalty points value field as well. Multiply the loyalty points by whatever amount is in the loyalty points value field.

Override - uses the loyalty points value field as well. Override the loyalty points by whatever amount is in the loyalty points value field for all products.

Loyalty Points Value

Used by the Multiply and Override function as noted above.

Customer Portal Users tab

Caution

The customer portal is not yet implemented: settings in this tab currently have no effect. More information will be available when the customer portal is completed and available for use.

Field	Description
User Name
Full Name
Department
Email Address
Phone
Operator Code
Site
Is Active
Change Password on First Logon

Supplier Settings tab

Fields

Field	Description
Account	The GL account to be used for the supplier card. This is mainly used for non-stock suppliers of things like utilities. For example, your telephone provider would use the “Phone/Internet Charges” account, electricity, water, rates, etc.
Payment Term	The payment terms for this supplier. This is used to assign due dates on invoices.
Supplier Tender	The default tender to be used when this supplier is invoiced. If a tender is set here, the supplier payment you enter will automatically default to this tender when processing it. If no tender is set here, the tender field will need to be manually entered for each payment.
Supplier Acc Number	Your account code with the supplier required for purchase orders by your supplier. This is also used for the EDI system which requires the account code to be attached to a file or purchase order.
Min Order Value (Inc)	Minimum $ value for orders placed with this supplier. If you place a purchase order that is lower than this limit, Readysell will display a validation screen but you can still choose to send the purchase order to the supplier if you wish to do so.
Min Order Qty	Minimum quantity for orders placed with this supplier. If you place a purchase order that is lower than this limit, Readysell will display a validation screen but you can still choose to send the purchase order to the supplier if you wish to do so.
Credit Limit	Your credit limit with the supplier.
Reorder Cycle	Specifies which reorder run the supplier belongs to. This is used to automatically generate purchase orders. i.e. If you order from this supplier Monday and Wednesday, you can create a code of MW which is then used in the parameters side of things in the purchase run.
Lead Time	The estimated time from placing an order with the supplier to the delivery date to your door. This is entered in days.
Ex Works Lead Time	The estimated time that it takes a supplier to process and ship stock, not including delivery time. This is entered in days.
Operating Days	Monday to Friday, Monday to Saturday or 7 Days - what are the days this supplier is open - the lead time takes this into consideration when working out the back order due dates and the due date of the purchased goods.
Stock Service Branch Code	Service branch code must be added to retrieve stock levels so that when you are looking at sales and purchasing, you can see what your supplier has on hand as at the start of the day at his site.
BPay Biller Code	The Bpay Biller Code is located on a Supplier Invoice or Remittance. The biller code is what is needed to perform a BPay transaction. The entity receiving the funds needs to have a biller code and a CRN (Customer Reference Number) to locate your individual payment.
Flags
Ignores Min Order Qty	If this is checked, Readysell will ignore any minimum order quantities on any products for this supplier.
Supplier Order Req	Checked if the supplier requires an order reference for orders to be processed. The field needs to be then added to the purchase receipt/invoice window/s accordingly and view variant saved.
Auto Email Remit	If this is checked, a remittance will be automatically emailed when a payment run is completed.
Back Order Allowed	If this is checked, orders from this supplier will stay open until all stock is fully received or the order is cancelled. If this is not checked, the entire order will be marked as posted once the first invoice is posted and all non received stock will no longer show as being on purchase order.
Early Payment Discount Terms	An agreed payment terms for this supplier to apply a discount if payments is made at an agreed time and should be less than Payment term date.
Early Payment Discount Percent	A discount percentage as to which is applied to the supplier payment if the payment is made on or prior to the agreed early payment discount terms.

Site-Specific Settings tab

Show me

Field	Description
Site	Site id for each bpay reference for the one supplier cardid.
BPay Customer Ref	Enter your customer BPay details for each site entered (if you have multiple sites with difference references for each bpay)

Readysell 8 Help

Card settings

Overview

General Setting tab

Fields

Customer Setting tab

Fields

Field

Customer Reports tab

Sales Reporting tab

Web Integration tab

Loyalty Points tab

Customer Portal Users tab

Supplier Settings tab

Fields

Site-Specific Settings tab