Created

The date and time that the card was created in the Readysell system.

Created By

The Readysell user who created this card.

Last Sale Inv

The date and time that the last sale invoice was created in Readysell. This is generated automatically by the system.

Last Purchase Inv

The date and time that the last purchase invoice was generated in Readysell. This field will usually be empty except in cases when the supplier delivers goods directly to the customer.

Last Customer Pay

The date and time that the last customer payment was received in Readysell. This is generated automatically by the system.

Readysell suggests that you set the Task 'Ranking' Ranking days to have a value of 90.  It is up to you, you may want to consider more sales such as the last year or the last 6 months.  Whatever you do you want to have a value with the parameter so that you ignore very old sales.  You should not leave the value within the task blank. The reason is that you want to give more weight to recent customer performance and you want to ignore very old customer performance.  As you want your ranking to reflect trends in customer performance.  If you leave the ranking days empty without a value.  Readysell will rank customers based upon all sales forever, This can mean that big volumes of sales a long time ago are reflected in your current performance rankings.  Hiding the recent performance difference between customers.  In short, you don't care about sales that are very old you only care about recent sales. 

The overall rank is calculated by taking the Value Rank, Quantity Rank and Margin Rank, adding them all together, and then sorting the overall rank column from smallest -> largest. It's possible that multiple customers end up with the same rank. For example, Customer A may be Margin 1, Value 1, Quantity 3 and Customer B may be Margin 2, Value 2, Quantity 1. In this case, they both end up with the same "Overall Rank".   - The task that updates this is called Ranking (Navigation Panel > Administration > Advanced > Tasks > task name: Ranking.  There are no settings you can change for this ranking procedure, it is built into the program)

Customer Balances:

Current

The customer’s current balance.

30 Days

The customer’s 30 day balance.

60 Days

The customer’s 60 day balance.

90 Days

The customer’s 90 day balance.

120 Days

The customer’s 120 day balance.

Forward

The customer’s balance for future dated transactions.

Total

The customer’s total balance.

Overdue

The customer’s overdue balance.

Limit Exceeded

Checked if the customer has exceeded their limit.

Supplier Balances:

Current

The supplier’s current balance.

30 Days

The supplier’s 30 day balance.

60 Days

The supplier’s 60 day balance.

90 Days

The supplier’s 90 day balance.

120 Days

The supplier’s 120 day balance.

Forward

The supplier’s balance for future dated transactions.

Total

The supplier’s total balance.

Overdue

The supplier’s overdue balance.

Limit Exceeded

Checked if the supplier has exceeded their limit.

Pay

Generates and allocates a new customer payment for the selected open item(s). The amount in parentheses shows the balance of the selection.

Highlight the open items you want to pay, then click Pay to generate and automatically allocate a new customer payment.

Options:

• Once this is done, select all of the customer payment lines
• Click "Show Source in Report" - all the invoices should come out on one printout

Allocate

Generates an allocation for the selected open item(s). Highlight the open items you want to allocate, then click Allocate to generate an allocation.

Group filter options

View filter

This allows you to view only unallocated open items, or all open items.

Options:

• Once this is done, select all of the customer payment lines
• Click "Show Source in Report" - all the invoices should come out on one printout

Show Details

Opens the selected open item in a new tab.

Date

The date and time of the open item.

Age

The age of the open item.

Type

The type of open item (e.g. SALINV for tax invoices, SRVINV for service order invoices).

External Code

An optional alternate code for the transaction. This is not normally used.

Transaction Number

The transaction number of the open item.

Value

The total value of the open item.

Balance

The amount owing on the open item. This may differ from the value if a part payment has been made.

Description

A description of the open item.

Due

The date when the open item is due based upon the payment terms on the card.
An overdue open item is any open item where the "Due" date is older than the statement date. The "Due" date is set based on the payment terms.

Rev

Shows whether the item has been reversed.

Tax Value

Shows the total value of all tax applied to the open item.

View filter

Lets you choose what allocations to view.

Date

The date and time of the allocation.

Transaction Type

The transaction type for the allocation.

Transaction Number

The transaction number of the allocation.

View type

This allows you to sort the list by date or by product.

Filter

This allows you to view only product movements from the last three months, or all product movements.

Associated Products

Shows the Associated Products window for the product on the selected line.

Price Book Entries

Shows the price book entries for the product on the selected line.

Product History

Shows the transaction history for the product on the selected line.

Show Product Movement Allocation

Opens the product movement allocation for the selected product movement. This is not available for all product movement types.

Date

The date when the product movement occurred.

Period

The period in which the product movement occurred.

Product Site

The identifier of the product at this site.

Transaction Type

The type of transaction that triggered the product movement (e.g. sales shipment, purchase order receipt)

Transaction Number

The transaction number of the product movement.

Qty

The quantity of product moved. A positive quantity indicates incoming (purchased) products, while a negative quantity indicates outgoing (sold) products.

Location

The location of the movement. For purchases, this will be the location where the products were delivered; for sale shipments, this will be the location from which the products were picked.

Tax Code

The tax code associated with the product movement. This is derived from the Tax Code on the transaction line that created the product movement. The tax codes on transactions default from the Tax Code Buy and Tax Code Sell fields on the product’s record.

Tax Value

The total value of tax applied to the product movement.

Qty on Hand

The quantity of product on hand after the product movement.

Accept Variance

Accept any variance between the quantity that should be sent on the shipment and the quantity actually sent on the shipment. Variances happen when the quantity actually picked is different from the quantity that was supposed to be shipped on shipment lines.

View filter

This allows you to view only shipments from the last three months, or all shipments.

Associated Products

Shows the Associated Products window for the product on the selected line.

Price Book Entries

Shows the price book entries for the product on the selected line.

Product History

Shows the transaction history for the product on the selected line.

Transaction Number

The transaction number for the shipment.

Created At

The date and time when the shipment record was created in the system.

Product

The product that was shipped.

Location

The location from which the product was picked.

Product Unit

The product unit for this shipment.

Unit Quantity On Hand

The quantity of this unit on hand.

Unit Quantity Shipped

The quantity of this unit that was shipped in this shipment.

Tax Value Shipped

The tax value of the goods shipped.

Value Inc Tax Shipped

The value of the goods shipped, including tax.

Unit Price Ex Tax

The price of each unit, excluding tax.

Unit Price Inc Tax

The price of each unit, including tax.

Discount Percent

Any discount applied to the shipment, expressed as a percentage.

Tax Code

The tax code applied to the shipment.

Has Notes

Checked if the shipment has notes.

Credit

Generates a credit for the selected sale invoice.

Generate Machine

Generates a machine from the invoice. The product from the first invoice line will become the machine, and any other lines will become accessories on the machine.

Filter view

Lets you view invoices from the last three months, or all invoices.

Date

The date of the invoice.

Transaction Number

The transaction number of the invoice.

Customer Order

The customer order number for the invoice.

Cost Ex Tax Invoiced

The total cost invoiced to the customer, excluding tax.

Value Ex Tax Invoiced

The value of goods invoiced to the customer, excluding tax.

Tax Value Invoiced

The amount of tax invoiced to the customer.

Value Inc Tax Invoiced

The value of goods invoiced to the customer, including tax.

Charge To

The card to which the invoice is charged. This is taken from the Charge To field on the General tab.

Gained

This shows the total number of loyalty points the card has gained, including points that have been redeemed.

Redeemed

This shows the number of loyalty points the card has redeemed.

Balance

This shows the card’s current loyalty point balance.